That Gizmodo article says none of the things you characterize it as saying.
Except sorta - "Peter Freed, Meta’s former director of energy strategy, who spoke to Heatmap, expects only about 10% of the projects that are currently underway to ever be completed."
Perhaps that's why he's a "former director" but that doesn't really qualify as an "insider."
I do think it's a bit ridiculous though to not consider someone a tech insider who was a director for a decade at one of the biggest tech companies in history...
If that was the case then why are the majority of data center projects getting scrapped?
https://gizmodo.com/data-center-project-cancellations-quadru...
Why are insiders saying they only expect about 10% of data center projects to ever be completed?
Why is 2026 already shaping up to have less than half of planned data centers break ground on construction?
Local community opposition is a big driver but so is permitting and infra procurement.
https://www.datacenterknowledge.com/energy-power-supply/why-...
All of this is inconvenient to big tech's "inevitability" narratives.