Market intelligence to power the AI era.
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What kills a data center project?
The reasons for **cancellations** differ markedly from the reasons for **delays**
The main factors in project cancellations are community opposition (52%) and permitting issues (30%)
Delays are mostly caused by construction issues (36%), power and grid (15%) or tenant/offtake (12%)
Developers will often cancel a project and move on to another site to escape community opposition, while they’re willing to wait for equipment and power
We polled 121 founders on their fundraising challenges and ran into what could be called the Climate Tech Paradox:
- 70% of founders say equity (venture or growth) would help them accelerate growth.
- 73% said VC isn't the right capital structure for them.
ctvc.co/2026-founder-survey-…
The media usually reads a hyperscaler capex increase as a signal for more AI capacity coming online. Our Q3 Data Center Outlook found it's mostly component inflation. Amazon's entire $20 billion guidance raise came down to memory costs alone.
currence.ai/blog/q3-2026-dat…
The @JesseJenkins Powerstack interview is live. Here's his take on building back social license for data centers
New interview series from CTVC unlocked. @schrep sat down with @KimberlyZou and @SophiePurdom to talk about making the shift from the digital economy to the physical economy
We just released a new report: The Fastest MW for data centers.
We mapped every realistic pathway to grid-connected clean power that could yield a speed advantage for US data centers.
You can download the public version of the report here: lnkd.in/ewbuPnqJ
If you can ride the data center wave, then you can definitely find the money to get your project built.
Our Head of Research Julia Attwood on the feast or famine vibes in climate tech!
Download the Dry Powder 2026 report for all the charts: lnkd.in/egFJvK3X