Ben Dell, co‑founder of investment firm Kimmeridge, said up to 50% of planned US data centers could be delayed or cancelled due to rising political opposition, litigation and complex physical infrastructure. He expects US natural gas demand to rise about 30 bcfd, with data centers contributing roughly 5–10 bcfd; project delays could push AI-related gas demand toward the low end of current forecasts. Dell said "the Silicon Valley model is colliding with real-world infrastructure constraints." Opp

Ben Dell, co‑founder of investment firm Kimmeridge, said up to 50% of planned US data centers could be delayed or cancelled due to rising political opposition, litigation and complex physical infrastructure. He expects US natural gas demand to rise about 30 bcfd, with data centers contributing roughly 5–10 bcfd; project delays could push AI-related gas demand toward the low end of current forecasts. Dell said "the Silicon Valley model is colliding with real-world infrastructure constraints." Opposition to data centers is intensifying ahead of the US midterms in states including Pennsylvania, Texas and Ohio.