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The US data center build-out is falling behind schedule; JP Morgan says 60%+ of data center capacity planned for completion in 2027 isn't yet under construction (Katherine Blunt/Wall Street Journal) 03-06-2026

Katherine Blunt / Wall Street Journal:
The US data center build-out is falling behind schedule; JP Morgan says 60%+ of data center capacity planned for completion in 2027 isn’t yet under construction  —  Google, which is raising a fresh $80 billion, has a strategy for getting around the biggest bottleneck


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