The $90B AI Gridlock: Why Your Favorite Tech Stocks Are Waiting on a Power Cord
the staff of the Ridgewood blog-
It’s the greatest “hidden” bottleneck in modern history.
Microsoft’s massive $3.3 billion data center campus in Mount Pleasant, Wisconsin, was once a symbol of the AI gold rush. The buildings are largely finished, the cooling systems are primed, and stacks of high-end GPUs are likely waiting in climate-controlled warehouses. But according to current 2026 projections, this facility won’t be processing a single AI workload until at least late 2026.
