Only 3 of ~6,000 data center projects hit by AI buildout moratoriums: SemiAnalysis
MatthewBerman · x · 2026-09-29
JordanNanos of SemiAnalysis says AI data center buildout moratoriums have affected just 3 out of roughly 6,000 projects, suggesting regulatory pauses are far less restrictive than headlines imply.
More from Infra
- Open-weight 0.8B/2B System 1 decision models match Jev at 83.1%, trained fully on local hardware — Usual_Maximum7673 · 2026-09-29
- Qwen3.8 Flash hits 74 tok/s single-stream, 212 tok/s aggregate on one DGX Spark — open vLLM recipe — DimeRhyme · 2026-09-29
- Redditor predicts sub-$1000 device running SOTA models will spawn the next big company — Robert__Sinclair · 2026-09-29
- Cloudflare birthday week ships 8 open source updates: forge, vinext 1.0, native Rust in Workers — ritakozlov · 2026-09-29
- Google Trends' #1 US region for every query is tiny Cheyenne, Wyoming — likely bot traffic — lilyraynyc · 2026-09-29
- Sentdex has run 4B+ tokens locally on GLM 5.3 Flash — his most-used local model ever — Sentdex · 2026-09-29