USA $10 TRILLION AI BOOM STARTING TO CRACK - INVESTMENT WATCH BLOG

What happened: Cracks are appearing in the $10tn US AI infrastructure boom as project delays, public backlash and shaky investor confidence hit the data centre build-out. Key numbers: At least 47 large projects were delayed, withdrawn or blocked in 2026, per RegLayer, which called it a "conservative estimate." Nvidia trades at about 13 times forward earnings. Why it matters: The content describes a "Wild West" market where money flooded into new companies and due diligence was expedited, with AI labs accepting higher short-term costs to move fast.

Cracks are appearing in the $10tn US AI infrastructure boom as project delays, public backlash and shaky investor confidence hit the data centre build-out.

The content describes a "Wild West" market where money flooded into new companies and due diligence was expedited, with AI labs accepting higher short-term costs to move fast.