Ep. 032 - 300 Datacenter Bans, 3 Projects Delayed: Moratoriums Explained (Datacenter, Energy) | Maya Barkin, Reyk Knühtsen, Jordan Nanos
SemiAnalysis WeeklyShow Notes
More than 300 towns, cities, and counties have voted to pause data centers in the past 18 months. Maya Barkin (@mayabarkin) and Reyk Knühtsen (@robotknower) from the SemiAnalysis Data Center, Energy, and Industrials team join Jordan Nanos (@jordannanos) to explain what a moratorium actually is, how they mapped every one of them against the US project pipeline, and why only three projects are being delayed.
Plus: the SpaceX de-annexation in Brownsville, New York vs Texas, why politicians love a moratorium, and the surprising amount of alpha in anti-data center Facebook groups. Jeremie Eliahou Ontiveros (@JeremieEO) drops in from Bangkok.
Read More: https://newsletter.semianalysis.com/p/everyone-says-datacenter-moratoriums
0:00 Intro 0:36 What Is a Moratorium 4:34 300 Moratoriums, 3 Projects 10:18 Behind the Meter Wins 14:04 Eight Conditions to Delay 17:06 The SpaceX De-Annexation 20:03 Cheap Political Signaling 32:03 New York vs Texas 41:14 City Council Alpha 46:32 Advice for Developers
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