invest1 publisher
Three projects account for all 1,525 megawatts local moratoriums have actually delayed
SemiAnalysis tracked 6,000 sites by satellite and found 20 gigawatts of planned data center capacity inside restricted local boundaries, of which 1.5 is held up. New York's order adds 0.8, for 2.3 against 38 gigawatts due in 2027.
Publishers:newsletter.semianalysis.com
Reality
- Evidence55
- Adoption72
- Hype gap+12
- Incentives85
- Confidence48