Analysis: only ~2.3 GW of planned data center capacity is delayed by direct project-level policies like local moratoriums and New York's data center EO (SemiAnalysis)

SemiAnalysis finds that while more than 300 local moratoriums and New York’s data center executive order have created significant headline risk, only about 2.3 GW of planned U.S. data center capacity appears to be directly delayed, with roughly 1.5 GW of that tied to actual project slip. For CIOs and technology leaders, the key implication is that policy-driven constraints are real but more localized than feared, so capacity planning should focus on geographic diversification, power availability, permitting risk, and timing rather than assuming broad nationwide disruption. IT organizations that rely on colocation, hyperscalers, or self-built facilities should treat siting and utility access as strategic priorities because these factors can affect deployment schedules, resiliency, and long-term cost.