Interconnection queue and data center delays are the upstream-downstream pair. Post 071 audits the empirical result: the 410 GW ERCOT queue plus 4-5 year LPT lead times produces 5 GW of actual 2026 build.
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.
Interconnection queue and data center delays are the upstream-downstream pair. Post 071 audits the empirical result: the 410 GW ERCOT queue plus 4-5 year LPT lead times produces 5 GW of actual 2026 build.
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.