Black Swan Destroys Data Center Narrative

And NIMBY ... Not In My Back Yard.

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I personally do not advocate any process or procedure contained in any of my human publications. Information presented is not intended to provide legal, lawful, financial or medical advice, diagnosis, treatment, cure, nor prevent any disease. Views expressed are for educational purposes only. I surround, protect, purify and make harmless the following information.

AI infrastructure boom hit a wall

By Nadia Dubois
Apt 17, 2026

Nearly half of all U.S. data centers planned for 2026 have been canceled or delayed, according to Bloomberg reporting confirmed by multiple industry trackers. Out of 12 GW of AI data center capacity announced for this year, only about 5 GW is under active construction. The rest — billions of dollars in planned infrastructure — sits stalled by power grid bottlenecks, electrical component shortages, Chinese tariff impacts, and growing community opposition. This is the story of how the AI infrastructure boom hit a wall, and what it means for the $650 billion Big Tech spending cycle, the semiconductor supply chain, and the future of artificial intelligence deployment in the United States.

NIMBY

Beyond supply chain and grid constraints, a growing grassroots opposition movement is blocking data center projects at the local level. In multiple cases, community resistance has directly contributed to project cancellations.

Reports from affected communities indicate that in some regions, two of eight planned data centers were canceled outright due to public protests and lack of community support. Of the remaining six in those clusters, only one was under construction, leaving five in regulatory limbo. The pattern repeats across Virginia, Georgia, Texas, and other data center hotspots.

At the state level, Virginia — which hosts the largest concentration of data centers in the world — has begun imposing stricter environmental and infrastructure requirements on new facilities. Georgia, Texas, and Arizona have similarly tightened permitting processes in response to community concerns. Continues at https://tech-insider.org/us-ai-data-center-delays-cancellations-7gw-capacity-crisis-2026/

Why do we have data centers?

Today there are multiple streams of new technology bursting forth, unseen by the Wall Street Journal tech writers, the MIT Review rendering data centers dinosaurs which will be abandoned like JC Penney shopping malls in 4 -5 years.

Why in the hell do we need new data centers?

Better yet, let’s go one layer deeper and ask the more pertinent question - what does a data center actually do?

What is the difference between a Tahoe and a Lexus GX 460?

That answer isn’t sitting in a handy digital envelope - the computer did not know you were going to ask that question - so it didn’t prepare the answer.

The computer sends little messages all over the place, grabs pieces of data from what can be hundreds of places in the “database” and assembles the answer.

Those little messages are called I/O - meaning “input/output” and they consume over 95% of what that data center does.

Not 2%, not 14% - they consume the data center.

I/O was not a big deal with current technology doing queries

Then A.I. jumped into our lives and instead of queries, A.I. gives opinions - which SUV is better, why it’s better, what tests show - and I/O explodes.

Current data centers cannot handle that volume of I/O so the ancient, obsolete software companies like Oracle tell the President they need half a trill of dough for new data centers.

A.I. does not need new data centers

Oracle does - Palantir does, SAP does - Microsoft and META need massive data centers. Why?

They are I/O factories.

Trillions in valuations are at stake when the world learns there is an alternative to these software firms - and their data centers - and that time is at hand.

Quantum computing has no need for current data centers

Like all fairy tales, the truth hit hard - with town after town learning why having clean water is a good thing, data centers create almost no jobs, above ground AC wires need warnings for pregnant women - cataclysm.

Today - over $64 billion in data center construction is stuck in the mud with citizen oppo - we know because we personally are testifying in some of those lawsuits about why the whole data center thing is a scam led by obsolete tech companies who got caught not innovating.

The Black Swan proving there is no application requiring a new data center - is here

As the video notes, once you achieve low I/O wait states - any application can be built pretty much without a data center:

Continues at https://theblackswanfiles.substack.com/p/black-swan-destroys-the-data-center

Big Tech’s Impact on Electric Bills, Water, and More

Consumer Report
Mar 20, 2026

The contribution of AI data centers to higher bills is just one of the ways the development boom is affecting consumers. The facilities also compete for critical resources like water and land, and they can lower air quality and increase traffic, often while benefiting from changes to zoning laws and huge tax breaks. Continues at https://www.consumerreports.org/data-centers/ai-data-centers-impact-on-electric-bills-water-and-more-a1040338678/

Gratitude

Please give thanks for benefits to humans as AI data centers are stalled and/or cancelled. https://www.ourgreaterdestiny.ca/p/last-call-as-a-new-era-advances-may

Without prejudice and without recourse
Doreen Agostino
Our Greater Destiny Blog
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