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- ⚠️CHART OF THE WEEK: The AI data center boom is slowing
⚠️CHART OF THE WEEK: The AI data center boom is slowing
A rising number of data centers are now facing delays
Global Markets Investor
April 18, 2026
In partnership with
GLOBAL MARKETS INVESTOR’S PORTFOLIO IS 🔥UP +93%🔥SINCE JANUARY 2024
DURING THE MARCH-APRIL 2025 MARKET TURMOIL, MAJOR US INDEXES FELL NEARLY 20%, WHILE THE GMI PORTFOLIO GAINED OVER 5%, FIND OUT HOW BELOW:
~16.2 GW of data center capacity is expected to come online in 2026, but only ~5 GW is currently under construction, according to Sightline Climate.
The remaining ~11 GW is still in the announced stage with no visible construction progress, despite typical build timelines of 12-18 months.
In 2025, a significant portion of the 5.8 GW pipeline was delayed, and an estimated 30-50% of the 2026 pipeline is unlikely to materialize on time.
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Meanwhile, according to satellite and AI analytics group SynMax. almost 40% of US data center projects due this year are at risk of falling behind schedule by more than 3 months.
The primary bottlenecks stem from chronic shortages of electrical equipment, especially transformers, where delivery timelines have stretched to as long as 5 years, compared with 24–30 months before 2020.
Labour shortages are intensifying the strain, as remote project sites push construction costs up by as much as +30%, and specialist crews jump between competing builds for higher pay.
Permitting obstacles and limited grid capacity are creating additional delays, with more than 60% of projects slated for 2027 still not yet under construction.
The AI data center buildout is stalling.
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