FT: $10T US AI buildout stumbles as 47 data center projects get delayed or blocked
智东西 · wechat · 2026-10-20
Per FT and Reuters, at least 47 large US data center projects have been delayed, withdrawn or blocked since 2026, with AI debt issuance down 80% from June's peak. CoreWeave's bond yields hit 15% and its stock fell 25% in a week; IPOs from Nscale and others are shelved. S&P Global sees six tech giants spending >$7T through 2030 with negative free cash flow until at least 2027, while Gartner projects $7T infra spend vs under $3.6T data center revenue.
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