RegLayer: 47+ large US data center projects were delayed, withdrawn, or blocked in 2026; Bernstein says ~35% of the planned US data center pipeline is credible
THE SO WHAT
If only ~35% of the US data center pipeline is credible and 47+ large projects were delayed or blocked, your AI roadmap is now constrained by permitting, power, and local politics as much as by GPUs. Treat site selection, regulatory risk, and grid access as first-class inputs to any multi-year AI capacity plan.
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