Up to 8% of Planned AI Data Center Capacity Could Be Canceled, Susquehanna Warns
Key Highlights: Roughly 12 gigawatts (GW) of planned data center capacity—representing 8% of the total pipeline and 20% of projects awaiting regulatory approval—could be canceled between 2028 and 2030 in a worst-case scenario. While installations through 2027 remain protected due to secured permits, projects scheduled for 2028 to 2030 face regulatory exposure, particularly tied to ...