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BTIG names top data center REITs as AI demand surges - Investing.com
BTIG names top data center REITs as AI demand surges Investing.com
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Global data-center intelligence
Every rack casts a shadow.
Track facilities, current load, future requests, power-capacity gaps, component BOMs, buying intent, producer constraints, and the primary → secondary → tertiary dependencies that turn a greenfield site into an operating compute campus. Every number links to evidence.
ERCOT deep dive · evidence store · 2026-07-13
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Data centers: ATLAS · OSM · PeeringDB · FracTracker · Epoch AI. MW only when source-stated; ATLAS uses city centroids. Signals are observations, not project sites. Fiber arcs are simplified corridors.
1 → 150+ data centers / hex · world view
15,512data centers
7,790localities
32fiber arcs
179countries
15,512 sites
— signals
179 countries
lat — · lng — · alt —
Buyer / forwardRFPs, construction spend, queue requests
Producer / upstreamrevenue, trade, certification, backlog
Tertiary / constraintwater, permits, climate, community risk
Signal board
Every headline datapoint is a card. Click any card to jump to the underlying detail.
ERCOT large-load queue
future438.0 GW
+94% vs. 2025
New submissions to 2036
future140.0 GW
reported submissions still being processed
Queue attributed to data centers
future90%
editorial feed signal · not a forecast
Approved to energize
process9,042 MW
ERCOT · cumulative
Observed operational peak
live3,883 MW
large loads actually drawing power
Queue not yet observed
gap434.1 GW
gross backlog proxy · not a cancellation estimate
Power gap proxy
gap263.1 GW
queue − fleet · 2.5× current nameplate
ERCOT demand, live
live62.5 GW
EIA-930 · 2026-07-13T05Z · 36% of nameplate
Energy delivered
live60,986 GWh
ERCOT · last 38 days
Operating generation fleet
live174.9 GW
1 region · EIA-860/860M
Fuel + firming base
live67.2 GW
Natural Gas · 38% · battery 15.9 GW
Flagship compute
live1,742.0 PF
El Capitan · 29.6 MW · queue ≈ 14,807×
Compute efficiency
live58.9 GF/W
134× since 2008
Data-center build cost
process$11–11.3/W
full build / shell-and-core benchmarks
Cooling efficiency · best fleet
process1.09 PUE
Google (global fleet-wid · broad avg 1.54
Next Batch Zero deadline
process11 days
2026-07-24 · Batch Zero Load Information Form due t
Extreme-environment compute
coverage38 records
21 deployed · 1 operating · 7 planned · 5 study · atmosphere 5, floating 6, lunar 1, ocean 7, orbit 8, underground 11
Data center jobs
process170 open roles
employer ATS boards · Texas & remote
Worldwide DC facilities
coverage27,403
15,512 geocoded · 179 countries · open sources
Facilities with disclosed MW
live583 sites
Σ disclosed 240.5 GW · never estimated for gaps
Component buying profiles
coverage5 source-locked
CPU · GPU · HBM · DIMMs · network · power · cooling
Buyer + producer feeds
future25 added
RFPs · construction · revenue · trade · certification
Worldwide source registry
coverage91 sources
buyer intent · producer supply · power · water · silicon
Coverage footprint
coverage13 dependency layers
7/7 regions live · primary → tertiary
Worldwide facility registry 27,403 sites · open sources only · every row sourced
Worldwide facility layer assembled from open sources plus the full ATLAS directory (unrestricted use granted to Data Center Watch by the ATLAS IP team, 2026-07), OpenStreetMap (ODbL), PeeringDB interconnection campuses, FracTracker US operating/proposed inventory, and Epoch AI large AI campuses (CC BY 4.0). ATLAS coordinates are city-level centroids (labelled as such), not rooftop GPS. DataCenterMap and Baxtel remain catalogued only (commercial no-scrape). MW and H100-eq appear only when a source states them. Gaps stay empty. The globe plots every geocoded row; fiber arcs remain illustrative corridors.
Facility count by country label · incomplete where source omits country
Provenance mix · dual-count possible pre-dedup across sources
| Facility | Operator | Country | City / region | MW | H100-eq | Status | Source |
|---|---|---|---|---|---|---|---|
| Project Jade | Crusoe | United States | Cheyenne | 10.0 GW | — | suspended | FracTracker Alliance National Da |
| SoftBank Data Center/PORTS Technology Campus | Softbank/Open AI (unconfirmed) | United States | Piketon | 9,200 MW | — | approved/permitted/under con | FracTracker Alliance National Da |
| Stratos Project, eastern parcels | — | United States | Snowville | 9,000 MW | — | approved/permitted/under con | FracTracker Alliance National Da |
| New Era Energy & Digital Data Center | — | United States | Lea County | 7,000 MW | — | proposed | FracTracker Alliance National Da |
| GW Ranch (Pacifico Energy) | — | United States | Pecos County | 5,000 MW | — | proposed | FracTracker Alliance National Da |
| Homer City Energy Campus | Homer City Redevelopment (with Kiewit as contractor/partner) | United States | Homer City | 4,500 MW | — | approved/permitted/under con | FracTracker Alliance National Da |
| Shippingport Bruce Mansfield Data Center/Project Phoenix | Aligned Data Centers | United States | Shippingport | 3,600 MW | — | approved/permitted/under con | FracTracker Alliance National Da |
| Pittsylvania County Data Center | Balico LLC | United States | Chatham | 3,500 MW | — | cancelled | FracTracker Alliance National Da |
| MSB Global Services Matrix Data Center | — | United States | Sulphur Springs | 3,000 MW | — | proposed | FracTracker Alliance National Da |
| Stak Energy Data Center | Stak | United States | North Slope Borough | 3,000 MW | — | proposed | FracTracker Alliance National Da |
| Vermaland Data Center | Vermaland LLC | United States | Red Rock | 3,000 MW | — | proposed | FracTracker Alliance National Da |
| Hobart Data Center | Amazon | United States | Hobart | 2,400 MW | — | approved/permitted/under con | FracTracker Alliance National Da |
| Tract Technology Campus | VALCO HANOVER COUNTY | United States | Ashland | 2,400 MW | — | proposed | FracTracker Alliance National Da |
| Adams Fork Harless Data Center | TransGas Development, LLC | United States | Holden | 2,398 MW | — | proposed | FracTracker Alliance National Da |
| Adams Fork Wharncliffe Data Center | TransGas Development, LLC | United States | Wharncliffe | 2,398 MW | — | proposed | FracTracker Alliance National Da |
| New Carlisle Data Center | Amazon | United States | New Carlisle | 2,200 MW | — | operating | FracTracker Alliance National Da |
| Eneus Energy | Eneus Energy | United States | Harlingen | 2,000 MW | — | proposed | FracTracker Alliance National Da |
| Green Data Center | — | United States | Socorro | 2,000 MW | — | cancelled | FracTracker Alliance National Da |
| PowerBridge/LandBridge | — | United States | Between Odessa and Pecos | 2,000 MW | — | proposed | FracTracker Alliance National Da |
| Project Horizon | Poolside/CoreWeave | United States | Fort Stockton | 2,000 MW | — | proposed | FracTracker Alliance National Da |
| Sterling Data Center | Granite Renewables | United States | Sterling | 2,000 MW | — | proposed | FracTracker Alliance National Da |
| Sweetwater 1 and 2 | IREN | United States | Sweetwater | 2,000 MW | — | proposed | FracTracker Alliance National Da |
| Project Bunkhouse | Gaines Family Land LLC | United States | Cartersville | 1,830 MW | — | proposed | FracTracker Alliance National Da |
| AREP PowerHouse Grand Prairie | PowerHouse Data Centers | United States | Midlothian | 1,800 MW | — | approved/permitted/under con | FracTracker Alliance National Da |
| PowerHouse Data Centers | — | United States | Jackson Twp/ Joliet | 1,800 MW | — | proposed | FracTracker Alliance National Da |
| PowerHouse Hillwood Holding | PowerHouse Hillwood Holding | United States | Joliet | 1,800 MW | — | approved/permitted/under con | FracTracker Alliance National Da |
| Ridgeline Microgrid | Fundamental Data LLC | United States | Davis | 1,656 MW | — | approved/permitted/under con | FracTracker Alliance National Da |
| Tract Data Center | — | United States | Silver Springs | 1,600 MW | — | proposed | FracTracker Alliance National Da |
| Antelope Data Center | — | United States | Cedar City | 1,500 MW | — | approved/permitted/under con | FracTracker Alliance National Da |
| Arizona Land Consulting Co. | — | United States | Tonopah | 1,500 MW | — | proposed | FracTracker Alliance National Da |
| Blakely Data Center | — | United States | Blakely | 1,500 MW | — | cancelled | FracTracker Alliance National Da |
| Crusoe/ Blue Energy Data Center | Crusoe | United States | Victoria | 1,500 MW | — | proposed | FracTracker Alliance National Da |
| NE Edge Groton Data Center | — | United States | Waterford | 1,500 MW | — | cancelled | FracTracker Alliance National Da |
| Open AI/ SoftBank "Freebird" | — | United States | Burlington | 1,500 MW | — | proposed | FracTracker Alliance National Da |
| Project Gold Data Center | — | United States | Clifton Twship | 1,500 MW | — | proposed | FracTracker Alliance National Da |
| Stargate Data Center | Bristolville 25 Developer LLC | United States | Warren | 1,500 MW | — | proposed | FracTracker Alliance National Da |
| Frontier Vantage Data Center | — | United States | Abilene | 1,400 MW | — | approved/permitted/under con | FracTracker Alliance National Da |
| Related Digital/The Barn | Related Digital/Open AI/Oracle | United States | Saline | 1,400 MW | — | approved/permitted/under con | FracTracker Alliance National Da |
| xAI Colossus 2 | xAI | United States | Memphis | 1,400 MW | — | expanding | FracTracker Alliance National Da |
| Project Arrowhead | — | United States | Ocilla | 1,250 MW | — | proposed | FracTracker Alliance National Da |
| Wyoming Hyperscale Whitebox | Prometheus Hyperscale | United States | Evanston | 1,250 MW | — | approved/permitted/under con | FracTracker Alliance National Da |
| Zenith Volts Data Center | — | United States | Roswell | 1,240 MW | — | proposed | FracTracker Alliance National Da |
| Project Aquilla: Abbott Holding Data Center | RCM Hill | United States | Hill County | 1,235 MW | — | proposed | FracTracker Alliance National Da |
| Amazon Data Center | Amazon | United States | Heppner | 1,200 MW | — | proposed | FracTracker Alliance National Da |
| CloudBurst Data Center | — | United States | New Braunfels | 1,200 MW | — | proposed | FracTracker Alliance National Da |
| Kentucky Industrial Alliance LLC Data Center | Kentucky Industrial Alliance LLC | United States | Cave City | 1,200 MW | — | suspended | FracTracker Alliance National Da |
| Oasis Data Center | — | United States | Fredericksburg | 1,200 MW | — | approved/permitted/under con | FracTracker Alliance National Da |
| Open AI/ SoftBank Stargate Data Center (Lancium Clean Campus) | Microsoft (previously Open AI/Oracle) | United States | Abilene | 1,200 MW | — | operating | FracTracker Alliance National Da |
