November 6, 2026

Susquehanna warns 8% of planned AI data center capacity could be canceled

According to a report from Susquehanna, up to 8% of planned AI data center capacity, which amounts to 148 gigawatts, could be canceled in a worst-case scenario. This potential setback comes amid a shifting regulatory landscape, as newly elected governors in several states have proposed pausing or halting data center construction, reflecting growing local opposition to large-scale developments. Additionally, infrastructure challenges such as grid access constraints and power supply limitations are exacerbating delays for AI data center expansions.

Susquehanna: Susquehanna International Group is a leading quantitative trading firm focused on options, derivatives, and market-making strategies across global financial markets. The firm maintains a research arm that analyzes macroeconomic trends and sector-specific risks. In this news, Susquehanna released an assessment identifying regulatory hurdles after the 2026 midterm elections as a key factor that could lead to selective cancellations of planned AI-related infrastructure.

Regulation: Newly elected governors in multiple states campaigned on pausing or halting data center construction, shifting the regulatory landscape for AI infrastructure projects.
Local Opposition: Community resistance and permitting challenges have intensified for large-scale data center developments across various regions.
Infrastructure Challenges: Grid access constraints and power supply limitations continue to create delays for AI data center expansions.

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