Why Data Centers Are Falling Behind Schedule; Jensen Huang’s Power Summit

You’re about to start hearing a lot about data center delays. In fact, executives and investors I’ve been speaking with expect this will be one of the defining themes of 2026, as delays separate world-class operators from the rest of the pack. 

But to understand what this will actually mean for the artificial intelligence buildout, it helps to be precise about the types of delays the industry is facing and which ones truly matter.