Data center expansions face significant challenges due to financing issues and evolving project requirements.

“The situation is that it's a 1,000 acre site where some of the data center is up and running, some is still being built, and Oracle had an agreement uh with Cruso, the developer, and with OpenAI to go from 1.2 2 GW of capacity to 2 GW, but they've decided not to take on that additional capacity.”