Data center growth is stalling as grid, permits stall planned AI buildouts

DavidLinthicum · x · 2026-10-05

Cloud analyst David Linthicum warns that data center growth is stalling: grid capacity, permits, and red tape mean the math no longer adds up, and many planned AI data centers likely won't materialize — forcing enterprises and cloud providers to find alternatives. He argues the warning signs were there all along.

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