Yahoo Finance analysis suggests that analysts may have overestimated the US lead in AI data centers. While the US still leads China in data center power consumption at 45% versus 25%, this advantage is far less than the tenfold gap indicated by the number of traditional facilities. Goldman Sachs anticipates that 50% to 60% of planned data center capacity in the US will not be activated on schedule due to grid delays and equipment shortages. The article emphasizes that the true AI advantage of the US lies in its control over advanced accelerators and hyperscale capital, rather than the number of older data centers.