Data center supply chains are increasingly precarious
As many as one in two US data centers planned for 2026 could face delays or cancellations
The global chip shortage continues to strain supply, while demand soars
Other challenges include energy supply and local opposition
Between a third and a half of all US data centers planned for 2026 are likely to be delayed or totally cancelled, Bloomberg reports, amid ongoing supply chain challenges and campus location concerns.
With an estimated 12-16GW of planned capacity, only 5GW is currently under construction and many projects remain having been announced, but with no physical progress yet.
Maybe one of the most notable is OpenAI’s $500 billion Stargate Project, with progress reportedly having stalled at Texas and data center buildouts falling behind the original timeline.