The US data center build-out is falling behind schedule; JP Morgan says 60%+ of data center capacity planned for completion in 2027 isn't yet under construction (Katherine Blunt/Wall Street Journal)

Techmeme ·

US data center capacity plans are slipping, signaling infrastructure constraints that could affect AI compute expansion timelines.

Categories: Money & Moves

Excerpt

<a href="https://www.wsj.com/tech/ai/americas-data-center-build-out-is-falling-way-behind-schedule-e408a9a8?st=MNtUQN&amp;reflink=article_copyURL_share"><img align="RIGHT" border="0" hspace="4" src="http://www.techmeme.com/260603/i22.jpg" vspace="4" /></a> <p><a href="https://www.techmeme.com/260603/p22#a260603p22" title="Techmeme permalink"><img height="12" src="http://www.techmeme.com/img/pml.png" style="border: none; padding: 0; margin: 0;" width="11" /></a> Katherine Blunt / <a href="https://www.wsj.com/">Wall Street Journal</a>:<br /> <span style="font-size: 1.3em;"><b><a href="https://www.wsj.com/tech/ai/americas-data-center-build-out-is-falling-way-behind-schedule-e408a9a8?st=MNtUQN&amp;reflink=article_copyURL_share">The US data center build-out is falling behind schedule; JP Morgan says 60%+ of data center capacity planned for completion in 2027 isn't yet under construction</a></b></span>&nbsp; &mdash;&nbsp; Google, which is raising a fresh $80 billion, has a strategy for getting around the biggest bottleneck</p>