US data center buildout hits 'inflection point' as cancellations surge amid protests and power shortages

Dozens of US data center projects were killed or delayed in December and January, with research firm MacroEdge identifying 26 cancellations through January, up from one in October. Supply chain snags, energy shortages, tariff-induced restraints, and grassroots community opposition are derailing plans. The slowdown raises questions about whether the US can sustain the pace of AI infrastructure expansion. MacroEdge's chief economist warned the Trump administration will need to find its "next growth engine" as the data center tailwind weakens.

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