The BuildApril 17, 2026via Financial Times Technology
Data centre delays threaten to choke AI expansion
Why it matters
Infrastructure delays are becoming the critical constraint on AI scaling. With nearly 40% of US data centre projects facing hold-ups—including those backing the two biggest AI players—compute capacity bottlenecks could slow industry-wide model training and deployment timelines by months.
Key signals
- 40% of US data centre builds risk delays
- Projects tied to Microsoft and OpenAI specifically impacted
- Infrastructure constraints now a primary constraint on AI expansion
- Published April 17, 2026
The hook
40% of US AI data centre builds at risk. Microsoft and OpenAI projects now in the crosshairs.
Almost 40% of such builds in US risk hold-ups, including projects tied to Microsoft and OpenAI
Relevance score:85/100