Up to 50% of data center capacity slated for 2026 could be delayed

Between 30–50% of the 16 GW of large-scale data center capacity expected to launch in 2026 will be delayed due to power constraints, construction bottlenecks, and unreliable project timelines. Only 5 GW of 16 GW scheduled for 2026 is currently under construction, leaving 11 GW in announced-only status with no visible build progress.

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