Voters back data center limits across the U.S., but Amazon's (AMZN) and Applied Digital's (APLD) plans survive for now

Voters back data center limits across the U.S., but Amazon's (AMZN) and Applied Digital's (APLD) plans survive for now

Key points

  • At least 33 data center limits passed or were leading
  • Trenton, Ohio, approved a ban aimed at an Amazon plan
  • A review measure near an Applied Digital site appears to have failed

Voters backed limits on data centers across the country on November 3, with at least 33 measures passing or leading, Stateline reported.

Trenton, Ohio, passed a ban aimed at an Amazon (AMZN) campus, though the site sits outside city limits. In Harwood, North Dakota, a review measure that grew out of an Applied Digital (APLD) project appears to have failed.

The results remain unofficial. Ballotpedia tracked 41 data center measures in 10 states: 28 to limit development and 13 to allow it. As of the morning of November 4, its results page showed counts for 35. All 35 went against data centers, by our count, including advisory questions that aren't binding.

Amazon shares were at $261.81 in premarket trading as of 9:21 a.m. ET on November 4, up from the previous close of $250.69. Applied Digital was at $17.03, down from $17.81.

Six votes tied to real projects

Most of the measures were preventive or advisory. These six touch a named developer or a specific site:

PlaceResultWho's involvedWhat it changes
Trenton, OhioBan over 25 MW passed, 80%Amazon Web ServicesApplies only inside city limits
Sunbury, OhioBan of 25 MW or more passed, 79%Possible Amazon projectProject's fate is unclear
Ashville, OhioAgreement rejected, 82%EdgeConneXReverses the village's deal on two data centers
Wilmington, OhioFour rezonings rejected, 80%ArdentAbout 546 acres stay rural residential
Harwood, North DakotaReview measure appears to have failedApplied DigitalProject was approved in 2025; no report says the measure reaches it
Janesville, WisconsinVoter approval requirement passed, 62%Former GM/JATCO siteLarge deals for the site need a public vote

Amazon's Trenton plans aren't dead

The Trenton vote looks worse for Amazon than it is. The ban covers only land inside the city, and the planned AWS site sits just outside it, the Cincinnati Enquirer reported. Trenton withdrew its September petition to annex that land from two neighboring townships.

The next test comes on November 10, when Butler County holds a hearing on a St. Clair Township zoning resolution that would ban data centers there. The Trenton ban also likely won't touch a four-building AWS campus already under construction nearby, Fortune reported. The ban was aimed at a separate 18-building plan.

Wilmington shows why the details matter. The four rezonings there sit next to or near a proposed AWS campus, but the prospective buyer was Ardent, a real estate developer affiliated with TAC Data Centers. The votes don't rule on Amazon's site.

Applied Digital's project came first

Harwood's review measure appears to be the exception, though no vote count had been posted as of the morning of November 4. The one win reported for data center supporters came in North Dakota, and Harwood's was the state's only measure on the November 3 ballot.

The measure would have required independent review and a public hearing before Harwood approved large industrial projects. Its backers wanted more transparency after the mayor signed a nondisclosure agreement with Applied Digital. "A $3 billion decision coming into a community of 800 people shouldn't have took three weeks to do," resident Michael Swartz, who drafted the measure, told Bloomberg. Harwood approved the project in 2025, and construction started soon after, so the measure may not have reached it either way. We haven't seen a report saying it would. The company's site there already has a roughly 15-year, $5 billion lease with an unnamed investment-grade hyperscaler, according to our AI compute commitments tracker.

The money is the part to watch

The buildout's financing assumes sites get built. Our AI debt tracker lists a $14.75 billion construction loan for the Lighthouse campus in Port Washington, Wisconsin, where Oracle (ORCL) is the tenant. Voters there approved a measure in April requiring a public vote on large tax-increment districts, 66% to 34%. That doesn't stop the campus, but it shows the same fight reaching a site with lenders behind it.

Local opposition blocked or delayed 75 projects worth about $130 billion in the first quarter, Data Center Watch counted. In Ohio, more than 125 local moratoriums were already active before the November 3 vote.

Two December votes come next. Clarksville, Arkansas, votes on December 1 on up to $55 billion of data center bonds, which officials say the private companies would repay. Mandan, North Dakota, votes on December 15 on a ban at 25 megawatts or more. Backers of a statewide Ohio ban are also aiming for the 2027 ballot.

Vote shares are unofficial. The results page showed Wilmington and Granville, Ohio, with Yes and No figures that didn't match local results, so we used the Wilmington News Journal's county totals and local reports of Granville's ban passing.

Frequently asked questions

How many data center ballot measures passed on November 3, 2026?

At least 33 measures limiting data centers passed or were leading, Stateline reported. Ballotpedia tracked 41 measures in 10 states, 28 to limit development and 13 to allow it. All 35 with posted vote counts as of the morning of November 4 went against data centers, by our count. The results are unofficial.

Does the Trenton, Ohio, data center ban stop Amazon?

Not by itself. The ban applies only inside city limits, and the planned Amazon Web Services site sits just outside them. A St. Clair Township zoning resolution that would ban data centers goes to a Butler County hearing on November 10. A four-building AWS campus already under construction nearby likely won't be affected.

What happened with Applied Digital in Harwood, North Dakota?

A measure requiring independent review and a public hearing for large industrial projects appears to have failed. It was the only North Dakota measure on the November 3 ballot, and the state produced the only win for data center supporters. No vote count had been posted as of the morning of November 4. Harwood approved Applied Digital's project in 2025, so the measure may not have reached it either way.

What are the next data center votes?

Clarksville, Arkansas, votes on December 1 on up to $55 billion of data center bonds. Mandan, North Dakota, votes on December 15 on a ban at 25 megawatts or more. Backers of a statewide Ohio ban are aiming for the 2027 ballot.

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David Han
David Han

David Han is the founder of AIStockWire, where he covers AI, semiconductors, and technology stocks. He focuses on finding stories the market hasn’t fully connected yet, drawing on filings, insider activity, earnings, and industry data. His commentary has been quoted by U.S. News & World Report, Moneywise, and Yahoo Finance. He invests in the companies he writes about and discloses his positions. Nothing he publishes is investment advice.