of the ~12 GW US capacity targeted for 2026 actively under construction by early 2026; the rest exposed to slippage
~1/3observed
| Value kind | observed — Reported measurements, counts, and specifications keep the precision and scope stated by their source; an exact specification is not treated as a range. |
|---|---|
| Scope | 2026 US build share under construction |
| Caveat | Early-2026 tracking snapshot. JLL's midyear print (2026-08-11) reads much stronger on a different metric: 25 GW of North American net absorption in H1 2026 (a leasing metric, not energized MW), 66 GW under construction with 95% pre-committed, vacancy at 1% for a third year, 77% of construction in frontier markets. Do not conflate absorption/construction-pipeline metrics with calendar-year US energization targets. |
| As of | 2026 |
| Source | Industry construction tracking · Opening section; approximately 12 GW expected in 2026, with only about one-third under active construction |
| Review | checking…review by 2026-10-18 · standard cadence |
| Recorded changes | last 2026-06-29 |
| Claim id | of-the-12-gw-us-capacity-targeted-for-2026 |
Where the guide uses it
← Full numbers register — every date-stamped figure in the guide, with revision history.