Analytics group signals possible delays at 40% of AI data center construction sites — companies deny schedule holdups, but satellite imagery indicates otherwise

A geospatial analytics report says about 40% of U.S. AI data center sites could miss deadlines by months.

The report cites permitting issues, labor shortages, supply chain constraints, and delayed utility upgrades as key blockers.

Microsoft-, Oracle-, and OpenAI-linked projects are among those flagged, though the companies deny any schedule slippage.

The findings suggest growing infrastructure bottlenecks that could slow AI expansion, raise costs, and delay investor returns.