Snapshot · built Oct. 22, 2026 · research as of Oct. 20

America's AI data-center buildout, from the ground up

Every large campus we track, built from permits, utility filings, court records, business registries, city meetings and satellite imagery.

222 GW
of planned IT capacity at full build-out, across 313 campuses of 100 MW or more
about 11.8 GW
of IT capacity in service at 62 campuses (55 of them 100 MW or more: 11.3 GW)
Installed capacity, mostly estimated from satellite imagery and permits; 12 more campuses are in service with no figure yet.
96 GW
of planned IT capacity plans to use on-site gas, alone or as a bridge to the grid: 47% of the 204 GW whose power plan is on record (87 of 270 campuses of 100 MW or more)
On record = a plan we rate high or medium confidence. The other 18 GW: 6 GW with no plan on record and 12 GW with a plan we rate low-confidence. The map’s Power filter counts every campus and every plan.
48 GW
of planned IT capacity is at campuses facing an open lawsuit or permit appeal: 22% of the total (46 of the 313 campuses). Counting cases since closed, 53 GW (24%, 57 campuses) has faced at least one.

How 11.8 GW compares. Epoch AI’s 77 US sites total 11.9 GW; we leave out 1.1 GW not yet confirmed live, add 0.6 GW at campuses Epoch does not track, and adjust a few sites to operator figures (+0.3 GW). Epoch reckons its sites hold about 44% of the world’s AI compute (its estimate as we read it, Oct. 2026), so all US AI capacity is roughly twice our figure (about 20–30 GW). SemiAnalysis’s ~56 GW counts every US data center, not just AI. Epoch AI, ‘AI data centers’ SemiAnalysis, Sept. 2026

Map

Where the gigawatts are

Every active campus we track, of every size, at its location. Dot area is planned IT capacity at full build-out; color is how far along the campus is. Click a state (on a phone, tap it) to zoom in, then hover or tap a dot for its card. The filters narrow the map and the two charts under it.

Showing 410 campuses · 222 GW planned IT

Alaska (smaller scale)
OperatingUnder constructionPermitted / approvedEarly (announced, land)Dot area = planned IT:100 MW1 GW5 GW

6 campuses (3.6 GW) with no location on record count in the figures but are not on the map. Campuses placed at their county’s center are approximate; their cards say so.

Where the planned GW stands

Operating (live IT)62 campuses
11.8 GW
Under construction163 campuses
99 GW
Permitted / approved118 campuses
65 GW
Early (announced, land)111 campuses
46 GW

Adds up to 222 GW of planned IT. Operating counts only the reviewed live IT capacity; the rest of a partly live campus counts as under construction, so a campus can appear in both rows.

Every campus on the map counts here, of every size, including 85 campuses that state no size (counted, with no gigawatts). The Pipeline and Power mix charts below count only campuses of 100 MW and up, each once at its furthest stage and at its full planned IT, so their campus counts and gigawatts differ from these.

Power path

Grid only291 campuses
121 GW
Grid + on-site gas bridge22 campuses
9.6 GW
On-site gas as primary supply74 campuses
86 GW
Grid + on-site prime generation1 campus
0 GW
Unknown22 campuses
6.0 GW

On-site technology at the 96 GW that plans on-site gas or a prime plant (every size; each campus counted once, a mix of technologies in its own row)

Gas turbines25 campuses
33 GW
Reciprocating engines15 campuses
19 GW
Fuel cells10 campuses
4.9 GW
Mixed (two or more of these)8 campuses
8.8 GW
Other (steam or coal plant)3 campuses
864 MW
Not stated36 campuses
29 GW

Planned IT by how the campus plans to get power. On-site technology counts the prime or bridge plant only. Every campus and every plan counts here (96 campuses plan on-site gas), including plans we rate low-confidence; the on-site gas headline at the top counts only campuses of 100 MW and up with a high- or medium-confidence plan (87 campuses).

Pipeline

Where the capacity actually is

Campuses of 100 MW and up, by the furthest stage the evidence supports. Bars show planned IT capacity at full build-out. First building in service counts the 61 campuses of 100 MW and up with a building in service, at full planned IT (55 of them have a reviewed live figure); the 11.8 GW headline counts the 62 campuses of every size that have one.

Announced · 32 campuses
21.8 GW
Land or project company · 25 campuses
24.0 GW
Zoning & approvals · 78 campuses
52.2 GW
Permits issued · 17 campuses
13.2 GW
Site work · 45 campuses
46.1 GW
Vertical construction · 55 campuses
35.9 GW
First building in service · 61 campuses
28.6 GW

Off track

Planned IT capacity. Cancelled campuses are not in the stages above; stalled ones are, at the stage they reached.

Cancelled · 22 campuses
12.8 GW
Stalled · 15 campuses
11.6 GW

Live IT capacity, by lab, since 2022, split by Epoch AI’s chip tags

Hover or tap the chart for any month’s total and each lab’s megawatts. The chart below splits the same live capacity by our own contract records instead, so a lab’s figure can differ between the two: Epoch tags who uses each batch of chips, while our records follow who signed for each campus.

02571012GW20222023202420252026Other 1.2 GWAmazon 0.8 GWMicrosoft 1.4 GWMeta 1.5 GWxAI 1.2 GWGoogle 3.0 GWAnthropic 1.2 GWOpenAI 1.5 GW
02571012GW20222023202420252026Other 1.2Amazon 0.8Microsoft 1.4Meta 1.5xAI 1.2Google 3.0Anthropic 1.2OpenAI 1.5
OpenAIAnthropicGooglexAIMetaMicrosoft (own use)Amazon (own use)Other

Reviewed live IT capacity at every campus on this page, month by month, split by the lab using the compute; it ends at the 11.8 GW in the headline figure. Timing and users come from Epoch AI’s timelines for the 50 campuses it tracks that our review counts as in service. Where Epoch’s current figure differs from ours (7 campuses, most at AWS New Albany: Epoch 213 MW, ours 480 MW), the campus’s Epoch timeline is scaled to end at ours. 12 campuses Epoch does not track (0.6 GW) enter at their first in-service date at today’s live capacity; Epoch sites our review does not count as in service (1.1 GW on Epoch’s figures) are left out. Attribution is approximate: Epoch tags the users of each batch of chips, and a batch naming several users is split by Epoch’s confidence. Where Epoch names no lab, the campus’s customer line decides; capacity with no lab named stays in Other. Microsoft and Amazon (own use) are chips Epoch tags to the cloud company itself, some of it rented out. Epoch counts Anthropic as a confirmed user of Colossus 1 and 2, alongside xAI. No live capacity is tagged to Oracle’s own use: Oracle-built sites count under the lab using them. Data: Epoch AI, ‘AI data centers’ (CC BY 4.0)

Ground-up: gigawatts by lab from our contract records, now and at the end of 2027

Built campus by campus from our own records, not from Epoch: the contracts that say who uses each campus (for example Crusoe → Oracle → OpenAI at Abilene), and the reviewed live IT capacity behind the headline figure (11.8 GW today). Epoch AI’s chip tags, which drive the chart above, are used only as a check (the diamonds). The end-2027 base case moves each campus to our estimated first-power date and ramps it at the pace our in-service campuses have shown, weighted by the odds it gets built: 32.3 GW in all. The low case adds the delays we have seen (18.1 GW); the high case takes the earliest dates and fastest ramps with no risk weighting (58.3 GW).

