AI data center construction postponed by one year, supply chain pressure becomes more prominent

【BlockBeats】 The AI data center construction has been delayed again. I heard that the infrastructure project for the cloud computing giant that was built for OpenAI was originally scheduled to be completed in 2027, but now it has been pushed back to 2028. The reason is quite simple—there are not enough workers, and key materials are also tight.

Once this news broke, the market immediately reacted. Cloud computing giants’ stocks plummeted by 6% intraday, and chip manufacturers also didn’t escape, dropping nearly 2%. Frankly, this delay signal hints at several issues: first, the projected costs of AI infrastructure may continue to rise; second, the bottlenecks in materials and manpower in the supply chain have not been truly alleviated.

For the crypto market, this is another signal—the pressure of hardware costs will not dissipate in the short term, and the cost pressures on mining and node operations still persist.