Almost Half of US Data Centers That Were Supposed to Open This Year Slated to Be Canceled or Delayed
Key Points:
- Approximately half of the data centers planned to open in the US in 2026 face potential delays or cancellations, with many projects still in early, uncertain stages.
- Only a third of the 12 gigawatts of data center power capacity announced for 2024 is currently under construction, and similar trends continue for projects slated through 2032.
- A major bottleneck causing these delays is the shortage of critical electrical components like batteries, transformers, and circuit breakers, which are mostly manufactured abroad.
- Supply chain challenges force data center companies to source components internationally, resulting in longer build times due to complex assembly and extended shipping logistics.
- Industry experts emphasize that timely availability of electrical infrastructure is crucial, as delays in these components can halt entire data center projects.