Warren Pies(@WarrenPies):Are datacenter delays, or cancellations, impacting the AI buildout? Not yet. Chart below from @fernavid 's most recent AI update plots every DC project's construction progress since groundbreaking. 2026 projects actually tracking ahead of schedule (vs 28-month timeline).

Warren Pies

@WarrenPies

Founder @3F_Research | PM $RAA | $FCTE | Formerly with Ned Davis Research | Recovering Attorney (step 4) - Not investment advice

Joined February 2014

1.9K Following 78.7K Followers

Warren Pies@WarrenPies

2026.08.10 12:37

Are datacenter delays, or cancellations, impacting the AI buildout? Not yet. Chart below from @fernavid 's most recent AI update plots every DC project's construction progress since groundbreaking. 2026 projects actually tracking ahead of schedule (vs 28-month timeline).