datacenters wiki
217pages in this category
Construction
dpr construction
Dec 30, 2025 • updated
DPR Construction is a privately-held, employee-owned commercial general contractor and construction management firm specializing in mission critical f...
Data Centers
data center competition analysis
Aug 24, 2026 • updated
competitive landscape analysis across hyperscalers, colocation providers, ai infrastructure specialists, and edge computing operators
ai infrastructure competition
Aug 24, 2026 • updated
competitive analysis of specialized ai data center providers including coreweave, crusoe, applied digital, and the stargate initiative
colocation data center market dynamics
Aug 24, 2026 • updated
competitive analysis of digital realty, equinix, qts, cyrusone, vantage, and other major colocation providers
edge computing data center competition
Aug 24, 2026 • updated
competitive analysis of edge data center providers including aligned, compass, dc blox, and regional operators
hyperscaler data center competition
Aug 24, 2026 • updated
competitive analysis of aws, microsoft azure, google cloud, meta, and oracle data center investments and capacity buildout
datacenter investment trends analysis
Aug 24, 2026 • updated
comprehensive analysis of 1.1+ trillion investment in us datacenter infrastructure, tracking 236 disclosed deals from 100m reits to 165b consortium...
us datacenter geographic distribution
Aug 24, 2026 • updated
comprehensive state-by-state analysis of 604 datacenter projects across all 50 states with 1.1+ trillion investment and 131.7 gw capacity
Emerging Datacenter Hubs
Aug 24, 2026 • updated
Analysis of new and rapidly growing datacenter markets beyond traditional hubs like Northern Virginia and Silicon Valley
datacenter state rankings: top 10 by investment, power, and project count
Aug 24, 2026 • updated
detailed analysis of top 10 states by investment (823.8b), power capacity (85.4 gw), and project count (199 projects) with project-level breakdowns
us states datacenter infrastructure index
Aug 24, 2026 • updated
comprehensive analysis of datacenter infrastructure across all 50 US states representing 1.1T+ in investment and 131 GW of power capacity
Alabama datacenter infrastructure
Aug 24, 2026 • updated
comprehensive analysis of 11 datacenter projects in Alabama representing $18.7B investment and 1.2 GW capacity
Alaska datacenter infrastructure
Aug 24, 2026 • updated
comprehensive analysis of 5 datacenter projects in Alaska representing significant investment and 121 MW capacity
Arizona datacenter infrastructure
Aug 24, 2026 • updated
comprehensive analysis of 23 datacenter projects in Arizona representing $88.4B investment and 10.2 GW capacity
Arkansas datacenter infrastructure
Aug 24, 2026 • updated
comprehensive analysis of 7 datacenter projects in Arkansas representing $9.0B investment and 1.0 GW capacity
California datacenter infrastructure
Aug 24, 2026 • updated
comprehensive analysis of 25 datacenter projects in California representing significant investment and 1.5 GW capacity
Colorado datacenter infrastructure
Aug 24, 2026 • updated
comprehensive analysis of 8 datacenter projects in Colorado representing $2.0B investment and 388 MW capacity
Connecticut datacenter infrastructure
Aug 24, 2026 • updated
comprehensive analysis of 9 datacenter projects in Connecticut representing $561M investment and 331 MW capacity
Delaware datacenter infrastructure
Aug 24, 2026 • updated
comprehensive analysis of 6 datacenter projects in Delaware representing $10.0B investment and 1.2 GW capacity
Florida datacenter infrastructure
Aug 24, 2026 • updated
comprehensive analysis of 12 datacenter projects in Florida representing $210M investment and 248 MW capacity
Georgia datacenter infrastructure
Aug 24, 2026 • updated
comprehensive analysis of 25 datacenter projects in Georgia representing $79.8B investment and 5.0 GW capacity
Hawaii datacenter infrastructure
Aug 24, 2026 • updated
comprehensive analysis of 5 datacenter projects in Hawaii representing $30M investment and 6 MW capacity
Idaho datacenter infrastructure
Aug 24, 2026 • updated
comprehensive analysis of 7 datacenter projects in Idaho representing $2.0B investment and 241 MW capacity
