50% of US data centers delayed, only 33% being built (due to chip/electrical equipment shortage and regulation).

50% of US data centers delayed, only 33% being built (due to chip/electrical equipment shortage and regulation). | 50% of US data centers are being delayed uh due to electrical equipment shortage or from Chinese supply... 50% are delayed or being cancelled and that leaves 33% of the projected data centers actually being built.

50% of US data centers are being delayed uh due to electrical equipment shortage or from Chinese supply... 50% are delayed or being cancelled and that leaves 33% of the projected data centers actually being built.

Beneficiaries (24)

Adverse (2)

{
  "nia": false,
  "qty": "50% delayed, 33% built",
  "url": "https://www.youtube.com/watch?v=cFI-SqnvQK8",
  "mode": "FORECAST",
  "role": "Host",
  "context": "this chart should just scare all Americans silly. 50% of US data centers are being delayed... that leaves 33% of the projected data centers actually being built.",
  "to_year": 2026,
  "verbatim": "50% of US data centers are being delayed uh due to electrical equipment shortage or from Chinese supply... 50% are delayed or being cancelled and that leaves 33% of the projected data centers actually being built.",
  "conv_cues": "existential for AI",
  "direction": "NUMERIC_TARGET",
  "from_year": 2026,
  "timeframe": "Current",
  "conv_level": "HIGH",
  "milestones": [
    {
      "kind": "llm_pre_event",
      "label": "Bloomberg: ~50% US data centers planned for 2026 delayed/canceled",
      "notes": "HIT — Bloomberg/Yahoo April 2026: ~7 GW of 12 GW announced US capacity delayed/canceled. Matches Diamandis's 50% claim almost exactly.",
      "source": "https://www.bloomberg.com/news/newsletters/2026-04-01/us-data-center-boom-relies-on-hard-to-find-electrical-equipment",
      "status": "hit",
      "weight": 0.4,
      "ordinal": -7,
      "source_id": null,
      "confidence": 0.99,
      "source_url": "https://finance.yahoo.com/sectors/technology/articles/half-planned-us-data-center-150928890.html",
      "expected_date": "2026-04-01",
      "observed_date": "2026-04-01",
      "research_origin": "deep_research",
      "measurement_criterion": "Major financial press (Bloomberg, Yahoo Finance, Tom's Hardware) reports >=45% of planned 2026 US data center builds delayed/canceled"
    },
    {
      "kind": "llm_pre_event",
      "label": "China controls ~60% global power transformer production capacity (supply constraint)",
      "notes": "Confirms 'Chinese supply' clause in prediction.",
      "source": "https://www.tomshardware.com/tech-industry/artificial-intelligence/half-of-planned-us-data-center-builds-have-been-delayed-or-canceled-growth-limited-by-shortages-of-power-infrastructure-and-parts-from-china-the-ai-build-out-flips-the-breakers",
      "status": "hit",
      "weight": 0.4,
      "ordinal": -6,
      "source_id": null,
      "confidence": 0.95,
      "source_url": "https://www.tomshardware.com/tech-industry/artificial-intelligence/half-of-planned-us-data-center-builds-have-been-delayed-or-canceled-growth-limited-by-shortages-of-power-infrastructure-and-parts-from-china-the-ai-build-out-flips-the-breakers",
      "expected_date": "2026-04-01",
      "observed_date": "2026-04-01",
      "research_origin": "deep_research",
      "measurement_criterion": "Industry/government source confirms China >=55% global high-power transformer manufacturing share, US <25%"
    },
    {
      "kind": "llm_pre_event",
      "label": "Transformer lead times confirmed at 5+ years (vs prior 24-30 months)",
      "source": "https://webhosting.today/2026/04/08/up-to-half-of-us-data-centers-planned-for-2026-will-not-be-built-on-time-chinese-electrical-equipment-is-the-constraint-no-one-planned-for/",
      "status": "hit",
      "weight": 0.4,
      "ordinal": -5,
      "source_id": null,
      "confidence": 0.95,
      "source_url": "https://webhosting.today/2026/04/08/up-to-half-of-us-data-centers-planned-for-2026-will-not-be-built-on-time-chinese-electrical-equipment-is-the-constraint-no-one-planned-for/",
      "expected_date": "2026-04-08",
      "observed_date": "2026-04-08",
      "research_origin": "deep_research",
      "measurement_criterion": "Industry tracker (Omdia, IEA, Bloomberg) confirms high-power transformer delivery lead times stretched to ~5 years"
    },
    {
      "kind": "prereq",
      "label": "Nvidia became the world's first $5 trillion company (late 2025), operating a near-monopoly on advanced AI chips.",
      "status": "hit",
      "weight": 0.5,
      "ordinal": -4,
      "source_id": "SEM_011",
      "expected_date": "2026-04-29",
      "observe
... (truncated)