Analysis: only ~2.3 GW of planned data center capacity is delayed by direct project-level policies like local moratoriums and New York's data center EO
THE SO WHAT
The bottleneck isn’t moratorium headlines — it’s where 20 GW of planned capacity intersects 300+ fragmented local regimes, with only ~1.5 GW actually slipping so far per SemiAnalysis. Infra teams should model permitting and local politics as probabilistic drag, not absolute blockers, and diversify siting rather than waiting for clean policy wins.
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