Financial Times ·

RegLayer: 47+ large US data center projects were delayed, withdrawn, or blocked in 2026; Bernstein says ~35% of the planned US data center pipeline is credible

A vast bet on the future of the technology is running into the unforgiving economics of the physical world

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RegLayer: 47+ large US data center projects were delayed, withdrawn, or blocked in 2026; Bernstein says ~35% of the planned US data center pipeline is credible

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Financial Times — RegLayer: 47+ large US data center projects were delayed, withdrawn, or blocked in 2026; Bernstein says ~35% of the planned US data center pipeline is credible ↗

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Related stories

Bloomberg: Data Center Watch: 45 US data center projects valued at $68B were blocked or delayed by local opposition between April and June, or 50%+ of large developments

SemiAnalysis: Analysis: only ~2.3 GW of planned data center capacity is delayed by direct project-level policies like local moratoriums and New York's data center EO

SemiAnalysis: Analysis: companies are set for a massive acceleration of 50GW+ in data center capacity additions in 2027; 24GW+ across 40 campuses are in the advanced stages

Financial Times: An analysis of 60 of the largest planned US data centers: they could together produce 101.5M tons of CO2 per year, or ~7% of US power sector emissions in 2025

Financial Times: The data center backlash is challenging Texas' pro-business approach; Wood Mackenzie: Texas has more data center capacity under construction than any US state

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