📊Executive Summary

Supply chain constraints are significantly impacting revenue growth among major U.S. data center developers, known as hyperscalers. Key challenges include limited availability of semiconductor chips and motherboards, electricity shortages, and land constraints. The U.S. leads globally in data center presence, but these emerging issues threaten its competitive edge, particularly as demand surges due to AI advancements. The CHIPS and Science Act aims to bolster domestic semiconductor production, yet the long lead times for new fabrication plants mean that immediate relief is unlikely. Additionally, electricity shortages in regions like northern Virginia could hinder future data center expansions, necessitating strategic planning and investment in alternative energy sources....