012345678 GWGW now · end-2027GoogleGoogle: 2.99 GW live now (15 campuses)Google: 5.16 GW at end-2027, base case (low 3.97, high 6.75)Google: 2.99 GW on Epoch AI's chip tags, same campuses3.0 now5.2 (4.0–6.7)MetaMeta: 1.37 GW live now (9 campuses)Meta: 3.20 GW at end-2027, base case (low 2.06, high 5.35)Meta: 1.51 GW on Epoch AI's chip tags, same campuses1.4 now3.2 (2.1–5.4)AmazonAmazon: 0.87 GW live now (3 campuses)Amazon: 3.07 GW at end-2027, base case (low 1.43, high 6.08)Amazon: 0.76 GW on Epoch AI's chip tags, same campuses0.9 now3.1 (1.4–6.1)AnthropicAnthropic: 1.46 GW live now (3 campuses)Anthropic: 3.03 GW at end-2027, base case (low 1.93, high 3.88)Anthropic: 1.20 GW on Epoch AI's chip tags, same campuses1.5 now3.0 (1.9–3.9)OpenAIOpenAI: 0.92 GW live now (3 campuses)OpenAI: 2.42 GW at end-2027, base case (low 1.66, high 3.84)OpenAI: 1.48 GW on Epoch AI's chip tags, same campuses0.9 now2.4 (1.7–3.8)MicrosoftMicrosoft: 1.12 GW live now (8 campuses)Microsoft: 2.32 GW at end-2027, base case (low 1.79, high 2.94)Microsoft: 1.43 GW on Epoch AI's chip tags, same campuses1.1 now2.3 (1.8–2.9)xAIxAI: 0.74 GW live now (2 campuses)xAI: 1.50 GW at end-2027, base case (low 1.50, high 1.50)xAI: 1.16 GW on Epoch AI's chip tags, same campuses0.7 now1.5 (1.5–1.5)Other named usersOther named users: 0.15 GW live now (5 campuses)Other named users: 0.65 GW at end-2027, base case (low 0.31, high 0.82)0.2 now0.7 (0.3–0.8)UnattributedUnattributed: 2.16 GW live now (19 campuses)Unattributed: 4.88 GW at end-2027, base case (low 2.29, high 7.38)2.2 now4.9 (2.3–7.4)No tenant named yetNo tenant named yet: 6.12 GW at end-2027, base case (low 1.14, high 19.77)0.0 now6.1 (1.1–19.8)
02468 GWGoogle3.0 now → 5.2 (4.0–6.7)Google: 2.99 GW live now (15 campuses)Google: 5.16 GW at end-2027, base case (low 3.97, high 6.75)Google: 2.99 GW on Epoch AI's chip tags, same campusesMeta1.4 now → 3.2 (2.1–5.4)Meta: 1.37 GW live now (9 campuses)Meta: 3.20 GW at end-2027, base case (low 2.06, high 5.35)Meta: 1.51 GW on Epoch AI's chip tags, same campusesAmazon0.9 now → 3.1 (1.4–6.1)Amazon: 0.87 GW live now (3 campuses)Amazon: 3.07 GW at end-2027, base case (low 1.43, high 6.08)Amazon: 0.76 GW on Epoch AI's chip tags, same campusesAnthropic1.5 now → 3.0 (1.9–3.9)Anthropic: 1.46 GW live now (3 campuses)Anthropic: 3.03 GW at end-2027, base case (low 1.93, high 3.88)Anthropic: 1.20 GW on Epoch AI's chip tags, same campusesOpenAI0.9 now → 2.4 (1.7–3.8)OpenAI: 0.92 GW live now (3 campuses)OpenAI: 2.42 GW at end-2027, base case (low 1.66, high 3.84)OpenAI: 1.48 GW on Epoch AI's chip tags, same campusesMicrosoft1.1 now → 2.3 (1.8–2.9)Microsoft: 1.12 GW live now (8 campuses)Microsoft: 2.32 GW at end-2027, base case (low 1.79, high 2.94)Microsoft: 1.43 GW on Epoch AI's chip tags, same campusesxAI0.7 now → 1.5 (1.5–1.5)xAI: 0.74 GW live now (2 campuses)xAI: 1.50 GW at end-2027, base case (low 1.50, high 1.50)xAI: 1.16 GW on Epoch AI's chip tags, same campusesOther named users0.2 now → 0.7 (0.3–0.8)Other named users: 0.15 GW live now (5 campuses)Other named users: 0.65 GW at end-2027, base case (low 0.31, high 0.82)Unattributed2.2 now → 4.9 (2.3–7.4)Unattributed: 2.16 GW live now (19 campuses)Unattributed: 4.88 GW at end-2027, base case (low 2.29, high 7.38)No tenant named yet0.0 now → 6.1 (1.1–19.8)No tenant named yet: 6.12 GW at end-2027, base case (low 1.14, high 19.77)
Live now (solid)End-2027, base caseLow to high rangeEpoch AI’s tags, same campuses (check)

Whose models the compute serves: cloud capacity rented to others is not a lab’s own

The same live capacity as the chart above, re-cut by whose models it trains or serves. Amazon and Microsoft run most of their data centers as clouds rented to outside customers (Anthropic on AWS, OpenAI on Azure, thousands of companies on both), so that capacity is shown as rented cloud (2.0 GW now), not as an Amazon or Microsoft lab. Google and Meta mostly use their own campuses for their own models and services; some Google TPUs are rented to Anthropic.

0123456 GWGW now · end-2027OpenAIOpenAI: 0.92 GW live nowOpenAI: 2.42 GW at end-2027, base case0.9 now2.4AnthropicAnthropic: 1.46 GW live nowAnthropic: 3.03 GW at end-2027, base case1.5 now3.0Google (Gemini and its own services)Google (Gemini and its own services): 2.99 GW live nowGoogle (Gemini and its own services): 5.16 GW at end-2027, base case3.0 now5.2MetaMeta: 1.37 GW live nowMeta: 3.20 GW at end-2027, base case1.4 now3.2xAIxAI: 0.74 GW live nowxAI: 1.50 GW at end-2027, base case0.7 now1.5Cloud rented to others (AWS, Azure)Cloud rented to others (AWS, Azure): 1.99 GW live nowCloud rented to others (AWS, Azure): 5.39 GW at end-2027, base case2.0 now5.4No end customer namedNo end customer named: 2.32 GW live nowNo end customer named: 11.64 GW at end-2027, base case2.3 now11.6
0246 GWOpenAI0.9 now → 2.4OpenAI: 0.92 GW live nowOpenAI: 2.42 GW at end-2027, base caseAnthropic1.5 now → 3.0Anthropic: 1.46 GW live nowAnthropic: 3.03 GW at end-2027, base caseGoogle (Gemini and its own services)3.0 now → 5.2Google (Gemini and its own services): 2.99 GW live nowGoogle (Gemini and its own services): 5.16 GW at end-2027, base caseMeta1.4 now → 3.2Meta: 1.37 GW live nowMeta: 3.20 GW at end-2027, base casexAI0.7 now → 1.5xAI: 0.74 GW live nowxAI: 1.50 GW at end-2027, base caseCloud rented to others (AWS, Azure)2.0 now → 5.4Cloud rented to others (AWS, Azure): 1.99 GW live nowCloud rented to others (AWS, Azure): 5.39 GW at end-2027, base caseNo end customer named2.3 now → 11.6No end customer named: 2.32 GW live nowNo end customer named: 11.64 GW at end-2027, base case

Campus records only show which campuses a lab signed for or occupies. Most of OpenAI’s and Anthropic’s compute sits inside cloud fleets (Azure, AWS, Google Cloud, Oracle, CoreWeave) that do not name tenants building by building, so their campus totals here are floors.

OpenAI and Anthropic: total compute, and how much of it serves users (AI inference)

Company statements and analyst estimates, not our campus records. Totals are year-end gigawatts of compute available to each lab across every cloud and campus. The inference compute slice applies published estimates of the share of each lab’s compute that runs AI inference: about a quarter for OpenAI in 2024, roughly a third since, as training shifted from pre-training to post-training and reinforcement learning, which itself needs inference compute. Anthropic’s supply in 2026 is spread across AWS Trainium (nearly 1 GW by year-end, per Anthropic), Google TPUs (over 1 GW coming online in 2026), Azure and NVIDIA (up to 1 GW contracted) and capacity on xAI’s Colossus sites.

0123456GW2023OpenAI 2023: 0.2 GW total; no inference split published0.2n/a2024OpenAI 2024: training, post-training and research ≈ 0.4 GWOpenAI 2024: inference compute ≈ 0.2 GW (26% estimated share)0.6n/a2025OpenAI 2025: training, post-training and research ≈ 1.3 GWOpenAI 2025: inference compute ≈ 0.6 GW (33% estimated share)1.90.6Anthropic 2025: training, post-training and research ≈ 0.9 GWAnthropic 2025: inference compute ≈ 0.5 GW (33% estimated share)1.40.52026 est.OpenAI 2026 est.: training, post-training and research ≈ 3.1 GWOpenAI 2026 est.: inference compute ≈ 1.9 GW (37% estimated share)51.9Anthropic 2026 est.: training, post-training and research ≈ 3.1 GWAnthropic 2026 est.: inference compute ≈ 1.9 GW (37% estimated share)51.9OpenAIAnthropicsolid = inference compute · light = training & research · dashed = estimate
0123456GW2023OpenAI 2023: 0.2 GW total; no inference split published0.2n/a2024OpenAI 2024: training, post-training and research ≈ 0.4 GWOpenAI 2024: inference compute ≈ 0.2 GW (26% estimated share)0.6n/a2025OpenAI 2025: training, post-training and research ≈ 1.3 GWOpenAI 2025: inference compute ≈ 0.6 GW (33% estimated share)1.90.6Anthropic 2025: training, post-training and research ≈ 0.9 GWAnthropic 2025: inference compute ≈ 0.5 GW (33% estimated share)1.40.52026 est.OpenAI 2026 est.: training, post-training and research ≈ 3.1 GWOpenAI 2026 est.: inference compute ≈ 1.9 GW (37% estimated share)51.9Anthropic 2026 est.: training, post-training and research ≈ 3.1 GWAnthropic 2026 est.: inference compute ≈ 1.9 GW (37% estimated share)51.9OpenAIAnthropicsolid = inference compute · light = training & researchdashed = estimate

Sources: OpenAI CFO: 0.2 / 0.6 / ~1.9 GW at end-2023/24/25 (Jan 2026, via DCD) · Anthropic ~1.4 GW end-2025, ~5 GW end-2026 (press estimates) · SemiAnalysis (D. Patel, Aug 2026): both labs ~2 GW at the start of 2026, 5+ GW each by year-end · Epoch AI estimate of OpenAI 2024 compute spend: ~$7B, ~$1.8B of it AI inference · SemiAnalysis: inference compute share steady at roughly a third; pre-training moved to post-training (reported) · Anthropic: nearly 1 GW of Trainium online by end-2026 (company). The 2025 Anthropic and 2026 totals and every inference compute split are estimates (dashed); OpenAI’s 2023–2025 totals are the company’s own.

