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0 pointscootsnuck1mo ago0 comments

> The data centers the industry wants are all going to get built.

If that was the case then why are the majority of data center projects getting scrapped?

https://gizmodo.com/data-center-project-cancellations-quadru...

Why are insiders saying they only expect about 10% of data center projects to ever be completed?

Why is 2026 already shaping up to have less than half of planned data centers break ground on construction?

Local community opposition is a big driver but so is permitting and infra procurement.

https://www.datacenterknowledge.com/energy-power-supply/why-...

All of this is inconvenient to big tech's "inevitability" narratives.

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ojbyrne1mo ago· 1 in thread

That Gizmodo article says none of the things you characterize it as saying.

Except sorta - "Peter Freed, Meta’s former director of energy strategy, who spoke to Heatmap, expects only about 10% of the projects that are currently underway to ever be completed."

Perhaps that's why he's a "former director" but that doesn't really qualify as an "insider."

cootsnuckOP1mo ago

Yea, my bad. "majority getting scrapped” was sloppy wording.

More accurate to say would be that a big chunk of the AI data center pipeline looks delayed/speculative. 16GW is slated for 2026, but only 5GW is actually under construction. https://www.sightlineclimate.com/research/data-center-outloo...

I do think it's a bit ridiculous though to not consider someone a tech insider who was a director for a decade at one of the biggest tech companies in history...

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