New York Governor Kathy Hochul signed the nation's first year-long moratorium on new AI data centers, directly impacting companies like Fluidstack, which had planned a $50 billion infrastructure investment in the state. This action affects Anthropic's partner Fluidstack, which aimed to build data centers for the AI leader in New York.
A state-level moratorium caps new data center supply at the permitting layer, making existing built capacity more valuable and shifting future compute buildout elsewhere.