Key points
US data-center capacity at risk of delay (GW), 2028-2030 ｜ Texas and Ohio could delay 4.9 GW in 2028 and 3.8 GW in 2029, 12.4 GW cumulatively by 2030
Image source: @pequityresearch
2026-11-08
~12.4 GW of US Data-Center Capacity at Risk of Delay, 4.9 GW in 2028 the Largest