Subject: AI's next bottleneck is construction
Preheader: The AI buildout is running into permits, power, switchgear, labour and project controls.

The AI industry is racing to build digital capacity. The limiting factor may be concrete, steel, power connections, permits and specialist trades.

Key bullets:
- ~40%: US data centre projects due in 2026 that may miss planned dates
- 57%: JLL-reported projects delayed three months or more in 2025
- 42 weeks: Average 2026 US data centre equipment lead time reported by JLL
- 1 GW: Roughly 1000 MW of electrical capacity

Main issue summary:
AI infrastructure is being sold as a chips-and-software story, but the harder constraint may be permits, power, switchgear, labour and project controls.

Why this matters for construction:
If these projects slip, more than a building completion date moves. Cloud capacity, AI product rollouts, lease revenues, investor assumptions, utility plans and regional power politics all move with it.

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Schedule Intelligence Analyzer: Assess schedule quality, on-time attainment confidence, project mechanics and time value at risk from a CSV/XLSX programme export. Analyse schedule: /toolbox/schedule-intelligence-analyzer

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