New York Imposes First Statewide Datacenter Moratorium, Shifting AI Compute Constraint From Chips to Permits
The bottleneck for artificial intelligence has migrated from the silicon wafer to the electrical substation. As the industry races to scale compute capacity, the primary constraint is no longer just chip availability, but the physical and regulatory infrastructure required to power massive server farms. On July 14, 2026, New York became the first state in…