Ep. 032 - 300 Datacenter Bans, 3 Projects Delayed: Moratoriums Explained (Datacenter, Energy) | Maya Barkin, Reyk Knühtsen, Jordan Nanos

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: newsletter.semianalysis.com/p/everyone-says-da…

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