Global data center expansion faces setbacks as delays and cancellations rise, with supply constraints expected to persist until after 2026, Bernstein's research reveals.
Global data center projects to face delays as capacity crunch looms
Jul 12, 2026
04:44 pm
What's the storyThe global data center construction industry is facing major challenges, with project delays and cancellations on the rise.
A new report from Bernstein predicts that these issues will mount through 2027 as developers reassess their plans amid power, cooling, and supply chain constraints.
Data center pipeline faces construction delays, cancellations to mount through 2027: Bernstein
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Global data center capacity faces delays and cancellations until after 2026. Power and supply chain constraints are…
This could put a dent towards the availability of compute in the future.
At least 75 data center projects worth more than $130 billion were blocked or delayed.
The authors found that data center opponents blocked or delayed at least 75 projects nationwide from January through March.
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An energy bottleneck is threatening Big Tech's massive data center ambitions, and it means those companies may need to break…
