[UPDATE] US data-centre restrictions pass 500 municipalities as buildout constraint diverges from China's
The scout digest counts more than 500 US data-centre bans, 150 towns restricting access in July alone, with New York and Texas joining, against Amazon's permitted 7.65GW gas plant in Pecos County as a self-generation workaround. Beijing's constraint is described as capital allocation rather than permitting. The observation matters for the power-and-grid names carrying high thematic scores on this board: siting friction is a bottleneck thesis, not yet a dated earnings event.