Tuesday, September 1, 2026

Actually, Data Center Projects are Mostly on Track

Though opposition to new data centers now is effectively a moral panic, it does not appear that public opposition or public official actions are going to slow deployment, as logical as that might seem. 


To be sure, data center project cancellations seem to get the headlines. According to Heatmap, more than 100 data center projects have been canceled this year in the face of local opposition, while more than 200 are currently being fought.


In the first quarter of this year, at least 3.5 gigawatts of data center capacity were canceled amid local opposition, according to Heatmap. During the same three months, at least 36 GW of capacity were added to the US pipeline of proposed and active projects, according to analytics firm Wood Mackenzie.


source: Vox 


In other words, there is no evidence of major growth delays, as shown by Semianalysis data. Despite some popular claims that half of data center projects have been cancelled, that is untrue.  


source: Semianalysis 


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Actually, Data Center Projects are Mostly on Track

Though opposition to new data centers now is effectively a moral panic, it does not appear that public opposition or public official action...