Bernstein sees only 35% of US data center pipeline credible; 47 large projects delayed, withdrawn or blocked in 2026

RegLayer data cited by the FT show at least 47 large data-center projects were delayed, withdrawn or blocked in 2026. Bernstein estimates only 35% of the planned US pipeline is credible, underscoring rising scrutiny of AI infrastructure buildouts.

Detected & updated continuously · Source: Nebula