47+ large US data center projects delayed, withdrawn or blocked in 2026

RegLayer reports that more than 47 large US data center projects were delayed, withdrawn or blocked in 2026. Bernstein estimates only about 35% of the planned US data center pipeline is credible.

• RegLayer: 47+ large US data center projects delayed, withdrawn or blocked in 2026
• Bernstein: only ~35% of the planned US data center pipeline is credible
• The AI infrastructure bet is running into the economics of the physical world