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- SemiAnalysis: 300+ local data center bans have delayed only three US projects
A project-by-project audit by SemiAnalysis analyst Maya Barkin found that more than 300 local US data center moratoriums — mostly temporary legal pauses on accepting new applications — are likely to delay only about 2.3 GW of the roughly 21 GW of capacity in moratorium areas. The firm forecasts 38 GW of US data center IT capacity in 2027, more than double 2026, with enacted local moratoriums covering about 20 GW but only around 1.5 GW delayed, plus 0.8 GW added by New York's pause. The 2.3 GW figure excludes the Texas Commission on Environmental Quality permit pause, and SemiAnalysis said moratoriums would need to be materially more widespread and restrictive to delay the buildout.
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