Politics
Shapiro tests Democrats’ data center strategy
PHILADELPHIA — Pennsylvania Gov. Josh Shapiro, a bellwether Democrat on AI and data centers, is tempering his message ahead of his reelection campaign.
Shapiro, a swing-state Democrat and a 2028 presidential prospect, has staked his state’s economic fortunes on the tech industry. He wooed a $20 billion investment from Amazon along with major investments by Microsoft and Google. Shapiro has backed President Donald Trump’s call for more nuclear and natural gas plants to power new tech hubs.
He’s now trying to hedge his bet as data centers absorb a nationwide backlash from voters increasingly concerned about their impact on electricity bills.
“Pay for your own power, so it’s not saddling local businesses or homeowners with higher costs,” Shapiro said in an interview with Blue Light News earlier this month from a union hall in Philadelphia.
It’s an unmistakable pivot by a leading practitioner of data center politics who along with other Democratic governors has been trying to bring under control rising electricity prices that could be political kryptonite for both parties. Household electricity bills are rising at twice the rate of inflation. In recent weeks, Shapiro has joined Arizona Gov. Katie Hobbs, New York Gov. Kathy Hochul and other Democrats who are sharpening their tone and putting new policies in place to try to claw back taxpayer expenses, increase pressure on utility companies and address local backlash against development.
“Too many of these projects have been shrouded in secrecy, with local communities left in the dark about who is coming in and what they’re building,” Shapiro said in his annual address to the Pennsylvania General Assembly earlier this month.
Shapiro, who is riding high in the polls as he launches his reelection campaign, is pitching the AI and data center boom as a source of union jobs during the yearslong construction phase — but also trying to manage the boom’s potential to alienate other voters.
Christopher Borick, a political science professor at Muhlenberg College in Allentown, said Shapiro’s “get stuff done” political brand runs into trouble if voters tie energy affordability concerns to data center projects.
“People have started to connect the demand for AI and data centers to pricing,” he said.
Jobs and energy
Few Democrats have anticipated the data center zeitgeist as deftly as Shapiro. Shortly after taking office in 2023, he ordered an analysis of where the state and U.S. economies were headed. AI jumped out as a key opportunity, a top adviser said.
“Not just because we thought it was cool, but because we have strengths,” said Rick Siger, a former Obama staffer who serves as Shapiro’s secretary of community and economic development.
Carnegie Mellon University, a top engineering and technology school, was a selling point. So was the state’s manufacturing base, which makes hardware for data centers and boasts tech companies that will deploy advanced AI. Shapiro’s team fixated on what major developers were after. “Speed matters, in particular to companies that are competing in AI,” Siger said.
In June 2025, Shapiro announced Amazon’s $20 billion investment in two data center complexes: one in the Philadelphia suburbs of Bucks County and another south of Wilkes-Barre.
“The employees will be making, in some cases, double the average wage in that county,” Siger said, “to work in a high-tech job and be able to stay home and raise their kids in their hometown.” The data center piece of the AI juggernaut also works well for Shapiro’s union-heavy constituency. He toured Steamfitters Local Union 420’s training center in Philadelphia earlier this month, which is training apprentices to install cooling systems for the computer chips packed in wall-to-wall racks inside the cluster of AI factories being developed in Bucks County.
Rory Carroll, a 42-year-old steamfitter who was among the trainees greeting Shapiro, said he’s “tried everything” to make a living. “I sold cars, delivered pizza, managed a supermarket.” Now, he says he’s on a rising tide.
Local officials in Bucks County — which Trump flipped red in 2024, for the first time since 1988 — are wary but welcoming.
“Do I think the trend of technology replacing jobs will continue with the data centers? Of course I do,” said Erin Mullen, vice chair of the Falls Township Board of Supervisors. But she said the temporary construction jobs were worth pursuing. “This is a blue-collar township,” Mullen said. “So even though the jobs are temporary, a lot of families here survive on temporary jobs, and this is huge for the trades.”
Data centers’ demand for energy also works for Shapiro, who’s been touting the state’s large natural gas reserves in talks with tech companies. Last summer, he joined Trump and the state’s Republican senator, Dave McCormick, in Pittsburgh to announce multibillion-dollar commitments for restarting aging hydropower and expanding electricity generation from nuclear and natural gas.
Now, after cuts to federal renewable energy tax credits, he’s still touting Pennsylvania energy — with a partisan edge.
“I’m an ‘all-of-the-above’ energy governor,” Shapiro said in the Blue Light News interview. “Unfortunately, the president of the United States has cut hundreds of millions of dollars from clean energy development in this commonwealth, which has cost us 26,000 union trade jobs who were set to work on these projects.”
