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# Half of US data centre pipeline at risk from delays or cancellations
- URL: https://adjacent.media/signals/half-of-us-data-centre-pipeline-at-risk-from-delays-or-cancellations/
- Published: 2026-08-27T16:07:59.000Z
- Updated: 2026-08-27T16:07:59.000Z
- Description: Kimmeridge’s warning surfaces a hard constraint on AI infrastructure buildout: land acquisition, power grid capacity, water availability, and permitting bottlenecks are actively killing projects. The narrative of limitless capital chasing AI dominance collides with physical reality.
- Author: Jonathan Greene
- Tags: #signal, theme-connected, data centers, infrastructure, ai-infrastructure

Source: [The Next Web](https://thenextweb.com/news/kimmeridge-us-data-centre-delays-gas-demand-europe-lng?ref=adjacent.media)

Kimmeridge's warning surfaces a hard constraint on AI infrastructure buildout: land acquisition, power grid capacity, water availability, and permitting bottlenecks are actively killing projects. The narrative of limitless capital chasing AI dominance collides with physical reality. If half the planned capacity doesn't materialize, the AI compute shortage expected post-2025 becomes a structural feature rather than a near-miss, determining which companies and geographies retain competitive advantage.