SemiAnalysis

Maya Barkin × Reyk Knühtsen × Jordan Nanos × Jeremie Eliahou Ontiveros

Mapping 400+ local instruments against 3,500 projects finds 300+ moratoriums but only three projects actively affected: AWS, NorthPoint, and CoreSite.Roughly 80% of live restrictions have no capacity behind them, leaving the forecast unchanged and making behind-the-meter power more attractive; New York delays roughly 800MW by 6–10 months, while an off-grid-blocking Texas-scale ban is key risk.