Source: Semianalysis
While politicians and industry press fixate on state-level datacenter moratoriums as a crisis—four states enacted restrictions in two months—the actual constraint on US AI infrastructure is economic: most proposed facilities still lack the power supply, water access, and workforce to operate at scale, regardless of policy. Moratoriums provide political cover for localities while doing little to derail the datacenter expansion underway, since operators are already bottlenecked by physics and logistics rather than permitting timelines.