TSMC says its first Arizona fab began high-volume N4 production in Q4 2024. Domestic leading-edge manufacturing had begun, although later Arizona capacity remained prospective.
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Actual production matters more to supply resilience than announced fab plans. Source
Microsoft CEO Satya Nadella said power and the pace of building near it could leave chips sitting in inventory. This is a company-specific account, not a measurement of current US-wide stranded equipment.
Google said it had incorporated 1 GW of demand-response capability into long-term US utility contracts, allowing it to limit or shift some machine-learning workloads. The figure is contracted flexibility, not new generation or a continuous load reduction.
PJM reports a shortfall in its forward capacity auction
PJM reported that its auction for the 2028–2029 delivery year procured 138.318 GW of reliability-adjusted resources and fell 6.831 GW short of its requirement after applicable accounting.
CoreWeave reports rapid power additions and a large remaining pipeline
Reporting its second-quarter results, CoreWeave said it had added nearly 500 MW of active power during the quarter, reaching 1.5 GW active against approximately 3.7 GW contracted across its portfolio.
Dominion distinguishes contracted capacity from billed load
Dominion presented approximately 54 GW of data-center capacity under service contracts, alongside 4.8 GW of billed peak data-center load as of August 2026.
Micron says most expected 2027 HBM supply is contracted
Micron said it had completed agreements for the vast majority of its expected calendar-2027 high-bandwidth-memory bit supply. This describes contracted future availability, not 2027 production already delivered.
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By zachariah· 2,937 words
what are the biggest ai bottlenecks currently and beyond in the US?
TSMC begins high-volume production at its first Arizona fab
[21]TSMC says its first Arizona fab began high-volume N4 production in Q4 2024. Domestic leading-edge manufacturing had begun, although later Arizona capacity remained prospective.
Actual production matters more to supply resilience than announced fab plans. Source
Microsoft describes chips it cannot plug in
[10]Microsoft CEO Satya Nadella said power and the pace of building near it could leave chips sitting in inventory. This is a company-specific account, not a measurement of current US-wide stranded equipment.
Google reports 1 GW of contracted demand response
[14]Google said it had incorporated 1 GW of demand-response capability into long-term US utility contracts, allowing it to limit or shift some machine-learning workloads. The figure is contracted flexibility, not new generation or a continuous load reduction.
PJM reports a shortfall in its forward capacity auction
[12]PJM reported that its auction for the 2028–2029 delivery year procured 138.318 GW of reliability-adjusted resources and fell 6.831 GW short of its requirement after applicable accounting.
CoreWeave reports rapid power additions and a large remaining pipeline
[7]Reporting its second-quarter results, CoreWeave said it had added nearly 500 MW of active power during the quarter, reaching 1.5 GW active against approximately 3.7 GW contracted across its portfolio.
Dominion distinguishes contracted capacity from billed load
[1]Dominion presented approximately 54 GW of data-center capacity under service contracts, alongside 4.8 GW of billed peak data-center load as of August 2026.
Micron says most expected 2027 HBM supply is contracted
[2]Micron said it had completed agreements for the vast majority of its expected calendar-2027 high-bandwidth-memory bit supply. This describes contracted future availability, not 2027 production already delivered.
Sources
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