50% Of AI Data Centers Have Quietly Been Cancelled Or “Delayed”
Approximately 50% of U.S. AI data centers planned for deployment in 2026 have been canceled or delayed, representing a 7 GW capacity shortfall out of the 12 GW originally announced. This disruption affects the $650 billion infrastructure investment committed by major hyperscalers like Alphabet, Amazon, Meta, and Microsoft, with only about one-third of the planned capacity currently under active construction. The primary bottleneck …
