Ledger
Electoral-Surface Read·HIGH·Emerging·FL

Florida

Florida enacted SB 484 (signed by Gov. DeSantis, effective July 1, 2026) requiring large data centers to pay their own utility costs, tightening water permitting, banning NDAs and preserving local control, while data centers have become a contrast issue in the August GOP governor primary and a wave of Tampa Bay-area cities imposed local moratoriums (Broadband Breakfast; Just The News).

Energy/PowerWater/GeologyCapital Flows/InsurabilityCivic / Governance Barriers

Civic/Governance Barriers activates on moratorium-class action (C1), meaningful 2026 race (C3), litigation/recall pathway (C4) — governance instruments on the electoral, legislative, and regulatory surface (protocol §10; Overview Civic breakout). Capital Flows is a dominant stressor: SB 484 codifies full cost-of-service tariffs so residential/small-business ratepayers do not subsidize data centers (DeSantis: 'You should not ... have to subsidize some of the wealthiest companies'), while the retained sales-tax exemption remains a fiscal-cost debate (The Cool Down; Hoodline). Water/Geology is a major stressor given Florida hydrogeology (Tamiami Formation freshwater limits in SW Florida) and SB 484's consumptive-use/reclaimed-water rules (Central Intelligence). Energy/Power framing centers on grid upgrades and self-generation (Miami Herald).

Governor (open seat; DeSantis term-limited; GOP primary Aug. 18, 2026): U.S. Rep. Byron Donalds is the Trump-endorsed frontrunner and says he is 'pro having a plan' — favoring setbacks and self-generated power — while ex-House Speaker Paul Renner runs on a 'full halt' to 'unchecked hyperscale AI data centers' as a first-100-days pledge, and Jay Collins/James Fishback trail; likely Democratic nominee David Jolly (Miami Herald; Wikipedia FL gov election). The pro-AI PAC 'Leading the Future' ran a ~$5M ad buy backing Donalds (voterenner.com).

No statewide moratorium (SB 484 preserves local zoning authority instead). A wave of Tampa Bay-area local moratoriums: Zephyrhills adopted a one-year moratorium on large-scale data centers (final 4-0 vote June 22, 2026); Lakeland scheduled hearings (July 6 and 20) on a 12-month pause; and Pasco County was set to vote on a one-year moratorium on July 14 (WUSF Zephyrhills; The Florida Press; WUSF Lakeland). More than a dozen Florida local governments have paused approvals (The Cool Down).

SB 484 (signed May 7 / in Lakeland; effective July 1, 2026) directs the Florida PSC to set tariffs so large data centers (~50 MW+ monthly peak) bear their full electric cost of service, adds consumptive water-permitting limits and reclaimed-water requirements, requires public disclosure of deals, bans certain NDAs, and preserves local land-use control (Central Intelligence; Just The News; The Cool Down). The separate 2017 sales/use tax exemption for 'data center property' ($150M investment / 100 MW IT-load threshold) remains and was extended, drawing criticism (Hoodline).

None identified. No Florida November 2026 statewide data-center ballot measure surfaced; the state acted via SB 484 and local moratoriums rather than a ballot initiative (Central Intelligence).

Fort Meade is cited as a hyperscale reference point, with scrutiny extending to Walton, Pinellas, Citrus, Polk and DeSoto counties; DeSoto County faces water/environmental questions tied to a project (Central Intelligence). No single canceled/voided flagship site identified; the fight is chiefly regulatory plus local moratoriums.

No distinct labor-organizing or AI-displacement fight identified; jobs framing appears mainly in the gubernatorial economic debate. Included as secondary context.

Emerging: Florida currently lacks true hyperscale campuses (SB 484 was passed as a pre-emptive guardrail), with local scrutiny across Fort Meade, Pasco, Polk, Pinellas, Citrus, Walton and DeSoto counties (Ground News/DeSantis signing; Central Intelligence).

"You should not, as a hard-working Floridian, have to subsidize some of the wealthiest companies in the history of humanity." — Gov. Ron DeSantis, signing SB 484 (The Cool Down)