An analysis in TMTPost argues that the binding constraint on AI infrastructure is shifting from chips to time, land and electricity: citing a Reuters report from July, it says Meta may spend about $145 billion on AI infrastructure in 2026 and deploy roughly 14GW of capacity, while buying more CPUs to handle persistent agent workloads. It notes Blackstone walked away from the Digital Gateway data-center campus in Virginia after 22 months, with developer QTS withdrawing its state Supreme Court appeal; Reuters reported Oracle issued a force-majeure notice over power-related delays on the Jupiter project it runs with Blue Owl for OpenAI; and JLL data shows 57% of data-center projects slipped by more than three months in 2025. The piece also cites a newly announced US energy package of up to about $200 billion — including eight large nuclear plants, an Alaska LNG project and Texas gas generation — as evidence that new AI projects increasingly build their own power supply.