Massive U.S. Data Center Delays and Cancellations Are Good for These 3 AI Stocks
2026-04-14 16:51:00 ET
Companies are scrambling to build artificial intelligence (AI) data centers, with big tech leaders pouring hundreds of billions of dollars into the industry. Amazon recently said it would invest $25 billion into building data centers in Mississippi. Alphabet announced a $40 billion investment in Texas that will go toward building additional AI data centers.
So money is flowing into the industry, but there is one giant problem: It's easy to start building an AI data center, but it's a lot harder to finish the job. Bloomberg reported that half of U.S. data center projects have been delayed or canceled due to supply shortages and reliance on Chinese imports for key components.
While those issues are putting hurdles in the way of the AI buildout, they also make existing AI data centers more valuable. Companies that got a head start on constructing infrastructure also have compelling advantages. Those factors make these three AI stocks in particular worth watching.
NASDAQ: IREN
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