Illinois datacenter infrastructure
Aug 24, 2026 • updated
comprehensive analysis of 28 datacenter projects in Illinois representing $14.6B investment and 4.7 GW capacity
Indiana datacenter infrastructure
Aug 24, 2026 • updated
comprehensive analysis of 12 datacenter projects in Indiana representing $29.6B investment and 2.5 GW capacity
Iowa datacenter infrastructure
Aug 24, 2026 • updated
comprehensive analysis of 12 datacenter projects in Iowa representing $22.4B investment and 1.5 GW capacity
Kansas datacenter infrastructure
Aug 24, 2026 • updated
analysis of Kansas datacenter projects; corrected in August 2026 to exclude seven Kansas City metro projects that are physically in Missouri
Kentucky datacenter infrastructure
Aug 24, 2026 • updated
comprehensive analysis of 8 datacenter projects in Kentucky representing $7.2B investment and 3.2 GW capacity
Louisiana datacenter infrastructure
Aug 24, 2026 • updated
comprehensive analysis of 10 datacenter projects in Louisiana representing $12.5B investment and 3.0 GW capacity
Maine datacenter infrastructure
Aug 24, 2026 • updated
comprehensive analysis of 6 datacenter projects in Maine representing $5.3B investment and 60 MW capacity
Maryland datacenter infrastructure
Aug 24, 2026 • updated
comprehensive analysis of 8 datacenter projects in Maryland representing $6.0B investment and 3.0 GW capacity
Massachusetts datacenter infrastructure
Aug 24, 2026 • updated
comprehensive analysis of 12 datacenter projects in Massachusetts representing $3.1B investment and 223 MW capacity
Michigan datacenter infrastructure
Aug 24, 2026 • updated
comprehensive analysis of 15 datacenter projects in Michigan representing $11.5B investment and 717 MW capacity
Minnesota datacenter infrastructure
Aug 24, 2026 • updated
comprehensive analysis of 14 datacenter projects in Minnesota representing $6.5B investment and 332 MW capacity
Mississippi datacenter infrastructure
Aug 24, 2026 • updated
comprehensive analysis of 10 datacenter projects in Mississippi representing $32.1B investment and 1.3 GW capacity
Missouri datacenter infrastructure
Aug 24, 2026 • updated
analysis of 12 Missouri datacenter projects representing $114.8B investment and 2.1 GW capacity, including Kansas City metro projects reassigned from Kansas in August 2026
Montana datacenter infrastructure
Aug 24, 2026 • updated
comprehensive analysis of 8 datacenter projects in Montana representing $1.8B investment and 1.8 GW capacity
Nebraska datacenter infrastructure
Aug 24, 2026 • updated
comprehensive analysis of 10 datacenter projects in Nebraska representing $3.7B investment and 34 MW capacity
Nevada datacenter infrastructure
Aug 24, 2026 • updated
comprehensive analysis of 20 datacenter projects in Nevada representing $9.4B investment and 5.8 GW capacity
New Hampshire datacenter infrastructure
Aug 24, 2026 • updated
comprehensive analysis of 5 datacenter projects in New Hampshire representing $2M investment and 0 MW capacity
New Jersey datacenter infrastructure
Aug 24, 2026 • updated
comprehensive analysis of 22 datacenter projects in New Jersey representing $1.3B investment and 572 MW capacity
New Mexico datacenter infrastructure
Aug 24, 2026 • updated
comprehensive analysis of 7 datacenter projects in New Mexico representing $167.2B investment and 8.3 GW capacity
New York datacenter infrastructure
Aug 24, 2026 • updated
comprehensive analysis of 13 datacenter projects in New York representing $7.9B investment and 1.3 GW capacity
North Carolina datacenter infrastructure
Aug 24, 2026 • updated
comprehensive analysis of 16 datacenter projects in North Carolina representing $68.3B investment and 1.1 GW capacity
North Dakota datacenter infrastructure
Aug 24, 2026 • updated
comprehensive analysis of 9 datacenter projects in North Dakota representing $5.5B investment and 2.3 GW capacity
Ohio datacenter infrastructure
Aug 24, 2026 • updated
comprehensive analysis of 10 datacenter projects in Ohio representing $33.2B investment and 4.2 GW capacity
Oklahoma datacenter infrastructure
Aug 24, 2026 • updated
comprehensive analysis of 9 datacenter projects in Oklahoma representing $21.4B investment and 310 MW capacity
Oregon datacenter infrastructure
