#Bloomberg reported, half the AI data centers planned for 2026 will not get built.
Of 16 GW of capacity scheduled for the US this year, only ~5 GW is under construction. Sightline Climate expects 30–50% of planned builds to be delayed or canceled.
The constraint isn't capital. Hyperscalers are spending $650B+ this year.
It's transformers. Switchgear. Grid queues taking 5 years to clear.
The bottleneck of the #AI revolution is not chips. It's the equipment that turns them on.
#Qubic runs on hardware already deployed. Electricity is already on someone's bill. 676 Computors. No grid queue. No 200-acre site review. Online for four years.
200M transactions. 600K oracle queries. Per week. Already.
Which compute layer is on the other side?
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