The US data center build-out is falling behind schedule; JP Morgan says 60%+ of data center capacity planned for completion in 2027 isn't yet under construction (Katherine Blunt/Wall Street Journal)

Katherine Blunt / Wall Street Journal: The US data center build-out is falling behind schedule; JP Morgan says 60%+ of data center capacity planned for completion in 2027 isn't yet under construction — Google, which is raising a fresh $80 billion, has a strategy for getting around the biggest bottleneck