”Half of US data centers planned for 2026 are expected to be delayed or canceled. One big reason is shortage of electrical equipment, such as transformers, switchgear and batteries…”
“Most companies contacted by Bloomberg News declined to comment on the problems they are facing or where they source their equipment from”
What will happen to these GPUs collecting dust in warehouses while waiting for these data centers to be completed? Rubin is coming this year, btw.