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Deep & Emerging Tech·November 2, 2026·1 min read

Data Center Restrictions Make the Ballot in Dozens of US Cities

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When data center moratoria hit local ballots, compute expansion becomes a political campaign, not just a zoning discussion. If your roadmap assumes cheap, abundant capacity, you need a siting strategy that prices in community pushback, water and power constraints, and multi-jurisdiction permitting risk.

Deep & Emerging Tech

Industry experts warn that slow US power grid expansion could stifle its AI boom and give China an edge, as China builds power infrastructure faster

Compute roadmaps that ignore transmission constraints are now fiction—US grid buildout is running at roughly one-quarter the needed pace while China leans into power infrastructure as a strategic lever. If you're planning multi-hundred-MW AI campuses in the US, you need a parallel strategy for grid interconnect risk, on-site generation, and jurisdictional diversification.