Aug 24, 2026 • updated
comprehensive analysis of 15 datacenter projects in Oregon representing $19.9B investment and 1.4 GW capacity
Pennsylvania datacenter infrastructure
Aug 24, 2026 • updated
comprehensive analysis of 12 datacenter projects in Pennsylvania representing $125.0B investment and 16.9 GW capacity
Rhode Island datacenter infrastructure
Aug 24, 2026 • updated
comprehensive analysis of 8 datacenter projects in Rhode Island representing significant investment and 5 MW capacity
South Carolina datacenter infrastructure
Aug 24, 2026 • updated
comprehensive analysis of 9 datacenter projects in South Carolina representing $12.4B investment and 70 MW capacity
South Dakota datacenter infrastructure
Aug 24, 2026 • updated
comprehensive analysis of 6 datacenter projects in South Dakota representing $16.0B investment and 980 MW capacity
Tennessee datacenter infrastructure
Aug 24, 2026 • updated
comprehensive analysis of 10 datacenter projects in Tennessee representing $4.2B investment and 1.0 GW capacity
Texas datacenter infrastructure
Aug 24, 2026 • updated
comprehensive analysis of 27 datacenter projects in Texas representing $78.2B investment and 11.0 GW capacity
Utah datacenter infrastructure
Aug 24, 2026 • updated
comprehensive analysis of 12 datacenter projects in Utah representing $13.2B investment and 9.7 GW capacity
Vermont datacenter infrastructure
Aug 24, 2026 • updated
comprehensive analysis of 4 datacenter projects in Vermont representing significant investment and 2 MW capacity
Virginia datacenter infrastructure
Aug 24, 2026 • updated
comprehensive analysis of 40 datacenter projects in Virginia representing $59.6B investment and 10.1 GW capacity
Washington datacenter infrastructure
Aug 24, 2026 • updated
comprehensive analysis of 18 datacenter projects in Washington representing $7.2B investment and 358 MW capacity
West Virginia datacenter infrastructure
Aug 24, 2026 • updated
comprehensive analysis of 8 datacenter projects in West Virginia representing $5.0B investment and 7.5 GW capacity
Wisconsin datacenter infrastructure
Aug 24, 2026 • updated
comprehensive analysis of 10 datacenter projects in Wisconsin representing $19.3B investment and 5.8 GW capacity
Wyoming datacenter infrastructure
Aug 24, 2026 • updated
comprehensive analysis of 6 datacenter projects in Wyoming representing $4.0B investment and 4.8 GW capacity
datacenter environmental impact analysis
Aug 24, 2026 • updated
comprehensive analysis of environmental impacts from 604 us datacenter projects including carbon emissions, water consumption, land use, and sustainability strategies
energy policy impact on datacenters
Aug 24, 2026 • updated
comprehensive analysis of how grid interconnection policies, renewable energy mandates, nuclear regulations, demand response programs, and carbon p...
international datacenter policy comparison
Aug 24, 2026 • updated
comparative analysis of us, european, and asia-pacific datacenter policies examining regulatory approaches, data sovereignty requirements, climate ...
data sources and methodology
Aug 24, 2026 • updated
documentation of data collection methods, source reliability tiers, update frequencies, and quality guidelines for the data center database
project schema documentation
Aug 24, 2026 • updated
comprehensive documentation of data center project json structure with field definitions, validation rules, and examples
us datacenter outlook 2025-2030
Aug 24, 2026 • updated
comprehensive forward-looking analysis of 99 announced datacenter projects representing 616b investment and 54.4 gw capacity, with 146 projects und...
ai infrastructure boom timeline
Aug 24, 2026 • updated
detailed chronicle of ai datacenter infrastructure from pre-chatgpt era through 2025, tracking 149 ai/ml projects, chatgpt launch impact, gpu deplo...
market consolidation trends
Aug 24, 2026 • updated
analysis of m&a activity, market concentration, and consolidation patterns in the datacenter industry including 1.1+ trillion in documented deals
technology shifts and innovation trends
Aug 24, 2026 • updated
analysis of datacenter technology evolution including gpu acceleration, liquid cooling adoption, power density increases, and infrastructure innova...
