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2026-10-18

23,000 chips, no power until the 2030s

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Microsoft left a site meant for 23,000 chips; power comes in the 2030s. The FT calls a third of the US build-out credible.12345678

References

  1. 1
    Microsoft axes AI deal in setback for UK data centre pioneer — The Telegraph

    telegraph.co.uk

  2. 2
    America's $10tn AI infrastructure boom is starting to fray — Financial Times

    ft.com

  3. 3
    Data center pipeline faces construction delays, cancellations to mount through 2027: Bernstein — ETEnergyworld

    energy.economictimes.indiatimes.com

  4. 4
    Q1 2026: Data Center Watch Report — Data Center Watch

    datacenterwatch.org

  5. 5
    AI backlash puts $68 billion in U.S. data center projects on hold — Los Angeles Times

    latimes.com

  6. 6
    The data center boom continues apace, but projects face mounting obstacles — Utility Dive

    utilitydive.com

  7. 7
    Chip Stocks Endure Longest Losing Streak Since 2006 as CoreWeave Credit Concerns Mount — Benzinga

    es.tradingview.com

  8. 8
    Consensus earnings growth for AI stocks to plunge sharply: Report — IANS

    ianslive.in

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