Susquehanna: up to 12 GW of AI data centers could be canceled, 60 GW exposed to permit delays

Susquehanna says up to 12 GW of AI data centers could be canceled, with 60 GW still exposed to delays from pending permits. The firm sees risk concentrated between 2028 and 2030, expects peak installations in 2027, and flags enterprise inference as a possible source of demand.

Detected & updated continuously · Source: Nebula