AI data center construction in the U.S. is starting to run into real-world problems.
The latest survey shows:
At least 47 large-scale projects have been delayed, canceled, or stalled.
Research firms estimate that only about 35% of planned projects have a credible path to completion.
Demand for AI is indeed strong.
But what I’m more focused on now is:
Do the customers behind the orders have enough money to actually build these projects?
$NVDA $AMD $MRVLB
The latest survey shows:
At least 47 large-scale projects have been delayed, canceled, or stalled.
Research firms estimate that only about 35% of planned projects have a credible path to completion.
Demand for AI is indeed strong.
But what I’m more focused on now is:
Do the customers behind the orders have enough money to actually build these projects?
$NVDA $AMD $MRVLB