“I don’t think it’s an either-or — it’s a both-and,” he continued. “We need to generate more power. Yes, it will rely in part on Pennsylvania natural gas. We also need to generate more power with renewables.”
Power politics
Shapiro’s call for data center developers to pay for electricity infrastructure that could drive up utility bills echoes the Trump administration’s recent rhetoric exhorting them to “pick up the tab” — but Shapiro’s focus on power bills was a long time coming.
In July 2024, as Shapiro was chasing Amazon, mid-Atlantic ratepayers were hit with a $14.7 billion, one-year charge from PJM Interconnection, the region’s electricity grid manager. The double-digit cost increases in utility bills came as a result of projections that electricity supplies could fall short of demand across the 13-state region stretching from northern Virginia to Chicago.
Shapiro demanded a price cap in December 2024 on the fastest-rising part of PJM customers’ electricity bills — a headline-grabbing event in Pennsylvania. And he’s threatened to pull Pennsylvania out of the PJM market all together, a major uprooting of the way power is delivered in the region. He’s attacked PJM for its byzantine utility-heavy leadership structure that leads to a sclerotic response to rising power prices.
According to federal data, electricity prices in Pennsylvania rose roughly 20 percent between November 2024 and November 2025 — the highest rate in the country. And PJM has warned that states could face power shortages by the end of the decade if the construction of new data centers race ahead of the energy supply.
“PJM is broken,” Shapiro said in December. “They’re too damned slow. And the needs we have in this country to produce more energy to support everything from data centers to more manufacturing need to be met. And we are being held captive.”
The enormously complex market rules that affect power prices in Shapiro’s state are outside average Americans’ conversations. But Shapiro and Trump have tied a rising part of their political parties’ credibility to the outcome of their pledges to make data centers pay their own way.
In January, Shapiro went to the White House alongside other East Coast governors of both parties to call for PJM to control power prices — and for data centers to “bring their own power” through long-term contracts with new generation developers.
Big tech companies are starting to sign on. Trump used a Truth Social post in early January to announce the White House was working with tech companies to get more agreement on containing the public cost of energy infrastructure. Microsoft then pledged to shoulder more of those costs.
Shapiro’s tack could work for him, according to recent polling.
A POLITICO poll released last week showed an electorate still wrestling with the data center question. Respondents’ top concerns surrounding data centers were power prices and the risk of blackouts — yet they were generally willing to support a new data center in their area evenif it hikes their power bills.
In his address to lawmakers, Shapiro proposed a three-pronged strike against rising energy costs — proposing new rules for data center developers, electric utilities and the regional grid PJM. He pledged to “hold data center developers accountable to strict standards if they want our full support.”
Last week, PJM agreed to extend price controls on future electricity production into 2030.
The night after verbally sparring with Abdul El-Sayed on primetime television, Fox News host Jesse Watters had kind words for the progressive Michigan Senate nominee.
“I like him,” Watters remarked Tuesday to his co-hosts on “The Five,” albeit right after saying he doesn’t trust him. “I don’t want to like him, but I like him.”
Less than 24 hours prior, the two had engaged in an adversarial, wide-ranging interview in which Watters pressed El-Sayed to explain his stance on transgender women in sports and his support for the Green New Deal. For his part, El-Sayed tried to spin Watters’ pointed questions into opportunities to recite his core campaign slogan and call his Republican opponent, former Rep. Mike Rogers, a “beta” male.
Who exactly won the interaction is less relevant than the fact that El-Sayed, a progressive, went on one of the nation’s top conservative-leaning cable news shows to spar with one of Fox News’ stars.
His performance, in which El-Sayed gave little ground to Watters — regularly talking over him to finish a point and negging him for the pointed nature of his questions — presents a new model for how some progressives, hot off a string of primary victories, are looking to market themselves to a wider range of voters while also showing they can withstand scrutiny, or even fight back, on America’s marquee conservative network.
“Even if you only get 30 seconds, that’s the length of a political campaign ad, and they’re basically handing you air time to speak to a couple million people, potentially,” said Nathan J. Robinson, editor-in-chief of progressive magazine Current Affairs and occasional guest on the network.
Those appearances, however, are fraught with risk. Every second-too-long pause, jumbled response or nodding agreement on live television can be instantaneously clipped and become fodder to delegitimize their platform. It’s already happened a handful of times this cycle.
“When you don’t do well is when you go on and hand them exactly what they want, by appearing to not know what you’re talking about,” Robinson said.
Democrats have long appeared on Fox News as a way to reach conservative audiences who otherwise might prove unreachable.
