Daily Alpha · Substack
· Post-Market Alpha · by Buzzberg Research
SemiAnalysis directly disputes the moratorium panic, mapping 300+ local restrictions against only 2.3GW of genuine US datacenter slippage.
Themes on this desk
Datacenter permitting
SemiAnalysis maps 300+ moratoriums and 20GW sitting inside restricted local boundaries but finds only 1,525MW actually slipping, 2.3GW nationwide including New York, where environmental permits have stopped and four states have acted in und
SemiAnalysis disputes datacenter moratorium impact, quantifies only 2.3GW slippage
SemiAnalysis explicitly disagrees with the consensus view that datacenter moratoriums are killing the US buildout, stating that of 300+ moratoriums mapped and 20GW sitting inside restricted local boundaries, only 1,525MW actually slips, or 2.3GW nationwide including New York.
If actual capacity slippage is a small fraction of headline moratorium counts, US AI datacenter buildout timelines and the power/equipment demand curve are more resilient than bearish headlines imply.
Watch Track whether announced US datacenter capacity delays converge toward the ~2.3GW figure or escalate beyond it in subsequent quarters.
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