Plain-English background. There are two ways to legislate a data center moratorium. A 'county zoning moratorium' is local — a single county or city pauses applications in its own boundaries for 6-12 months while it writes rules. A 'state-level moratorium' is structurally different: the state legislature passes a law that suspends a specific state agency's permitting authority across the entire state for some defined period. State-level moratoriums are enormously more impactful per legislative-act because they cover every jurisdiction inside the state at once. As of today there is no state-level data center moratorium in effect anywhere in the United States. There have been two near-misses. Maine LD 307 (April 2026) and New York A11560/S10642 (June 2026). The structures are nearly identical — both define 'large data center' at 20 MW peak demand, both suspend state environmental-agency permits for one year, both establish a study council to produce recommendations during the pause. The two bills could have shared a coauthor. The difference is in the governor's response. **Maine — Gov. Mills vetoed April 24, 2026.** The veto wasn't ideological — Mills said she would have signed the bill if it had included an exemption for a specific data center project in the Town of Jay (population 4,841, Androscoggin County, central Maine, paper-mill town that lost its anchor employer and wants the project as economic development). The legislature didn't override. So Maine's moratorium effectively died — there are now no active large-data-center DEC-equivalent permits being blocked in Maine, though the policy debate continues. **New York — bill on Hochul's desk, awaiting formal delivery.** The Senate passed it 44-16. The Assembly passed it 102-39. Both votes occurred in the final hours of the legislative session on June 4. The bill is currently sitting in the legislative chamber awaiting formal transmittal to the Governor — a procedural step that the executive and legislative branches often coordinate on timing for political reasons. Once formally delivered, Hochul has 10 days to (a) sign it, (b) veto it, or (c) sign it contingent on the legislature agreeing to a chapter amendment (NY-specific tool where the governor signs but the legislature commits to passing an amendment in the next session that the governor pre-approves). Hochul has not announced a public position. Her office has said only that 'she will review it.' That's a holding statement. The fact that the bill has not yet been formally delivered suggests her office is negotiating with the Senate sponsor (Sen. Kristen Gonzalez, D-Queens) and Assembly sponsor over potential chapter amendments before the 10-day clock starts. Gonzalez publicly acknowledged during floor debate that she expected chapter amendments to follow. The bill's substance (assuming Hochul signs without amendment). One-year moratorium starting on the effective date, on new permits and approvals from the Department of Environmental Conservation (DEC) for any new data center with peak demand ≥20 MW. During the moratorium period, three things happen: (a) DEC produces an environmental impact assessment of data center buildout in NY; (b) Department of Public Service / NY Public Service Commission examines whether existing utility rate classes appropriately allocate costs; (c) the state develops mandatory renewable-energy use, ratepayer-protection, and community-benefits-agreement requirements that any post-moratorium data center will have to meet. The 20 MW threshold is the operational specification. Below 20 MW, the bill doesn't apply at all — colocation facilities serving traditional enterprise IT (financial services, retail, healthcare) continue to permit normally. Above 20 MW, the bill applies — that captures essentially every hyperscaler campus, AI training cluster, and crypto mining facility being proposed. **Why 20 MW shows up in two states simultaneously.** Oregon's POWER Act (passed June 2025) created a dedicated utility rate class for any large electricity user at 20 MW and above. The Oregon PUC's Schedule 96 implementation (PGE tariff, effective May 7, 2026) uses the same threshold. New York is now copying Oregon's number. So is the federal Senate AI Data Center Moratorium Act (S. 4214, Markey/Sanders), which uses 20 MW for federal-jurisdictional facilities. The 20 MW threshold is becoming the de facto legal definition of 'hyperscaler' in US data center law — much like 100 employees is the de facto definition of 'large employer' in federal labor statutes. This matters because the 20 MW number was not arbitrary. It was picked because it cleanly separates the 'serves a single tenant or one workload' facility (which is almost always hyperscaler / AI / crypto, the politically contentious category) from the 'serves many enterprise customers' facility (which is multi-tenant colocation, much less politically contentious). Every state legislature drafting a 2027 data center bill will face the choice 'do we use Oregon-NY-federal's 20 MW or invent our own?' Most will use 20 MW because it's safer politically and easier to defend in court.
Why it matters
Three implications. (1) Hochul's decision is the single most-watched state-data-center-politics event of summer 2026. If she signs without amendment, NY becomes the first state-level moratorium in the country and Gonzalez's bill becomes the template for 2027 sessions in MA, NJ, CT, RI, IL (veto session), and WA. If she vetoes — which would be the Mills/Maine playbook — the state-level moratorium movement loses momentum and the politics shifts back toward state taxes (the VA model) and county zoning (the SC/NC/IA/MO/KY pattern). If she signs with chapter amendments, the operational scope gets narrowed but the precedent is preserved. The probability-weighted outcome materially affects what regulatory text Cliff's corpus needs to ingest in Q3-Q4 2026. (2) The 20 MW threshold convergence is structurally important for product. Every Cliff site assessment in any of these four jurisdictions (OR, NY plus Maine if revived plus federal if S. 4214 advances) needs to compute projected peak demand and compare it to 20 MW as a primary risk gate. Under 20 MW = different regulatory regime entirely. Over 20 MW = full moratorium / dedicated rate class / federal review (depending on jurisdiction). This is the cleanest single-number filter in the entire data center regulatory landscape and deserves its own field in the corpus. (3) The Maine veto pattern (single-project carve-out → governor walks the bill back) is a real political dynamic worth modeling. In each state where a moratorium bill is moving, there's usually one local site already deep in development that the governor doesn't want to kill. Identifying that 'kingpin' project in each pending-moratorium state is high-leverage diligence work — the project that gets carve-out language inserted tells you which hyperscalers have the most political capital in that state's governor's office. Worth a focused sweep across all pending-moratorium states (NY, NJ, MA, CT, RI, WA, IL veto session): which single project is the carve-out negotiating piece?
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