CNBC: IDCA Logs 46 Blocked or Delayed AI Data Center Projects Worth Over $170B Across 20 US States

The International Data Center Authority told CNBC that between January 2024 and May 2026, at least 46 AI data center projects representing more than $170 billion in investment across 20 US states were blocked or delayed by community opposition. Analyst Dan Ives expects hyperscaler capex growth to peak in 2027 rather than 2028-2029, calling the post-midterms buildout 'a war of attrition' that favors the biggest balance sheets.