Agencies claim that up to half of the planned secondary data centres in the United States are at risk of extension or cancellation

On 27 August, Ben Dell, co-founder of the investment agency Kimmeridge, stated that, influenced by political opposition to warming, litigation and the complexity of physical infrastructure development, up to 50 per cent of the planned data centres in the United States could be postponed or cancelled and that “Silica Valley model is hitting the physical world's infrastructure constraints”. Dell claims that the United States gas demand is expected to increase by about 30 billion cubic feet per day in the future, of which the data centre could contribute between 5 and 10 billion cubic feet, but that the extension of the project may ultimately leave the demand for AI at the lower end of the projection. As United States mid-term elections approached, data centres were rapidly becoming a political issue, with opposition from both parties rising in several states, including Pennsylvania, Texas and Ohio。