The Bullets At The Door: How Dark Money Built The War On Data Centers

On April 6, 2026, around 12:45 in the morning, an attacker fired 13 rounds into the front door of an Indianapolis city-county councilman’s home. A handwritten note reading “No Data Centers” was left under the doormat. The councilman, Ron Gibson, a Democrat first elected in 2023, was inside with his 8-year-old son. Bullets struck the wall near where the family eats dinner. The week before, Gibson had voted to rezone land in the Martindale-Brightwood neighborhood for a data center.

Begin there. Begin at the door. The people now leading the national campaign against American data center construction have spent the past two years describing themselves as worried neighbors and overburdened ratepayers. The bullets at Gibson’s door are inconvenient for that self-portrait. They are not, however, an aberration. The Soufan Center, a counterterrorism research nonprofit, has warned since November 2025 of a spike in online rhetoric encouraging arson and sabotage against data center facilities. The April 6 incident was the third such event in 2026. What we are watching is the predictable end-state of a movement whose rhetoric has been escalating for eighteen months, whose talking points are identical from Loudoun County to suburban Detroit, and whose funding architecture leads, with depressing reliability, back to the same handful of foundations that bankrolled the anti-fracking, anti-pipeline, and anti-nuclear campaigns of the past two decades.

Consider the central empirical claim of the opposition. The claim is that the 5,000-plus U.S. data centers, and especially the hyperscale clusters in Northern Virginia, Texas, and Ohio, are driving up retail electricity rates for ordinary families. It is a claim engineered to mobilize voters across party lines. It also happens to be false.

The Institute for Energy Research published a careful analysis in March 2026 examining state-level rate trajectories from 2015 through 2025. The top 10 data center states averaged 14.46 cents per kilowatt-hour in 2025. The remaining 40 states averaged 14.39 cents. The difference is statistical noise. More striking still, states with the fastest growth in electricity sales saw smaller price increases over the decade, 20.0%, than states with slow growth, 39.4%. Virginia, the densest data center geography in the country, has residential rates 14% below the national average and a 15-year forecast from Dominion Energy of only 2.5% annual bill growth, which is below normal inflation. Whatever is raising power bills for residents of California, New York, and Massachusetts, it is not the existence of server farms in another time zone. It is the cumulative weight of state-level renewables portfolio standards and a generation mix increasingly weighted toward intermittent, non-firm resources.

There is, however, a real rate problem worth addressing, because steelmanning the opposition’s strongest argument is the only honest way to dismiss the rest of it. PJM Interconnection, the regional grid operator covering 67 million people across thirteen states and the District of Columbia, has seen its capacity-auction prices rise from $28.92 per megawatt-day for the 2024-2025 delivery year to $329.17 for 2026-2027. That is an 833% increase, and PJM’s independent market monitor attributes a meaningful share to data center demand. The steelman ends there. The pivot begins.

PJM cleared 134,479 megawatts in its most recent auction against a reliability requirement that left it 6,623 megawatts short. In the twelve months preceding the auction, only 2.7 gigawatts of new generation came online, while more than 100 gigawatts of projects sit in PJM’s interconnection queue. Rocky Mountain Institute found that projects becoming operational in 2025 had spent an average of eight years in queue, and Lawrence Berkeley National Laboratory reports that only 13% of capacity submitting interconnection requests since 2000 has actually been built. The bottleneck is not data center demand. The bottleneck is administrative.

Add to the queue problem the policy-driven retirement of firm capacity. NERC’s 2025 Long-Term Reliability Assessment, released in January 2026, found that existing fossil-fueled generation fell by 21 gigawatts from 2024 to 2025 while peak-hour battery, wind, and solar grew by 23 gigawatts. The replacement is intermittent. The retirement is firm. NERC has now flagged thirteen of twenty-three North American assessment areas as facing elevated or high resource adequacy risks within five years. Indian Point 3 in New York and the Byron and Dresden units in Illinois, together 5.1 gigawatts of zero-carbon firm power, were retired prematurely under state-level pressure. As Reason Foundation’s Jennifer Lambermont has observed, had policy favored natural gas and nuclear instead of subsidizing intermittent generation, the grid would today carry between 100 and 200 gigawatts of slack capacity. With that slack, capacity prices would be lower, not higher, and electricity bills would be cheaper for everyone.

The investment case for new firm capacity has also been undermined by deliberate policy. The Biden administration revoked the Keystone XL presidential permit on January 20, 2021, producing a $2.2 billion after-tax impairment for TC Energy, and paused approvals of LNG export facility permits in January 2024. When the Department of Energy in December 2025 used its Section 202(c) authority to keep more than 2 gigawatts of coal capacity online, the Sierra Club, Earthjustice, and Michigan Attorney General Dana Nessel sued. The lesson for any private investor evaluating a fifty-year power asset is plain. A four-year administration can strand the asset. That deters the capital America needs to build replacement firm generation.

