AI data center moratorium passed before 2027 — 93% YES
The market prices a moratorium on AI data centers passing before 2027 as a near-lock at 93%, implying a strong collective judgment that such legislation is highly probable. Despite this high probability, the thin participation of $58,885 traded suggests a tentative price that could still swing significantly on modest new flow. With roughly seven months until the December 31, 2026 resolution, there's ample time for this price to adjust, particularly given the low conviction indicated by current volume. For a "Yes" resolution, a bill specifically prohibiting or suspending new AI data center construction or major expansions anywhere in the U.S. must be signed into law by the deadline.
This market will resolve to “Yes” if a bill erecting a qualifying moratorium that prohibits or suspends approvals for new AI data center construction or major expansions anywhere in the United States is passed into law by December 31, 2026, 11:59 PM ET. Otherwise, this market will resolve to "No". A qualifying moratorium go into effect against the construction of any facility described in the legal text as an AI data center, AI compute facility, AI training/inference data center, or similar. Any moratorium that applies to all “data centers” will also qualify. The signing of such a bill will qualify regardless of the date such a moratorium actually comes into effect, or whether an injunction is put into place against qualifying legislation. The primary resolution source for this market will be official information from the US Government. However, a consensus of credible reporting will also be used.
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