May. 14 at 2:45 PM
$HUT this one feels worth watching
A ~
$5B data center project is now facing a 90-day moratorium at the county level (3–2 vote), still pending full board review.
At this point, the biggest bottleneck doesn’t seem to be demand anymore — it’s execution on the ground.
On one side, AI compute demand is exploding. On the other, permitting and zoning are slowing everything down.
Is this just short-term noise, or something that becomes a recurring theme?
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