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

A worst-case regulatory scenario after the 2026 midterms could wipe out approximately 12 GW of AI training capacity slated for 2028 to 2030 The AI infrastructure boom has been running on a simple assumption: build it, and the power, permits and politics will sort themselves out. Susquehanna Financial Group is now questioning that assumption. In an analysis released on November 6, 2026, the firm estimated that a worst-case regulatory scenario could cancel 8% of planned AI data center capacity in the US. Susquehanna’s math starts with a large base. The firm puts the total pipeline of training-focused AI data center projects for 2025 through 2030 at an estimated 148 gigawatts.

BeCrypto News shows a short excerpt and links to the publisher. The full report belongs to Crypto Briefing.