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Home/News Feed/AI data center growth faces a major hurdle: power grid delays could push new projects online only by 2030.
IREN
$56.83
-$1.23 -2.12%

AI data center growth faces a major hurdle: power grid delays could push new projects online only by 2030.

Market News
25 May 2026
24/7 Wall Street
View Source
Neutral
pluang ai news

The rapid expansion of AI infrastructure is hitting a critical bottleneck: power availability and grid capacity. Utilities may take 18 to 24 months just to confirm power capacity for new AI data centers, delaying projects significantly. Industry leaders warn that building a gigawatt-scale AI facility today could mean waiting until 2030 to get it operational. This shifts the competitive edge to companies like IREN that secured power and land early, highlighting that owning infrastructure may be as crucial as owning AI chips in the coming decade.

More News (IREN)

IREN shares drop but AI cloud deals with NVIDIA and Microsoft boost 35% upside potential.

IREN shares drop but AI cloud deals with NVIDIA and Microsoft boost 35% upside potential.

IREN shares fell recently but remain up 26.4% year-to-date, driven by strong AI cloud service growth and major contracts with NVIDIA and Microsoft totaling $13.1 billion. Despite missing Q3 revenue estimates and posting a net loss due to hardware imp...

Analyst Insights
Bullish
3 days ago
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