Polymarket prices 70% chance a US state enacts a data center moratorium this year

Polymarket · x · 2026-08-20

Polymarket's new market puts a 70% probability that at least one U.S. state enacts a statewide moratorium on new data centers by December 31, 2026. Qualifying legislation must pause approval, permitting, construction, grid connection or operation of new data centers and become law through the state's full legislative process.

The backdrop: AI-fueled electricity demand, grid strain, water consumption and local opposition already produced the first statewide moratorium. The post also cites Chamath Palihapitiya warning that growing resistance to AI data centers could wipe 200–300 basis points off annual U.S. GDP.

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