Nearly half of planned US data centers stalled by regulatory friction
Source: Financial Times (paywall)
The US data center boom has hit a hard constraint: permitting, grid capacity, and local opposition are now killing projects faster than AI demand can justify them. Bernstein's finding that only 35% of the announced pipeline is actually buildable suggests the industry's growth forecasts are overcooked by roughly two-thirds—meaning chip makers and cloud providers will face genuine scarcity, not abundance, over the next 3-5 years.