Nearly half of US data centers planned for 2026 are facing delays or cancellation

Sightline estimates 30–50% of AI data centers planned for US deployment this year will be delayed or canceled; only about half meet completion targets.

Across 140 projects, at least 16 GW are slated to come online by the end of 2026, but only about 5 GW is currently under construction and another 16 GW remains in the announced stage.

Projects scheduled for 2027 exceed 25 GW while under 10 GW are being built now; typical build times run 12–18 months.

Insufficient power grids are a central bottleneck; nearby residents have seen higher energy bills, and many facilities plan to mix local grid power with independent sources including nuclear and renewables.

Hardware and electrical supply constraints—memory, storage, CPUs, batteries, transformers—plus US production shortfalls and reliance on Chinese components are raising prices; public concern about environmental and energy impacts is high.