🇹🇼 Chinese, 23 October 2026, data center capacity
Nearly half of planned AI data center capacity may not get built next year
Wall Street analyst warns of potential 45% shortfall in AI data center capacity by 2027
Seaport Research Partners analyst Jay Goldberg estimates only 30 gigawatts of 55 gigawatts announced for 2027 will materialize, representing a potential 45% shortfall.
Goldberg points to shortages of electricians, gas turbines and electricity connections as major obstacles.
Microsoft Corp. recently withdrew from an Nvidia-backed data center project in England due to delayed electricity connection.