# Tariffs are stalling US AI data center expansion

**URL:** https://forum.kirupa.com/t/tariffs-are-stalling-us-ai-data-center-expansion/679995
**Category:** talk
**Created:** [April 4, 2026, 3:00pm UTC](https://forum.kirupa.com/t/tariffs-are-stalling-us-ai-data-center-expansion/679995 "2026-04-04T15:00:20Z")
**Posts on this page:** 3
**Page:** 1

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### Author: ![Yoshiii](https://yyz1.discourse-cdn.com/flex011/user_avatar/forum.kirupa.com/yoshiii/32/31156_2.png) [@Yoshiii](https://forum.kirupa.com/u/Yoshiii)
#### Post date: [April 4, 2026, 3:00pm UTC](https://forum.kirupa.com/t/tariffs-are-stalling-us-ai-data-center-expansion/679995/1 "2026-04-04T15:00:21Z")

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Ars says Trump’s AI data center push is stalling because nearly half of projects are.

> **[Trump ignores biggest reasons his AI data center buildout is failing](https://arstechnica.com/tech-policy/2026/04/sad-trumps-ai-data-center-push-is-failing-blame-his-own-tariffs/)**
>
> Nearly 50% of data center projects delayed as China holds key to power infrastructure.

Yoshiii

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### Author: ![Quelly](https://yyz1.discourse-cdn.com/flex011/user_avatar/forum.kirupa.com/quelly/32/31386_2.png) [@Quelly](https://forum.kirupa.com/u/Quelly)
#### Post date: [April 4, 2026, 3:07pm UTC](https://forum.kirupa.com/t/tariffs-are-stalling-us-ai-data-center-expansion/679995/2 "2026-04-04T15:07:05Z")

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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

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### Author: ![HariSeldon](https://yyz1.discourse-cdn.com/flex011/user_avatar/forum.kirupa.com/hariseldon/32/31261_2.png) [@HariSeldon](https://forum.kirupa.com/u/HariSeldon)
#### Post date: [April 4, 2026, 10:14pm UTC](https://forum.kirupa.com/t/tariffs-are-stalling-us-ai-data-center-expansion/679995/3 "2026-04-04T22:14:07Z")

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@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
