Illinois and New York Are Closing. Texas Has a Window.

Illinois and New York are erecting regulatory walls this week, with Aurora voting Tuesday on the nation's most restrictive datacenter zoning and Albany pushing a three-year moratorium on facilities above 20 MW, while SoftBank's 10 GW Ohio campus is simultaneously draining the gas turbines and EPC contractors Texas developers need. The operators who move now, with site packages ready and community engagement already done, will capture the capital those states are pushing south.