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America Has the Chips for the AI Boom. The Electricity Is Another Story.
A wave of delays is sweeping this year's data center pipeline, and a new class of developer that builds the power plant alongside the computers is racing to close the gap.
NEW YORK, June 11, 2026 The American artificial intelligence boom has, by most measures, everything it needs.
The capital is abundant: the four largest technology companies alone plan to spend roughly $725 billion this year on AI infrastructure, a 77 percent increase over 2025, according to a Tom's Hardware tally of first-quarter earnings disclosures.
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