US 2026 capacity announced vs actually under construction (~1/3 building)
~12–16 GW vs ~4–5 GWforecast
| Value kind | forecast — Forecasts are time-bound outlooks, not specifications; test decisions across plausible scenarios. |
|---|---|
| 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 | SemiAnalysis / Sightline Climate synthesis · Discussion of Sightline Climate estimate: roughly 12 GW expected in 2026 versus about 5 GW under construction |
| Review | checking…review by 2026-10-03 · standard cadence |
| Recorded changes | last 2026-06-29 |
| Claim id | us-2026-capacity-announced-vs-actually-under |
Where the guide uses it
← Full numbers register — every date-stamped figure in the guide, with revision history.