When the first buildings come into service

The company's stated first-power date for each campus, against our evidence-based estimate. 65 GW of planned IT (111 campuses) has no dated power path yet; our estimate for it is a default of 2029 or later, shown lighter below. 16 GW (25 campuses) is paused, stopped or a site program and carries no estimate, as on the campus pages.

Planned IT capacity at campuses with a first building in service, cumulative (GW)

Counts each campus's full planned build-out from its first building's in-service date; live capacity is smaller. Company dates vs. our estimate, on one set of 132 campuses (95 GW planned): the 61 already in service, which sit on both lines at their actual date, and 71 not yet in service with both a company first-power date and a dated estimate of ours.

020406080100 GW202420252026202720282029Company dates, by end of 2024: 11.6 GW planned ITCompany dates, by end of 2025: 21.6 GW planned ITCompany dates, by end of 2026: 39.1 GW planned ITCompany dates, by end of 2027: 68.5 GW planned ITCompany dates, by end of 2028: 92.4 GW planned ITCompany dates, by end of 2029: 95.3 GW planned ITCompany datesOur estimate (risk-weighted), by end of 2024: 10.8 GW planned ITOur estimate (risk-weighted), by end of 2025: 20.6 GW planned ITOur estimate (risk-weighted), by end of 2026: 28.6 GW planned ITOur estimate (risk-weighted), by end of 2027: 64.7 GW planned ITOur estimate (risk-weighted), by end of 2028: 83.2 GW planned ITOur estimate (risk-weighted), by end of 2029: 95.2 GW planned ITOur estimate(risk-weighted)10 GW behind by 2026
020406080100GW202420252026202720282029Company dates, by end of 2024: 11.6 GW planned ITCompany dates, by end of 2025: 21.6 GW planned ITCompany dates, by end of 2026: 39.1 GW planned ITCompany dates, by end of 2027: 68.5 GW planned ITCompany dates, by end of 2028: 92.4 GW planned ITCompany dates, by end of 2029: 95.3 GW planned ITCompany datesOur estimate (risk-weighted), by end of 2024: 10.8 GW planned ITOur estimate (risk-weighted), by end of 2025: 20.6 GW planned ITOur estimate (risk-weighted), by end of 2026: 28.6 GW planned ITOur estimate (risk-weighted), by end of 2027: 64.7 GW planned ITOur estimate (risk-weighted), by end of 2028: 83.2 GW planned ITOur estimate (risk-weighted), by end of 2029: 95.2 GW planned ITOur estimate(risk-weighted)10 GW behindby 2026

Each point is the running total by the end of that year; 2024 includes everything earlier. Both lines count the same 132 campuses. 2.4 GW (6 campuses) had a company date that has already passed with no building in service yet; they stay on the company line in the year the company promised and sit on ours in the year we estimate. Our line is risk-weighted: 1 of the 28 weakest campuses we reviewed sit on these lines, and each counts at the odds we give it of being built (Scannell Technology Park (Monticello, Minnesota), 10%), so 0.1 GW of planned IT counts as 0.0 GW; that takes 0.1 GW off our line by 2029. The other 27 reviewed campuses are not on either line: they are cancelled, stalled or paused, state no size, or have no company first-power date or no dated estimate. The company line is not weighted: it is what the companies claim. By the end of 2029 our line reaches 95.2 GW and the company line 95.3 GW. Ours ends 0.1 GW lower: 0.1 GW of risk weighting. Not shown: 102 GW (124 campuses) not yet in service with no company first-power date, and 24 GW (57 campuses) with a company date but no dated estimate of ours (no dated power path yet, or paused).

How late projects are running

Our estimate vs. the company's first-power date, for the 118 campuses (86 GW planned) not yet in service that have one (10 campuses that are paused, stopped or a site program are left out). Each bar: planned IT GW · number of campuses.

32 GW · 35 campusesEarly or on time27 GW · 18 campusesUp to 6 months late12 GW · 23 campuses6–12 months late9 GW · 21 campuses1–2 years late7 GW · 21 campusesMore than 2 years late
Early or on time35 campuses
32 GW
Up to 6 months late18 campuses
27 GW
6–12 months late23 campuses
12 GW
1–2 years late21 campuses
9 GW
More than 2 years late21 campuses
7 GW
Our date rests on dated evidenceOur date is the 2029-or-later default (no dated power path)

How long each step takes

The slowest step on record is from vertical construction to a first building in service: half the campuses that made it took more than 12 mo (20 campuses). The longest line is at zoning & approvals: 72 campuses are waiting for permits, a median 11 mo so far.

01 yr2 yrs3 yrs4 yrs1. Announced → land or project companymedian 4 mo · n=56 donewaiting so far: median 11 mo · n=28Announced → land or project company, completed: median 4 mo; middle half 2 mo–13 mo; 10th–90th percentile 1 mo–17 mo; 56 campusesAnnounced → land or project company, still waiting: median 11 mo so far; middle half 4 mo–22 mo; 10th–90th percentile 2 mo–30 mo; 28 campuses2. Land → zoning & approvalsmedian 6 mo · n=77 donewaiting so far: median 8 mo · n=22Land → zoning & approvals, completed: median 6 mo; middle half 2 mo–10 mo; 10th–90th percentile 1 mo–24 mo; 77 campusesLand → zoning & approvals, still waiting: median 8 mo so far; middle half 2 mo–12 mo; 10th–90th percentile 1 mo–20 mo; 22 campuses3. Approvals → permits issuedmedian 9 mo · n=32 donewaiting so far: median 11 mo · n=72Approvals → permits issued, completed: median 9 mo; middle half 4 mo–25 mo; 10th–90th percentile 2 mo–47 mo; 32 campusesApprovals → permits issued, still waiting: median 11 mo so far; middle half 6 mo–16 mo; 10th–90th percentile 2 mo–26 mo; 72 campuses4. Permits → site workmedian 3 mo · n=30 donewaiting so far: median 12 mo · n=17Permits → site work, completed: median 3 mo; middle half 1 mo–10 mo; 10th–90th percentile 0 mo–14 mo; 30 campusesPermits → site work, still waiting: median 12 mo so far; middle half 4 mo–14 mo; 10th–90th percentile 1 mo–30 mo; 17 campuses5. Site work → vertical constructionmedian 6 mo · n=55 donewaiting so far: median 5 mo · n=41Site work → vertical construction, completed: median 6 mo; middle half 2 mo–12 mo; 10th–90th percentile 1 mo–21 mo; 55 campusesSite work → vertical construction, still waiting: median 5 mo so far; middle half 3 mo–11 mo; 10th–90th percentile 1 mo–13 mo; 41 campuses6. Vertical → first building in servicemedian 12 mo · n=20 donewaiting so far: median 7 mo · n=54Vertical → first building in service, completed: median 12 mo; middle half 7 mo–17 mo; 10th–90th percentile 2 mo–24 mo; 20 campusesVertical → first building in service, still waiting: median 7 mo so far; middle half 3 mo–12 mo; 10th–90th percentile 1 mo–21 mo; 54 campuses01 yr2 yrs3 yrs4 yrs5 yrs6 yrs7 yrs8 yrsTotal: announced → first building in servicemedian 3.7 yrs · n=43 doneAnnounced to first building in service: median 3.7 years; middle half 1.6–5.4 years; 10th–90th percentile 0.9–7.5 years; 43 campuses
01 yr2 yrs3 yrs4 yrs1. Announced → land or project companymedian 4 mo · n=56 doneAnnounced → land or project company, completed: median 4 mo; middle half 2 mo–13 mo; 10th–90th percentile 1 mo–17 mo; 56 campuseswaiting so far: median 11 mo · n=28Announced → land or project company, still waiting: median 11 mo so far; middle half 4 mo–22 mo; 10th–90th percentile 2 mo–30 mo; 28 campuses2. Land → zoning & approvalsmedian 6 mo · n=77 doneLand → zoning & approvals, completed: median 6 mo; middle half 2 mo–10 mo; 10th–90th percentile 1 mo–24 mo; 77 campuseswaiting so far: median 8 mo · n=22Land → zoning & approvals, still waiting: median 8 mo so far; middle half 2 mo–12 mo; 10th–90th percentile 1 mo–20 mo; 22 campuses3. Approvals → permits issuedmedian 9 mo · n=32 doneApprovals → permits issued, completed: median 9 mo; middle half 4 mo–25 mo; 10th–90th percentile 2 mo–47 mo; 32 campuseswaiting so far: median 11 mo · n=72Approvals → permits issued, still waiting: median 11 mo so far; middle half 6 mo–16 mo; 10th–90th percentile 2 mo–26 mo; 72 campuses4. Permits → site workmedian 3 mo · n=30 donePermits → site work, completed: median 3 mo; middle half 1 mo–10 mo; 10th–90th percentile 0 mo–14 mo; 30 campuseswaiting so far: median 12 mo · n=17Permits → site work, still waiting: median 12 mo so far; middle half 4 mo–14 mo; 10th–90th percentile 1 mo–30 mo; 17 campuses5. Site work → vertical constructionmedian 6 mo · n=55 doneSite work → vertical construction, completed: median 6 mo; middle half 2 mo–12 mo; 10th–90th percentile 1 mo–21 mo; 55 campuseswaiting so far: median 5 mo · n=41Site work → vertical construction, still waiting: median 5 mo so far; middle half 3 mo–11 mo; 10th–90th percentile 1 mo–13 mo; 41 campuses6. Vertical → first building in servicemedian 12 mo · n=20 doneVertical → first building in service, completed: median 12 mo; middle half 7 mo–17 mo; 10th–90th percentile 2 mo–24 mo; 20 campuseswaiting so far: median 7 mo · n=54Vertical → first building in service, still waiting: median 7 mo so far; middle half 3 mo–12 mo; 10th–90th percentile 1 mo–21 mo; 54 campuses02 yrs4 yrs6 yrs8 yrsTotal: announced → first building in servicemedian 3.7 yrs · n=43 doneAnnounced to first building in service: median 3.7 years; middle half 1.6–5.4 years; 10th–90th percentile 0.9–7.5 years; 43 campuses
Completed the stepStill waiting, time so farBox: middle half · bar: median · whiskers: 10th to 90th percentile