| Project Marvel | Logistic Land Investments LLC | United States | Bessemer | 1,200 MW | — | proposed | FracTracker Alliance National Da |
| Project Spade | Related Digital/Google | United States | New Florence | 1,200 MW | — | proposed | FracTracker Alliance National Da |
| South Valley Technology Park Data Center | Tract | United States | Sparks | 1,200 MW | — | proposed | FracTracker Alliance National Da |
| Starwood Digital Ventures | — | United States | New Castle | 1,200 MW | — | suspended | FracTracker Alliance National Da |
| Tract Data Center | Fleet | United States | Silver Springs | 1,200 MW | — | approved/permitted/under con | FracTracker Alliance National Da |
| Amazon Jeffersonville Data Center | Amazon | United States | Jeffersonville | 1,184 MW | — | proposed | FracTracker Alliance National Da |
| EdgeCore | EdgeCore | United States | Kents Store | 1,100 MW | — | suspended | FracTracker Alliance National Da |
| Stack Data Center | — | United States | Stafford | 1,100 MW | — | proposed | FracTracker Alliance National Da |
| Goodnight Campus | Crusoe | United States | Claude | 1,030 MW | — | approved/permitted/under con | FracTracker Alliance National Da |
| Wilsonville Data Center | Northpoint Development | United States | Wilsonville | 1,008 MW | — | proposed | FracTracker Alliance National Da |
| Amazon Ridgeland | Amazon | United States | Ridgeland | 1,000 MW | — | approved/permitted/under con | FracTracker Alliance National Da |
| Eagle Rock Data Center | Eagle Rock | United States | Palmer | 1,000 MW | — | proposed | FracTracker Alliance National Da |
| Flint Hills Digital Campus | — | United States | Emporia | 1,000 MW | — | proposed | FracTracker Alliance National Da |
| Lacy Lakeview Data Center | InfraKey Capital | United States | Lacy Lakeview | 1,000 MW | — | approved/permitted/under con | FracTracker Alliance National Da |
| Lower Peninsula Data Center | — | United States | Lower Peninsula | 1,000 MW | — | proposed | FracTracker Alliance National Da |
| Meta Project Seafox | Wurldwide LLC/ Meta | United States | El Paso | 1,000 MW | — | proposed | FracTracker Alliance National Da |
| Nixxy-Tachyon 9 Data Center | — | United States | Epping | 1,000 MW | — | proposed | FracTracker Alliance National Da |
| Panattoni Project Cannoli | United States | Van Buren Township | 1,000 MW | — | proposed | FracTracker Alliance National Da | |
| Project Domino | Meta | United States | Lebanon | 1,000 MW | — | approved/permitted/under con | FracTracker Alliance National Da |
| Quantica LLC Big Sky Campus | Meta, Google, Amazon | United States | Broadview | 1,000 MW | — | proposed | FracTracker Alliance National Da |
| Rocklocker LLC | — | United States | Kalkaska Township | 1,000 MW | — | cancelled | FracTracker Alliance National Da |
| Sentinel Grove Technology Park/ Project Jarvis | — | United States | Fort Pierce | 1,000 MW | — | suspended | FracTracker Alliance National Da |
| Stafford Technology Campus | — | United States | Stafford | 1,000 MW | — | proposed | FracTracker Alliance National Da |
| Tract Morris Data Center | Tract Data Centers | United States | Morris | 1,000 MW | — | proposed | FracTracker Alliance National Da |
| Treetop Development Project | onovan Drive Holdings LLC | United States | Hopewell Junction | 1,000 MW | — | suspended | FracTracker Alliance National Da |
| Walterboro Data Center | Eagle Rock Partners | United States | Walterboro | 1,000 MW | — | proposed | FracTracker Alliance National Da |
| Salem Township Amazon Data Center | Amazon | United States | Wapwallopen | 960 MW | — | proposed | FracTracker Alliance National Da |
| Colossus 2 | SpaceXAI | United States | — | 946 MW | 1,390k | ai_campus | Epoch AI Data Centers (CC BY 4.0 |
| Project Sail | Atlas Development | United States | Newnan | 936 MW | — | approved/permitted/under con | FracTracker Alliance National Da |
| Anthropic-Amazon New Carlisle | Amazon | United States | — | 910 MW | 687k | ai_campus | Epoch AI Data Centers (CC BY 4.0 |
| Robena Mine Data Center/ Project Hummingbird | Essential Utilities/ International Electric Power of Pittsburgh | United States | Monongahela Township | 910 MW | — | approved/permitted/under con | FracTracker Alliance National Da |
| Bolingbroke Technology Campus | — | United States | Macon | 900 MW | — | cancelled | FracTracker Alliance National Da |
Buildout dependency map the chain behind every new data center
Coverage model: what we already observe, what should be ingested next, and where a power story becomes a land, water, equipment, labor, capital, or community story. Green dots are tracked; violet dots are catalogued for ingestion.
Primary
Land + greenfield
site control · zoning · water rights
Primary
Load + offtake
MW request · ramp · utilization
Primary
Grid interconnection
queue · study · milestone
Primary
Utility delivery
service date · tariff · curtailment
Secondary
Generation + firming
gas · nuclear · renewables · BESS
Secondary
Transmission + substation
transformers · lines · upgrades
Secondary
Water + cooling
PUE · WUE · source · discharge
Secondary
Fiber + network
backhaul · latency · route diversity
Secondary
Permitting + community
air · noise · tax · local votes
Tertiary
Equipment supply chain
GPU · switchgear · generators
Tertiary
EPC + workforce
design · crews · commissioning
Tertiary
Capital + tax base
capex · incentives · revenue
Tertiary
Operations + externalities
uptime · emissions · waste heat
News monitor daily crawl · headline links only · source first
The ticker is fed by an automated RSS crawl across grid, energy, data-center, HPC, and large-load sources. Headlines link to the original publisher; Data Center Watch does not copy article bodies.
The Star Democrat
Easton-based TeraWulf signs $19B AI data center lease with Anthropic - The Star Democrat
Easton-based TeraWulf signs $19B AI data center lease with Anthropic The Star Democrat
Mirage News
Heat, Humidity Threaten AI Data Center Cooling - Mirage News
Heat, Humidity Threaten AI Data Center Cooling Mirage News
Propmodo
Rural Landowners Cash Out as AI Data Center Demand Surges - Propmodo
Rural Landowners Cash Out as AI Data Center Demand Surges Propmodo
Industrial Equipment News
As Gas Plants Rise to Power AI, Renewable Energy Allies Are Fighting for Cleaner Alternatives - Industrial Equipment News
As Gas Plants Rise to Power AI, Renewable Energy Allies Are Fighting for Cleaner Alternatives Industrial Equipment News
bgr.com
The AI Data Center Boom Is Having An Unexpected Effect On Local Campers - bgr.com
The AI Data Center Boom Is Having An Unexpected Effect On Local Campers bgr.com
Business Insider
Meta says it's expanding the Louisiana AI data center that helped fuel $50K teacher bonuses - Business Insider
Meta says it's expanding the Louisiana AI data center that helped fuel $50K teacher bonuses Business Insider
the Electrical Distributor magazine
AI Fuels Rapid Growth in US Hyperscale Data Center Market - the Electrical Distributor magazine
AI Fuels Rapid Growth in US Hyperscale Data Center Market the Electrical Distributor magazine
Shreveport Times
How big will the Richland Parish data center be? Meta will expand AI center - Shreveport Times
How big will the Richland Parish data center be? Meta will expand AI center Shreveport Times
DCD data center news
575-acre data center could be built near Calgary, Canada
But more approvals still needed
TradingView
PowerCell secures multi-MW Power Generation order for AI data center, valued at approximately SEK 30 million - TradingView
PowerCell secures multi-MW Power Generation order for AI data center, valued at approximately SEK 30 million TradingView
CBS News
Georgia family says they're forced to sell home to help power AI data centers: "It's theft" - CBS News
Georgia family says they're forced to sell home to help power AI data centers: "It's theft" CBS News
PhillyBurbs
See protesters push back against AI data center in Morrisville - PhillyBurbs
See protesters push back against AI data center in Morrisville PhillyBurbs
PhillyBurbs
PECO, Amazon and others to answer questions about Falls data center - PhillyBurbs
PECO, Amazon and others to answer questions about Falls data center PhillyBurbs
NOLA.com
Meta plans $40 billion expansion of Louisiana AI data center - NOLA.com
Meta plans $40 billion expansion of Louisiana AI data center NOLA.com
Fortune
Meta's AI data center cost went from $10 billion to $50 billion in under 2 years—and split the town in two - Fortune
Meta's AI data center cost went from $10 billion to $50 billion in under 2 years—and split the town in two Fortune
Rice University
Study finds carbon capture and storage could help curb emissions from AI-driven data center boom - Rice University
Study finds carbon capture and storage could help curb emissions from AI-driven data center boom Rice University
DCD data center news
County officials deny application for 2,000-acre data center campus in Virginia
Dulles South gets cold shoulder weeks after QTS drops PW Gateway application
WAPT
As gas plants rise to power AI data centers, renewable energy allies are fighting for alternatives - WAPT
As gas plants rise to power AI data centers, renewable energy allies are fighting for alternatives WAPT
DCD data center news
TA Realty buys data center-zoned land in Sterling, Virginia
Real estate firm buys 10-acre site for $6.1 million per acre
WPBF
Palm Beach County to vote on AI data center project near school and community - WPBF
Palm Beach County to vote on AI data center project near school and community WPBF
HPCwire
Esri Introduces ArcGIS Velocity for ArcGIS Enterprise to Power Real-Time GIS Operations - HPCwire
Esri Introduces ArcGIS Velocity for ArcGIS Enterprise to Power Real-Time GIS Operations HPCwire
DCD data center news
White House plans new pledge to shield ratepayers from data center related bill hikes - report
Follows the Ratepayer Protection Pledge, signed earlier this year
Utility Dive
Texas PUC approves ‘ride-through’ rules for data centers - Utility Dive
Texas PUC approves ‘ride-through’ rules for data centers Utility Dive
HotHardware
Meta Expands Louisiana AI Data Center Into A $50 Billion Megaproject - HotHardware
Meta Expands Louisiana AI Data Center Into A $50 Billion Megaproject HotHardware
DCD data center news
Nebraska carbon black plant set to host data center
Monolith to officially file plans later this month
Data Center Dynamics
Making solar and storage work for AI-scale data centers - Data Center Dynamics
Making solar and storage work for AI-scale data centers Data Center Dynamics
TheEnergyMag
Nscale’s £2 Billion UK AI Data Center Reportedly Faces Grid Delay - TheEnergyMag
Nscale’s £2 Billion UK AI Data Center Reportedly Faces Grid Delay TheEnergyMag
DCD data center news
Plans for data center submitted in Mifflin County, Pennsylvania, just two days before local moratorium vote
Developer claims the site will create up to 230 construction jobs
