U.S. Data Center Plans for 2028 and Later Face Greater Regulatory Risk

Regulatory risk for U.S. data center plans is concentrated in projects slated for 2028 and later, while most developments targeted for 2027 are already underway. Texas and Georgia are high-risk states.

At least $260 billion in U.S. data center investments were canceled during 2026 after sustained local opposition. The figure measures investment value, not computing capacity, and does not show how many gigawatts of planned capacity were removed.

An earlier estimate of possible delays to 2027 capacity put the amount at risk at 10 GW to 15 GW. That coverage discussed power constraints and AI rulemaking as separate concerns alongside the delay estimate.