Half of US AI Data Centers Are Delayed or Canceled — And It's Not About Chips
15 Apr | 10 min read | AI & Intelligence
30–50% of US data centers planned for 2026 will be delayed or canceled, per Sightline Climate. The bottleneck is not money, not land, not GPU supply — it's high-power transformers, cloud prices, and the companies caught between a $650B capex plan and a transformer backlog stretching to 2028.
