Macro· ★★★· bearish·

14 US states move to restrict data center construction

  • —US data center grid demand reached about 64.4 GW in 2025, up 25% YoY
  • —14 states have proposed temporary statewide data center construction limits
  • —At least 75 projects were halted or delayed in Q1 2026
  • —451 Research's tally includes crypto mining facilities
Why it matters: Construction limits threaten energy-hungry miners and the AI infrastructure that drives demand for compute capacity.
Source: TokenPost