BX · News · 20260910N

AI Data Center Capacity Expansion

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

Alphabet Inc. and Blackstone Inc.’s Project Braid cloud venture is facing delays in securing major data-center locations. Reported constraints include local opposition, permitting challenges, equipment shortages, physical infrastructure limits, and policy shifts in states such as Texas. The venture’s CEO said it remains on track to deliver targeted capacity by using a diversified set of development options.

Key facts

• The venture's CEO states they are on track to deliver targeted capacity, leveraging a diversified set of options to navigate the complex landscape of AI infrastructure development. source