Anyone who’s been part of building anything knows that plans rarely go according to schedule. Now apply that to building out data centers. Analysts from JPMorgan estimate that approximately 60% of data center capacity planned for completion in 2027 hasn’t even broken ground yet.
If that’s the case, then imagine what that means for data centers scheduled for 2028 and beyond. It’s a concern that explains a concrete reason why many stocks in the artificial intelligence (AI) trade are being whipsawed in 2026.
