John Intel(@intelfabs):The North American data center pipeline is now 404 GW. At current build rates It would take 13.1 years to clear it, a new high Also a new high is the stranded capacity (delayed + cancelled + not approved/withdrawn) It jumped +6.5 GW in August, more than the +4 GW that actually entered construction. That pushed stranded capacity to 12% of the pipeline. Power, permits, and politics decide what actually gets built.

2026.09.09 14:25

The North American data center pipeline is now 404 GW. At current build rates It would take 13.1 years to clear it, a new high Also a new high is the stranded capacity (delayed + cancelled + not approved/withdrawn) It jumped +6.5 GW in August, more than the +4 GW that actually entered construction. That pushed stranded capacity to 12% of the pipeline. Power, permits, and politics decide what actually gets built.

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