News Summary

• Report: Up to 50% of data center projects that have been announced might be delayed.
• One of the biggest culprits is access to power.
• Big tech companies like Google and Meta have devoted large parts of their balance sheets to develop solar, wind, and nuclear projects.
• These companies are also supporting emerging technologies like Form Energy’s 100-hour battery through direct investments and working with utilities to accelerate their adoption.
• It's not a bad thing for investors as the world electrifies everything from transportation to heavy transportation.