Blockspace Media
Pocatello AI data center appeal turns on unresolved utility and environmental gaps: Idaho State Journal - Blockspace Media
Pocatello AI data center appeal turns on unresolved utility and environmental gaps: Idaho State Journal Blockspace Media
PCMag Australia
Meta Plans Huge Data Center Expansion. How Will It Use That Excess Compute? - PCMag Australia
Meta Plans Huge Data Center Expansion. How Will It Use That Excess Compute? PCMag Australia
DCD data center news
Meta expands data center campus in Richland Parish, Louisiana, to 5GW & $50bn
Company will also invest $1bn in local infrastructure improvements
Quiver Quantitative
Oracle Stock (ORCL) Opinions on AI Data Center Buildouts - Quiver Quantitative
Oracle Stock (ORCL) Opinions on AI Data Center Buildouts Quiver Quantitative
Blockspace Media
Meta expands Louisiana AI data center to 5 GW, lifting planned investment above $50 billion - Blockspace Media
Meta expands Louisiana AI data center to 5 GW, lifting planned investment above $50 billion Blockspace Media
DCD data center news
Tract looks to develop 900MW data center park outside Richmond, Virginia
Company aims to develop in Goochland County
IndexBox
Meta’s $50B+ AI Data Center Expansion in Richland Parish, Louisiana Reaches 5 GW Capacity - News and Statistics - IndexBox
Meta’s $50B+ AI Data Center Expansion in Richland Parish, Louisiana Reaches 5 GW Capacity - News and Statistics IndexBox
Daily Kos
Vance eyes data center tycoon’s luxury manor amid Trump’s AI boom - Daily Kos
Vance eyes data center tycoon’s luxury manor amid Trump’s AI boom Daily Kos
TheEnergyMag
Meta Expands Louisiana AI Data Center to 5 GW in $50 Billion Buildout - TheEnergyMag
Meta Expands Louisiana AI Data Center to 5 GW in $50 Billion Buildout TheEnergyMag
DCD data center news
Mindstream Energy proposes 400MW gas-powered data center in Jordanian gas field
Says it will serve demand in Jordan and MENA
qz.com
Meta expands Louisiana Hyperion data center to 5GW and $50 billion - qz.com
Meta expands Louisiana Hyperion data center to 5GW and $50 billion qz.com
Forbes
Power-Bill Fears Drove Virginia’s First-In-Nation Data Center Tax - Forbes
Power-Bill Fears Drove Virginia’s First-In-Nation Data Center Tax Forbes
Data Center Dynamics
DCD Studio: Rethinking data center engineering for the AI era with Andy Tolbert, Echelon Data Centres - Data Center Dynamics
DCD Studio: Rethinking data center engineering for the AI era with Andy Tolbert, Echelon Data Centres Data Center Dynamics
Finimize
HCLTech Wants Its Own AI Data Center Stack - Finimize
HCLTech Wants Its Own AI Data Center Stack Finimize
simplywall.st
How Investors Are Reacting To Advanced Energy Industries (AEIS) Move Into 800 V AI Data Center Power - simplywall.st
How Investors Are Reacting To Advanced Energy Industries (AEIS) Move Into 800 V AI Data Center Power simplywall.st
TradingView
Meta Expands AI Data Center to 5GW, Raises Investment Above $50 Billion - TradingView
Meta Expands AI Data Center to 5GW, Raises Investment Above $50 Billion TradingView
DCD data center news
Global Stack pitches Edge data center at rodeo-focused indoor arena in California
Company presses on with idea after set back in Calistoga
Investor's Business Daily
Meta Scales Up Louisiana Mega AI Data Center To $50 Billion - Investor's Business Daily
Meta Scales Up Louisiana Mega AI Data Center To $50 Billion Investor's Business Daily
Data Center Dynamics
Infineon, LS Electric partner on DC power infrastructure for AI data centers - Data Center Dynamics
Infineon, LS Electric partner on DC power infrastructure for AI data centers Data Center Dynamics
DCD data center news
Infineon, LS Electric partner on DC power infrastructure for AI data centers
Ink non-binding MoU to develop next-gen power systems
AOL.com
AI Data Center Spending Is Outpacing Every Forecast on Wall Street. These 2 Stocks Are the Best Pick-and-Shovel Plays. - AOL.com
AI Data Center Spending Is Outpacing Every Forecast on Wall Street. These 2 Stocks Are the Best Pick-and-Shovel Plays. AOL.com
Data Center Dynamics
ECL, PowerCell partner to deploy hydrogen fuel cell power systems across US data centers - Data Center Dynamics
ECL, PowerCell partner to deploy hydrogen fuel cell power systems across US data centers Data Center Dynamics
Broadband Breakfast
Massive AI Buildout Poses Latest Inflation Threat as Consumers Pay More for Laptops and Electricity - Broadband Breakfast
Massive AI Buildout Poses Latest Inflation Threat as Consumers Pay More for Laptops and Electricity Broadband Breakfast
qz.com
Meta is more than doubling its Louisiana AI data center to 5 gigawatts and $50 billion - qz.com
Meta is more than doubling its Louisiana AI data center to 5 gigawatts and $50 billion qz.com
DCD data center news
ECL, PowerCell partner to deploy hydrogen fuel cell power systems across US data centers
Will deploy fuel cells at ECL's Santa Clara data center
Stock Titan
AI client’s 25MW data center plan could bring Carrier Connect C$95M a year - Stock Titan
AI client’s 25MW data center plan could bring Carrier Connect C$95M a year Stock Titan
TradingKey
Meta Adds $40 Billion to Expand Hyperion Data Center, Building 5GW World’s Largest AI Computing Hub - TradingKey
Meta Adds $40 Billion to Expand Hyperion Data Center, Building 5GW World’s Largest AI Computing Hub TradingKey
StockInvest.us
Mitsubishi Estate Eyes ¥1.5 Trillion Data Center Boom by 2036 to Tap AI Surge - StockInvest.us
Mitsubishi Estate Eyes ¥1.5 Trillion Data Center Boom by 2036 to Tap AI Surge StockInvest.us
Benzinga
Mark Zuckerberg’s Meta Just Supercharged Its Biggest AI Bet Yet, Expanding Its Hyperion Data Center Into - Benzinga
Mark Zuckerberg’s Meta Just Supercharged Its Biggest AI Bet Yet, Expanding Its Hyperion Data Center Into Benzinga
The Motley Fool
AI Data Center Spending Is Outpacing Every Forecast on Wall Street. These 2 Stocks Are the Best Pick-and-Shovel Plays. - The Motley Fool
AI Data Center Spending Is Outpacing Every Forecast on Wall Street. These 2 Stocks Are the Best Pick-and-Shovel Plays. The Motley Fool
Crypto Briefing
Meta expands AI data center in Louisiana to 5GW, costs soar to $50B - Crypto Briefing
Meta expands AI data center in Louisiana to 5GW, costs soar to $50B Crypto Briefing
Reuters
White House to rally utilities, data centers for AI power cost pledge, sources say - Reuters
White House to rally utilities, data centers for AI power cost pledge, sources say Reuters
IndexBox
AI Data Center Investment Surge Pushes Up Chip Costs and Inflation in 2026 - News and Statistics - IndexBox
AI Data Center Investment Surge Pushes Up Chip Costs and Inflation in 2026 - News and Statistics IndexBox
DredgeWire
A floating wind turbine can now hide a 10 megawatt AI data center inside its underwater legs, cooled by the cold sea, and the first one is going in off Norway to prove servers can run where the wind blows - DredgeWire
A floating wind turbine can now hide a 10 megawatt AI data center inside its underwater legs, cooled by the cold sea, and the first one is going in off Norway to prove servers can run where the wind blows DredgeWire
The Motley Fool
Argan vs. Comfort Systems USA: Which AI Infrastructure Stock Is the Better Buy? - The Motley Fool
Argan vs. Comfort Systems USA: Which AI Infrastructure Stock Is the Better Buy? The Motley Fool
Finimize
Meta’s Louisiana AI Data Center Gets A Bigger Power Budget - Finimize
Meta’s Louisiana AI Data Center Gets A Bigger Power Budget Finimize
PR Newswire
U Power's HYDRO DATA Showcases Hydrogen Power Solutions at Data Center Asia 2026 Through Keynote Speech and Industry Panel Discussion - PR Newswire
U Power's HYDRO DATA Showcases Hydrogen Power Solutions at Data Center Asia 2026 Through Keynote Speech and Industry Panel Discussion PR Newswire
Reuters
Meta expands Louisiana data center to 5 gigawatts, investment crosses $50 billion - Reuters
Meta expands Louisiana data center to 5 gigawatts, investment crosses $50 billion Reuters
DCD data center news
Mara acquires 1,200-acre Texas site from HIF USA for up to 2GW data center campus
Construction expected to start this year in partnership with Starwood
Data Center Dynamics
First Nation opposes plan for AI data center in Pocatello, Idaho - Data Center Dynamics
First Nation opposes plan for AI data center in Pocatello, Idaho Data Center Dynamics
DCD data center news
First Nation opposes plan for AI data center in Pocatello, Idaho
Concerns raised over environmental impact and potential for rising energy bills
Data Centre Magazine
Wärtsilä: Why AI Data Centres in the US Face a Power Crunch - Data Centre Magazine
Wärtsilä: Why AI Data Centres in the US Face a Power Crunch Data Centre Magazine
simplywall.st
Constellation Energy Stock And 2 Nuclear Power Names Tied To AI Demand - simplywall.st
Constellation Energy Stock And 2 Nuclear Power Names Tied To AI Demand simplywall.st
Yahoo Finance UK
Data Center Storage Market Report Published; Profiles Samsung, SK HYNIX, Micron Technology & 5 Other Leaders - Yahoo Finance UK
Data Center Storage Market Report Published; Profiles Samsung, SK HYNIX, Micron Technology & 5 Other Leaders Yahoo Finance UK
whbl.com
Meta expands Louisiana data center to 5 gigawatts compute capacity - whbl.com
Meta expands Louisiana data center to 5 gigawatts compute capacity whbl.com
DCD data center news
Vocus-occupied data center outside Perth, Australia, sold
1MW site sold for AU$13.13m
capacityglobal.com
Trump renews push for AI giants to foot data centre power bill - capacityglobal.com
Trump renews push for AI giants to foot data centre power bill capacityglobal.com
AOL.com
Bloom Energy Is Expanding This Key AI Power Partnership to $25 Billion. Time to Buy the Fuel Cell Stock? - AOL.com
Bloom Energy Is Expanding This Key AI Power Partnership to $25 Billion. Time to Buy the Fuel Cell Stock? AOL.com
Reuters
White House to rally utilities, data centers over AI power costs - Reuters
White House to rally utilities, data centers over AI power costs Reuters
techi.com
Meta’s 5-GW Louisiana Data Center Outruns Its Power Plan - techi.com
Meta’s 5-GW Louisiana Data Center Outruns Its Power Plan techi.com
The Motley Fool
Bloom Energy Is Expanding This Key AI Power Partnership to $25 Billion. Time to Buy the Fuel Cell Stock? - The Motley Fool
Bloom Energy Is Expanding This Key AI Power Partnership to $25 Billion. Time to Buy the Fuel Cell Stock? The Motley Fool
Live activity console automation, subscribers & new postings · polled ~60s
A public, no-PII feed of what the automation behind Data Center Watch is doing right now — pipeline refresh runs, curator/audit agent outcomes, new job postings, and anonymized subscriber signups. This never shows an email address.
connecting…
Grid pulse hourly demand + daily peaks · EIA-930
Actual system demand — not interconnection requests. Crosshair cursors, ±1σ band, mean reference, scientific axes. Gaps stay empty — nothing is interpolated.
