Plain-English version of what SB 484 does. On May 7, 2026, Gov. Ron DeSantis signed Senate Bill 484 at a ceremony in Lakeland, calling it the 'first of its kind in the nation.' The law has four operative provisions, and unlike most data-center state legislation that hides operative language inside revenue or tax-incentive bills, SB 484 is a stand-alone data-center statute with all four provisions on the surface: 1. **Utility cost-shift prohibition.** Florida utilities are prohibited from passing any data center costs — including electricity costs and any transmission or distribution upgrades caused by data center load — onto residential or small-business customers. Hyperscale data centers must pay the full cost of their own grid service. This is the same operative principle Texas Gov. Abbott codified administratively via his June 10 directive and that North Carolina's SB 730 codifies (still pending Senate concurrence) — but Florida got it on the books FIRST. 2. **Local government veto authority preserved.** SB 484 explicitly preserves the authority of Florida county and municipal governments to reject major data center developments via standard land-use and zoning processes. This is the provision every county commissioner this week is citing when justifying a moratorium — the law isn't just permissive, it's prescriptive about local control. 3. **Mandatory public discussion of water and utility impacts.** The bill REQUIRES public hearings on water and utility impacts before any hyperscale data center project can be approved. This effectively bars the 'NDA-shielded fast-track' deal structure (like the so-called 'Project Tango' that triggered earlier Florida legislative interest) where county commissioners approved a project before residents knew its name. 4. **Foreign ownership prohibition.** Utilities are barred from providing service to any data center owned or controlled by 'foreign countries of concern' as defined by Florida statute — which currently includes China, Russia, Iran, North Korea, Cuba, Venezuela, and Syria. This is the first state statute explicitly addressing the data-center-as-national-security overlap, and it shows up in the diligence stack for any Florida project with non-U.S. equity in the cap table. Effective date: July 1, 2026 — seven days from this newsletter — so every Florida hyperscale developer is either accelerating permitting to lock in pre-SB-484 treatment or restructuring to satisfy all four provisions post-July 1.
Primary source · Office of Florida Gov. Ron DeSantis — Governor Ron DeSantis Signs Law to Protect Floridians from Subsidizing Data Centers (May 7 2026) ↗
Why it matters
Three implications. (1) SB 484 is now the cleanest, most-citable state statute in the corpus and should become the canonical reference point for Cliff's planned 'retail cost-shift' SKU. The Abbott directive (TX, administrative) and the NC SB 730 (still pending) each have weaker citation strength than a signed and effective statute — every Cliff customer underwriting a Florida site between July 1 and end-of-year will be using SB 484 as the binding cost-allocation framework, and every Florida county passing a moratorium between now and Jul 1 is using SB 484 as statutory cover. Productize the four-provision framework as a Florida site-readiness checklist. (2) The foreign-ownership provision (Provision 4) is structurally new and worth tagging. Up to now, the national-security overlap with hyperscale data centers was federal-level (CFIUS reviews, Treasury OFAC sanctions enforcement, Commerce export controls on chip-to-data-center movement) — but this is the first state-level statute explicitly barring utility service based on cap-table nationality. Expect TX, VA, OH, and the Carolinas to copy this within 12 months. For Cliff: any Florida project with non-U.S. (especially PRC- or HK-linked) equity now has a categorical service-denial risk, and that should be a flag in the diligence output. (3) The 'first-of-its-kind' framing means SB 484 will be the model bill that gets shopped to other state legislatures. Track adoptions over the next 12 months — even partial adoptions of provisions 1 + 2 (the cost-shift bar + local veto preservation) would significantly extend the state-level moratorium-friendly territory beyond the current non-RTO belt, and would push the entire underwriting framework toward 'every state defines its own rules' rather than 'FERC sets the floor.' That fragmentation is exactly the conditions Cliff's regulatory-knowledge-graph thesis is built for.
Related filings
T+3 PJM bid close Jul 7 / T+3 Lakeland FL first reading Jul 6 9AM / T-6 ERCOT Form W Jul 10 / T+11 PJM auction results Jul 14 / T+16 Lakeland FL final vote Jul 20 / T+23 MD FERC comment deadline Jul 27 / Prince George's MD 2-year moratorium vote queued next week / NY A11560 not delivered to Hochul / 10-day clock not started / 6 deadline windows 24 days
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