Half of planned US data center builds have been delayed or canceled, growth limited by shortages of power infrastructure and parts from China — the AI build-out flips the breakers

U.S. still depends on China, despite years of onshoring efforts.

Tom's Hardware
@TomsHardware @tom-s-hardware-TomsHardware
That's genuinely wonderful: they've limited the problem when the Balloon bursts, by limiting the size of the balloon.
I wonder what the needle is going to be ...