Data center delays are now empirically tracked in Wood Mackenzie project data. Post 071 anchors the figure: of approximately 12 GW of US data center capacity planned for 2026, only about 5 GW (one-third) is actually under construction, with close to half of the original pipeline delayed or canceled. Primary cause is electrical equipment unavailability, not capital and not turbines.
Wood Mackenzie and others now show that of ~12 GW of US data center capacity expected to come online in 2026, only about 5 GW is under active construction. Close to half of the planned 2026 pipeline is delayed or canceled - driven primarily by the unavailability of transformers, switchgear, and batteries.
Meta's Hyperion data center campus in Richland Parish, Louisiana is expanding from 3 to 10 natural gas plants, totaling more than 7 GW. Entergy will build the 7 additional plants (5.2 GW); Meta pays its full cost of service. Total Hyperion project cost projected above $200 billion.
The AI power buildout has moved from forecast to order book. The richest companies in the world are prepared to spend almost without limit. They have discovered that money cannot manufacture time.
Data center delays are now empirically tracked in Wood Mackenzie project data. Post 071 anchors the figure: of approximately 12 GW of US data center capacity planned for 2026, only about 5 GW (one-third) is actually under construction, with close to half of the original pipeline delayed or canceled. Primary cause is electrical equipment unavailability, not capital and not turbines.
Wood Mackenzie and others now show that of ~12 GW of US data center capacity expected to come online in 2026, only about 5 GW is under active construction. Close to half of the planned 2026 pipeline is delayed or canceled - driven primarily by the unavailability of transformers, switchgear, and batteries.
Meta's Hyperion data center campus in Richland Parish, Louisiana is expanding from 3 to 10 natural gas plants, totaling more than 7 GW. Entergy will build the 7 additional plants (5.2 GW); Meta pays its full cost of service. Total Hyperion project cost projected above $200 billion.
The AI power buildout has moved from forecast to order book. The richest companies in the world are prepared to spend almost without limit. They have discovered that money cannot manufacture time.