30 octubre 2026
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US data centre pipeline grows 29% as power constraints and local opposition threaten expansion
US data centre developers are advancing projects at a rapid pace, but securing sufficient electricity remains a critical challenge. Wood Mackenzie added 54 GW of new capacity to its tracked pipeline for Q2 2026, taking the total above 430 GW. In PJM, projected power supply through 2036 is below high-confidence load commitments, underscoring the challenge of matching data centre growth with available electricity.

































