AI infrastructure announcements are everywhere. Delivery is not.

As demand accelerates, a growing gap is emerging between what gets announced and what actually gets built. Power constraints, interconnection delays, permitting friction, and shifting commercial realities are forcing developers to navigate a far more complex path from concept to capacity.

The challenge is no longer just securing land or raising capital. It is aligning execution across power availability, customer commitments, infrastructure readiness, and network architecture and interconnection strategy—while managing risk in an environment where timelines are uncertain and failure is costly.

This panel brings together leaders across development, commercial strategy, interconnection, and infrastructure risk to examine where projects are moving forward, where they are stalling, and what ultimately determines whether an AI data center makes it from announcement to energized capacity.