Chubby says half of planned U.S. data center builds for 2026 may be delayed or canceled because electrical infrastructure is the bottleneck, with key components relying heavily on China.
Half of all planned U.S. data center builds in 2026 are projected to be delayed or canceled.
The bottleneck isn't chips or capital, it's electrical infrastructure.
Transformers, switchgear, batteries, all those rely on china.
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