Made in China, Fueled by the Gulf: What could possibly go wrong with US datacenters?

According to Bloomberg's headlines of April 1, 2026, up to half of the US datacenters planned for 2026 might be delayed or canceled while hyperscalers are investing nearly $700 billion into datacenter construction this year.

200+ gigawatts of datacenter capacity have been announced globally, often with much fanfare and uncertain timelines. Our analysis suggests a more cautious yet still ambitious estimate of over 100 gigawatts of capacity added in the next five years. Several sources claim that many projects are delayed or canceled, and considering the stalled US-China trade talks and the Iran situation spiraling out of control, will the booming demand from datacenters hit a wall?