Full Moratorium Extension

San Francisco supervisors use the city's interim zoning authority to extend the current 45-day pause into a two-year moratorium on new data center approvals. The most likely rationale is that the Planning Department and San Francisco Public Utilities Commission need time to assess power-demand, backup-generation, and land-use impacts before allowing additional AI-related load growth.

Each figure is the modeled move of the S&P 500 if the outcome occurs. For information only. Not investment advice.