the farmland paradox
Dec 22, 2025 • updated
why hyperscale data centers are built on productive farmland instead of vacant industrial properties - an analysis of power infrastructure, economics, and policy
brownfield development barriers
Dec 22, 2025 • updated
environmental remediation costs, title complexity, demolition expenses, and infrastructure retrofit challenges that make industrial brownfield sites uneconomical for hyperscale data centers
development timelines
Dec 22, 2025 • updated
why speed determines returns in data center development - the economics of time-to-power, construction timelines, and the cost of delay
interconnection queues
Dec 22, 2025 • updated
the 3-7 year wait for grid connection - queue backlogs, study costs, and why only 10% of projects reach operation within 3 years
land economics
Dec 22, 2025 • updated
real estate price differentials between farmland and industrial properties across key data center markets - usda and census data on why rural land costs 20-100x less than urban alternatives
policy greenfield bias
Dec 22, 2025 • updated
how state tax incentives inadvertently favor greenfield farmland development over brownfield reuse - analysis of location-agnostic incentive structures
power grid topology
Dec 22, 2025 • updated
why hyperscale data centers cannot connect to urban distribution grids - transmission vs distribution voltage, capacity limits, and infrastructure requirements
deal schema documentation
Oct 17, 2025 • updated
comprehensive documentation of data center deal and transaction json structure with field definitions, validation rules, and examples
datacenter technology overview
Oct 17, 2025 • updated
comprehensive overview of datacenter technology evolution from traditional compute to ai-optimized infrastructure with gpu clusters and extreme cooling requirements
state economic incentives for datacenters
Oct 16, 2025 • updated
comprehensive analysis of 100+ billion in state tax incentives and economic development programs attracting datacenter investments across the us
federal policy framework for datacenters
Oct 16, 2025 • updated
comprehensive analysis of federal policies shaping datacenter development, including chips act impacts, ira clean energy incentives, grid moderniza...
state policy competition for datacenters
Oct 16, 2025 • updated
analysis of state-level tax incentives, zoning policies, and economic development strategies competing for 1.1 trillion in datacenter investments
ai/ml data center projects analysis
Oct 16, 2025 • updated
comprehensive analysis of 140 ai/ml data center projects representing 538b investment and 65 gw capacity, driving unprecedented infrastructure demand
entity dossier schema documentation
Oct 16, 2025 • updated
comprehensive documentation of entity dossier json structure for data center industry participants
us datacenter boom timeline 2020-2024
Oct 16, 2025 • updated
comprehensive year-by-year analysis of 255 datacenter projects announced from 2020-2024, tracking 370.9b investment, 59,104 mw capacity, and evolut...
investment patterns and capital flow analysis
Oct 16, 2025 • updated
analysis of datacenter investment trends including capital sources, geographic distribution, roi expectations, valuation evolution, and funding str...
workforce dynamics and employment trends
Oct 16, 2025 • updated
analysis of datacenter workforce trends including job creation projections, skills requirements, labor market competition, training programs, and r...
Entities
alphabet inc.
Aug 24, 2026 • updated
Alphabet Inc. is a multinational technology conglomerate holding company and the parent of Google LLC. Google Cloud Platform (GCP) is the world's thir...
openai
Aug 24, 2026 • updated
OpenAI is the world's leading artificial intelligence research and deployment company, best known for developing GPT-4, ChatGPT, DALL-E, and other bre...
oracle corporation
Aug 24, 2026 • updated
Oracle Corporation is an American multinational technology company that develops and markets database software and technology, cloud engineered system...
xai
Aug 24, 2026 • updated
xAI is an artificial intelligence company founded by Elon Musk in July 2023 with the stated mission to 'understand the true nature of the universe.' T...
coreweave, inc.
Aug 24, 2026 • updated
CoreWeave is a specialized cloud computing infrastructure provider focused on GPU-accelerated workloads for artificial intelligence, machine learning,...
crusoe energy systems llc
Aug 24, 2026 • updated
Crusoe Energy Systems is a pioneering data center operator that specializes in building energy-optimized AI infrastructure powered by stranded and was...
amazon web services, inc.
Dec 30, 2025 • updated
Amazon Web Services (AWS) is the world's most comprehensive and broadly adopted cloud computing platform, offering over 200 fully-featured services fr...
meta platforms, inc.
