Hardware & Compute

Delivery Certainty Will Define the Next Phase of Data Center Growth

Data center demand is strong, but delivery capability will determine success. Power, labor, and supply chain constraints are the new competitive battleground.

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Data center growth depends increasingly on the ability to actually deliver projects on time and on budget, not just on demand for capacity. While demand remains strong and investment continues, power availability, labor shortages, supply chain volatility, and long equipment lead times are creating simultaneous pressures that threaten project timelines and costs. Traditional project sequencing, which relied on securing sites and confirming power before making design and procurement decisions, no longer works reliably in many markets. Success in the next phase of data center growth will require closer coordination between commercial, design, procurement, and program teams to manage delivery risks and maintain cost certainty.

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