The rapid expansion of data centers has become a contentious issue in the US, with local opposition and tech money pouring into midterm campaigns. Both Democratic and Republican candidates are distancing themselves from data centers, with some backing a moratorium on development. This has become a wedge issue in several congressional and gubernatorial races, with some candidates leaning towards stricter AI policies.

The US government has awarded $260 million to Helion and Commonwealth Fusion Systems (CFS) under the CHIPS and Science Act, but in return, the companies must give the government non-voting shares. This is a departure from the typical non-dilutive capital model, where the government provides funding without taking a direct stake in the companies. The awards are seen as a signal that the US government is re-engaging with the fusion industry, but the terms of the deal may affect the companies' valuations and ownership structures.