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Americans are rallying against data centers. Surprisingly few are actually getting built
- AI companies have announced plans for 3,969 new U.S. data centers, according to Aterio, yet only 802 are currently under construction, with about 60% of capacity planned for 2027 having not begun development.
- The American Edge Project estimates the U.S. needs 500,000 electricians, 300,000 welders, and 550,000 plumbers to meet buildout deadlines; Joe Macejak, head of Marsh Risk, stated contractors cannot work if labor is tied up in existing projects.
- Historically, around 72% of data center capacity comes online on time, according to Goldman Sachs; wait times for generation step-up transformers tripled, while GE Vernova reported bookings for power generators doubled to $200 billion.
- A recent Gallup poll showed 71% of Americans oppose data centers, prompting regulatory pushback; New York and Texas recently implemented temporary bans on such facilities.
- Last week, Minneapolis Federal Reserve President Neel Kashkari noted data center spending fuels inflation, while Columbia Business School professor Stijn Van Nieuwerburgh expects only 180 gigawatts of 565 gigawatts planned will actually be built.
Insights by Ground AI
24 Articles
24 Articles
While plans to build artificial intelligence (AI) data centers are increasing in the United States, it appears that only a fraction of these projects have actually begun construction. The pace of data center expansion is failing to keep up with original plans due to a combination of shortages in power, construction materials, and skilled personnel, as well as delays in licensing. On the 7th (local time), CNN, citing data center research firm Art…
People don't really like AI data centers.
Coverage Details
Total News Sources24
Leaning Left4Leaning Right2Center12Last UpdatedBias Distribution67% Center
Bias Distribution
- 67% of the sources are Center
67% Center
L 22%
C 67%
11%
Factuality
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