🇺🇸 English, 24 October 2026, speculative projects
AI Data Center Boom Has a Ghost Problem
Speculative AI data centers and duplicate electricity requests may be exaggerating the industry's challenges.
Bernstein Research found that only about 35% of announced US data center capacity is likely to become reality.
Some data centers, dubbed ‘Bragawatts,’ are enormous projects announced by inexperienced developers without secured electricity, construction permits, or customers.
In Texas, developers have submitted multiple requests for electricity connections, exceeding the state’s existing electricity supply by over five times.