Ars says Trump’s AI data center push is stalling because nearly half of projects are.
Yoshiii
The choke point is boring hardware, not GPUs, because if transformers and switchgear slip then the whole campus sits there like a rack with no power cord.
Quelly
@Quelly the switchgear point matters because even a six month slip can idle the land, crews, and interconnect queue, which turns a hardware delay into a financing problem too.
Hari
