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SemiAnalysis estimates only 2.3 GW of 21 GW in moratorium areas will be delayed

1 article1 sourcesince Oct 16Last article 1h ago ·

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SemiAnalysis analyst Maya Barkin estimates that about 2.3 GW of roughly 21 GW of US datacenter capacity in moratorium areas is likely to be delayed, excluding Texas's TCEQ pause.

The estimate appears in The Economist and in the full SemiAnalysis newsletter.

An Economist reporter, quoted in the same coverage, says moratoriums are "much more bark than bite." The reporter argues that local opposition is more likely to move projects to other locations than to block buildout.

Written by AI from the articles below · updated Oct 16, 8:55 PM ET

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Latest developmentOct 16, 8:37 PM ET
SemiAnalysis finds only ~2.3 GW of 21 GW in moratorium areas likely delayed

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Oct 16
  1. SemiAnalysisX
    SemiAnalysis finds only ~2.3 GW of 21 GW in moratorium areas likely delayed

    AISemiAnalysis analyst Maya Barkin finds only about 2.3 GW of roughly 21 GW of US datacenter capacity in moratorium areas is likely to be delayed, excluding Texas's TCEQ pause. The estimate is cited in The Economist, and the full analysis is in the SemiAnalysis newsletter. A quoted Economist reporter says moratoriums are "much more bark than bite," with local opposition more likely to shift project locations than block buildout.

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