Up to Half of Planned US Data Centers May Face Delays, Kimmeridge Says
THE SO WHAT
If even a fraction of proposed US data centers stall under political and permitting pressure, compute scarcity becomes a policy problem, not just a capex line. Infra-heavy AI roadmaps need a second track now—alternative geographies, on-prem, and efficiency work—to avoid being hostage to local backlash cycles.
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