The current framing of US politics is basically "vote for us because the other party is an existential threat" and data center proponents have adopted a similarly retarded position "we have to build data centers or China wins."

For this framing to work, you need a base of reliable supporters already all-in on your cause regardless of how you actually perform, and the data center proponents have done virtually everything imaginable the last four years to drive people away. Why AI investors are shocked (shocked) is really beyond explicable reason; American on both teams have never responded well to this kind of brain-dead gambit.