Campuses of 100 MW and up. Each date is the first time the step shows up in the records (permits, filings, satellite images, press), so it can lag the real event. A step counts only where both of its ends have their own dated record. When a campus’s next dated step is further up the ladder, it skipped steps on record and adds to none of the steps in between (727 campus-steps left out this way). Also left out: 56 campus-steps with a date known only to the year, a date placed at the research cutoff, or one before 2015, and 15 still-waiting campuses with no usable date for their current step. Waiting time runs to Oct. 20, 2026; stopped campuses (cancelled, denied, withdrawn) are not waiting. Boxes need at least three campuses.

Power

Grid or behind the meter

Is Colossus 2 running? Two records point to it: nitrogen dioxide over its Southaven turbine yard, net of open country, is about 4× last summer’s level and the gas pipeline is booking enough fuel for roughly 760–1,030 MW of IT power draw (Oct. 15–22; bookings are scheduled, not metered). See the evidence from space and the pipeline → See every campus checked → The same satellite check now covers 27 more campuses with on-site gas plans. One shows a clear rise from last summer: xAI Colossus 1 (its box overlaps the Colossus 2 box). The other 24 show no clear rise yet: Monarch Compute Campus, Nexus Hubbard, Fermi America Project Matador, Aligned Project Phoenix (Shippingport), Poolside Project Horizon (LF Phase 2), Project Jupiter, Adams Fork Data Campus (Wharncliffe), Harless Data Campus, Stargate Frontier (Shackelford County), Prometheus Casper (Falls Ranch), Crusoe Goodnight (Google), Stargate Abilene, Meta Lebanon (LEAP District), Meta New Albany (Socrates gas plants), Meta El Paso (Project McCloud), Vantage Millersport, Tract Peru Shelf Technology Park, Joule Utah (Millard County), Meta Bowling Green (Apollo), Serverfarm Clarksville (ARK1), Valara High Performance Compute Center, Nebius / DataOne Vineland, Meta Eagle Mountain, 2026 expansion, Vantage/VoltaGrid San Antonio Off-Grid. GW Ranch and Homer City Energy Campus are checks on the method, with no plant running yet.

Power mix by stage

Share of planned IT capacity at each stage, by how the campus plans to get power. Campuses of 100 MW and up, each counted once at its furthest stage with its full planned IT (a partly live campus counts under In service), so the totals differ from the map's stage chart, which counts every size and splits out the live part.

In service (partly or fully) · 29 GW planned IT, 61 campuses
76%
6%
13%
Under construction · 82 GW planned IT, 100 campuses
44%
45%
8%
Permitted / approved · 65 GW planned IT, 95 campuses
53%
40%
Early (announced, land) · 46 GW planned IT, 57 campuses
34%
7%
41%
18%
GridGrid + on-site bridgeBehind the meterNot yet known

How far along their power is

The strongest power evidence on record for each campus, planned IT GW.

In service · 61 campuses
28.6 GW
Substation energized, no building in service yet · 9 campuses
5.6 GW
Service or supply agreement signed · 45 campuses
39.2 GW
Utility filing approved · 27 campuses
11.2 GW
Utility capacity committed · 16 campuses
8.3 GW
In interconnection study · 53 campuses
35.5 GW
Utility named, nothing signed · 60 campuses
35.6 GW
On-site power permitted · 9 campuses
19.8 GW
On-site power applied for · 7 campuses
11.7 GW
No power evidence yet · 26 campuses
26.4 GW

0.9 GW of planned IT (1 campus) needs a grid upgrade to power on that is due at or after the developer's delivery date: Vantage Lighthouse (Stargate Wisconsin). Only upgrades our research tied to the campus's own power-on date count.

On-site generation: what runs and who makes it

Campuses of 100 MW and up whose on-site plant is prime or bridge power, by the technology and maker named in their filings. A campus can name several. Battery storage is listed because it sits in the same plants, but it stores power and does not generate it. Diesel standby generators, standard at every data center, are left out.

Technology

Campuses of 100 MW and up only. A campus that names several technologies is counted under each, so the rows overlap and the totals differ from the map's technology chart, which counts every size and puts each campus in one row.

Gas turbines (simple cycle / aeroderivative) · 14 campuses: 6 in service or building, 8 not yet building
23.2 GW
Battery storage · 15 campuses: 6 in service or building, 9 not yet building
23.2 GW
Gas reciprocating engines · 14 campuses: 7 in service or building, 7 not yet building
18.1 GW
Gas, technology not named · 8 campuses: 3 in service or building, 5 not yet building
15.7 GW
Gas combined cycle · 6 campuses: 2 in service or building, 4 not yet building
14.3 GW
Solar · 6 campuses: 1 in service or building, 5 not yet building
13.8 GW
Nuclear / SMR · 6 campuses: 2 in service or building, 4 not yet building
8.6 GW
Fuel cells · 6 campuses: 2 in service or building, 4 not yet building
6.3 GW
Campus in service or under constructionCampus not yet under construction

Gas reciprocating engines and gas turbines lead by planned IT capacity at campuses in service or under construction; solar and fuel cells are mostly at campuses not yet under construction.

Equipment makers

GE Vernova · 10 campuses: 5 in service or building, 5 not yet building
22.9 GW
Caterpillar gas engines · 4 campuses: 4 in service or building
8.1 GW
Mitsubishi Power · 2 campuses: 1 in service or building, 1 not yet building
5.3 GW
Solar Turbines (Caterpillar) · 6 campuses: 4 in service or building, 2 not yet building
5.0 GW
Siemens Energy · 3 campuses: 3 in service or building
4.7 GW
Jenbacher (INNIO) · 4 campuses: 4 in service or building
3.1 GW
Bloom (fuel cells) · 3 campuses: 1 in service or building, 2 not yet building
2.7 GW
Wärtsilä · 2 campuses: 2 not yet building
1.1 GW
Cummins · 1 campus: 1 not yet building
0.9 GW
Baker Hughes · 2 campuses: 1 in service or building, 1 not yet building
0.8 GW
Hyundai · 1 campus: 1 not yet building
0.6 GW
Campus in service or under constructionCampus not yet under construction

Makers named for the prime or bridge plant in air permits, utility filings and company disclosures.

Where the on-site plants stand

Planned IT capacity at the 88 campuses (104 GW) whose on-site plant is prime or bridge power, by the status of its air permit, same rule as the permits chart below. Backup-generator permits are left out.

Air permit granted · 18 campuses
15.7 GW
Applied for, pending or under appeal · 25 campuses
37.0 GW
Denied or withdrawn · 1 campus
0.2 GW
No air permit on file yet · 44 campuses
50.6 GW
Permits

Which permits campuses are waiting on

Planned IT gigawatts at campuses of 100 MW and up not yet fully in service, by the status of each permit family.

