The future is even less clear the further you go out. The vast majority of data centers planned for launch between 2028 and 2032 have yet to break ground and only a sliver are under construction.
Those delays, it seems, appear to be twofold: first, the well-documented component shortage. Not just memory and storage, but batteries, electrical transformers, and circuit breakers. They all make up less than 10% of the cost to construct one data center, but as Andrew Likens, energy and infrastructure lead at AI data center provider Crusoe’s told Bloomberg, it’s impossible to build new data centers without them.
“If one piece of your supply chain is delayed, then your whole project can’t deliver,” Likens said. “It is a pretty wild puzzle at the moment.”
Second problem is the growing rebellion against data centers, both by citizens and governments alike. The latest pushback comes from the Seminole nation of Native Americans, who have banned data centers on their tribal lands.
Of the data centers that are coming online in the next few months, the top states reflect what Synergy has been saying about data center migration to the interior of the country. Texas is leading the way, with 22.5 GW coming online, followed by New Mexico at 8.3 GW and Pennsylvania, which is making a major push for data centers to come to the state, at 7.1 GW.