μ / σ / range from observed hours only · brush + scroll to zoom · EIA-930
Daily peak by balancing authority · fixed categorical colors · nulls not filled
Interconnection queues latest verified totals · ERCOT history
Step series · queue jumps only at published decks · no interpolation between months
Approved vs observed · realization % = observed ÷ approved when both exist
| Region | Total queue | As of |
|---|---|---|
| ERCOT | 438.0 GW | 2026-03-31 |
Generation capacity actual in-service fleet · EIA-860/860M
Nameplate capacity by fuel — what is built, not what is requested. Complements the queue charts above.
Nightingale rose · nameplate MW share · EIA-860/860M
Lollipop fleet map · operating nameplate by region
| Region | MW | As of |
|---|---|---|
| ERCOT | 174.9 GW | 2026-04 |
| ERCOT fuel | MW | Share |
|---|---|---|
| Natural Gas | 67.2 GW | 38% |
| Wind | 40.0 GW | 23% |
| Solar | 31.6 GW | 18% |
| Battery Storage | 15.9 GW | 9% |
| Coal | 13.4 GW | 8% |
| Nuclear | 5,139 MW | 3% |
| Oil/Diesel | 798 MW | 0% |
| Hydro | 549 MW | 0% |
| Other/Biomass | 374 MW | 0% |
Industry benchmarks every figure independently verified against its primary source
Lower is better · reference line at industry ~1.5 PUE · source-linked table below
CapEx per watt
| Entity | $/W | As of | Source |
|---|---|---|---|
| 1x1 combined-cycle gas turbine plant (generation side, not the data center building) | $0.92/W | 2023 | GridLab / Energy Futures Group / Halcyon, citing EIA (Sargent & Lundy cost study) |
| Traditional prime markets, full build (shell + M&E + cooling + fit-out) | $11.00/W | 2025-2026 | CBRE Investment Management, citing Turner & Townsend Data Center Cost Index |
| Global average (shell-and-core construction) | $11.30/W | 2026 (forecast) | JLL |
Cooling — PUE table
| Entity | PUE | As of | Source |
|---|---|---|---|
| Google (global fleet-wide) | 1.09 | 2025 | Google (datacenters.google) |
| AWS (global fleet-wide) | 1.14 | 2025 | Amazon.com Inc. (Amazon Sustainability) |
| US national average (all data center types) | 1.40 | 2023 | Lawrence Berkeley National Laboratory — 2024 United States Data Center Energy Usage Report (LBNL-2001637) |
| Global industry average (Uptime Institute Global Data Center Survey 2025, n=681) | 1.54 | 2025 | Uptime Institute (Uptime Intelligence) |
DC share of annual grid electricity
| Entity | Share | As of | Source |
|---|---|---|---|
| United States — all data centers (649 TWh reference case) | 11.8% of total U.S. electricity use | 2030 (reference forecast) | Lawrence Berkeley National Laboratory — United States Data Center Energy Usage Report: 2025 Update |
| Ireland — all grid-connected data centers (7.663 TWh metered) | 23.0% of total metered electricity consumption | 2025 | Central Statistics Office Ireland — Data Centres Metered Electricity Consumption 2025 |
| United States — all data centers (176 TWh estimated consumption) | 4.4% of total U.S. electricity use | 2023 | Lawrence Berkeley National Laboratory — 2024 United States Data Center Energy Usage Report |
Buildout & dependency chain
| Metric | Entity | Value | As of | Source |
|---|---|---|---|---|
| Capacity auction clearing price | PJM RTO (2027/2028 Base Residual Auction; up from $329.17 in 2026/27) | 333.44 USD/MW-day | 2027/2028 delivery year (BRA report published 2025) | |
| Contracted large-load capacity | Ireland — data centers + other new-technology loads, transmission contracts | 2,000 MW | 2025-08 | |
| Data-center capacity | New Zealand — data-center capacity (median scenario) | 400 MW | 2035 (forecast) | |
| Data-center energy share | Ireland — data centers + new-technology loads (median scenario) | 30.0% of electrical energy requirements | 2032 (forecast) | |
| Projected data-center load growth | PJM — projected data-center load growth (up to) | 30.0 GW | 2030 (forecast) | |
| Observed data-center peak demand | Ireland — data centers (observed peak demand to date) | 800 MW | 2025-08 | |
| DC projects blocked or delayed (value) | United States (at least 75 projects blocked or delayed by local opposition) | 130.00 USD billions (approx.) | Q1 2026 (Jan-Mar) | |
| Direct liquid-cooling adoption | Data center operators globally (Uptime survey, n=512 for cooling-type question) | 22.00 percent of organizations using direct liquid cooling | 2025 survey (fielded Apr-Jun 2025) | |
| Electrical-equipment unfilled orders | United States (NAICS 335 electrical equipment, seasonally adjusted; +5.9% YoY NSA) | 54,578.00 USD millions | May 2026 (advance durable goods report) | |
| EU data-center electricity use | European Union data centres (all, EED reporting context) | 70.00 TWh/year | CY2024 (EC news item, 2025-11-17) | |
| Fleet water usage effectiveness (WUE) | Microsoft (owned datacenter fleet, global; PUE 1.17 same period) | 0.27 L/kWh | FY2025 (Jul 2024 - Jun 2025) | |
| Fleet water usage effectiveness (WUE) | Meta (owned data centers, global; five-year series 0.30 down to 0.19) | 0.19 L/kWh | CY2024 | |
| Gas-turbine backlog + slot reservations | GE Vernova (gas power equipment backlog + slot reservations; guiding to 110+ GW by end-2026) | 100.00 GW | 2026-03-31 (Q1 2026, reported 2026-04-22) | |
| Global DC electricity — 2030 projection | Global data centres (IEA base case; ~415 TWh in 2024, US 45% share) | 945.00 TWh/year projected by 2030 | 2025-04-10 (IEA Energy and AI report) | |
| Global semiconductor sales | Worldwide semiconductor sales (WSTS 3-month moving average; +104.1% YoY, Americas +132.2%) | 120.60 USD billions per month | May 2026 (SIA release, 2026-07-06) | |
| US interconnection queues — active capacity | United States (all 7 ISOs/RTOs + ~50 non-ISO utilities, active queue) | 2,060.00 GW | 2025-12-31 (Queued Up 2026 edition, published June 2026) | |
| Micron quarterly revenue (DRAM/HBM proxy) | Micron Technology (vs $9.30B a year earlier; FQ4 guidance ~$50B) | 41.46 USD billions per quarter | Fiscal Q3 2026 (quarter ended 2026-05-28) | |
| North-America top-4 markets net absorption | North America top-4 data center markets (CBRE; +34% YoY, Northern Virginia vacancy 0.3%) | 2,236.20 MW net absorption per quarter | Q1 2026 (Global Data Center Trends 2026, published 2026-06-17) | |
| Nuclear PPA capacity contracted to DCs | Talen Energy-Amazon (Susquehanna nuclear plant, expanded PPA through 2042) | 1,920 MW | 2025-06-11 (8-K press release) | |
| Power-transformer supply deficit | United States power transformer market (distribution transformers 10%; imports cover 80% of supply) | 30.00 percent of 2025 demand unmet | 2025 (Wood Mackenzie release, 2025-08-14) | |
| PPI — power/distribution transformer mfg | United States (NAICS 335311 transformer manufacturing, BLS series PCU335311335311) | 457.06 index points, NSA (preliminary) | May 2026 | |
| US private DC construction spend (SAAR) | United States (private data center construction, Census VIP; +23% vs May 2025) | 59,307.00 USD million, seasonally adjusted annual rate | May 2026 (preliminary, released 2026-07-01) | |
| DC-REIT quarterly bookings (annualized rent) | Digital Realty Trust (100% share; backlog $1.8B, occupancy 90.1%) | 707.00 USD millions annualized GAAP base rent signed per quarter | Q1 2026 (supplement filed 2026-04-23) | |
| Quarterly capex (incl. finance leases) | Meta (capex incl. finance-lease principal, global; FY2026 guidance raised to $125-145B) | 19.84 USD billions per quarter | Q1 2026 (quarter ended 2026-03-31, reported 2026-04-29) | |
| Quarterly capex (PP&E) | Alphabet (purchases of property and equipment, global; TTM $109.9B) | 35.70 USD billions per quarter | Q1 2026 (quarter ended 2026-03-31, reported 2026-04-29) | |
| Quarterly capex (PP&E) | Amazon (purchases of property and equipment, global; TTM $151.0B) | 44.20 USD billions per quarter | Q1 2026 (quarter ended 2026-03-31, reported 2026-04-29) | |
| Quarterly capex (PP&E) | Microsoft (additions to property and equipment, global; commercial RPO $627B) | 30.90 USD billions per quarter | FY26 Q3 (quarter ended 2026-03-31, reported 2026-04-29) | |
| TSMC monthly revenue (AI-demand proxy) | TSMC (company-wide, unaudited; +30.1% YoY) | 416,975.00 NT$ millions per month | May 2026 | |
| US data-center electricity use | United States data centers (4.4% of US electricity; projected 325-580 TWh by 2028) | 176.00 TWh/year | CY2023 (LBNL report published Dec 2024) | |
| Virginia DC air permits issued | Virginia (statewide, all data centers; backup-generator air permit registry rows) | 198.00 issued air permits | 2026-07-06 |
Infrastructure scoper CPU · GPU · HBM · DIMMs · power train · cooling loop
Translate a compute-power target into a first-pass equipment envelope using primary manufacturer specifications. Reported facts and derived arithmetic are labelled separately; unknowns stay unknown.
Loading the source profile…
Screening formulae · units = ceil(target MW × 1,000 ÷ unit kW) · facility MW = target × PUE · utility MVA = facility MW ÷ PF · loop gpm = target MW × 3,412,142 ÷ (500 × ΔT). N+1 is a user-selected 1.25× allowance, not an engineered topology. Water consumption is never inferred from loop flow.
RFP handoff envelope
The calculator starts the brief; these six packages keep scope gaps from becoming change orders.
01 · Workload + BOMCPU/GPU model and quantity, HBM, DIMM population, storage tiers, NIC/DPU ports, oversubscription, rack growth and firmware support.
02 · Primary powerUtility service voltage/MVA, feeders, substation and transformers, fault duty, metering, protection, harmonics, energization and long-lead alternates.
03 · Secondary distributionUPS topology, switchgear, busway/PDU, static transfer, battery runtime, redundancy boundary, efficiency curves, arc-flash study and maintainability.
04 · Tertiary resilienceGenerator blocks, fuel autonomy, emissions family, air/noise permit, BESS/black start, load steps, paralleling, controls, spares and test load.
05 · Thermal + waterRack inlet/return, liquid fraction, CDU count, loop ΔT/pressure, chillers/towers/dry coolers, heat rejection, free cooling, WUE, withdrawal and discharge.
06 · Acceptance + commercialBasis of design, submittals, approved equals, FAT/SAT, integrated systems test, commissioning, telemetry, warranty, service SLA and capacity-delivery dates.
