US AI data centre buildout slows sharply as equipment shortages bite on Chinese import dependence

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In the dusty expanse of Texas, thousands of workers are racing against time to construct one of the largest artificial intelligence data centre campuses in the United States. The scale is staggering, designed to power the next wave of AI systems. Yet behind this ambition lies a growing constraint: the infrastructure needed to sustain the AI boom is proving harder to build than expected. Even as billions of dollars pour into AI development, the physical backbone of this revolution, data centres and power systems, is facing a slowdown. According to a recent report by Bloomberg, the pace of new data…

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