AI data center expansion in the United States is being delayed due to shortages of power delivery equipment such as transformers, switchgear, and batteries. Despite over $650 billion planned for AI infrastructure in 2026, nearly half of projects may be delayed or canceled. Developers are turning to imports, including from China, creating supply chain risks. The shortage highlights that power infrastructure, not chips or funding, is becoming the main bottleneck slowing AI data center growth.
AI data center expansion in the United States is being delayed due to shortages of power delivery equipment such as transformers, switchgear, and batteries. Despite over $650 billion planned for AI infrastructure in 2026, nearly half of projects may be delayed or canceled. Developers are turning to imports, including from China, creating supply chain risks. The shortage highlights that power infrastructure, not chips or funding, is becoming the main bottleneck slowing AI data center growth.