P Equity Research 📰(@pequityresearch):SemiAnalysis sees 30.3 GW of planned 2028 capacity at risk to moratorium if the candidate proposing a datacenter pause won in every state where one is running. "If the candidate proposing a datacenter pause won in every state where one is running, those states would together contain roughly 30 GW of planned capacity scheduled for 2028. How much actually slips depends on the permits each project still needs and how long the pause lasts." $META $GOOGL $AMZN $MSFT $ORCL $SPCX

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P Equity Research 📰@pequityresearch

2026.11.01 20:36

SemiAnalysis sees 30.3 GW of planned 2028 capacity at risk to moratorium if the candidate proposing a datacenter pause won in every state where one is running. "If the candidate proposing a datacenter pause won in every state where one is running, those states would together contain roughly 30 GW of planned capacity scheduled for 2028. How much actually slips depends on the permits each project still needs and how long the pause lasts." $META $GOOGL $AMZN $MSFT $ORCL $SPCX