According to The Rundown AI, Google’s planned AI data center growth in Texas is facing delays due to grid interconnection bottlenecks and multi‑year power delivery timelines, as reported by The Rundown AI citing its coverage of The Rundown Tech newsletter. According to The Rundown AI, large transformer shortages and utility queue backlogs are pushing new capacity beyond 2026, which could slow deployment of GPU clusters needed for model training and inference. As reported by The Rundown AI, this constraint raises capex and colocation demand, strengthens power purchase agreements and onsite generation strategies, and may shift AI workloads toward regions with faster interconnects and cheaper renewable power.