Business · Companies · 7 hrs ago
Power shortages delay data centers and leave Amazon's Nvidia chips unused
Australian data center operator NextDC cut its 2027 forecasts after delays to a major project in Melbourne.
The 225-megawatt M3 project cannot get the power infrastructure it needs because residents opposed the work, pushing a planned capacity expansion back to 2028.
NextDC's shares fell 41.7% on the Sydney exchange, according to the account.
Amazon's AWS is reportedly stockpiling Nvidia's GB300 chips worth billions of dollars because some data centers have room for servers but not enough electricity to run them.
More than 100 US projects were blocked or delayed by local opposition in the first half of the year, according to an analysis cited in the account.
These cases show how power access can hold back AI infrastructure, even after companies have invested in data centers and chips.
The account gives no further timeline for the AWS chips or the delayed projects beyond NextDC's expansion target of 2028.
Power shortages are delaying data center projects and leaving Amazon’s Nvidia chips unused, according to reports cited by Corriere della Sera.
Amazon’s cloud unit AWS is reportedly storing Nvidia GB300 chips worth billions of dollars because some data centers lack enough electricity to run them.
Australian data center operator NextDC cut its 2027 forecast after delays to its M3 project in Melbourne.
Local residents’ opposition blocked work to bring electricity to the project, postponing a capacity upgrade until 2028.
More than 100 US data center projects were blocked or delayed by local opposition in the first half of 2026, according to an analysis cited by the article.
- Who
- Amazon’s cloud unit AWS and Australian data center operator NextDC.
- What
- Power supply constraints are delaying data center capacity and reportedly leaving AWS’s Nvidia chips unused.
- When
- The report was published on October 21, 2026. The cited US project figures cover the first half of 2026.
- Where
- At some data centers, including NextDC’s M3 project in Melbourne; the article also cites projects across the United States.
- Why
- Some data centers lack enough electricity, and local opposition has blocked or delayed power infrastructure and data center projects.
This story does not have two clearly opposing sides.
More than 100 US data center projects were blocked or delayed by local opposition, according to an analysis cited in the article.
NextDC shares fell 41.7% on the Sydney stock exchange after the company cut its 2027 forecast, the article reported.
Corriere della Sera reported that AWS was accumulating Nvidia GB300 chips it could not use because some data centers lacked sufficient electricity.
The capacity upgrade for NextDC’s M3 project in Melbourne was postponed until 2028.
- NextDC M3 project
- 225 megawatts, Melbourne
- NextDC share fall
- 41.7% on the Sydney stock exchange
- NextDC forecast
- 2027 forecast cut
- Capacity upgrade
- Postponed until 2028
- US projects
- More than 100 blocked or delayed in the first half of 2026
- Amazon chips
- Nvidia GB300 chips reportedly worth billions of dollars