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Infrastructure

Everyone Says Datacenter Moratoriums Are Killing the US Buildout. We disagree

SemiAnalysis · Sep 15, 2026 · 4:54 PM ET

20GW sits inside a restricted local boundary, 1,525MW actually slips, 2.3GW nationwide including New York

Why it scores

Rules judge: Infrastructure item; Source: SemiAnalysis.

Builder score 42

0 to 100: how useful this is for building or owning income-producing assets, digital or physical. Not a rating of how big the news is.