But those trudging to Fox News’ green rooms had, in the past, broadly been more centrist Democrats trying to make a general election case than progressives gearing up for a brawl, particularly with the network’s primetime lineup of conservative opinion hosts.
Potential 2028 Democratic presidential candidate Pete Buttigieg, considered one of the party’s strongest communicators and a self-described moderate, has been a regular on the network dating back to his 2020 run — a strategy he cast in 2024, at least, as an effort to argue on behalf of Democrats for viewers who don’t usually hear their side of an issue.
Progressives now say they see a similar value proposition. Conservative media has spent much of the ongoing election cycle scrutinizing progressives and, specifically, the Democratic Socialists of America — who have endorsed multiple candidates running in November. Going on Fox News, some argue, simultaneously gives the left an opportunity to vouch for itself while also giving the movement more visibility.
“It’s very exciting for us as leftists to finally have to think about these things,” Robinson said. “They didn’t used to invite us on cable news shows.”
When reached for comment, Fox News spokesperson Jessica Ketner pointed to viewership data from Nielsen indicating its spot as the most viewed cable network in the U.S., with an average of 2.5 million viewers during primetime.
A host of progressive candidates and figureheads accepted interviews with the network’s hosts this summer. Democratic socialists like Pennsylvania House nominee Chris Rabb and Wisconsin state Rep. Francesca Hong, then in the closing days of a tightly contested gubernatorial primary, both appeared on the network, as did Gustavo Gordillo, a co-chair of the New York City chapter of the DSA— which endorsed several primary winners in the city’s cobalt blue districts.
Rep. Ro Khanna (D-Calif.), another occasional guest on Fox, said in a text message to Blue Light News that, rather than going on to try to show up the host, he wants the network’s audience “thinking that I deeply love our country, have ideas about how to build the future economy for every American and am a decent guy worth having a meal with.”
The purpose of those interviews, he continued, “is to try to find some common ground in our toxic political culture.”
Monday’s interview with Watters marked El-Sayed’s third interview on the network, and first since winning his primary in early August.
In a statement, El-Sayed campaign spokesperson Cole Wozniak said that “while Mike Rogers refuses to debate and ducks requests from media outlets, Abdul isn’t afraid of a fight.” He added that El-Sayed has been “showing up, taking tough questions and making his case directly to voters” throughout the campaign.
But progressives have also had their fair share of stumbles on the network.
DSA co-chair Megan Romer was widely criticized for an August interview in which she provided one-word affirmations to Fox host Shannon Bream’s inquiry into the group’s platform — which soon provided ammunition to conservatives looking to paint the organization as dangerously extreme.
“Replace the presidency and Supreme Court as we now know them?” Bream asked.
“Yep,” Romer responded.
Such misfires, Democratic consultant Mark Longabaugh said, can partially be attributed to the relative inexperience of some progressives who haven’t taken interviews with similarly adversarial outlets.
“You just may not be aware of the way that interview’s gonna unfold and how tough it’s gonna be,” said Longabaugh, who advised Sen. Bernie Sanders’ (I-Vt.) 2016 presidential campaign.
The DSA didn’t make Romer available for an interview, but the group’s spokesperson, Priscilla Yeverino, said in an interview that “we see the feedback, and we see the blowback.”
“The co-chairs absolutely take that responsibility, and they take it in stride,” Yeverino added. “That’s what they use to continue to improve and fine tune our messaging and to try to broaden our audience.”
Still, progressives say the reward outweighs the risk — as long as the candidates come prepared. Corbin Trent, a Democratic consultant who cofounded Justice Democrats and a former communications director for Rep. Alexandria Ocasio-Cortez (D-N.Y.), said that a candidate greatly benefits from having time to develop a cohesive worldview that makes answering off-speed questions easier.
Trent, who has appeared on the network multiple times, added that the short nature of the TV hit gives little time to debate the nuances of political ideology — making every second count.
“You can’t go into there and have a conversation about what they want to have a conversation about,” he said. “You have to talk about the things that you think are important in your platform.”
Top Democrats are using 2026 as a launching pad for potential 2028 presidential runs.
From progressive Reps. Ro Khanna (D-Calif.) and Alexandria Ocasio-Cortez (D-N.Y.) to the more moderate Pete Buttigieg and Pennsylvania Gov. Josh Shapiro, Democrats have sought to shape their party by endorsing in contested primaries this year. They’ve traveled the country to raise their own profiles and elevate candidates they see as the future of the party.
Their strategies have not always been successful — but they have been revealing: Some endorsed against incumbents based on generational or ideological differences. Some weighed in early to give candidates credence, while others waited until the last minute to help them close out the race. And some have focused on purple districts and other competitive races that could determine control of Congress in the fall.
