FT: 47+ US data center projects delayed or blocked in 2026; Bernstein sees ~35% pipeline credible
A Financial Times report finds that more than 47 large US data center projects were delayed, withdrawn, or blocked in 2026, reflecting the physical-world constraints on AI infrastructure bets. Bernstein estimates that only about 35% of the planned US data center pipeline is credible, highlighting the gap between ambitious expansion plans and economic realities.
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Financial Times : RegLayer: 47+ large US data center projects were delayed, withdrawn, or blocked in 2026; Bernstein says ~35% of the planned US data center pipeline is credible — A vast bet on the future of the technology is running into the unforgiving economics of the physical world
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