Local opposition stalled at least 45 US data center projects worth about $68 billion in the second quarter of 2026, Data Center Watch says. For developers, where a campus can be built is now a cost and schedule risk in its own right.
Reality
- Evidence55
- Adoption
- Insufficient
- Hype gap+10
- Incentives65
- Confidence50
New Jersey's utilities board warned power bills could rise up to 20% from June 1, with data centers a key driver. Utilities elsewhere are building the same demand into their pricing, so energy belongs among the costs an operator should expect to climb.
Reality
- Evidence55
- Adoption30
- Hype gap+20
- Incentives40
- Confidence50
Google flies one server's worth of TPUs on 1 kilowatt of solar power on Oct. 1, its first hardware test for orbital AI data centers. The flight tests chip survival and cooling while SpaceX's and Blue Origin's far larger constellations still wait on FCC review.
Perspective Coverage
5 publishers
- Builder
- Builder 41%
- Operator
- Operator 22%
- Investor
- Investor 37%
Reality
- Evidence60
- Adoption4
- Hype gap+35
- Incentives55
- Confidence62
The turbines feeding SpaceXAI's Colossus 2 went in under a Mississippi rule that asks whether equipment is portable rather than what it emits, which is why the fight is over a legal category and not over anyone's measurements.
Reality
- Evidence56
- Adoption76
- Hype gap+12
- Incentives82
- Confidence53
Atomic Canyon's NIVA is now in use across North American reactors. The instructive part is the training corpus, not the chat window.
Reality
- Evidence32
- Adoption45
- Hype gap+34
- Incentives74
- Confidence46