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

「 One major reason behind these setbacks is the availability of key electrical components — such as transformers, switchgear, and batteries — that are used both at data center sites and outside of them, as AI companies must expand grid infrastructure to supply enough power to their data centers 」

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.

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