US AI data centres face chip shortages and power constraints through 2028
US datacentre construction is accelerating, but satellite tracking suggests the country will struggle to meet the most ambitious forecasts for AI capacity by 2028. A Jefferies report says permitting, power access and shortages of packaged AI accelerators are limiting how quickly announced projects can become operational.
SynMax estimates gross US datacentre deployments will grow from about 11 GW in 2025 to 16–18 GW in 2026, with practical capacity in the low 20s of gigawatts in 2027. Existing advanced chip-packaging capacity could support about 17.5 GW of total datacentre power, rising into the low 20s when two projects expected in 2027 are included. The report also notes that projects are concentrated in Texas and Virginia, where grid delays or unpredictable power curtailments could further slow deployment.
- US datacentre construction is rising, but delivery lags ambitious plans.
- Chip packaging could cap capacity in the low 20s of gigawatts by 2027.
- Power access and regional grid constraints add further delays.
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Originally published by The Register as “America is planning more AI datacenters than its chip supply can fill”.