More than half the US data centers planned for this year are expected to be delayed.
Gas turbines made by GE Vernova, at the on-site natural gas plant under construction during a media tour of the Stargate AI data center in Abilene, Texas, US, on Wednesday, Sept. 24, 2025. Stargate is a collaboration of OpenAI, Oracle and SoftBank, with promotional support from President Donald Trump, to build data centers and other infrastructure for artificial intelligence throughout the US. Photographer: Kyle Grillot/Bloomberg
The struggle to manufacture transformers, switchgear and batteries domestically has forced the US to rely on imports, delaying data center construction.
The struggle to manufacture transformers, switchgear and batteries domestically has forced the US to rely on imports, delaying data center construction.
A data center building during a media tour of the Stargate AI data center in Abilene, Texas, US, on Tuesday, Sept. 23, 2025. Stargate is a collaboration of OpenAI, Oracle and SoftBank, with promotional support from President Donald Trump, to build data centers and other infrastructure for artificial intelligence throughout the US.
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