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SemiAnalysisTechnologypodcast

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

Tuesday, September 15, 2026Maya BarkinView original
Everyone Says Datacenter Moratoriums Are Killing the US Buildout. We disagree
20GW sits inside a restricted local boundary, 1,525MW actually slips, 2.3GW nationwide including New York
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