Live buying-intent feeds · SAM.gov opportunities ↗ · EU TED search API ↗ · the source atlas adds certified model universes for servers, network, storage and UPS.
Component BOM library manufacturer facts, explicit arithmetic, honest unknowns
NVIDIA · full rackreported + derived
GB300 NVL72
72GPU36CPU20.7 TBaccelerator memory142.0 kWpower basis
Cooling · Direct liquid cooling at the rack/compute-tray level
Memory / DIMMs · Grace uses soldered LPDDR5; 1 TB aggregate CPU main memory per compute tray, not field-replaceable DIMMs.
Network · Derived rack total: 72 x ConnectX-8 HCAs and 18 x BlueField-3 DPUs from the per-tray specification.
142 kW is a published maximum for the full rack, not a measured workload average. Memory uses decimal GB. Storage count excludes management nodes and external storage. Installed PSU nameplate capacity must not be treated as rack draw.
NVIDIA Enterprise Reference Architecture: GB300 NVL72 Components ↗NVIDIA · compute traymanufacturer reported
GB300 NVL72 compute tray
4GPU2CPU1.2 TBaccelerator memorynot disclosedpower basis
Cooling · Direct liquid cooling
Memory / DIMMs · 1 TB aggregate LPDDR5 CPU main memory across two Grace CPUs; no replaceable DIMM population is specified.
Network · 4 x ConnectX-8 HCAs and 1 x BlueField-3 DPU per compute tray.
A tray is a component of the NVL72 system rather than a standalone server bill of materials. The five-device count is 1 M.2 OS device plus 4 E1.S NVMe cache devices and does not express capacity.
NVIDIA Enterprise Reference Architecture: GB300 NVL72 Components ↗NVIDIA reference design · control nodereported + derived
Recommended x86 control node for GB300 NVL72 AI Factory
0GPU2CPU0 GBaccelerator memorynot disclosedpower basis
Cooling · Not prescribed; depends on the selected OEM control node
Memory / DIMMs · 8 x 64 GB DDR5 DIMMs = 512 GB.
Network · 4 x ConnectX-7 200 Gb/s adapters.
The architecture recommends 12 management/control nodes, but this profile describes one node. CPU wording follows the reference configuration; it is not an endorsement of a particular CPU vendor or SKU.
NVIDIA Enterprise Reference Architecture: GB300 NVL72 Components ↗AMD · oam acceleratormanufacturer reported
Instinct MI355X accelerator
1GPU0CPU288 GBaccelerator memory1.4 kWpower basis
Cooling · Platform implementation may use passive or active cooling
Memory / DIMMs · 288 GB HBM3E accelerator memory; no host DIMM requirement is defined by the accelerator page.
Network · PCIe 5.0 x16 host interface; fabric and NIC design are platform-specific.
Do not use 1.4 kW as server or rack input power. AMD also reports 8 TB/s peak memory bandwidth and 185 billion transistors; neither is a facility-load metric.
AMD Instinct MI355X accelerator specifications ↗AMD · eight accelerator screening profilereported + derived
8 x Instinct MI355X accelerator platform
8GPU—CPU2.3 TBaccelerator memory11.2 kWpower basis
Cooling · OEM/platform-specific; both passive and active accelerator implementations are supported
Memory / DIMMs · 2,304 GB aggregate HBM3E is derived; host CPU memory and DIMM population are unspecified.
Network · Host, scale-up fabric, NIC, DPU, and switch requirements are not included.
This is transparent screening arithmetic, not an AMD server BOM. It omits CPUs, DIMMs, storage, networking, cooling auxiliaries, PSUs, conversion losses, and redundancy; it cannot be compared directly with the complete 142 kW NVL72 rack rating.
AMD Instinct MI355X accelerator specifications ↗ERCOT deep dive
Upcoming Batch Zero deadlines
- 2026-07-24 — Batch Zero Load Information Form due to ERCOT
Watch feed
2026-07-24 batch zero deadline
Batch Zero Load Information Form due to ERCOT
Interconnecting TSPs must submit the Batch Zero LIF workbook, Dynamic Stability Study Form, and Section 9.2.1.2/9.2.1.4 attestations to BatchZero@ercot.com source
2026-07-10 batch zero deadline
Form X / Form W / most ILLE attestations due
ILLEs must submit Form X (WLPUN designation), Form W (PCLR commitment), and Section 9.2.1.1 attestations to their interconnecting DSP/TSP source
2026-06-18 regulatory
PUCT approves Batch Zero rules
PUCT approved rules for ERCOT to review an initial batch of large-load interconnection requests (75+ MW), including a $50,000/MW fee structure source
2026-03-31 queue update
Large-load queue reaches 438 GW
ERCOT tracking 438 GW of large-load requests; ~90% from data centers; 198 GW applied in Q1 2026 alone source
2026-03-13 queue update
137 new LLI submissions totaling ~140 GW by 2036
ERCOT reported receiving 137 new LLI submissions totaling approximately 140,000 MW of new large load by 2036, still being processed source
2025-11-30 queue update
Queue nearly quadruples year-over-year
226 GW of large-load interconnection requests, up from 63 GW twelve months earlier; 73% from data centers source
Snapshot table
| Month | Total queue | Approved | Observed peak | Source |
|---|---|---|---|---|
| 2026-03-31 | 438.0 GW | 9,042 MW | 3,883 MW | Utility Dive / PUCT; ERCOT Mar 2026 TAC report |
| 2025-11-30 | 226.0 GW | — | — | ERCOT public data via davefriedman.substack.com |
| 2025-03-31 | — | 9,042 MW | 3,883 MW | ERCOT LLI Status Update Mar 2026 (TAC) |
| 2024-11-30 | 63.0 GW | — | — | ERCOT public data via davefriedman.substack.com |
| 2024-01-31 | 39.3 GW | 4,479 MW | 2,587 MW | ERCOT LLI Status Update Jan 2024 |
| 2023-12-31 | 39.2 GW | 4,479 MW | 2,432 MW | ERCOT LLI Status Update Jan 2024 |
| 2023-10-31 | 39.3 GW | 3,926 MW | 2,379 MW | ERCOT LLI Status Update Jan 2024 |
| 2023-09-30 | 39.6 GW | 3,926 MW | 2,379 MW | ERCOT LLI Status Update Jan 2024 |
| 2023-08-31 | 42.5 GW | 3,744 MW | 2,347 MW | ERCOT LLI Status Update Jan 2024 |
| 2023-07-31 | — | 3,084 MW | 2,336 MW | ERCOT LLI Status Update Jan 2024 |
| 2023-05-31 | 41.8 GW | 2,620 MW | 2,072 MW | ERCOT LLI Status Update Jan 2024 |
| 2023-04-30 | 39.6 GW | 2,570 MW | 2,013 MW | ERCOT LLI Status Update Jan 2024 |
| 2023-03-31 | 39.4 GW | 2,570 MW | — | ERCOT LLI Status Update Jan 2024 |
| 2022-04-30 | 17.4 GW | — | — | ERCOT LLI Status Update Jan 2024 |
Compute per megawatt worldwide · TOP500 flagship systems
Dual axis · log efficiency (Gflops/W) + HPL power (MW) · measured as published, never estimated
| List | System | Country | HPL Rmax | Power | Gflops/W |
|---|---|---|---|---|---|
| 2024-11 | El Capitan | United States | 1,742.0 PF | 29.6 MW | 58.89 |
| 2024-06 | Aurora | United States | 1,012.0 PF | 38.7 MW | 26.15 |
| 2022-06 | Frontier | United States | 1,102.0 PF | 21.1 MW | 52.23 |
| 2020-11 | Fugaku | Japan | 442.0 PF | 29.9 MW | 14.78 |
| 2019-06 | Summit | United States | 148.6 PF | 10.1 MW | 14.72 |
| 2016-06 | Sunway TaihuLight | China | 93.0 PF | 15.4 MW | 6.05 |
| 2013-06 | Tianhe-2 | China | 33.9 PF | 17.8 MW | 1.90 |
| 2012-11 | Titan | United States | 17.6 PF | 8.2 MW | 2.14 |
| 2011-11 | K computer | Japan | 10.5 PF | 12.7 MW | 0.83 |
| 2009-11 | Jaguar | United States | 1.8 PF | 7.0 MW | 0.25 |
| 2008-06 | Roadrunner | United States | 1.0 PF | 2.3 MW | 0.44 |
Extreme-environment compute ledger orbit · ocean · floating · underground · atmosphere · polar
Documented data centers, computing payloads, and proposals in non-standard environments — including Antarctic research IT (McMurdo IT&C, IceCube, South Pole Telescope). Communications platforms and edge systems are labelled when they are not full data centers; no unpublished MW is inferred. Commercial hyperscale does not operate on the Antarctic continent under the Treaty System.
deployed commercial cloud deviceorbit · LEO
AWS Snowcone on Ax-1
Axiom Space · International Space Station
Commercial cloud device operationalized aboard the ISS in 2022; commercial AI inference conducted in orbit. Edge device, not a full data center.
deployed research prototypeorbit · LEO
AxDCU-1
Axiom Space · International Space Station
Data Center Unit-1 powered by Red Hat Device Edge; cloud computing, AI/ML, data fusion, and space-cybersecurity test applications.
deployed commercial nodesorbit · LEO
Orbital Data Center nodes 1–2
Axiom Space · Free-flying low Earth orbit nodes
First two dedicated orbital data-center nodes launched January 11, 2026; 2.5 Gbps-capable optical intersatellite links.
deployed research systemorbit · LEO
Spaceborne Computer-2
NASA + Hewlett Packard Enterprise · International Space Station
HPE ProLiant DL360 server plus Edgeline 4000 server; research and commercial edge-compute validation.
deployed technology demonstratororbit · LEO
Starcloud-1
Starcloud · Low Earth orbit
First NVIDIA H100 GPU in orbit; company reports Gemini inference and nanoGPT training in space.
planned orbital nodeorbit · LEO
AxODC Node ISS
Axiom Space · International Space Station
Planned additional ISS ODC node; Axiom says it plans at least three interconnected ODC nodes by 2027.
planned commercial missionorbit · LEO / SSO
Starcloud-2
Starcloud · Sun-synchronous orbit
GPU cluster; persistent storage; 24/7 access; proprietary thermal and power systems in a smallsat form factor.
studyorbit · feasibility study
Space-Based Data Centres study
European Space Agency · ESA Discovery and Preparation study
Generic space-data-centre architecture and simulation; the work examines technical operational and economic constraints before mission approval.
deployed proof of conceptlunar · lunar surface
Independence payload
Lonestar Data Holdings · Odysseus landing site near the lunar south pole
Commercial lunar data-storage and edge-processing test; data was stored on the Moon and returned to Earth.
operating moduleocean · ocean
Hainan Undersea Data Center
Highlander / HiCloud · Lingshui Li, Hainan, China
Builder-backed project reported as running smoothly after its first module launched March 31, 2023; commercial undersea data-center service and deployment program.
deployed and recoveredocean · ocean
Northern Isles (SSDC-002)
Microsoft · European Marine Energy Centre, North Sea
240 kW; 12 racks; 864 servers; 27.6 PB; deployed June 2018 and retrieved July 2020.
