""Proposals for new giant data centers exceeding 100 MW in power demand have reached new extremes in scale, compute, investment and power consumption," John O'Brien, an analyst at Uptime Intelligence, told TechRepublic. He added: "While many of these proposals have progressed at speed and are driven forward by experienced developers, tenants and well-resourced investors, a similar number of projects have progressed little, or even stalled, since they were announced.""
"O'Brien noted that the uncertainty factor within many of these proposals is rarely well understood. Whether due to conditional tenancy promises, lack of firm power contracts, permitting and planning holdups, equipment supply constraints, financing failures, or community opposition, there is a significant difference between an announced project and an operating data center. In support of this assertion, O'Brien cited the state of Georgia, where 6 GW of large-load projects were canceled during the three months up to Sep. 30, 2025."
More than 70 AI data centers with capacities exceeding 1 GW were announced in the past year, and GW-plus facility plans have proliferated. Half of planned data centers either will not be built or will experience slower construction. Major obstacles include conditional tenancy promises, lack of firm power contracts, permitting and planning holdups, equipment supply constraints, financing failures, and community opposition. Cancellation examples include 6 GW of large-load projects in Georgia over a recent three-month period. Community acceptance is a major wildcard, and hyperscalers or developers may relocate if they face excessive local hostility.
Read at TechRepublic
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