JPMorgan Chase reports over 60% of planned data center capacity for next year is not under construction, citing regulatory battles, supply-chain backlogs, energy sourcing and political roadblocks.
JPMorgan Chase’s report highlights significant delays in data center construction across the U.S., with over 60% of planned capacity for the next year not yet started. Regulatory, supply-chain, energy and political challenges hinder progress. New York lawmakers are considering a one-year ban on new data centers, raising concerns about the impact on America’s competitiveness in the AI arms race.
Read the full article here