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GOOGLAMZNMETAMSFTORCLBEARISHCore thesis · 5/5

Local moratoria hit data center hyperscale buildout

A growing wave of local government moratoria, utility grid capacity constraints, and stricter regulatory mandates threaten to slow capital deployment and increase project costs for major hyperscale data center developers.

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GOOGL: Local moratoria hit data center hyperscale buildout · Zortix