"Short on Power, People, and Equipment": 40% of U.S. Data Centers Face Delays as AI Giants Hit by Compute Bottlenecks

The American narrative of AI infrastructure expansion is facing harsh reality checks. Nearly 40% of data centers planned for completion this year face delays; at OpenAI's core campus in Texas with a capacity of 1.4 gigawatts, only one of six planned facilities has broken ground. Microsoft's related projects are also under pressure, with major initiatives expected to be postponed by more than three months. The convergence of power shortages, labor competition, and equipment scarcity threatens to force a comprehensive reassessment of the return timelines for over $700 billion in capital expenditures by hyperscale cloud providers