planned national demonstrationocean · seabed
Carbon-Zero Underwater Data Center Standard Model (Ulsan)
Korea Ministry of Oceans and Fisheries + 12-org consortium (KIOST, UNIST, POSCO, GS E&C, SK Telecom) · Offshore Ulsan, South Korea
Site selected April 2026; test module at 20 m depth (as reported); target PUE 1.2; 51.1 billion won total investment through 2030; demonstration facility targeted by 2030, commercial construction from 2031. Nothing deployed yet.
planned deployment partnershipocean · ocean
Marine computing-power synergy benchmark
Highlander / CCCC · China coastal regions
Strategic partnership signed June 2026 for scaled undersea compute deployment and computing-power / offshore-energy synergy.
planned commercial deployments (rolling trial)ocean · ocean
Project OTTO
Subsea Cloud · Subsea deployment portfolio
Modular subsea data centers on a build/deploy/maintain model; company marketing claims up to 700 MW per-site capability (a capability claim, not deployed capacity); Project OTTO rolling customer trial began October 2024 off south-west Norway with a 16-rack unit at 150 kW+ per rack.
retired research pilotocean · ocean
Project Natick Phase 1
Microsoft · Pacific Ocean seabed
First underwater data-center pilot operated approximately one kilometer off the Pacific coast from August to November 2015.
announced, never confirmed deployedocean · submerged capsule
San Francisco Bay underwater GPU capsule
NetworkOcean · San Francisco Bay, California, USA
Company claimed a 500 kW capsule and offered 2,048 NVIDIA H100 GPUs for reservation; sought no permits and SF Bay regulators warned of heavy fines (Wired, Sept 2024). No public evidence the test ever took place; current status unknown.
deployed operating pilotfloating · floating river platform
Denv-R floating data center, Nantes
Denv-R / Geps Techno · Quai Wilson, Loire River, Nantes, France
200 kW in a 100 m2 solar-covered container housing four racks; passive Loire river-water cooling without pumps; operational since October 2024. A swell-powered offshore version is planned, not built.
deployed operating facilityfloating · floating barge
Stockton 1 floating barge
Nautilus Data Technologies · Stockton, California, USA
6.5 MW critical IT load across four data halls; Tier III; ~55 kW rack densities via river-water cooling; commissioned 2021. Listed for sale at $45m in November 2024 at 86% leased as the operator pivots to licensing its EcoCore cooling technology.
planned edge deploymentfloating · offshore oil platform
Galleon edge module on an offshore rig
Aker BP / Armada · Norwegian Continental Shelf, Norway
Agreement announced March 2026; begins with a single containerized Galleon unit for on-rig processing of drilling and operational data. Edge compute on a working platform, not a colocation data center; no capacity figures published.
under constructionfloating · moored waterborne module + shoreside infrastructure
Floating Data Centre Park
Keppel Data Centres · 25 Loyang Crescent, Singapore
25 MW project with a four-story 19.2 MW waterborne module; seawater-cooled; capacity committed to an unnamed global hyperscaler; funded by Keppel Data Centre Fund II. Construction began Q1 2026; go-live targeted 2028.
studyfloating · floating barge
Floating data center barge concept
Samsung Heavy Industries · No site announced
Concept/pre-order stage targeting commercialization as soon as Q2 2028; dedicated barge with on-board electrical infrastructure, initially shore-grid powered with water cooling. No vessel built, no committed capacity.
studyfloating · converted ship
Floating data centers converted from second-hand vessels
Mitsui O.S.K. Lines / Hitachi / Hitachi Systems · Japan (Malaysia and US under consideration)
MOU signed March 30, 2026 for demand verification and feasibility studies; operations targeted 2027 or later. Illustrative example: a car carrier offers ~54,000 m2 floor area; ~1-year conversion vs several years for a land build. No vessel converted yet.
deployed archival vaultunderground · former coal mine (permafrost vault)
Arctic World Archive - GitHub Arctic Code Vault
Arctic World Archive (Piql / SNSK) · Mine no. 3, Longyearbyen, Svalbard, Norway
Offline, air-gapped piqlFilm vault 300 m inside the mine at about -4C; launched March 2017; hosts the GitHub Arctic Code Vault. Archival storage with manual retrieval, not an online data center - zero compute, off-grid by design.
deployed operating facilityunderground · limestone facility 85 ft below surface
Bluebird Underground Data Center
Bluebird Network · Springfield, Missouri, USA
6 MW built-out capacity (per Data Center Map listing); 85 feet underground encased in solid limestone; three diverse utility feeds, three backup generators, SOC 2 Type II; colocation plus fiber transport and Internet services.
deployed operating facilityunderground · tunnel-cave complex built into a hill
Gui'an Seven Stars (Qixing) Data Center
Tencent · Gui'an New Area, Guizhou, China
Capacity for 300,000 servers with about one-sixth housed in five tunnel caves; more than 30,000 m2 of tunneled space on a ~470,000 m2 site; maximum PUE ~1.1 logged in a Ministry of Industry and Information Technology inspection.
deployed operating facilityunderground · active mine
Intacture
GPI · Val di Non, Italy
European data center built inside an active mine approximately 100 meters below the surface; officially online in June 2026.
deployed operating facilityunderground · former mine
Lefdal Mine
Lefdal Mine Data Centers · Måløy, Norway
Six underground levels and 75 chambers; up to 120,000 m2 potential white space; Level 3 capacity is 80 MW.
deployed operating facilityunderground · civil-defense bunker
Pionen
Bahnhof · Stockholm, Sweden
Operating data center built inside a Cold War civil-defense / nuclear fallout shelter beneath Vita Bergen.
deployed operating facilityunderground · mountain hall
SVG-Rennesøy
Green Mountain · Stavanger, Norway
Former high-security NATO ammunition storage converted to a Tier III mountain-hall data center; 25 MW site capacity and 22,600 m2 space.
deployed operating facilityunderground · military bunker
Swiss Fort Knox
MOUNT10 · Swiss Alps, Switzerland
Underground data-storage and data-center site in former Swiss military bunkers.
deployed operating facilityunderground · limestone mine
WPA-1
Iron Mountain · Butler County, Pennsylvania
220 feet underground; 15.5 MW power capacity; 330,000 square feet; geothermal cooling from an underground reservoir.
deployed operating facilityunderground · converted 1982 nuclear bomb shelter
Westland Bunker data center campus
Westland Bunker · Montgomery County, Texas, USA
Built 1982 as Westland Oil headquarters with a 40,000 sq ft nuclear bomb shelter; expanded with a 107,000 sq ft data center; 23 MW power capacity (per Baxtel); zero-downtime performance through Hurricane Ike.
retired as colocationunderground · former Swiss Army command bunker (construction began 1948)
Attinghausen bunker data center
Deltalis · Near Attinghausen, Swiss Alps, Switzerland
Up to 10,000 m2 planned colocation space in a Cold War command-and-control bunker; Deltalis exited retail colocation in 2018 and the site was reportedly repositioned toward cryptocurrency mining/storage.
deployed flight testatmosphere · HAPS
Sunglider
SoftBank / HAPSMobile · Stratosphere at approximately 19 km
62,500-foot / 19-km test flight; first LTE connectivity from a fixed-wing HAPS. Communications platform, not a data center.
deployed aircraft platformatmosphere · HAPS
Zephyr HAPS
AALTO / Airbus · Stratosphere above 60,000 feet
Solar-electric stratospheric aircraft with observation and connectivity payloads. Airborne platform, not a data center.
planned pre-commercial platformatmosphere · HAPS
Sceye HAPS
SoftBank / Sceye · Stratosphere at approximately 20 km
Long-duration helium HAPS; pre-commercial service scheduled in Japan for 2026. Communications platform, not a data center.
studyatmosphere · atmosphere
Data Center-Enabled High Altitude Platforms
Academic proposal · High-altitude platform
Research proposal for a flying data-center-enabled HAP; no commercial deployment identified.
studyatmosphere · HAPS / stratospheric platform (conceptual)
Stratosphere computing platform PUE study
Cape Peninsula University of Technology (A. A. Periola) · Conceptual; modeled at 16-30 km altitude
Peer-reviewed MATLAB simulation of stratosphere-based data centres: modeled 43.9% average PUE improvement from an intelligent server-awakening architecture. No hardware built, flown, or deployed.
Worldwide connection & buildout sources 91 primary and authoritative feeds · buyer + producer + physical system
Project queues, product certification, server/UPS/storage/network BOMs, water and emissions, tenders, trade, construction, supplier revenue, climate, and physical risk. Each card states its signal, cadence, access path, and authority so a forecast is never mistaken for a transaction or a certified model.
25new research feeds1backup power1climate3compute1construction demand1cooling1environmental permits1equipment compliance1facility performance1grid carbon2grid demand1grid pipeline1network1physical risk2power2procurement1project pipeline1storage1supplier demand1trade1water
air permitsVirginia
Virginia DEQ issued air permits for data centers
Statewide registry of every air permit issued to a data center in Virginia (backup diesel-generator permits): site name, registration number, issuance date, program type and county, with 198 rows as of July 6, 2026. Bot-blocked; scraping requires a browser-like session.
atmospheric compute studyAtmosphere / stratosphere
Data Center-Enabled High Altitude Platforms research
Research proposal for a flying data-center-enabled high-altitude platform, including energy, solar, thermal, communication, and offloading analysis. It is a study, not a deployment record.
atmospheric edgeStratosphere / global
Airbus / AALTO Zephyr HAPS
Primary platform source for the solar-electric Zephyr HAPS operating above 60,000 feet with earth-observation and connectivity payloads. It is tracked as an airborne compute-adjacent platform, not a data center.
atmospheric edgeStratosphere / Japan
SoftBank HAPS / Sceye stratospheric platform
Primary HAPS source covering Sunglider testing at 19 km, Sceye long-duration platform, solar power, payloads, and planned pre-commercial communications service. HAPS is tracked as atmospheric edge infrastructure, not a full data center.
backup_powerVehicles, engines, and equipment subject to U.S. EPA certification
EPA Annual Engine and Equipment Certification Data
Lets backup-generator RFPs connect engine families to certified emissions characteristics before air-permit screening.
capacity + congestionNetherlands
Netbeheer Nederland national capacity map + large-user queue
National capacity map for large users: available transport capacity, congestion, queue counts, and requested MW by supply area. It is a constraint and connection-readiness source, not a data-center project list.
capacity pricesPJM (13 US states + DC)
PJM RPM Base Residual Auction results
Official PJM capacity-market auction library with results, supply curves and planning parameters for every delivery year back to 2007/08. The 2027/2028 BRA cleared at $333.44/MW-day RTO-wide (up from $329.17), with total cleared-capacity cost of $16.4B.
capex disclosureUS-listed companies (global operations)
SEC EDGAR XBRL API — hyperscaler and DC-REIT capex
Free JSON APIs over every SEC filing: the XBRL company-concept endpoint returns full quarterly time series of tagged line items such as purchases of property and equipment for Microsoft, Alphabet, Amazon, Meta and the data-center REITs. Filings appear within minutes of release; a descriptive User-Agent header is required.
capex trackerglobal
Synergy Research hyperscale capex and capacity articles
Paid-tracker firm publishing headline numbers free in its article stream: hyperscale operator capex of $142B in Q3 2025, 1,297 hyperscale data centers worldwide with 770 in pipeline, and US share of hyperscale capacity at 55%.
