Cover art for Many announced data centers may never be built

Many announced data centers may never be built

Billions in AI infrastructure investment face real obstacles: local opposition, permitting delays, and power shortages mean many projects are speculative.

Nov 11, 2026

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Many announced data centers may never be built

Billions in AI infrastructure investment face real obstacles: local opposition, permitting delays, and power shortages mean many projects are speculative.

In brief

Billions in AI infrastructure investment face real obstacles: local opposition, permitting delays, and power shortages mean many projects are speculative. Data center projects announced for AI infrastructure face local opposition, permitting delays and electricity shortages, with many unlikely to be built despite…

The data center boom hits obstacles

The data center boom is running into serious real-world obstacles, from widespread local opposition and permitting delays to a scramble for electricity.

Many announced projects may never happen

A lot of the projects being announced may never get built in the first place, despite billions of dollars in AI infrastructure investment at stake.

Separating real from speculative projects

Separating real from speculative projects

Separating realistic projects from speculative ones is becoming increasingly important as the industry tries to understand which data centers will actually be constructed.

Expert analysis on the podcast

On TechCrunch's Equity podcast, hosts Rebecca Bellan and Tim De Chant are joined by Brent Nelson, senior managing director of markets and strategy at Ascend Analytics.

Nelson separates likely from unlikely builds

Nelson separates the data center projects that are likely to get built from the ones that may never get off the ground.

The essence

Data center projects announced for AI infrastructure face local opposition, permitting delays and electricity shortages, with many unlikely to be built despite billions in investment.

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