Marc Ganzi

Entity

Sector: other
HQ: US
Stories: 1 on MGRID.org

Stories about Marc Ganzi (1)

Data Center Grid Delays Put 50% of 2026 AI Capacity at Risk

January 15, 2026 · Analysis

4 sources Review Only 5 GW of 16 GW targeted data center capacity entered construction. ERCOT's queue hit 226 GW. Transformer lead times reach 128 weeks.