Global AI data center boom hits delays

(Amy Harder – Axios) As many as half of the world’s data center projects slated to come online this year could face delays, according to a report issued Tuesday. Why it matters: It’s a sign of mounting collisions in the AI race — from power constraints and grid equipment shortages to rising community opposition. The big picture: As tech giants sprint to build AI infrastructure, the physical — and political — limits of the power system are starting to bite. State of play: Up to 11 gigawatts of 2026 capacity “remains in the announced stage with no signs of construction,” per the report by Sightline Climate, a data intelligence firm. – Why the AI data center boom is stalling worldwide