Texas election rattles AI data centers: Is this cloud giant less exposed?

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Investing.com and Yahoo Finance LLC may earn commission or revenue on some items through the links below. Investing.com — The open plains of Texas currently host roughly a third of all U.S. data center capacity under construction. Democrat Gina Hinojosa's victory in the Texas gubernatorial race over incumbent Greg Abbott—driven by campaign pledges to restrict data center power allocations and protect the ERCOT electric grid—sent Nasdaq futures tumbling 2% overnight. High-leverage AI cloud builders took the immediate brunt of the sell-off, with CoreWeave (NASDAQ:CRWV) dropping 7% and Nebius Group (NASDAQ:NBIS) sliding 4%. Enterprise giant Oracle (NYSE:ORCL) was caught in the downdraft as well, shedding roughly 4%.