New York's moratorium on new large data centers has led to a bullish outlook for SharonAI Holdings ($SHAZ), which is up 2.68% to $70.09, and Fermi ($FRMI), which holds existing permits and a private 11-17GW clean energy grid. Conversely, Nebius Group ($NBIS) is down 4.12% to $201.84 following the news. The sentiment favors $SHAZ due to its Australian operations and backing from NVDA, positioning it to benefit if U.S. compute supply becomes constrained.