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Industry Trends

Why Building AI Data Centres Isn’t Working Anymore

Meta (Connect) · Jun 08, 2026 · Industry Trends

Nearly half of US data centers planned for 2026 are delayed or cancelled despite trillion-dollar AI spending.

“with so much money allocated to this, nearly half of the data centers planned to open in the US this year have already been delayed or cancelled outright”

A Cold Fusion video aggregates Bloomberg and Financial Times reporting showing that of ~140 US data centers (12 GW) slated to open in 2026, only about a third are actually under construction, with major delays and community backlash mounting. It matters because it questions whether the $650B+ annual AI infrastructure buildout can physically and financially deliver, signaling possible strain in the AI capex boom.

data centers ai infrastructure capex compute buildout energy

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