Now consider who is doing the deterring. The most prominent national vehicle for the moratorium campaign is the Artificial Intelligence Data Center Moratorium Act, introduced March 25, 2026 by Senator Bernie Sanders and Representative Alexandria Ocasio-Cortez. The bill would impose an immediate national pause on new data center construction. Senator John Fetterman, no Republican, has called it a “surrender flag to China.” The bill’s named civil-society backer is Food & Water Watch, whose executive director, Wenonah Hauter, has organized hundreds of advocacy organizations into a unified moratorium coalition. Food & Water Watch’s institutional funders include the Park Foundation and the Columbus Foundation, with most of the rest flowing through donor-advised funds. This is the same model the organization has used for more than a decade.

Behind Food & Water Watch sits a larger architecture. The four nonprofits managed by Arabella Advisors, the New Venture Fund, the Sixteen Thirty Fund, the Hopewell Fund, and the Windward Fund, collectively raised approximately $5 billion between 2019 and 2022. In November 2025, the fiscal-sponsorship arm rebranded as Sunflower Services, and Arabella itself rebranded as Vital Impact. The donors did not change. The Swiss billionaire Hansjorg Wyss, through his Berger Action Fund, has given the network $245 million since 2016, more than 30% of traceable Sixteen Thirty Fund revenue. George Soros’s Open Society network gave $153.5 million to the four main Arabella nonprofits between 2018 and 2022. The Windward Fund, the network’s environmental wing, has in turn funded the Sierra Club Foundation. Americans for Public Trust has documented more than $500 million in foreign money flowing through the Arabella architecture. The pass-through structure makes the rest hard to trace by design.

If this funding architecture sounds familiar, that is because it is. The same network funded the campaigns against hydraulic fracturing in the 2010s, against the Dakota Access and Keystone XL pipelines, and against new nuclear construction. The result of those campaigns was the policy environment that has now left PJM short of generation. The same money is now funding the campaign that blames data centers for the resulting price spikes. The argument is circular by design.

The coordinating infrastructure on the ground confirms the pattern. Data Center Watch documents a Northern Virginia coalition of 41 organizations with full-time professional staff, and 188 activist groups across 24 states nationwide. In a single quarter of 2025, opposition groups blocked or delayed $98 billion in announced investment. For the year, the figure was $156 billion. In November 2025, Sierra Club, NRDC, and allied groups, represented by Earthjustice and Troposphere Legal, filed a contested case to block a Saline Township data center deal in Michigan. None of this looks like an organic uprising of worried neighbors. It looks exactly like what it is, a coordinated, well-funded, and ideologically continuous campaign against American energy and industrial capacity.

The stakes of getting this right are not domestic alone. China added 429 gigawatts of net new generation in 2024, more than 15 times U.S. net additions, and is committing roughly $50 to $70 billion in annual state subsidy through its Big Fund III to AI infrastructure. Cleanview tracks 550 planned Chinese data centers totaling 125 gigawatts. The NIST Center for AI Standards and Innovation found that DeepSeek’s R1 and V3.1 models consistently reflected Chinese Communist Party narratives across 190 questions on Chinese history and politics in both English and Chinese. DeepSeek’s privacy policy stipulates that user prompts are stored on servers in the People’s Republic of China, where intelligence laws compel data sharing with the state. The House Select Committee on the CCP has called DeepSeek a profound threat to national security. A US moratorium on data center construction is, literally, a policy gift to that threat.

The Republican response to all of this should not be defensive. It should be declarative. The United States is going to win the AI infrastructure race. The bottleneck is not demand. The bottleneck is interconnection bureaucracy, the forced retirement of firm generation, and the political risk that deters private capital from financing replacement. The slack capacity that would already exist, had policy not been bent against natural gas and nuclear for two decades, would have meant cheaper power for every American family today. The xAI Colossus facilities in Memphis and Southaven, which combined operate or have permitted more than 1.6 gigawatts of behind-the-meter gas turbines, exist precisely because the regulated utility complex cannot build fast enough. They are a symptom of a working market routing around a broken process, not the disease.

The people now organizing to stop the buildout are funded by the same interests, working through the same dark-money architecture, that have spent twenty years making American energy more expensive and less reliable. They have now produced 13 bullets in a councilman’s front door beside a sleeping eight-year-old. They will produce more, unless their architecture is named and the moratorium defeated. The honest course is straightforward. Name the funding. Defeat the moratorium. Accelerate interconnection reform under FERC Order 2023. Stop the premature retirement of firm capacity. Welcome the AI buildout, because the alternative is to hand the next century of computational and economic dominance to a Chinese Communist Party that has already decided the contest is worth winning. The bullets at Ron Gibson’s door make the choice plain.

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