Grid And Permitting RiskExpansion at the River Bend site depends on grid authorization, introducing potential delays and execution risk that may require on-site gas or third-party generation solutions.
Investor Sensitivity To Tenant ConfirmationsAbsence of a confirmed near-term AI hyperscaler tenant has triggered sharp share-price reactions, reflecting high investor sensitivity to announced hyperscaler commitments.
Pipeline Contraction ConcernsReduction in the total development pipeline indicates elimination of lower-probability projects, which could slow anticipated capacity growth and temper future revenue expansion.