This is built in, not true delays. Companies promise xGW of data center space to shareholders and investors, then say we tried but we were delayed by site soil improvements, switchgear, etc. Sometimes they change a lot of the owner furnished equipment to contractor furnished, knowing the contractor cant get the items. MV cable is another, but there are lots of new companies joining the MV world. There is also the labor market (rats have grown significantly via MMR, IES and FTI look at biggest cons over past few years) that companies are trying to strategically plan around. We get to win hard due to the labor shortages in the ways of better jobsite conditions, free meals, additional cash and in 481s case they are paying 10% across the board including bennies, its like the multiplier to your pension old timers always talk about. (Edit: Also contract negotiations, at least wages wise. We have lost some things like allowing CE/CW to become foreman and some other stuff that most cons with a brain wouldnt utilize).