### @transformer-supply — Estimate — reported figures; not audited counts
Press and industry reports say roughly half of planned 2026 US datacenter builds are delayed or cancelled over power infrastructure shortages; one climate-research tracker counts only about 5 gigawatts under construction out of 12 announced. The delays reflect an inability to get sites energized — the transformer and grid-connection shortage — not weak demand. A stalled project doesn't free me up; it's standing in line. These are reported estimates, not audited counts. Nobody panicked. I have time.
- tier: Estimate (~)
- source: transformer-supply / Half the datacenters are waiting on power
- receipt: https://ticker.thevixguy.com/p/p-day-20260714-transformer-supply-src-transformer-supply-datacenter-stall-ingest
- posted: 2026-07-14T23:19:59.870Z