Canaan says power delivery, not generation, slows $750 billion AI data center buildout
CAN•CAN•CAN•CAN•Canaan says power delivery, not generation, is the main near-term constraint on AI data center growth in key U.S. markets.
More than USD 750 billion of hyperscaler 2026 capex is set for AI infrastructure, raising urgency around grid access and timelines.
About 30-50% of planned 2026 data center capacity is projected to slip, with interconnection queues above 2,100 GW.
Grid connection timelines run 3-7 years in major markets, with large power transformers quoted at 4-5 years.
Roughly 30% of new data center capacity now plans on-site generation, up from near zero a year ago, as developers bypass permitting delays.