“If you’re thinking about running for president, you need allies,” said Mike Nellis, a Democratic strategist whose firm works with House and Senate campaigns across the country. “The more that you’re out there, trying to get people elected and making a meaningful difference, voters are going to remember that.”
Appearing with candidates on the campaign trail is an opportunity for potential 2028 candidates to create social media buzz, Nellis noted. Traveling gives them opportunities to connect with donors and elected officials across the country who might be helpful for a future presidential run and pressure test how messages work in various parts of the country. For those not up for an election of their own this year, it’s also a way to stay relevant.
Some potential presidential candidates have been particularly prolific, while others have been more cautious or stuck to their home states, according to a Blue Light News review of endorsements in House, Senate and gubernatorial races. And a handful mostly stayed out of this year’s primaries.
The most prolific endorsers
Few members of Congress threw out as many endorsements as Khanna.
The California representative, who has said he is “seriously considering” running for president in 2028, endorsed in more than a dozen races, often serving as one of the earliest national backers of progressive candidates such as Kat Abughazaleh in Illinois’ 9th District and Analilia Mejia in New Jersey’s 11th District. Abughazaleh lost her race, while Mejia won.
Khanna also backed left-wing candidates that other national progressives shied away from, most notably democratic socialist state Rep. Francesca Hong in the Wisconsin gubernatorial race.
His record is mixed. Hong lost and former Maine Senate Democratic nominee Graham Platner, who Khanna stood by despite a series of controversies, had to drop out after winning a primary but facing an allegation of sexual assault, which he denies — at which point Khanna, like many others, withdrew his endorsement.
Khanna told Blue Light News he likes “endorsing early when an insurgent candidate is a bit of a longshot because that is when they need the endorsement most.” He looks for candidates who support Medicare for All and taxing billionaires and are opposed to foreign wars.
“My philosophy is to give those who are outsiders and have to scrape their way in — like I had to — a fair shot,” he said in a text message.
Ocasio-Cortez also endorsed a large slate of progressive candidates, but she’s been more selective than Khanna — a difference in approach that’s sparked some infighting within the Bernie Sanders wing of the progressive movement.
Critics have argued she’s played it too safe. But her selectivity has also meant she avoided high-profile stumbles.
Ocasio-Cortez has positioned herself as more of a closer this cycle. In California’s 22nd District, a battleground in the Central Valley, Khanna endorsed progressive professor Randy Villegas last September, while Ocasio-Cortez dropped her endorsement in May — about a month before the primary. Villegas ultimately defeated a moderate lawmaker backed by the Democratic Congressional Campaign Committee and is among the progressives who will now try to knock off an incumbent Republican in November.
Ocasio-Cortez actively campaigned for progressives in several contested battleground primaries, rallying with Sam Forstag in Montana and alongside Sanders with Abdul El-Sayed, who narrowly won the Democratic Senate nomination in Michigan.
She recently threw her support behind Sen. Ed Markey (D-Mass.), who faces a primary challenge from Rep. Seth Moulton next week.
The other most frequent endorser among potential Democratic 2028ers this cycle played in a different lane. Former Transportation Secretary Pete Buttigieg, a moderate, has been active on the campaign trail, visiting most presidential battleground states and endorsing in key Senate primaries, including Rep. Angie Craig in Minnesota’s Democratic Senate primary — which she lost to progressive Peggy Flanagan — and state Rep. Josh Turek in Iowa’s Democratic Senate primary, which he won.
Buttigieg, who has said he is “more inclined than not” to run for president again in 2028, has also notched endorsement wins with Rebecca Cooke in Wisconsin’s battleground 3rd District and former Hartford Mayor Luke Bronin in Connecticut, who defeated incumbent Rep. John Larson earlier this month.
Most governors stuck close to home
Governors eyeing White House runs kept their endorsements closer to home, largely trying to play kingmaker within state lines as they face their own reelection fights.
The local focus allows them to flex their influence while avoiding criticism for nationalizing their own states’ politics. And they’ve campaigned aggressively for their chosen candidates — political power plays that not only strengthen their standing on home turf but could also serve as springboards for national bids.
Illinois Gov. JB Pritzker pumped $10 million into a super PAC supporting his lieutenant governor, Juliana Stratton, in the contentious Senate primary to replace retiring Sen. Dick Durbin, and appeared alongside her on the campaign trail. He described the race as “personal” to him; Stratton won by 7 points.
