Investment firm Kimmeridge Energy Management Co. said that due to heightened political opposition and the complexity of physical infrastructure construction itself, up to half of the data centers proposed in the US are at risk of being delayed or cancelled. “The Silicon Valley model is hitting real-world infrastructure constraints,” said Ben Dell, co-founder and managing partner of Kimmeridge.

Investment firm Kimmeridge Energy Management Co. said that due to heightened political opposition and the complexity of physical infrastructure construction itself, up to half of the data centers proposed in the US are at risk of being delayed or cancelled. “The Silicon Valley model is hitting real-world infrastructure constraints,” said Ben Dell, co-founder and managing partner of Kimmeridge.