There are conflicting reports about the status of US datacenter capacity in 2026, with some outlets suggesting that half of planned builds have been delayed or canceled, while others argue that this is not the case. Some analysts point to ongoing construction projects, such as those by Amazon and CoreWeave, as evidence that the data center build-out is proceeding. The industry is also facing various challenges, including climate hazards, power infrastructure shortages, and potential tariffs on semiconductor imports.