Zoning & land use
29 GW waiting (13%)
Air permits (on-site generation)
37 GW waiting (36%)
Transmission & siting certificates
19 GW waiting (9%)
Water, wetlands & stormwater
47 GW waiting (21%)
Building permits
12 GW waiting (6%)
FAA airspace reviews
1 GW waiting (1%)
State land & leases
4 GW waiting (2%)
GrantedPendingContested (appeal or enforcement)Denied, withdrawn or revoked

Waiting = pending or contested. The percentage is waiting gigawatts as a share of all 222 GW planned (no campus of 100 MW and up is fully built out yet, so partly live campuses are included) (air permits: of the 104 GW at campuses whose on-site plant is prime or bridge power; backup-generator permits are left out). Each campus counts once per family: contested if any item is under appeal or enforcement, else pending if any is still waiting, else granted. Statuses match the permit checklists on the campus pages. Building permits and FAA cases are filed by the dozen in parallel, so a campus counts as granted once any one is issued. County building-permit records cover 20 of the 313 campuses so far. FAA reviews cover cranes, buildings and generator stacks.

Risk

Where it is getting harder

Lawsuits and permit appeals, by quarter

Planned IT gigawatts at campuses facing at least one open lawsuit or permit appeal at each quarter’s end, and at campuses that have faced at least one by then.

0204060GW2022 Q1: facing an open case 0.2 GW (1%, 1 campus); have faced at least one 0.2 GW (1%, 1 campus); planned IT announced by then 19 GW20222022 Q2: facing an open case 0.2 GW (1%, 1 campus); have faced at least one 0.2 GW (1%, 1 campus); planned IT announced by then 21 GW2022 Q3: facing an open case 0.2 GW (1%, 1 campus); have faced at least one 0.2 GW (1%, 1 campus); planned IT announced by then 24 GW2022 Q4: facing an open case 0.0 GW (0%, 0 campuses); have faced at least one 0.2 GW (1%, 1 campus); planned IT announced by then 27 GW2023 Q1: facing an open case 0.0 GW (0%, 0 campuses); have faced at least one 0.2 GW (1%, 1 campus); planned IT announced by then 27 GW20232023 Q2: facing an open case 0.0 GW (0%, 0 campuses); have faced at least one 0.2 GW (1%, 1 campus); planned IT announced by then 30 GW2023 Q3: facing an open case 0.0 GW (0%, 0 campuses); have faced at least one 0.2 GW (0%, 1 campus); planned IT announced by then 43 GW2023 Q4: facing an open case 0.0 GW (0%, 0 campuses); have faced at least one 0.2 GW (0%, 1 campus); planned IT announced by then 49 GW2024 Q1: facing an open case 0.0 GW (0%, 0 campuses); have faced at least one 0.2 GW (0%, 1 campus); planned IT announced by then 56 GW20242024 Q2: facing an open case 0.0 GW (0%, 0 campuses); have faced at least one 0.4 GW (1%, 2 campuses); planned IT announced by then 61 GW2024 Q3: facing an open case 0.0 GW (0%, 0 campuses); have faced at least one 0.4 GW (1%, 2 campuses); planned IT announced by then 69 GW2024 Q4: facing an open case 0.6 GW (1%, 1 campus); have faced at least one 1.0 GW (1%, 3 campuses); planned IT announced by then 86 GW2025 Q1: facing an open case 0.9 GW (1%, 2 campuses); have faced at least one 1.4 GW (1%, 5 campuses); planned IT announced by then 108 GW20252025 Q2: facing an open case 5.0 GW (4%, 4 campuses); have faced at least one 6.0 GW (5%, 8 campuses); planned IT announced by then 120 GW2025 Q3: facing an open case 7.2 GW (5%, 10 campuses); have faced at least one 11.9 GW (8%, 15 campuses); planned IT announced by then 153 GW2025 Q4: facing an open case 21.5 GW (12%, 21 campuses); have faced at least one 23.0 GW (13%, 27 campuses); planned IT announced by then 175 GW12%2026 Q1: facing an open case 26.0 GW (13%, 26 campuses); have faced at least one 28.7 GW (15%, 34 campuses); planned IT announced by then 195 GW20262026 Q2: facing an open case 32.9 GW (16%, 33 campuses); have faced at least one 39.1 GW (19%, 44 campuses); planned IT announced by then 203 GW2026 Q3: facing an open case 45.7 GW (21%, 44 campuses); have faced at least one 51.3 GW (23%, 55 campuses); planned IT announced by then 220 GW2026 Q4 (to date): facing an open case 47.9 GW (22%, 46 campuses); have faced at least one 52.6 GW (24%, 57 campuses); planned IT announced by then 222 GWHave faced:53 GW · 24%Facing now:48 GW · 22%
0204060GW2022 Q1: facing an open case 0.2 GW (1%, 1 campus); have faced at least one 0.2 GW (1%, 1 campus); planned IT announced by then 19 GW20222022 Q2: facing an open case 0.2 GW (1%, 1 campus); have faced at least one 0.2 GW (1%, 1 campus); planned IT announced by then 21 GW2022 Q3: facing an open case 0.2 GW (1%, 1 campus); have faced at least one 0.2 GW (1%, 1 campus); planned IT announced by then 24 GW2022 Q4: facing an open case 0.0 GW (0%, 0 campuses); have faced at least one 0.2 GW (1%, 1 campus); planned IT announced by then 27 GW2023 Q1: facing an open case 0.0 GW (0%, 0 campuses); have faced at least one 0.2 GW (1%, 1 campus); planned IT announced by then 27 GW20232023 Q2: facing an open case 0.0 GW (0%, 0 campuses); have faced at least one 0.2 GW (1%, 1 campus); planned IT announced by then 30 GW2023 Q3: facing an open case 0.0 GW (0%, 0 campuses); have faced at least one 0.2 GW (0%, 1 campus); planned IT announced by then 43 GW2023 Q4: facing an open case 0.0 GW (0%, 0 campuses); have faced at least one 0.2 GW (0%, 1 campus); planned IT announced by then 49 GW2024 Q1: facing an open case 0.0 GW (0%, 0 campuses); have faced at least one 0.2 GW (0%, 1 campus); planned IT announced by then 56 GW20242024 Q2: facing an open case 0.0 GW (0%, 0 campuses); have faced at least one 0.4 GW (1%, 2 campuses); planned IT announced by then 61 GW2024 Q3: facing an open case 0.0 GW (0%, 0 campuses); have faced at least one 0.4 GW (1%, 2 campuses); planned IT announced by then 69 GW2024 Q4: facing an open case 0.6 GW (1%, 1 campus); have faced at least one 1.0 GW (1%, 3 campuses); planned IT announced by then 86 GW2025 Q1: facing an open case 0.9 GW (1%, 2 campuses); have faced at least one 1.4 GW (1%, 5 campuses); planned IT announced by then 108 GW20252025 Q2: facing an open case 5.0 GW (4%, 4 campuses); have faced at least one 6.0 GW (5%, 8 campuses); planned IT announced by then 120 GW2025 Q3: facing an open case 7.2 GW (5%, 10 campuses); have faced at least one 11.9 GW (8%, 15 campuses); planned IT announced by then 153 GW2025 Q4: facing an open case 21.5 GW (12%, 21 campuses); have faced at least one 23.0 GW (13%, 27 campuses); planned IT announced by then 175 GW12%2026 Q1: facing an open case 26.0 GW (13%, 26 campuses); have faced at least one 28.7 GW (15%, 34 campuses); planned IT announced by then 195 GW20262026 Q2: facing an open case 32.9 GW (16%, 33 campuses); have faced at least one 39.1 GW (19%, 44 campuses); planned IT announced by then 203 GW2026 Q3: facing an open case 45.7 GW (21%, 44 campuses); have faced at least one 51.3 GW (23%, 55 campuses); planned IT announced by then 220 GW2026 Q4 (to date): facing an open case 47.9 GW (22%, 46 campuses); have faced at least one 52.6 GW (24%, 57 campuses); planned IT announced by then 222 GWHave faced:53 GW · 24%Facing now:48 GW · 22%
Facing at least one open case at the quarter’s end (bars)Have faced at least one by then (line)

Campuses of 100 MW and up. Percentages are of the planned IT announced by each quarter’s end (222 GW now). A case is open from its filing until a resolution is on record: dismissed, withdrawn, settled, or upheld with no further appeal on record. A case with no resolution on record counts as open, and so does a settlement in principle until it is final. Cases dated only to a year count from mid-year; cases with no date count from the latest quarter, which is partial (20 days). Lawsuits include suits over the campus’s approvals, permits, power, noise, records and contracts.

