The Download: Texas's fragile AI boom and energy policy shifts

Plus: America's data center boom has hit a political wall. Texas was the new epicenter of the AI data center buildout. Texas is the fastest-growing data center market in the US and ground zero for Big Tech's largest AI buildouts. But the blue wave that swept the Lone Star State may jeopardize that position. Democrat James Talarico won the US Senate seat, Gina Hinojosa won the race for governor, and Democrats will take control of the Texas House for the first time in 24 years. They won after making data centers a central issue on the campaign trail.