Global data center capacity faces delays and cancellations until after 2026. Power and supply chain constraints are significantly impacting new builds. Developers are reassessing projects amid rising costs and long lead times. Demand for AI workloads continues to grow, creating tight capacity. Long-term outlook remains constructive as new power sources come online.

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Global data center capacity faces delays and cancellations until after 2026. Power and supply chain constraints are significantly impacting new builds. Developers are…

Global data center expansion faces setbacks as delays and cancellations rise, with supply constraints expected to persist until after 2026, Bernstein's research reveals.