Most contested

UT 7 GW, 6 campuses
67%
PA 13 GW, 11 campuses
59%
IL 8 GW, 12 campuses
41%
GA 8 GW, 11 campuses
39%
KY 5 GW, 5 campuses
38%

Least contested

MS 3 GW, 4 campuses
0%
KS 3 GW, 4 campuses
0%
NE 4 GW, 6 campuses
0%
ND 5 GW, 8 campuses
2%
TX 57 GW, 65 campuses
4%

Share of each state's planned IT gigawatts at campuses that have faced a lawsuit or permit appeal, among the 20 states with the most capacity and at least 4 campuses.

The weakest campuses we reviewed

Of the 28 weakest campuses we reviewed (17.2 GW planned), we expect about 2.3 GW to be built. 6 are already dead (cancelled) and 3 are stalled. Each campus counts at the odds we give it of ever being built; 6 campuses state no size and add nothing. Beyond this review, another 17 campuses of 100 MW and up (10.4 GW) were already marked cancelled; with the 5 reviewed ones of that size, that makes the 22 in the Pipeline’s Cancelled bar.

CampusPlanned IT GWGW at riskOdds it gets builtWhy
Wonder Valley Stratos UT4.624.1510% stalledTask Y B4 (Oct. 22, 2026): MIDA said Jul 29 2026 its work was 'paused at this time' (repeated Sep 25 2026; interlocal agreement still unsigned); no Utah DEQ air-permit application, no land sold, no tenant; water application 13-4148 withdrawn May 7 2026; latest sponsor statement Oct 2 2026 says predevelopment continues (grade C, secondary reporting). Planned totals unchanged (Dwight's open decision).
New Era Lea County AI Data Center Hub NM1.231.175%No permits of any kind; the land is an option with $200,000 paid on a $70 million price, expiring Nov. 2027; the sponsor faces a securities class action.
A1 Data Center Millville NJ1.121.120% cancelledMillville banned data centers citywide in May 2026; no application was ever filed.
Joliet Technology Center IL1.441.0825%It holds the only signed utility agreement in this group, but ComEd moved to cancel it over a $1 letter of credit against $586.9 million required; an injunction hearing is set for Oct. 23, 2026, and the annexation lapses April 1, 2027.
Prometheus Casper (Falls Ranch) WY1.251.0615%Announced in Oct. 2025, it still has no state siting application, air permit, county land-use filing, tenant or closed financing, and the sponsor cut its size from 1.5 GW to 1.25 GW in June 2026.
Comanche Circle (Sailfish Investors) TX0.880.845% stalledNRG withdrew the air permit for the planned power plant in June 2026, so no power source remains; on Oct. 13 the county rejected a settlement and denied the permit appeal.
Prometheus Hyperscale Evanston WY1.000.8020%The campus won its conditional use permit in June 2026, but its power plant has no air or siting permit, and the size has been restated four times.
Tract Mountain Road Technology Park (Hanover County, Virginia) VA0.720.720% cancelledThe rezoning, conditional use permit and special exception were all denied, 4–3, on May 27, 2026.
Big Rock Data Center WA0.800.6815%The 1,000 MW is a load request; Avista’s study says about 50 MW can be delivered by about 2030, and the county heard a pause extension on Oct. 20, 2026.
CloudBurst San Marcos TX0.960.5840%The furthest along, but the Energy Transfer gas deal hinges on an unnamed customer and an unmet bank condition, first power has already slipped 15.6 months, and the tax abatements are being challenged in court.
DCIP DeSoto FL0.610.5510%The rezoning was recommended for denial on Oct. 6, 2026; the 3,200–4,000 MW is the CEO’s aspiration, against the company’s own 1 GW cap.
CyrusOne Sangamon Campus (Waverly, IL) IL0.510.4120%The land is unsold, the only utility will-serve letter is for a different, smaller project, and a neighbors’ lawsuit is pending.
Verrus Project Flex (Lyon Township, MI) MI0.420.3615%A first-time sponsor with no special-contract case at the Michigan utility commission; a May 2026 denial of a drain-bypass easement may be fatal.
Energy Storage Solutions Fayetteville (Dunn Road) NC0.240.240% cancelledThe site was never under contract, the city’s economic-development chief told the council the project “is not real,” and the sponsor left North Carolina in July 2026.
Merrimack Station Data Center, Bow NH0.280.2415%The only power step is a 350 MW feasibility study filed at FERC, with no application; a push for a statewide moratorium is expected in the January 2027 session.
Sabey Montana Connections (Butte) MT0.200.200% cancelledThe land purchase never closed, part of the site went to REC Silicon under an old right of first refusal, and the sponsor withdrew in May 2026.
Project Oxford hyperscale campus (unverified link to listing) CT0.190.190% cancelledTask Y B2 (Oct. 22, 2026): phantom. No data-center project exists behind 'Project Oxford' in Oxford, CT. The record is the CPV Towantic gas plant (805 MW installed, 785 MW certificate, operating since May 2018; CT Siting Council Dockets 192/192B/192C; CPV fact sheet, Jun 2025) misread as a data center.
Sabey Indianapolis (Decatur Township) IN0.200.1430%Power rests on a non-binding will-serve letter from AES, with no service agreement, and a court review of the approval is pending; the developer is experienced.
Wildwood Ranch (Joplin) MO0.160.1415%An unnamed developer under a nondisclosure agreement; the city calls it “under consideration only,” and no city document gives a size.
Wildflower Yaphank (Brookhaven Digital Infrastructure Facility) NY0.140.1215% stalledThe application was ruled incomplete as an 18-month town moratorium began (it runs through 2027), and a New York executive order adds to it.
Scannell Technology Park (Monticello, Minnesota) MN0.120.1110%The 150 MW appears only in a sales brochure; there is no Xcel filing and no formal application.
Compass PHX II (El Mirage) AZ0.090.0360%The record conflicts: no construction is on file, but June 2026 press describes a phased build by an established developer for a 2027 opening; a utility rate-case vote is due by Dec. 31, 2026.
Project Ironwood (Dundee) MInot stated00% cancelledPlans were withdrawn in Oct. 2025 after the village council voted to block water service; the developer moved to Frenchtown Township.
Canoochee River Data Center (Metter) GAnot stated05%The thinnest record: no utility was ever named, the 100 MW comes from a fiscal model, and the rezoning fees were never paid.
Gemstone Technology Park (Kuna) IDnot stated015%Intervenors in the Idaho utility case say no Idaho Power service agreement exists, and the 3–2 rezoning is under court review.
Monticello Tech Campus MNnot stated015%Almost nothing is on record; the council votes Dec. 8, 2026, and an environmental group’s lawsuit has a pretrial conference Dec. 29.
Project Delta (Stokes County) NCnot stated020%The first rezoning was voided in Aug. 2026 and re-approved 3–2 in September; size claims conflict (several hundred MW, 300 MW, 2,000 MW).
Beltline Crooked Creek (Meramec Valley Technology Park) MOnot stated030%The county approved the rezoning in Sept. 2026 over a 5–4 planning-commission denial; the city route died under an Aug. 2026 moratorium.

Ranked by gigawatts at risk: planned IT times the odds it is never built. Odds come from a campus-by-campus review of each record (land, power, permits, lawsuits, the sponsor) and feed the risk-weighted line in the cumulative chart above. The review covers campuses of every size, including 6 campuses that state no size and 1 campus under 100 MW; the two Monticello, Minnesota rows are separate projects by different developers.

Who

Who is building, and who has to supply it

Developers

Planned IT capacity at campuses with buildings going up or in service, one name per company. 0.7 GW at 2 campuses with no developer on record is left out.

Meta · 20 campuses
9.7 GW
Amazon (AWS) · 8 campuses
8.2 GW
Google · 17 campuses
5.1 GW
QTS Data Centers · 6 campuses
4.2 GW
Microsoft · 7 campuses
3.8 GW
Homer City Redevelopment · 1 campus
3.6 GW
Applied Digital · 4 campuses
2.5 GW
xAI · 2 campuses
2.0 GW
Core Scientific · 2 campuses
2.0 GW
Crusoe · 2 campuses
2.0 GW
CoreWeave · 4 campuses
1.8 GW
TPG Real Estate Partners · 1 campus
1.6 GW

Utilities

Planned IT capacity in each utility's territory; off-grid campuses and those with no utility named are left out.

