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Axios

Why the global AI data center boom is stalling

Axios Sightline

Data: Sightline Climate; Note: Includes 529 large data center projects announced since 2024 that have disclosed capacity; Chart: Kavya Beheraj/Axios

As many as half of the world's data center projects slated to come online this year could face delays, according to a report issued Tuesday.

Why it matters: It's a sign of mounting collisions in the AI race — from power constraints and grid equipment shortages to rising community opposition.

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