This is a relatively niche policy prediction. While AI energy consumption is a hot topic, a full 'moratorium' is an extreme policy measure, not the standard path of discourse (like carbon taxes or efficiency standards). It sits on the border between legitimate concern and extreme hypothetical policy.

If a bill passing a moratorium on AI data center construction is enacted, it would be a devastating blow to the AI hardware supply chain (Nvidia, AMD) and cloud giants (Microsoft, Amazon, Google). It implies the physical path for AI compute expansion is severed, leading to a cliff-edge drop in demand for AI chips. Companies like Nvidia, whose core business is data centers, would likely face an extreme stock crash (Score 5). The Nasdaq 100 would also suffer significantly. This is a highly destructive 'black swan' scenario.

April 22, 2026 - April 26, 2026, Option_'Yes' price surged from 81c to 98.65c. This was driven by the Maine legislature passing a statewide AI data center moratorium bill (LD 307), which caused blind optimism, with most traders failing to digest the news of the governor's veto on April 24. April 9, 2026 - April 12, 2026, Option_'Yes' price surged from 33.5c to 39.5c, as some investors continued to bet that local restrictions might trigger federal follow-up or misjudged the rules regarding bans anywhere in the US. February 11, 2026 - March 10, 2026, Option_'Yes' price drifted down from 35.5c to 24.5c, as the market digested the news of NY Senate Bill S9144, realizing a state-level proposal is unlikely to translate into federal law given the Administration's pro-AI stance, causing panic to subside. February 9, 2026 - February 10, 2026, Option_'Yes' price surged from 31c to 36.5c, driven by the introduction of a NY bill to pause AI data center approvals, triggering fears of a domino effect or rule ambiguity (mistaking state law for a valid trigger).

There is a severe divergence. The Polymarket price for Yes is near 96c, implying an almost certain enactment of a moratorium. However, mainstream media and official records confirm that the only bill to pass a state legislature (Maine's LD 307) was vetoed by the governor on April 24 [9] and did not become law. Furthermore, the federal government is aggressively pushing deregulation to accelerate AI data center construction [7]. The market price is entirely divorced from current political and legislative realities.