
Half of the AI Data Centers planned for 2026 are delayed or cancelled
Around 50% of AI data centers planned for deployment in the US this year are delayed or canceled, with the biggest one being the $500B OpenAI project.
The main constraints are difficulty sourcing key electrical equipment, hardware supply, and securing enough power to operate new facilities. The trade ware with China has also significantly increased the difficulty in sourcing materials.
Approximately 12 gigawatts of data center capacity was expected to come online in the U.S. in 2026, yet only about one-third of that capacity is currently under active construction.


