BX · News · 20260910N

AI Infrastructure Demand and Capacity

Blackstone Inc. · 2026-09-10 · Importance 23 · Surprise 24

Alphabet and Blackstone’s Project Braid cloud venture is facing delays in securing major data center locations. Growing local opposition, permitting challenges, equipment shortages, physical infrastructure limits, and policy shifts in states such as Texas are slowing development. The delays underscore supply and capacity constraints affecting AI infrastructure deployment. Project Braid’s CEO said the venture remains on track to deliver its targeted capacity by using a diversified set of development options.

Key facts

• The venture is experiencing obstacles including permitting, equipment shortages, and policy shifts in states like Texas contributing to project slowdowns. source