Dec 30, 2025 • updated
Meta Platforms, Inc. is a multinational technology conglomerate that owns and operates the world's largest social networking platforms including Faceb...
microsoft corporation
Dec 30, 2025 • updated
Microsoft Corporation is a multinational technology company that develops, manufactures, licenses, supports, and sells computer software, consumer ele...
aligned data centers
Dec 30, 2025 • updated
Aligned Data Centers is a leading hyperscale data center infrastructure provider specializing in AI-optimized, high-density computing facilities. Foun...
borderplex digital assets
Dec 30, 2025 • updated
BorderPlex Digital Assets is a pioneering growth infrastructure developer focused on creating integrated digital infrastructure campuses that combine ...
compass datacenters
Dec 30, 2025 • updated
Compass Datacenters is an American multinational data center company specializing in hyperscale and edge computing infrastructure. Founded in 2011 by ...
cyrusone inc.
Dec 30, 2025 • updated
CyrusOne is a leading global data center operator specializing in hyperscale colocation, build-to-suit solutions, and AI-optimized infrastructure. The...
dc blox
Dec 30, 2025 • updated
DC BLOX is a vertically integrated digital infrastructure provider specializing in edge-market data centers, regional fiber networks, and cable landin...
digital realty trust, inc.
Dec 30, 2025 • updated
Digital Realty Trust is the largest data center REIT globally, owning, operating, and investing in carrier-neutral data centers worldwide. The company...
equinix, inc.
Dec 30, 2025 • updated
Equinix is the world's digital infrastructure company, operating 270+ carrier-neutral data centers across 76 major metros in 36 countries. The company...
flexential
Dec 30, 2025 • updated
Flexential is a leading provider of secure, flexible data center colocation, cloud, connectivity, and data protection services. The company operates o...
hunt midwest real estate development, inc.
Dec 30, 2025 • updated
Hunt Midwest is a Kansas City-based, privately held real estate development company owned by the Lamar Hunt family. Founded by Lamar Hunt Sr. more tha...
lancium
Dec 30, 2025 • updated
Lancium is an energy technology and infrastructure company uniquely positioned to deliver critically needed power on the largest scale in history to t...
qts realty trust, inc.
Dec 30, 2025 • updated
QTS Realty Trust is North America's largest independent data center operator with over 9 million square feet of data center space across more than 30+...
stack infrastructure
Dec 30, 2025 • updated
STACK Infrastructure is a leading global developer and operator of hyperscale data centers, providing powered land and scalable AI/ML and cloud densit...
vantage data centers
Dec 30, 2025 • updated
Vantage Data Centers is a leading global provider of hyperscale data center campuses, specializing in wholesale colocation solutions for cloud provide...
dominion energy, inc.
Dec 30, 2025 • updated
Dominion Energy is one of the nation's largest producers and transporters of energy, serving approximately 7 million customers across 13 states. The c...
ge vernova
Dec 30, 2025 • updated
GE Vernova is a global energy equipment and services company spun off from General Electric in April 2024. The company provides power generation equip...
nextera energy, inc.
Dec 30, 2025 • updated
NextEra Energy is the world's largest producer of wind and solar energy and a leading battery storage operator in North America. The company operates ...
Financial
BlackRock Inc.
Dec 30, 2025 • updated
BlackRock Inc. is the world's largest asset manager with $13.5 trillion in assets under management as of Q3 2025. Founded in 1988 by Larry Fink.
blackstone inc.
Dec 30, 2025 • updated
Blackstone Inc. is the world's largest alternative asset manager with over $1.2 trillion in assets under management. Founded in 1985 by Peter Peterson...
digitalbridge group, inc.
