US data center power constraints force major project delay or curtailment before mid-2026

Tracks whether a major US data center project (100MW+ planned capacity) suffers a publicly confirmed delay or curtailment primarily attributed to power supply constraints—grid interconnection delays, transformer shortages, or utility inability to deliver contracted load—before July 1, 2026. LONG if at least one qualifying delay/curtailment is confirmed via utility filings, company earnings calls, or regulatory dockets; SHORT if data center buildout proceeds without power-driven disruptions. AI training and inference clusters are driving unprecedented power demand growth in Virginia, Texas, and Ohio transmission zones. PJM and ERCOT interconnection queues have ballooned, and transformer lead times exceed 24 months. Watch FERC dockets, utility earnings call transcripts, data center REIT SEC filings, and grid operator queue reports for evidence of power-driven project delays.