Pennsylvania Gov. Josh Shapiro expended significant political capital in one of Democrats’ top House targets in his state, helping recruit longtime ally and firefighter union chief Bob Brooks into the race against GOP Rep. Ryan Mackenzie in the state’s swingy 7th District and then working to elevate him out of a four-way primary. Shapiro fundraised for Brooks, cut an ad for him and joined him on the stump ahead of Election Day; Brooks won by nearly 20 points.
Shapiro was also one of a handful of Democratic attorneys-general-turned-governors who backed Colorado Attorney General Phil Weiser in his gubernatorial primary against Sen. Michael Bennet. Weiser won by 14 points.
In Maryland, Gov. Wes Moore backed state Del. Adrian Boafo in the crowded race to replace retiring Rep. Steny Hoyer and boosted Rep. April McClain Delaney in her bruising primary against former Rep. David Trone — including recording a robocall on her behalf. An adviser to Moore said the governor had preexisting relationships with both candidates he endorsed, and that he prioritizes local and in-state races as he seeks to make endorsement decisions that will benefit his constituents.
Michigan Gov. Gretchen Whitmer also stuck to her state, only really playing in Michigan’s high-profile Senate race. She endorsed Rep. Haley Stevens in the final stretch of the race, although she wasn’t active on the campaign trail in the same way Pritzker was for Stratton or Shapiro for Brooks.
Disagreements among moderates
Even among candidates occupying a more centrist lane heading into 2028, there was room for disagreement.
Sen. Elissa Slotkin (D-Mich.), a former national security official, endorsed retired Navy SEAL Matt Maasdam, a moderate in Michigan’s 7th district, which she previously represented. Several Democrats had hoped she’d back former foreign service officer Bridget Brink, a fellow moderate — and as they split the centrist vote, progressive William Lawrence ascended to the nomination in the toss-up district instead.
A person familiar with Slotkin’s thinking, granted anonymity to speak candidly about internal deliberations, said that she connected better with Maasdam and saw him as a stronger general election candidate.
The person also acknowledged that Slotkin’s decision to wait to issue her endorsement until three weeks before the primary didn’t leave enough time for voters and party leaders to coalesce around Maasdam.
Sen. Mark Kelly (D-Ariz.) rolled out a slate of endorsements of veteran candidates, mostly for the general election, but has backed a range of other Democrats in primaries. That includes DCCC-backed political novice Marlene Galan-Woods in his home state, only for her to lose the primary in Arizona’s 1st District.
“As Navy combat veteran and former NASA astronaut, Mark Kelly knows the country is best served by leaders who represent their communities and bring a range of different backgrounds and experiences to the job. It’s why he’s endorsed candidates in competitive primaries and campaigned for Democrats up and down the ballot,” Kelly spokesperson Marisol Samayoa said.
In next week’s primary in New Hampshire’s 1st District, Kelly is supporting Stefany Shaheen, the daughter of his Senate colleague Jeanne Shaheen, praising her as a “fearless leader” who would stand up to President Donald Trump.
New Jersey Gov. Mikie Sherrill also went on a recent endorsement spree focused on military veterans. But she’s backing Maura Sullivan in the race against Shaheen next week, along with Rep. Seth Moulton in his primary against Sen. Ed Markey, who has gotten backing from progressives including Ocasio-Cortez.
“The fight isn’t moderates versus DSA candidates,” Sherrill told POLITICO earlier this month. “The fight is if we are going to have strong people in the Democratic Party that are going to actually make change to make people’s lives better, or people who you can just expect more of the same.”
The ones who (mostly) sat it out
Not every potential presidential candidate was eager to endorse this cycle.
Even after working to redraw boundaries in his home state to create more safely blue seats, California Gov. Gavin Newsom stayed out of the federal races — and the contest to succeed him. Kentucky Gov. Andy Beshear endorsed after primaries in his home state were complete. Former White House Chief of Staff Rahm Emanuel, who is considering his own White House bid, also eschewed endorsements.
And Kamala Harris declined to weigh in on the majority of competitive primaries because of her high profile, according to a person familiar with her thinking who was granted anonymity to speak candidly. The exceptions were “based on the closeness” of the former vice president’s relationships with the people she did endorse.
Harris recorded a robocall for Rep. Jasmine Crockett in the Texas Senate primary before Crockett eventually lost to James Talarico. She backed Del. Stacey Plaskett ahead of her U.S. Virgin Islands’ gubernatorial primary victory earlier this month. She has also endorsed Dan Koh in next week’s primary for Massachusetts’ 6th District.
All three candidates have close ties to Harris. Crockett served as co-chair of Harris’ 2024 presidential campaign, Plaskett endorsed Harris when she first ran for president in the 2020 primary, and Koh is a former Biden administration official.
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