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Live, industry-relevant news from across the data center space — the trends, technologies, and strategies shaping the future of digital infrastructure and energy.

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May 15, 2026 · 5 min read

The AI data center boom is stalling. That's the opportunity.

Record capital, record cancellations. The gap between the capacity the market needs and the capacity that actually gets built is the most important story in digital infrastructure right now — and it is a business.

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