SemiAnalysis(@SemiAnalysis_):More than 300 local governments have moved to pause data centers. There is a three-step plan for dealing with that. "Many folks don't realize we're starting to get into a moment of oversupply of early-stage projects." "This is fairly cheap political signaling." "Some people were actually net positive on AI while being net negative on data centers." "Give me your three-step plan to get the political opposition to chill out a bit." "Create your own town."

2026.09.18 18:18

More than 300 local governments have moved to pause data centers. There is a three-step plan for dealing with that. "Many folks don't realize we're starting to get into a moment of oversupply of early-stage projects." "This is fairly cheap political signaling." "Some people were actually net positive on AI while being net negative on data centers." "Give me your three-step plan to get the political opposition to chill out a bit." "Create your own town."