Planned United States data center developments face significant delays and cancellations. Aging electrical grids and supply chain issues are hindering rapid expansion efforts. Local communities are raising concerns about increased utility prices and water usage. These construction pauses will likely impact future energy demand forecasts. Future projects must demonstrate zero-impact designs to gain approval.

Kimmeridge Energy warns nearly half of proposed US data centers face delays or cancellations, threatening AI-driven natural gas demand growth

Morgan Stanley says U.S. AI data centers face a 38 GW power shortfall through 2028, with GE Vernova, Eaton, and Vertiv among the key