Prof G Markets · Monday, September 28, 2026
The physical construction and financing of data centers are proving to be difficult due to volatile input prices for components like memory, energy, GPUs, and liquid nitrogen. This has led to significant delays, with 45 projects worth $68 billion blocked or delayed in the last three months and 30-50% of this year's planned capacity facing delays.
“The physical world is the real friction risk here.”
“And that is 45 projects were $68 billion were blocked or delayed in three months and 30 to 50% of this year's capacity is facing delays.”
“And financing these things is quite difficult. Because the input prices are very volatile.”