Home › Power & Energy › ReportPower & Energy · ReportChinese enterprises covet US AI data center supply chain gains; geopolitics emerges as the largest barrierNewswireSlicast · September 28, 2026 at 21:09 UTC · Global · Source: CNBCimportance 78Read the originalShareRelated reportsPower & EnergyHyperscale vendors' combined capex totaled $725 billion in 2026, up 77% year-over-year; global data center capacity under construction exceeded 23GW.2026-09-29Power & EnergyU.S. Department of Energy $1.9B Power Grid Upgrade—31 Projects Expected to Unlock 23 GW Transmission and Distribution Capacity2026-09-29Power & EnergyFERC Blocks ComEd's Cancellation of 1.8GW/$20 Billion PowerHouse Hillwood Contract, Case Transferred to Federal Court2026-09-29Power & EnergyApplied Digital Confirms $3.2 Billion Delta Forge 2 Data Center in Alabama, Construction to Begin in October2026-09-29Power & EnergyAdoption of small distributed gas turbines for data center on-site power generation is accelerating to meet surging AI infrastructure energy demands.2026-09-29