06/04/2026
We hope this is true! The difference between MOST of them and us…. We caught it before they came. **you buy insurance before you drive…. Not after an accident. Butte County, YOU ROCK!!
https://www.facebook.com/share/p/17p5uGQvbE/?mibextid=wwXIfr
The AI boom just hit a physical wall. 🔌💥
While the world focuses on high-tech GPUs and trillion-dollar valuations, the actual "bricks and mortar" of AI is stalling. New reports show that 50% of all planned U.S. data center builds for 2026 are now delayed or canceled.
The industry is learning a hard lesson: you can’t run the future of intelligence without a steady supply of "boring" electrical parts. Shortages of transformers, switchgear, and batteries—many still sourced from China—are creating multi-year backlogs that capital alone can’t fix.
Beyond the supply chain, the U.S. power grid is reaching its limit. With 12-16 gigawatts of capacity needed, developers are clashing with local communities and utility providers who aren't ready for the massive surge in electricity demand.
The $650 billion being poured into AI infrastructure by hyperscalers is facing a reality check. The bottleneck isn't the code; it’s the power.
