AI Infrastructure Headwinds: Prediction Market Bets 70% Chance of US Data Center Moratorium
Polymarket · x · 2026-08-14
Following Chicago Mayor's demand for a moratorium on new AI data centers, Polymarket traders are pricing a 70% chance that a US state will enact a data center moratorium by December 31, 2026.
Previously, the New York Governor issued an executive order in July 2026, establishing the first statewide moratorium on new hyperscale data centers (typically those exceeding 50 MW peak demand). This pauses state environmental permits for up to one year while regulators develop energy rules.
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