Data Center Pipeline Growth Slows, GPU/Memory Inventory Piles Up
Hyperdash NewsEquitiesThe data center project pipeline is slowing, with Bernstein reporting it would now take 12 years to clear the 338 GW pipeline, an increase from 10 years last month. This extended timeline suggests a buildup of GPU and memory inventory, indicating potential oversupply or reduced demand in the semiconductor sector.
This slowdown occurs as US data center construction fell for the first time since 2020, with capacity under construction dropping to 5.99 gigawatts at the end of 2025 from 6.35 gigawatts at the end of 2024. The early reaction on Hyperdash: 
Trade these markets 24/7 on Hyperdash
Disclaimer: The content provided on Hyperdash News is for informational purposes only. We do not guarantee the quality, accuracy, or completeness of information sourced from third-party reporting. Nothing on this page constitutes financial or investment advice. Do your own research and consult a qualified financial advisor before making any investment decisions.