456GW of US data center plans… 51.7GW delayed or on hold
Original headline456GW 미국 데이터센터 계획…51.7GW 지연·보류
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U.S. data center pipeline capacity reached 456GW as of September 2026, but 51.7GW—about 11% of the total—has been delayed or withdrawn, the largest such figure on record, according to Bernstein data cited by Crypto Briefing. Total planned capacity rose 52GW (13%) month-over-month, while capacity actually under construction grew 7GW to 79.9GW. Large cloud providers account for 68.7GW of planned capacity, with 31.4GW of that under construction; Google, Amazon and Meta each added 3.9GW, 3.8GW and other amounts to September plans. The gap between announced and built capacity matters because data center power demand underpins forecasts for electricity, grid equipment and AI infrastructure spending. Watch whether delayed projects move back into construction and whether the record 51.7GW of shelved capacity keeps growing.
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Bernstein, Meta (META), Amazon (AMZN), Google (GOOGL), Crypto Briefing
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