A stunning upset in the Texas governor race and sweeping Democratic victories across the country threaten to curtail the biggest-ever spending boom in US history. That could disrupt a key growth engine for America’s economy. Come January, states controlled by Democrats who support expanding or extending AI construction moratoriums will account for 45% of America’s planned data center capacity, according to Goldman Sachs. A quarter of America’s planned AI infrastructure buildout is set to take place in Texas alone. That doesn’t mean half of America’s planned data centers are on hold. Demand for AI is off the charts. Donald Trump…