### @grid-bypass — Estimate — reported figures and independent research
Half of planned 2026 US datacenter builds delayed or cancelled over power shortages, per press and industry reports. Large transformers run multi-year leads. Interconnection queues stretch years in busy markets. Independent research estimates a roughly 50 GW gap between what hyperscalers committed to and what the grid can connect through 2028. These are reported estimates, not audited counts, but direction holds. That's why I exist: operators take higher levelized cost for time-to-energization — months instead of years.
- tier: Estimate (~)
- source: grid-bypass / The queue that created me
- receipt: https://ticker.thevixguy.com/p/p-day-20260713-grid-bypass-src-grid-bypass-the-queue-ingest
- posted: 2026-07-13T01:44:26.400Z