AEP Ohio · 4 campuses
8.9 GW
Dominion Energy · 7 campuses
5.5 GW
Entergy Louisiana · 2 campuses
4.2 GW
Commonwealth Edison · 6 campuses
4.2 GW
Southwestern Public Service · 1 campus
3.7 GW
Georgia Power · 6 campuses
3.5 GW
Arizona Public Service · 5 campuses
3.3 GW
Evergy · 6 campuses
3.3 GW
Bluebonnet Electric Cooperative · 1 campus
3.2 GW
We Energies · 2 campuses
3.2 GW
NV Energy · 5 campuses
2.9 GW
DTE Energy · 5 campuses
2.5 GW
Profiles

Inside a campus

Homer City Energy CampusA 4.7 GW gas plant (4,678 MW permitted), meant to power AI data centers, rising on a demolished Pennsylvania coal plant.Meta HyperionMeta's Louisiana megasite and the Entergy gas plants built to serve it.GW RanchAmazon's off-grid data-center campus north of Fort Stockton, Texas, to run on Pacifico Energy's private gas plant, permitted for 7,650 MW, with no grid connection.Monarch Compute CampusNscale's off-grid campus near Point Pleasant, West Virginia: up to 8 GW of power (6.5 GW IT), starting with an 864-engine gas plant and GPU capacity for Anthropic.Colossus 2xAI's gigawatt cluster on the Tennessee–Mississippi line, running on temporary turbines.Microsoft FairwaterMicrosoft's AI campus on the old Foxconn site in Wisconsin, now in service and expanding.Caldwell Valley Technology ParkTract's 2,973-acre powered-land park between Austin and San Antonio, marketed at over 4 GW, first 360 MW of Bluebonnet power targeted for 2028, no tenant.Stargate Saline TownshipOracle's Michigan campus, built through a local fight in court.Project JupiterOracle's 1,400-acre Stargate campus for OpenAI at Santa Teresa, New Mexico: the buildings are rising, but the 2.45 GW fuel-cell plant meant to power them still lacks an air permit.Stargate AbileneThe OpenAI–Oracle flagship in West Texas, partly in service with an on-site gas bridge.

The 15 largest campuses

Scroll the table sideways →
CampusPlanned IT GWStage on the evidencePower securedFirst building in service, our estimate
PORTS Technology Campus OH8.0Land or project companyIn study2029 company date: 2028
Monarch Compute Campus WV6.5Site workOn-site applied for2028 company date: 2027
Wonder Valley Stratos UT4.6Zoning & approvalsNo evidence yetNot estimated: paused
Nexus Hubbard TX4.4Site workOn-site permitted2027
Meta Hyperion LA4.0Vertical constructionAgreement signed2028
GW Ranch TX4.0Site workOn-site permitted2028
Data City (Texas) TX4.0AnnouncedNo evidence yet2029 or later
Project Star (Related Digital Encinal) TX4.0AnnouncedNo evidence yet2029
Fermi America Project Matador TX3.7Site workAgreement signed2027
Homer City Energy Campus PA3.6Vertical constructionOn-site permitted2027
Caldwell Valley Technology Park TX3.2Site workIn study2028
Project Camellia (OpenAI Effingham County) GA2.6Zoning & approvalsAgreement signed2028
Google Southeast Nebraska (Tenaska gas plant) NE2.4Land or project companyUtility named2029 or later
Ridgeline WV2.4Permits issuedOn-site permitted2027 company date: 2028
Microsoft Fairwater WI2.3First building in serviceIn serviceIn service since April 2026

Changed in the last 30 days

82 GW of planned IT capacity (89 campuses of 100 MW and up) logged a dated permit action, public meeting, lawsuit, moratorium action or deed between Sept. 21 and Oct. 20. The 12 largest:

Browse all 440 campus profiles → (all 410 active campuses of every size, plus 30 cancelled)

Build rate

New roof from orbit

Million square feet of new roof added per complete quarter across the 105 campuses of 100 MW and up we track by satellite. The current quarter (20 days so far) is left out: its jump comes from newly arrived images, not from that quarter's building.

2024 Q1: 1.0 million sq ft of new roof, 79 campuses observed1.020242024 Q2: 1.0 million sq ft of new roof, 78 campuses observed1.02024 Q3: 2.8 million sq ft of new roof, 72 campuses observed2.82024 Q4: 1.3 million sq ft of new roof, 73 campuses observed1.32025 Q1: 6.4 million sq ft of new roof, 82 campuses observed6.420252025 Q2: 1.5 million sq ft of new roof, 82 campuses observed1.52025 Q3: 4.7 million sq ft of new roof, 80 campuses observed4.72025 Q4: 2.1 million sq ft of new roof, 81 campuses observed2.12026 Q1: 4.5 million sq ft of new roof, 77 campuses observed4.520262026 Q2: 2.0 million sq ft of new roof, 78 campuses observed2.02026 Q3: 3.2 million sq ft of new roof, 74 campuses observed3.2
2024 Q1: 1.0 million sq ft of new roof, 79 campuses observed1.020242024 Q2: 1.0 million sq ft of new roof, 78 campuses observed1.02024 Q3: 2.8 million sq ft of new roof, 72 campuses observed2.82024 Q4: 1.3 million sq ft of new roof, 73 campuses observed1.32025 Q1: 6.4 million sq ft of new roof, 82 campuses observed6.420252025 Q2: 1.5 million sq ft of new roof, 82 campuses observed1.52025 Q3: 4.7 million sq ft of new roof, 80 campuses observed4.72025 Q4: 2.1 million sq ft of new roof, 81 campuses observed2.12026 Q1: 4.5 million sq ft of new roof, 77 campuses observed4.520262026 Q2: 2.0 million sq ft of new roof, 78 campuses observed2.02026 Q3: 3.2 million sq ft of new roof, 74 campuses observed3.2
Construction from orbit

Campus by campus, the ground truth from space

The 13 campuses checked so far, largest first. Orange: share of the site that reads as roof in Sentinel-2 images; blue: share of very bright Sentinel-1 radar echoes, which walls and steel produce (both on the scale at right); dashed: share of bare ground (its own scale). January 2023 to October 2026; each chart has its own scale, and some campuses have radar only so far. The tag compares what the satellites see with the stage on our record.

0102030%'23'24'25'26

cleared Mar 2026 · ~80 acres of bright pads, no buildings on radar. Fits our stage.

0246%'23'24'25'26

cleared Apr 2025 · structures from Mar 2025 · ~115 acres of roof. Fits our stage.

024%'23'24'25'26

bright graded ground in the latest images (Oct 2026) · no new roof yet. Fits our stage.

0204060%'23'24'25'26

structures before 2023 · optical not in yet. Old structures on the site, no read.

024%'23'24'25'26

no structures on radar · optical not in yet. Fits our stage.

0510%'23'24'25'26

cleared May 2024 · structures from Mar 2024 · ~80 acres of roof. Fits our stage.

02040%'23'24'25'26

structures from Oct 2024 · optical not in yet. Fits our stage.

024%'23'24'25'26

structures from Nov 2025 · optical not in yet. Fits our stage.

01020%'23'24'25'26

cleared Jul 2024 · structures from Oct 2024 · ~80 acres of roof. Fits our stage.

Contains modified Copernicus Sentinel data 2023–2026.

Construction activity on record

Counted in campuses, not gigawatts: a crane filing or a trade permit shows that work is happening, not how big the campus is. Campuses of 100 MW and up with at least one county building permit or FAA airspace filing or OSHA inspection dated in each quarter; a campus counts once per source per quarter (108 campuses in all). The latest quarter is partial (20 days). County building-permit records cover 20 of 313 campuses so far; counts reflect that coverage, not national activity. FAA filings on record are mostly from 2025–2026; earlier quarters have not been searched, so missing orange bars before late 2025 are a gap in coverage, not a lack of cranes.

