ChipsThe story, in brief
Data centre delays threaten to choke AI expansion
40% of US AI data centre builds at risk. Microsoft and OpenAI projects now in the crosshairs.
The KeyNews take
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.
The key facts
4 to know40% 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
Go to the source
Financial Times Technologyft.com
Publisher excerpt: Almost 40% of such builds in US risk hold-ups, including projects tied to Microsoft and OpenAI