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🚨 US Data Center Delays: No Longer Just a Power Story. Hyperscalers keep adding capacity, with AWS leading in PJM. States are shifting from tax bre...

What happened

TrendForce reported on Oct 20, 2026 that US data center delays are no longer just a power story. Hyperscalers keep adding data center capacity, with AWS leading in PJM. States are shifting from tax breaks to siting limits; the source also notes that midterm governor races could bring data center freezes and tighter curbs (a conditional, not-yet-implemented scenario). Hyperscalers are absorbing higher costs, but permitting delays may still hit later-stage projects. The source frames these factors as political risk to US data center buildouts.

Impact and signal

Medium impactImpact score: 55/100

Affected components and suppliers

data center capacity
AWS
US data centerhyperscalerPJMsiting limitspermitting delaysmidterm governor races

Source and time

Source: TrendForce Official (Market Data) · 10/20/2026 · View original source

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