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US data center projects face significant delays, only 35% deemed credible: Bernstein

US data center projects face significant delays, only 35% deemed credible: Bernstein

Photo: Crypto Briefing

Recent reports have highlighted significant delays in the development of data centers across the United States in 2026. According to Bernstein, at least 47 major projects have been either delayed, scrapped, or blocked this year, with only about 35% of the planned pipeline deemed credible. The development has sparked concerns about the sustainability of the AI infrastructure buildout. This slowdown is attributed to multiple factors, including grid connection issues, permitting challenges, equipment shortages, and local opposition. The impact is being closely monitored by market participants, particularly in states contemplating moratoriums on data center construction.

Source: Crypto Briefing

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