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Half of Planned US Data Center Builds Have Been Delayed or Canceled

3 months 2 weeks ago
Despite hundreds of billions of dollars in investment, nearly half of planned U.S. data center projects are being delayed or canceled. "One major reason behind these setbacks is the availability of key electrical components -- such as transformers, switchgear, and batteries -- that are used both at data center sites and outside of them," reports Tom's Hardware. "Meanwhile, grid infrastructure is also stressed by electric vehicles and electrified heating systems." Tom's Hardware reports: Approximately 12 gigawatts (12 GW) of data center capacity is expected to come online in the U.S. in 2026, according to data by market intelligence firm Sightline Climate cited by Bloomberg. Yet only about one-third of that capacity is currently under active construction because of various constraints. Electrical infrastructure represents less than 10% of total data center cost, but it is as vital as compute hardware. A delay in any single element of the power chain can halt the entire project, which makes transformers, switchgear, and similar devices critical items despite their relatively small share of CapEx. Due to high demand, lead times for high-power transformers have expanded dramatically in the U.S.: delivery typically took 24 to 30 months before 2020, but waiting periods can stretch to as long as five years today, according to Sightline Climate cited by Bloomberg. For AI data centers, this is a catastrophe as their deployment cycles are under 18 months. To address shortages, companies are turning to global markets. As a result, Canada, Mexico, and South Korea became the biggest suppliers of high-power transformers for AI data centers to AI data centers. At the same time, imports of high-power transformers from China surged from fewer than 1,500 units in 2022 to more than 8,000 units in 2025 through October, according to Wood Mackenzie data cited by Bloomberg. The volatility of exports from China does not end with transformers, as the PRC accounts for over 40% of U.S. battery imports, while its share in certain transformer and switchgear categories remains near 30%, according to Bloomberg.

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Perplexity's 'Incognito Mode' Is a 'Sham,' Lawsuit Says

3 months 2 weeks ago
An anonymous reader quotes a report from Ars Technica: Perplexity's AI search engine encourages users to go deeper with their prompts by engaging in chat sessions that a lawsuit has alleged are often shared in their entirety with Google and Meta without users' knowledge or consent. "This happened to every user regardless of whether or not they signed up for a Perplexity account," the lawsuit alleged, while stressing that "enormous volumes of sensitive information from both subscribed and non-subscribed users" are shared. Using developer tools, the lawsuit found that opening prompts are always shared, as are any follow-up questions the search engine asks that a user clicks on. Privacy concerns are seemingly worse for non-subscribed users, the complaint alleged. Their initial prompts are shared with "a URL through which the entire conversation may be accessed by third parties like Meta and Google." Disturbingly, the lawsuit alleged, chats are also shared with personally identifiable information (PII), even when users who want to stay anonymous opt to use Perplexity's "Incognito Mode." That mode, the lawsuit charged, is a "sham." "'Incognito' mode does nothing to protect users from having their conversations shared with Meta and Google," the complaint said. "Even paid users who turned on the 'Incognito' feature still had their conversations shared with Meta and Google, along with their email addresses and other identifiers that allowed Meta and Google to personally identify them." "Perplexity's failure to inform its users that their personal information has been disclosed to Meta and Google or to take any steps to halt the continued disclosure of users' information is malicious, oppressive, and in reckless disregard" of users' rights, the lawsuit alleged. "Nothing on Perplexity's website warns users that their conversations with its AI Machine will be shared with Meta and Google," Doe alleged. "Much less does Perplexity warn subscribed users that its 'Incognito Mode' does not function to protect users' private conversations from disclosure to companies like Meta and Google."

Read more of this story at Slashdot.

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