Tier 1 Market Friction

geographic shift regulatory sentiment shift
Local political resistance in hubs like Denver and Virginia’s sustainability hurdles are tightening the availability and deployment pace for large-scale compute, cooling, and network buildouts. This describes systemic bottlenecks impacting expansion across hyperscale, colocation, and edge deployments, challenging established growth trajectories.
Data Center Slowdown
For the first time in several years, the pace of new construction within major data center markets has decelerated.
Data Center Moratorium
The mayor of Denver has put forward a proposal to implement a temporary halt on all new data center construction within the city.
Virginia Data Center Tax
Data centers in Virginia may soon be required to demonstrate environmental sustainability metrics to qualify for existing significant tax exemptions.
Data Center Tax Credit Pause
The Governor of Illinois is proposing a temporary halt to the state's existing tax credit incentives designated for data center development.