Yea, my bad. "majority getting scrapped” was sloppy wording.

More accurate to say would be that a big chunk of the AI data center pipeline looks delayed/speculative. 16GW is slated for 2026, but only 5GW is actually under construction. https://www.sightlineclimate.com/research/data-center-outloo...

I do think it's a bit ridiculous though to not consider someone a tech insider who was a director for a decade at one of the biggest tech companies in history...