Dylan PatelFounder and Chief Analyst, SemiAnalysis · The semiconductor-AI stack

More than 300 local governments have moved to pause data centers. There is a three-step plan for dea

18 Sept 2026 · 1 min

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Over 300 data center projects are stalled as local governments block them. Seventy-four of 77 recent proposals collapsed. One solution: build a new town designed specifically for data centers, bypassing municipal opposition.

I think, like, many folks don't realize we're starting to get into a moment of oversupply of early-stage projects. I think your tracking said there's 300+.
74 of the 77 fell out and only 3 remained.
This is fairly cheap political signaling sometimes. They de-annexed the property and then Brownsville went ahead with the moratorium like a few days later. You found that some people were actually net positive on AI while being net negative on data center.
Give me your 3-step plan that they should use to get the political position to chill out a bit.
Create your own town. Yeah, create your own town. Option number one. Okay.