Nearly half of US data centers set to open in 2026 face delays or cancellation, and the bottleneck isn't funding or permits. It's electrical components like transformers, circuit breakers, and batteries that make up less than 10% of a data center's cost but are manufactured overseas with long lead times.

Every AI company promising faster tools this year is running into this same infrastructure wall.

https://futurism.com/science-energy/data-centers-construction-supply

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