# Why the data center slowdown concern is overblown. Two stocks to buy amid the fear

- URL: https://talkfuse.com/story/why-the-data-center-slowdown-concern-is-overblown-two-stocks-to-buy-amid-the-fear/
- Published: 2026-11-13T16:54:40+00:00
- Updated: 2026-11-14T00:48:19+00:00
- Original publisher: CNBC (publisher lean: Centre)
- Original article: https://www.cnbc.com/2026/11/13/data-center-slowdown-utility-stocks.html
- Topics: Business, Companies, Markets

## Key points

- Industry figures say data centre slowdown fears are overstated.
- Texas permitting depends on state regulators and agencies.
- The article notes its Texas regulatory analysis may be incomplete.

## Summary

Energy executives and investors interviewed at an industry conference argued that fears of a broad data centre slowdown are overstated. The article says political efforts to curb construction may have limited reach, and that projects could move to other states, making the regulatory outlook important for investors in energy and data centre companies.

Texas is the article’s main example: federal officials have little direct say over most permitting, while state agencies oversee grid connections and environmental approvals. Governor Greg Abbott has reportedly paused some permitting, but the Public Utility Commission chair is appointed through September 2029 and the environmental regulator through next year. The article cautions that its account of Texas regulation may be incomplete, and the supplied text ends mid-sentence.

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Summarised by TalkFuse (https://talkfuse.com/). Quote the original publisher for the reporting and link this page for the summary and discussion.