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Right now, because electricity prices keep going up, consumers have pinned this blame on AI Datacenters. This is unfair but there is no organized or concerted effort being put in to turn this tide. As the perception of AI and Datacenters grow increasingly negative, homeowners are protesting data center approvals at an alarming rate. It then flows through to cancelled projects. Currently, for every 100 projects that are protested, 40% get cancelled. As of March 2026, this will mean more than 40 projects this year alone which will be almost 9 GW. My prediction is that these cancellations will grow which will mean that the derisked capacity of AI will be meaningfully lower than what is needed. Lots of implications here but the most affected will be the Frontier Labs who need compute and as usage increases, will not be able to find capacity. Separately, the hyperscalers and neoscalers will be affected negatively. Finally, the chip/memory/asic/cpu ecosystem will then be hit as upstream customers cancel orders not because demand doesn't exist but the physical space to house and turn on their racks become fewer and farther between.