The Turichron

Morning brief, Oct 18

AI data-center projects face delivery setbacks on both sides of the Atlantic

The Financial Times found that at least 47 large U.S. projects were delayed, withdrawn or blocked in 2026, citing RegLayer's count. In Britain, the Telegraph reports that Microsoft withdrew as the planned anchor tenant for Nscale's Essex facility, where grid power is not expected until the 2030s. Nscale says it remains committed to the site and is exploring other power sources; Microsoft did not comment.

ThereforeMissed delivery deadlines can let AI tenants walk away from capacity contracts.

Financial Times investigation (paywall) · Telegraph report (paywall)

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