climateUnited States and global observing stations, dataset-dependent
NOAA Climate Data Online Web Services
Supports free-cooling hours, design-day temperature, evaporative-water stress, flood/precipitation, and long-run climate-normal comparisons.
computeAMD Instinct MI355X accelerator
AMD Instinct MI355X Specifications
Enables transparent GPU-only load and memory arithmetic while exposing what a full platform RFP still must specify.
computeENERGY STAR-certified enterprise server models sold in the United States
ENERGY STAR Certified Enterprise Servers
Turns CPU, memory, PSU, and measured efficiency claims into a comparable machine-readable buying universe.
computeGB300 NVL72 AI factory reference design
NVIDIA GB300 NVL72 Enterprise Reference Architecture
Provides a defensible bridge from AI capacity targets to rack count, memory, network ports, liquid cooling, and electrical scope.
connection capacityGreat Britain
National Grid ESO / NESO Connections 360
Maps signed connection projects and high-/low-voltage sites with contracted capacity. It can inform location and queue diligence for large loads, but it does not publish a data-center-specific queue and access requires registration.
construction spendingUnited States
Census Construction Put in Place — data center line item
Official monthly survey of US construction spending with a dedicated private 'Data center' line, published as machine-readable XLSX (seasonally adjusted annual rate plus unadjusted history). May 2026 preliminary shows $59.3B SAAR, exceeding all general office construction.
construction_demandUnited States
U.S. Census Construction Spending (VIP) API
Provides the clearest official monthly buyer-side index of dollars flowing into U.S. data-centre construction.
coolingParticipating datacom cooling product families
AHRI Datacom Cooling Certification Directory
Moves cooling RFPs from marketing claims toward comparable, third-party-certified thermal performance.
cooling surveyglobal
Uptime Institute Cooling Systems Survey
Annual survey (1,033 respondents in 2025) of data-center cooling technology mix, including direct liquid cooling adoption at 22% of organizations, DLC drivers and barriers, and the rack-density threshold at which operators expect air cooling to fail.
crypto load proxyworldwide, with US state breakdown
Cambridge Bitcoin Electricity Consumption Index (CBECI)
Daily model-based estimate of Bitcoin network electricity consumption with a free CSV download API (134.19 TWh annualised best guess as of 2026-07-11) and a companion mining map with country and US-state hashrate shares. CC BY-NC-SA licensed.
data-center connectionIreland
EirGrid data-center demand connections (DCCOPP v3)
Official data-center connection policy, application form, technical assessment, constrained-area criteria, demand fees, maximum-import-capacity process, and energisation prerequisites. Individual applications are not published as a public queue.
demand projectionglobal (US/China/Europe breakouts)
IEA Energy and AI report
IEA's dedicated study of data-centre and AI electricity demand: ~415 TWh consumed globally in 2024 (~1.5% of world electricity), projected to ~945 TWh by 2030, with US at 45% of 2024 consumption and China at 25%. Underlying dataset downloadable from the report page.
demand responseTexas (ERCOT)
ERCOT Emergency Response Service procurement results
ERCOT's paid emergency curtailment program in which qualified loads commit MW deliverable in 10 or 30 minutes, procured four times per year; awarded MW and cost by service type are posted per contract term via the NP3-144-M data product.
efficiency registryEuropean Union
EU Energy Performance of Data Centres reporting scheme (EED Art. 12)
Mandatory EU-wide reporting scheme requiring every data centre with >=500 kW IT demand to report PUE, WUE, energy-reuse and renewable factors to a European database each May, with an aggregated public dashboard and periodic assessment report. Commission reporting puts EU data-centre electricity use at 70 TWh in 2024.
energy modelUnited States
LBNL 2024 United States Data Center Energy Usage Report
DOE-commissioned bottom-up model of US data-center electricity use: 176 TWh in 2023 (4.4% of US electricity), projected to 325-580 TWh (6.7-12%) by 2028, with server/storage/network/cooling component breakdowns. Companion free benchmarking tools (DC Pro, PUE estimators) hosted on the same site.
environmental_permitsU.S. federally regulated facilities and delegated state-program records
EPA ECHO Web Services
Creates a repeatable environmental diligence layer around candidate campuses, generators, cooling discharge, and nearby industrial burden.
equipment trackerglobal
Dell'Oro Group press room — data center infrastructure trackers
Free press releases carrying hard numbers from paid quarterly trackers: data center physical infrastructure (power/cooling) revenue ~$12B in 1Q 2026 (+28% YoY, thermal management +~50%), and data center semiconductor/component revenue +116% YoY.
equipment_complianceFederally regulated commercial and industrial equipment
DOE Compliance Certification Database
A procurement-grade cross-check for whether specified power and mechanical equipment has filed required federal certifications.
facility pipelineVirginia
Piedmont Environmental Council Virginia data centers map
Continuously maintained ArcGIS web map of existing, under-construction and proposed data centers across Virginia, compiled from county land-use filings, with a companion diesel-generator air-quality map. A regional nonprofit tracker, but widely cited as the de-facto state dataset.
facility_performanceEU data centres within the directive's reporting scope
EU Data Centre Energy Performance Reporting Database
Creates a mandatory, comparable facility-performance layer spanning electricity, water, efficiency, and waste-heat indicators.
factory ordersUnited States
Census M3 — electrical equipment new and unfilled orders (NAICS 335)
Monthly Manufacturers' Shipments, Inventories and Orders survey with downloadable XLSX tables breaking out NAICS 335 electrical equipment: May 2026 advance shows new orders of $18.4B and unfilled orders of $54.6B (+5.9% YoY NSA).
forecast + connection reportingNew Zealand
Transpower Te Kanapu data-center insights + connection reporting
System-planner data-center capacity scenarios and connection diligence. The companion connection-reporting process records proponent, site, coordinates, capacity, projected demand, commissioning date, and project stage; detailed portal access is controlled.
forecast + firm capacitySingapore
Singapore Demand & Supply Outlook / new generation RFP
Primary demand-and-supply planning and firm-generation procurement signal. EMA identifies data centers and semiconductors as high-demand drivers; it does not identify individual data-center projects.
forecast + large-load validationPJM — United States
PJM data-center forecast + load adjustment evidence
Current long-term forecast report, tables, data workbook, data-center accuracy report, and load-adjustment evidence. PJM vets large-load requests for commitments and double-counting; this is a forecast and validation source rather than a public queue.
forecast + system planAustralia
AEMO digital-demand integration + 2026 Integrated System Plan
Official system-planning entry point for data-center demand integration, connection processes, forecast development, and the 2026 ISP modelling/data workbooks. It is a planning source, not a public project queue.
grid_carbonU.S. electric power sector
EPA Emissions & Generation Resource Integrated Database (eGRID)
Supports location-based carbon, marginal procurement context, and grid-resource-mix comparisons without relying on vendor sustainability claims.
grid_demandU.S. balancing authorities and planning areas subject to Form 714
FERC Form No. 714
Adds hourly and forecast load context for testing whether data-center requests are large relative to the system that must serve them.
grid_demandU.S. electric utilities and balancing authorities
EIA Form 861 Electricity Data
Provides the denominator and utility-level context needed to compare proposed hyperscale load with existing customers, sales, and programs.
grid_pipelineNational Electricity Market, with current concentration in New South Wales and Victoria
AEMO Data Centre Connection Pipeline
Offers a rare operator-published leading indicator: projects in application, approval, and implementation before they appear in metered demand.
historical load + generationUnited States
NREL ARPA-E PERFORM load, wind, and solar profiles
Time-coincident load, wind, and solar generation profiles. ERCOT actuals cover 2017-2018; NYISO/MISO/SPP actuals cover 2018-2019. Includes deterministic and probabilistic forecasts for existing sites and projected capacity-growth scenarios derived from interconnection-queue proposals.
interconnection queueUnited States
LBNL Queued Up: US interconnection queue dataset
The canonical US-wide interconnection-queue dataset covering all 7 ISOs/RTOs plus ~50 non-ISO utilities (~98% of US generating capacity), with project-level Excel data on capacity by fuel, status, region, queue duration and completion rates. The 2026 edition covers ~8,200 active projects with data through end-2025.
large-load operationsCentral United States
MISO large-load operational forecasting requirements
Operator requirements and planning context for non-conforming large loads, including data centers and advanced manufacturing. Useful for operational-readiness signals; it is not a public, project-level queue.
large-load queueItaly
Terna Econnextion grid connection requests dashboard
Monthly dashboard of high-voltage connection requests to the Italian grid that explicitly breaks out data centers as a consumer-load category, with request counts, GW and authorisation status navigable to regional/provincial level. Bulk files available via the portal's Download Center.
large-load queueNew York (NYISO)
NYISO interconnection queue (incl. load facilities)
Public interconnection queue spreadsheet whose scope explicitly includes new and materially modified load facilities alongside generation and transmission, with queue position, MW, zone, status and dates per project.
large-load queueNorway
Statnett capacity reservations + mature connection queue
Transmission-system connection data published from Statnett’s connection database: reserved capacity and mature queue projects by company, industry category, MW volume, location, and planned completion. Category filtering can surface data-center / industrial demand where disclosed.
large-load queueTexas — United States
ERCOT Large Load Interconnection (LLI) + LLWG
Project-scale large-load request workflow, study and fee milestones, energisation path, status materials, and committee records. This is the current deepest public data-center / large-load queue in the registry.
large-load queue + adequacyIreland and Northern Ireland
EirGrid / SONI large-demand system evidence
Primary system-operator paper with operating data-center peak demand, contracted capacity, demand share, connection applications, technical constraints, and 2032 adequacy scenarios. Some figures combine data centers with other new-technology loads and are labelled that way in Grid Watch.
market vacancyglobal (~16 major markets, North America detail)
CBRE Global and North America Data Center Trends
Free brokerage research with market-by-market vacancy, net absorption MW, under-construction MW and asking-rate trends; the 2026 edition reports North America top-4 net absorption of 2,236 MW in Q1 2026 and Northern Virginia vacancy of 0.3%.
memory disclosureUnited States / global
Micron quarterly results via SEC EDGAR
Quarterly earnings 8-Ks on EDGAR with detailed HBM product and supply disclosures; FQ3-2026 revenue was $41.46B vs $9.30B a year earlier, with HBM4 in high-volume shipment and FQ4 guidance of ~$50B. EDGAR is the bot-friendly path (Micron's IR site times out).
memory spot pricesglobal
DRAMeXchange spot price board
Daily DRAM and NAND flash spot prices by part (DDR5/DDR4 by density, NAND) plus the DXI market index, updated intraday; DDR5 16Gb averaged $47.80 on July 10, 2026.
networkENERGY STAR-certified large network equipment
ENERGY STAR Certified Large Network Equipment
Adds the often-missed network portion of IT load and makes RFP shortlists auditable at model level.
network infrastructureworldwide
TeleGeography Submarine Cable Map GeoJSON API
The industry-standard submarine cable map exposes free unauthenticated GeoJSON endpoints for cable routes and landing points (695 cable systems and 1,917 landing points verified on 2026-07-12), with per-cable owner, length and ready-for-service metadata.
