Half of planned US data center builds have been delayed or canceled, growth limited by shortages of power infrastructure and parts from China — the AI build-out flips the breakers
2026-04-03 15:15 UTC
Replies (14)
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@RememberTheApollo_@lemmy.world 2026-04-04 06:00
All that venture capital. Gone into rich people’s pockets.
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@MoogleMaestro@lemmy.zip 2026-04-03 20:19
Makes you wonder what they’re going to do with all this hardware they’re buying? I hope that they (the ultra rich) are the ones to hold the bag for once in their lives. Just kidding, they’ll probably get a bailout from our (US) corrupt government.
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@Emi@ani.social 2026-04-03 15:51
Let the prices fall.
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@echodot@feddit.uk 2026-04-05 04:26
Wait so AI data centres can’t be built because of the limited availability caused by other AI data centres. Which would lock all the AI CEOs in a big room and throw away the key.
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@null@lemmy.org 2026-04-03 20:18
U.S. still depends on China, despite years of onshoring efforts. Reminds me of that time when one president signed a bill to move chip production to the US then the next president raided the chip-making facility and arrested all those chip-making people for trying to show the locals how to make chips.
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@aesthelete@lemmy.world 2026-04-05 06:04
It seems clear to me that cloud LLMs have the same scaling problems and demand concerns that cloud gaming did. Oh well, maybe regular people will have to still run software locally after all. 🤷
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@Prove_your_argument@piefed.social 2026-04-03 15:57
Makes sense. It takes years to complete construction projects and budgets always overrun. AI is a fad for most companies trying to get into it. Think about the dotcom bubble. We went from having all of these businesses that shot to the moon for valuation… and then it collapsed. Feels exactly the same. A few will survive to become metas and googles because it is not a worthless technology, but most of them are going to be worthless companies when investors decide it’s time to run.
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@leriotdelac@lemmy.zip 2026-04-05 06:54
Everyone was so expecting this, and yet…
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@Grandwolf319@sh.itjust.works 2026-04-04 16:03
To address shortages, companies are turning to global markets. As a result, Canada, Mexico, and South Korea became the biggest suppliers of high-power transformers for AI data centers to AI data centers. God I wish democracy meant that we could vote on decisions like this
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@wonderingwanderer@sopuli.xyz 2026-04-04 17:02
Please let this be the beginning of the bubble burst 🤞 Also, what do you mean data centers aren’t all dark rooms lit exclusively by RGB lighting?!? I feel lied to…
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@BarneyPiccolo@lemmy.today 2026-04-04 16:04
"Looks like RAM is back on the menu, boys!"
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@Xaphanos@lemmy.world 2026-04-03 16:09
It's a planning thing. My company has sewed up power capacity contracts with the utility providers very early in the process. We have outstanding capacity contracts available for future build out commitments. It's the folks late to the party that are starting projects without a plan and then failing.
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@jaykrown@lemmy.world 2026-04-04 19:12
The bubble is actively breaking. Next couple months are going to be awesome. Along with oil prices making people think about getting an EV.
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@wildncrazyguy138@fedia.io 2026-04-03 16:07
This is disconcerting. China’s not going to slow down on their build out of infrastructure. And for those who spin this as a positive. AI is not all LLMs. Real diseases are being cured by the complex modeling, real world tangible products, like airplanes and ships, are being designed safer. I speculate that there’s a good chance that the modeling will eventually help to resolve the climate issue too, rather than continue to contribute to it. Physics models become more robust for simulating nuclear fusion; logistics models for transportation and energy distribution too. Living in a tourist town, I don’t want a large data center in my backyard either, but there are plenty of places that do and where it makes sense to do so both from a logistical and resource perspective. We get behind the curve here and it’s going to be near impossible to catch up, and when the smart people can’t play ball with the newest toys, that leads to brain drain.