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US data centre buildout keeps pace despite more than 300 local moratoriums
What changed
Axios reports that the US industry may add more than 50 GW of data centre capacity in 2027, according to SemiAnalysis, which says nearly half is already at an advanced stage of construction and $1 trillion in leases have been signed. That is a forecast. Axios also counts more than 300 local moratoriums, an audit in Texas delaying grid connections and a New York permit pause that SemiAnalysis says has delayed nearly 1 GW.
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