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NW IL | https://x.com/SpecialSitsNews/status/2118677451316310366?a=uVW3CraCf...
Susquehanna says 8% of US data center builds could face cancellations in their worst case scenario (148 GW), and 40% could face severe delays.
Their tech team tracking the infrastructure buildout highlights that out of a massive training-focused AI data center pipeline (estimated around 148 gigawatts slated through the end of the decade), roughly 8% face direct cancellation risks in a stressed scenario, with a much larger tranche—around 40% (approx. 60 GW)—facing severe delays or restructuring due to regulatory and grid bottlenecks.
This lines up directly with the physical bottlenecks plaguing the sector:
The Interconnection & Grid Queue Wall: Regional transmission organizations (RTOs) and grid operators (like ERCOT in Texas) are aggressively auditing massive load queues because a huge percentage of requested capacity is speculative, phantom, or entirely un-serviceable by current transmission lines.
The Transformer & Equipment Crunch: Long lead times for heavy electrical equipment (like high-power substations and step-down transformers stretching past 3 to 5 years) mean that ambitious build schedules are colliding with physical manufacturing limits.
Local Opposition & Permitting Pushback: Community resistance, water-use friction, and municipal zoning pushback across key states have driven a sharp rise in outright project stalls and cancellations.
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This is why there is a tech sell off.
