'How do you know what's real?': US utilities are making AI data centers prove they exist before handing over power connections — as 50% of planned buildouts are currently being delayed, stalled, or canceled
THE SO WHAT
Half of planned AI data center buildouts being delayed or canceled because utilities doubt the customers are real means power is now a due-diligence problem, not just an engineering one. If you’re planning large-scale AI infra, lock in credibility with utilities early—contracts, financing, and visible progress—before you assume timelines are real.
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