05101520253035404550552023 Q1 · County building permits: 8 campuses2023 Q1 · FAA airspace filings: 1 campus2023 Q1 · OSHA inspections: 1 campus20232023 Q2 · County building permits: 7 campuses2023 Q2 · FAA airspace filings: 1 campus2023 Q3 · County building permits: 7 campuses2023 Q3 · FAA airspace filings: 2 campuses2023 Q4 · County building permits: 7 campuses2023 Q4 · FAA airspace filings: 1 campus2023 Q4 · OSHA inspections: 1 campus2024 Q1 · County building permits: 7 campuses2024 Q1 · FAA airspace filings: 10 campuses2024 Q1 · OSHA inspections: 3 campuses20242024 Q2 · County building permits: 6 campuses2024 Q2 · FAA airspace filings: 6 campuses2024 Q3 · County building permits: 6 campuses2024 Q3 · FAA airspace filings: 14 campuses2024 Q3 · OSHA inspections: 1 campus2024 Q4 · County building permits: 7 campuses2024 Q4 · FAA airspace filings: 14 campuses2024 Q4 · OSHA inspections: 2 campuses2025 Q1 · County building permits: 8 campuses2025 Q1 · FAA airspace filings: 13 campuses2025 Q1 · OSHA inspections: 7 campuses20252025 Q2 · County building permits: 12 campuses2025 Q2 · FAA airspace filings: 11 campuses2025 Q2 · OSHA inspections: 6 campuses2025 Q3 · County building permits: 9 campuses2025 Q3 · FAA airspace filings: 21 campuses2025 Q3 · OSHA inspections: 11 campuses2025 Q4 · County building permits: 6 campuses2025 Q4 · FAA airspace filings: 22 campuses2025 Q4 · OSHA inspections: 3 campuses2026 Q1 · County building permits: 9 campuses2026 Q1 · FAA airspace filings: 28 campuses2026 Q1 · OSHA inspections: 8 campuses20262026 Q2 · County building permits: 10 campuses2026 Q2 · FAA airspace filings: 33 campuses2026 Q2 · OSHA inspections: 5 campuses2026 Q3 · County building permits: 9 campuses2026 Q3 · FAA airspace filings: 39 campuses2026 Q3 · OSHA inspections: 5 campuses2026 Q4 · FAA airspace filings: 16 campusesto date
County building permitsFAA airspace filingsOSHA inspections
05101520253035404550552023 Q1 · County building permits: 8 campuses2023 Q1 · FAA airspace filings: 1 campus2023 Q1 · OSHA inspections: 1 campus20232023 Q2 · County building permits: 7 campuses2023 Q2 · FAA airspace filings: 1 campus2023 Q3 · County building permits: 7 campuses2023 Q3 · FAA airspace filings: 2 campuses2023 Q4 · County building permits: 7 campuses2023 Q4 · FAA airspace filings: 1 campus2023 Q4 · OSHA inspections: 1 campus2024 Q1 · County building permits: 7 campuses2024 Q1 · FAA airspace filings: 10 campuses2024 Q1 · OSHA inspections: 3 campuses20242024 Q2 · County building permits: 6 campuses2024 Q2 · FAA airspace filings: 6 campuses2024 Q3 · County building permits: 6 campuses2024 Q3 · FAA airspace filings: 14 campuses2024 Q3 · OSHA inspections: 1 campus2024 Q4 · County building permits: 7 campuses2024 Q4 · FAA airspace filings: 14 campuses2024 Q4 · OSHA inspections: 2 campuses2025 Q1 · County building permits: 8 campuses2025 Q1 · FAA airspace filings: 13 campuses2025 Q1 · OSHA inspections: 7 campuses20252025 Q2 · County building permits: 12 campuses2025 Q2 · FAA airspace filings: 11 campuses2025 Q2 · OSHA inspections: 6 campuses2025 Q3 · County building permits: 9 campuses2025 Q3 · FAA airspace filings: 21 campuses2025 Q3 · OSHA inspections: 11 campuses2025 Q4 · County building permits: 6 campuses2025 Q4 · FAA airspace filings: 22 campuses2025 Q4 · OSHA inspections: 3 campuses2026 Q1 · County building permits: 9 campuses2026 Q1 · FAA airspace filings: 28 campuses2026 Q1 · OSHA inspections: 8 campuses20262026 Q2 · County building permits: 10 campuses2026 Q2 · FAA airspace filings: 33 campuses2026 Q2 · OSHA inspections: 5 campuses2026 Q3 · County building permits: 9 campuses2026 Q3 · FAA airspace filings: 39 campuses2026 Q3 · OSHA inspections: 5 campuses2026 Q4 · FAA airspace filings: 16 campusesto date
County building permitsFAA airspace filingsOSHA inspections

From announcement to the first deed in the campus company’s name

4 yrs before3 yrs before2 yrs before1 yr beforeAnnounced1 yr after2 yrs after3 yrs afterAmazon PDX170, Boardman: deed 38 months before the announcementVantage VA4 (Stafford, Virginia): deed 17 months before the announcementMeta Cheyenne (Project Cosmo): deed 14 months before the announcementGoogle Cedar Rapids (Big Cedar): deed 12 months before the announcementAmazon New Carlisle (Project Rainier): deed 4 months before the announcementVantage NV1 (Reno): deed 2 months before the announcementStafford Technology Campus (STACK): deed 2 months before the announcementProject Jupiter: deed 1 month before the announcementSTACK SVY01 Silicon Valley Campus: deed in the month of the announcementT5 Grayslake (Chicago IV): deed in the month of the announcementEdgeCore Reno Campus (TRIC): deed in the month of the announcementMicrosoft Catawba County: deed in the month of the announcementAWS Cumulus Campus at Susquehanna: deed in the month of the announcementBeale Infrastructure De Soto Campus (Project Pilot): deed 1 month after the announcementAWS Fayette County (Jeffersonville): deed 2 months after the announcementCore Scientific Muskogee: deed 2 months after the announcementAmazon Louisa County Campuses (Lake Anna and North Creek): deed 2 months after the announcementAmazon Project Atlas, Canton: deed 3 months after the announcementStargate Saline Township: deed 4 months after the announcementMicrosoft Fairwater: deed 5 months after the announcementAVAIO Taurus Campus: deed 12 months after the announcementStream Data Centers Douglas County (Atlanta West): deed 13 months after the announcementQuantum Frederick: deed 14 months after the announcementPercheron Data Center (Rowan, Boardman, Oregon): deed 14 months after the announcementMicrosoft Fairwater Atlanta (QTS Fayetteville): deed 15 months after the announcementNTT Mesa PH10 (Pacific Proving site, Mesa, Arizona): deed 16 months after the announcementCompass PHX II (El Mirage): deed 18 months after the announcement
4 yrs before2 yrs beforeAnnounced2 yrs afterAmazon PDX170, Boardman: deed 38 months before the announcementVantage VA4 (Stafford, Virginia): deed 17 months before the announcementMeta Cheyenne (Project Cosmo): deed 14 months before the announcementGoogle Cedar Rapids (Big Cedar): deed 12 months before the announcementAmazon New Carlisle (Project Rainier): deed 4 months before the announcementVantage NV1 (Reno): deed 2 months before the announcementStafford Technology Campus (STACK): deed 2 months before the announcementProject Jupiter: deed 1 month before the announcementSTACK SVY01 Silicon Valley Campus: deed in the month of the announcementT5 Grayslake (Chicago IV): deed in the month of the announcementEdgeCore Reno Campus (TRIC): deed in the month of the announcementMicrosoft Catawba County: deed in the month of the announcementAWS Cumulus Campus at Susquehanna: deed in the month of the announcementBeale Infrastructure De Soto Campus (Project Pilot): deed 1 month after the announcementAWS Fayette County (Jeffersonville): deed 2 months after the announcementCore Scientific Muskogee: deed 2 months after the announcementAmazon Louisa County Campuses (Lake Anna and North Creek): deed 2 months after the announcementAmazon Project Atlas, Canton: deed 3 months after the announcementStargate Saline Township: deed 4 months after the announcementMicrosoft Fairwater: deed 5 months after the announcementAVAIO Taurus Campus: deed 12 months after the announcementStream Data Centers Douglas County (Atlanta West): deed 13 months after the announcementQuantum Frederick: deed 14 months after the announcementPercheron Data Center (Rowan, Boardman, Oregon): deed 14 months after the announcementMicrosoft Fairwater Atlanta (QTS Fayetteville): deed 15 months after the announcementNTT Mesa PH10 (Pacific Proving site, Mesa, Arizona): deed 16 months after the announcementCompass PHX II (El Mirage): deed 18 months after the announcement
Deed before the announcementDeed at or after it

27 campuses of 100 MW and up where the buyer on a verified county deed is the campus's own company or project LLC, and the announcement is dated to the month. 8 of them took title before going public; the median first deed lands 1 months after the announcement. Each 6-month column is one stack; gaps beyond four years before or three after sit at the edges. Each dot is one campus: this is a timing pattern, so it is counted in campuses, not gigawatts. Another 5 campuses with such a deed have an announcement dated only to the year and are left out. Deeds bought by earlier owners do not count.

Grid rules

What utilities now demand from big loads

Minimum bills, collateral and special rates on file, one utility per row, largest territories first.

Coverage

How this is built

410 campuses on the list, 57,133 sourced records from 7,314 documents. Each column is the share of campuses with at least one record of that type.

Scroll the matrix sideways →
Local government
Business registries
Satellite
Court records
County deeds
Building permits
300 MW and up
87% 192/220
100% 220/220
62% 137/220
21% 46/220
26% 57/220
5% 11/220
100–300 MW
90% 84/93
98% 91/93
12% 11/93
9% 8/93
17% 16/93
10% 9/93
under 100 MW or unknown
81% 79/97
99% 96/97
7% 7/97
3% 3/97
4% 4/97
2% 2/97

Local-government and permit-office records reach 87% of campuses of 300 MW and up, 90% at 100–300 MW and 81% below that; business-registry records reach at least 98% of campuses in every size band. Satellite tracking is concentrated on the largest sites: 62% of campuses of 300 MW and up, 12% at 100–300 MW and 7% below. Court records appear only where a case exists: 21% of the largest campuses. Recently added county records reach 26% of the largest campuses for deeds and 5% for building permits. Deeds matched to a campus only loosely are left out of every count.

Capacity means IT capacity (the power the servers can draw), at full announced build-out. Where companies state total campus or utility power, we divide by about 1.25 to get IT capacity; grid demand is roughly 1.2–1.4x the IT figure.