TechFinancial Times1h ago

RegLayer: 47+ large US data center projects were delayed, withdrawn

RegLayer: 47+ large US data center projects were delayed, withdrawn, or blocked in 2026; Bernstein says ~35% of the planned US data center pipeline is credible

TL;DRNearly half of planned US data center projects hit delays or cancellations in 2026; credibility concerns mount.

Why it matters: AI infrastructure buildout is slowing due to real-world constraints, potentially affecting tech company expansion timelines and valuations.

A vast bet on the future of the technology is running into the unforgiving economics of the physical world

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Source: Financial Times · Opens in new tab