nuclear ppaUnited States (PJM, MISO)
Constellation Energy newsroom — data-center nuclear PPAs
Primary press releases for the flagship operating-fleet nuclear PPAs with data-center buyers: Microsoft-Crane Clean Energy Center (~835 MW Three Mile Island restart, 20-year) and Meta-Clinton (1,121 MW, 20-year from June 2027), with MW and duration on-page.
ocean computeChina
Highlander / HiCloud undersea data-center platform
Vendor and deployment source for underwater intelligent computing cabins, private cloud, undersea data centers, deployment projects, and the 2026 marine computing-power / offshore-energy partnership.
ocean computePacific Ocean and North Sea
Microsoft Project Natick — subsea data-center research record
Primary mission record for the two underwater prototypes: deployment, retrieval, power, rack/server payload, storage, reliability, water use, and the current research-stage status.
ocean computeUnited States / United Kingdom / Norway
Subsea Cloud Project OTTO
Commercial subsea data-center platform describing modular build, deployment, maintenance, cooling, connectivity, and public performance claims. No public MW or operating customer count is assumed.
oem backlogglobal (US-heavy demand)
Siemens Energy quarterly earnings — orders and backlog
Quarterly disclosure of orders (record €17.7B in Q2 FY2026), order backlog (€154B) and book-to-bill (1.72) by segment; Grid Technologies covers HVDC, switchgear and grid-connection equipment with US-driven growth.
oem backlogglobal (US-heavy)
GE Vernova quarterly earnings — gas turbine GW slot reservations
Quarterly disclosure of total orders ($18.3B in Q1 2026), total backlog ($163B) and, uniquely, gas power equipment backlog plus slot-reservation agreements in GW (83 to 100 GW during Q1 2026, guiding to 110+ GW by end-2026).
operating fleetUnited States
EIA Form 860 — Annual Electric Generator Inventory
Generator-level inventory: nameplate capacity, fuel type, owner/utility, in-service and planned/actual retirement dates, prime mover, technology, and environmental equipment. Texas/ERCOT plants are a filterable state subset, not a separate file.
opposition trackerUnited States
Data Center Watch quarterly opposition report (10a Labs)
Quarterly tracker of US data-center projects blocked or delayed by local opposition, moratorium proposals and state legislation; Q1 2026 counted at least 75 projects worth ~$130B blocked or delayed, with 300+ state bills filed in six weeks. Note the name collision with datacentr.net's own branding — attribute carefully.
orbital computeLEO / ISS
Axiom Space Orbital Data Centers
Primary orbital data-center program record covering AxDCU-1, the first two free-flying ODC nodes launched January 11, 2026, optical links, the ISS node roadmap, and long-term kilowatt-to-megawatt expansion intent.
physical_riskUnited States, county and Census-tract geographies
FEMA National Risk Index Data
Adds a consistent multi-hazard screen for flood, hurricane, wildfire, heat, winter weather, earthquake, and other correlated siting risks.
powerENERGY STAR-certified UPS products
ENERGY STAR Certified Uninterruptible Power Supplies
Supports primary/secondary/tertiary power-chain scoping with comparable UPS ratings and part-load efficiency.
powerU.S. liquid-immersed, low-voltage dry-type, and medium-voltage dry-type distribution transformers
DOE Distribution Transformer Standards and Test Procedures
Anchors transformer efficiency, compliance, and replacement assumptions while supplier lead-time signals are assessed elsewhere.
ppa pricesNorth America (separate Europe edition)
LevelTen PPA Price Index quarterly summaries
Quarterly P25 solar/wind PPA offer-price index built from marketplace offers across AESO, CAISO, ERCOT, MISO, PJM and SPP; public posts carry directional QoQ/YoY changes each quarter (Q1 2026: P25 solar +4.6% QoQ, wind +8% QoQ), with absolute levels subscriber-only.
procurementTenders Electronic Daily notices across the EU and associated jurisdictions
TED Search API
Provides an open, cross-border buyer-intent feed for data-centre construction and equipment with both pre-award and award-stage evidence.
procurementU.S. federal contract opportunities
SAM.gov Get Opportunities Public API
Surfaces buying intent and RFP language for servers, accelerators, cooling, UPS, generators, substations, construction, and operations before awards.
producer pricesUnited States
BLS Producer Price Index API — grid equipment and electrical series
Official monthly producer price indexes via free JSON API for transformers (PCU335311335311), switchgear/switchboards (PCU335313335313) and electrical contractors on nonresidential work (PCU23821X23821X). Transformer PPI is up ~5.5% YoY as of May 2026 and has more than doubled since pre-2020.
project_pipelineTexas projects participating in the qualifying data-centre sales-tax exemption
Texas Qualifying Data Centers Registry
A direct project and customer-identity signal that appears earlier than many commercial inventory datasets and can be reconciled to permits and grid requests.
regulatory docketUnited States (federal)
FERC large-load co-location dockets (AD24-11 / EL25-49)
FERC's generic proceeding on large loads co-located at generating facilities (AD24-11) plus the related company-specific dockets (Talen/AWS ISA amendment, BGE/PECO/ComEd/Pepco filings) and the EL25-49 show-cause proceeding on PJM co-location rules. Full filing history available via FERC eLibrary docket sheets.
reliability + adequacyNorth America
NERC Long-Term Reliability Assessment
North American reliability assessment with planner-submitted demand forecasts, large-load / data-center growth, resource-adequacy risk, and regional exposure. The source is a validated planning outlook, not an interconnection queue.
retail pricesUnited States (50 states + DC)
EIA Electric Power Monthly — industrial retail price by state
Monthly average retail electricity price by state and sector with YoY comparison (Table 5.6.A); April 2026 shows US industrial average 8.66 c/kWh, Texas 6.33, Virginia 9.86. Also queryable via the EIA v2 API for automation.
semiconductor billingsglobal (4 regions)
WSTS historical semiconductor billings dataset
Free downloadable Excel of monthly worldwide semiconductor billings by region spanning four decades, updated monthly from the WSTS Blue Book; latest data May 2026. This is the machine-readable series behind SIA's monthly press numbers ($120.6B in May 2026, +104.1% YoY).
semiconductor revenueTaiwan / global
TSMC monthly revenue disclosure
Statutory monthly revenue disclosure (NT$ millions, MoM/YoY, YTD) published around the 10th of each month; May 2026 revenue was up 30.1% YoY. TSMC fabricates nearly all NVIDIA/AMD accelerator dies.
storageENERGY STAR-certified block-I/O data-center storage products
ENERGY STAR Certified Data Center Storage
Connects storage architecture and capacity procurement to measured energy characteristics rather than nameplate guesses.
supplier_demandTWSE-listed companies, including major ODM and semiconductor suppliers
TWSE OpenAPI
Creates a high-frequency producer-side view of AI server, PCB, power, cooling, and semiconductor demand before annual financial statements.
system planJapan
OCCTO electricity supply plan aggregation (Japan)
Japan's cross-regional grid coordinator publishes English editions of the annual Aggregation of Electricity Supply Plans and seasonal supply-demand outlooks, with 10-year demand and capacity projections for the 10 service areas; data-center and chip-fab demand upgrades surface here first.
tax abatementsUnited States (state + local)
Good Jobs First Tax Break Tracker (GASB 77)
Searchable database of GASB 77 tax-abatement disclosures from state and local government financial statements, FY2015-FY2025, covering all 50 states plus major localities; a companion April 2026 report quantifies data-center-specific losses (Georgia $2.5B, Virginia $1.94B, Texas $1B per year).
tradeOfficial U.S. merchandise trade statistics
USITC DataWeb Query API
Measures physical supply flow and price/value pressure for transformers, switchgear, generators, chillers, servers, semiconductors, and optical equipment.
transformer supplyUnited States
Wood Mackenzie North America transformer market releases
Free press-release summaries of Wood Mackenzie's paid transformer supply and lead-time survey: 30% power-transformer and 10% distribution-transformer supply deficits in 2025, demand +116% since 2019, imports covering 80% of power-transformer supply, and average lead times around 120 weeks.
underground computeItaly
Intacture active-mine data center
Company announcement for an operating data center approximately 100 meters below the surface inside an active mine in Val di Non.
underground computeNorway
Green Mountain SVG-Rennesøy mountain-hall data center
Operating high-security data center in converted mountain halls / former NATO ammunition storage, with published site capacity, space, PUE, grid supplies, and build-out description.
underground computeNorway
Lefdal Mine Data Centers facility
Operating underground data-center campus in a former mine with published chambers, white-space potential, levels, power backbone, and 80 MW Level 3 capacity.
underground computeSweden
Bahnhof Pionen underground data center
Operating Stockholm data center built inside a former Cold War civil-defense / nuclear fallout shelter, with published security, connectivity, cooling, and operations detail.
underground computeSwitzerland
Swiss Fort Knox underground data center
Operating secure underground data-storage / data-center infrastructure in former Swiss military bunkers in the Alps.
underground computeUnited States
Iron Mountain Western Pennsylvania WPA-1
Operating colocation site 220 feet underground in a former limestone mine, with published 15.5 MW power capacity, 330,000 square feet, geothermal cooling, utility, and connectivity.
waterUnited States monitoring network
USGS Water Data APIs
Makes watershed availability, drought response, intake/discharge context, and cooling-water risk measurable at site scale.
water disclosureglobal (Google owned/operated data centers)
Google Environmental Report (data center water, site-level)
Annual environmental report disclosing total operational water (2024: 11,011 million gallons withdrawn, 8,135 consumed, +28% YoY), 64% freshwater replenishment, and per-site water data across Google's data center cities.
water stressUnited States
US Drought Monitor data downloads
Weekly national drought classification (D0-D4) with downloadable statistics by state, county and urban area, DSCI index, GIS shapefiles and web services for programmatic pulls.
wholesale pricesUnited States (7 major hubs)
EIA Wholesale Electricity Market Data (ICE day-ahead hub prices)
Free republication of ICE-traded daily day-ahead firm power prices (weighted-average index, high/low, volume) at seven hubs including ERCOT North and PJM West, with current-year and multi-year XLSX archives.
wue disclosureglobal (Meta owned data centers)
Meta Environmental Data Index (fleet WUE/PUE and water tables)
Machine-readable appendix to Meta's annual sustainability report with 2020-2024 time series for data-center WUE (0.30 down to 0.19 L/kWh), PUE (1.10 to 1.08), water withdrawal by source in megaliters, and withdrawals from high-water-stress areas.
wue disclosureglobal (Microsoft owned fleet)
Microsoft datacenter efficiency disclosures (PUE/WUE by region)
Official fleet efficiency page publishing PUE and WUE for Microsoft's owned datacenter fleet, globally and by Americas/EMEA/APAC, for the last two fiscal years: FY25 global WUE 0.27 L/kWh and PUE 1.17.
Data center jobs direct employer · sponsored backfill
Critical-facilities, MEP, commissioning, and operations roles from public Greenhouse, Lever, and Ashby boards — plus optional sponsored listings when Adzuna keys are configured. No Indeed or LinkedIn scraping.
Prepare for these roles
- Uptime Institute — CDCTP training — operations & facilities certification path
Weekly digest
Pro database
Project-level LLI tracking, county permits, CSV/API export, docket alerts.
Open pro database Free while in beta