GoKawiilSemiAnalysis: data center moratoriums delaying just 2.3GW of 21GW capacity
SemiAnalysis research shared on X found that over 300 local data center moratoriums across the US have only likely delayed about 2.3 gigawatts out of roughly 21 gigawatts of planned capacity in affected areas. The firm tracks more than 400 local restrictions across 17 states and says its 2027 forecast of 38 GW of US data center capacity has barely changed over the past year.