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Only half of US datacenter capacity planned for 2026 is actually under construction (www.theregister.com)

submitted 2 days ago by Powderhorn@beehaw.org to c/technology@beehaw.org

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Don't count your bit barns before they've at least started to hatch. Developers continue to announce new datacenter construction projects, but construction work for many due to come online this year or next appear not to have commenced, while planned capacity may have been overestimated.

According to financial analyst Jefferies, known promises to build new stateside datacenters suggest 160 GW worth of infrastructure will be operational in the country by 2032

In a research note shared with The Register, the firm reports pervasive delays and claims that only 12 GW out of 24 GW of datacenter capacity scheduled for 2026 is currently under construction. The situation is even worse for the 2027/2028 timeframe, as substantial construction of as much as 80 percent of the planned capacity does not appear to have started yet.

The reasons for the delays are familiar: zoning and/or permitting challenges, interconnection setbacks, problems accessing energy supply, labor shortages, and the signing of commercial contracts with end users.

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