America's $10 trillion artificial intelligence infrastructure boom faces mounting delays, cancellations, and rising construction costs across numerous projects.
Regulator RegLayer reported at least 47 large data centre projects were delayed, withdrawn, or blocked in 2026, while Bernstein analysts estimated only 35% of the US pipeline is credible.
CoreWeave stock dropped nearly 25% during the week, and companies such as SoftBank's SB Energy and Nvidia-backed Firmus delayed initial public offerings.