FT: 47+ Large US Data Center Projects Delayed, Withdrawn, or Blocked in 2026; Bernstein Pegs Credible Pipeline at Just 35%

RegLayer tallied 47+ large US data center projects that were delayed, withdrawn, or blocked by local opposition in 2026, as community pushback over power, water and tax breaks spreads. Bernstein tells FT that only roughly 35% of the planned US data center pipeline is credible given grid-connection timelines, transformer shortages and liquid-cooling bottlenecks, deepening the capacity squeeze underlying the AI infrastructure boom.