America is planning more AI datacenters than its chip supply can fill

U.S. AI datacenter growth is accelerating, but the article warns that power access, permitting, and especially advanced chip packaging could become binding constraints that prevent many announced projects from turning into operational capacity. For CIOs and technology leaders, this means AI infrastructure strategy can no longer assume supply will keep pace with demand; capacity planning, vendor diversification, and site selection must account for semiconductor bottlenecks, grid reliability, and regional execution risk. IT organizations should expect tighter allocation of AI compute, longer lead times, and greater pressure to prioritize workloads and contracts that can withstand delays or curtailment.