Moratoriums Stall The Buildout

Name: Moratoriums Stall The Buildout
Uploaded: 2026-11-03T02:20:37.376Z
Duration: 39 s
Description: The bottleneck on AI isn't chips. It's concrete. More than 300 state and local moratoriums are now blocking data center construction across the United States, according to Semafor.

The Signal · 2026-11-03

The bottleneck on AI isn't chips. It's concrete. More than 300 state and local moratoriums are now blocking data center construction across the United States, according to Semafor. Governments abroad chasing the AI boom are hitting the same local opposition.

Also today: The New York Times and other publishers are suing Brave, alleging it scraped their content for AI and bypassed paywalls.

Marvell agreed to buy Lumentum in an all-stock deal worth about 115 billion dollars. Lumentum holders get 4.5 Marvell shares each.

That's today's Signal. Thanks for watching.