Dec 30, 2025 • updated
DigitalBridge Group, Inc. is a leading global alternative asset manager dedicated exclusively to investing in digital infrastructure. Founded as Digit...
global infrastructure partners (gip)
Dec 30, 2025 • updated
Global Infrastructure Partners (GIP) is one of the world's largest independent infrastructure investment firms, managing approximately $116 billion in...
kuwait investment authority
Dec 30, 2025 • updated
Kuwait Investment Authority (KIA) is the world's oldest sovereign wealth fund, established in 1953 to manage Kuwait's oil revenue surpluses for future...
macquarie asset management
Dec 30, 2025 • updated
Macquarie Asset Management (MAM) is the asset management division of Macquarie Group, a global financial services provider headquartered in Sydney, Au...
mgx
Dec 30, 2025 • updated
MGX is an Abu Dhabi-based technology investment firm established in 2024 to invest in artificial intelligence and advanced technologies with global pa...
nvidia corporation
Dec 30, 2025 • updated
NVIDIA Corporation is the pioneer and dominant leader in GPU-accelerated computing and artificial intelligence. The company designs and manufactures g...
softbank group corp.
Dec 30, 2025 • updated
SoftBank Group Corp. is a Japanese multinational conglomerate holding company focused on investment management and technology. The company is best kno...
temasek holdings (private) limited
Dec 30, 2025 • updated
Temasek Holdings is Singapore's sovereign wealth fund and one of the world's largest institutional investors, with S$484 billion (US$357 billion) net ...
Datacenter Operators Hub
Aug 24, 2026 • updated
Comprehensive analysis of 15+ major datacenter operators driving the AI infrastructure buildout
Power Infrastructure Crisis: The 326 GW Challenge
Aug 24, 2026 • updated
Comprehensive analysis of the unprecedented power infrastructure crisis facing US datacenters, examining the 326+ GW demand pipeline, utility inter...
Data Center Projects Database
Aug 24, 2026 • updated
Comprehensive database of 604+ data center projects across the United States, including mega-projects, AI/ML facilities, and hyperscale deployments
data center alley
Aug 24, 2026 • updated
Northern Virginia datacenter cluster - the worlds largest and most concentrated datacenter market anchored by Ashburn and Loudoun County
regulatory risks
Aug 24, 2026 • updated
Analysis of zoning challenges, permitting delays, environmental regulations, and community opposition affecting datacenter development
supply chain risks
Aug 24, 2026 • updated
Analysis of GPU shortages, electrical equipment constraints, construction material delays, and geopolitical dependencies affecting datacenter devel...
GPU Infrastructure: The 1M+ GPU Deployment Powering US AI
Aug 24, 2026 • updated
Comprehensive analysis of GPU infrastructure deployed across US datacenters, documenting the 1M+ GPUs powering AI workloads with detailed specifica...
Rack Density Evolution: From 5kW to 350kW Per Rack
Aug 24, 2026 • updated
Comprehensive analysis of datacenter rack density evolution from traditional 5-15kW enterprise racks to ultra-high-density 350kW AI infrastructure, with survey data on how far the installed-base average (7-27kW depending on who is counting) lags the leading edge.
gigawatt-scale datacenter projects: the new ai infrastructure paradigm
Oct 17, 2025 • updated
comprehensive analysis of all datacenter projects with 1 gigawatt or more of power capacity, representing the unprecedented scale of ai infrastructure
Major M&A Deals and Transactions
Oct 16, 2025 • updated
Analysis of major mergers, acquisitions, and deals in the datacenter industry, including valuation trends and strategic rationale.
Datacenter Construction Industry Hub
Oct 16, 2025 • updated
Comprehensive analysis of how the 200B+ datacenter boom is transforming the construction industry
Financial Sponsors: The $175B+ Private Capital Reshaping AI Infrastructure
Oct 16, 2025 • updated
Comprehensive analysis of private equity firms, infrastructure funds, and sovereign wealth funds driving datacenter consolidation through mega-deal...
Hyperscaler Entities: The Giants Driving AI Infrastructure
Oct 16, 2025 • updated
Comprehensive overview of the seven major hyperscaler entities - Microsoft, Google/Alphabet, Amazon/AWS, Meta, Oracle, OpenAI, and xAI - that are i...
Electric Utilities Hub: Managing the 326+ GW Datacenter Power Crisis
Oct 16, 2025 • updated
Comprehensive analysis of utilities managing unprecedented datacenter power demand, interconnection queue challenges, and the shift to specialized ...
Cooling Infrastructure: The Liquid Revolution Driven by AI
Oct 16, 2025 • updated
Comprehensive analysis of datacenter cooling technology evolution, from traditional air cooling to advanced liquid cooling systems, driven by AI wo...
Nuclear Power Partnerships for Datacenters
Oct 16, 2025 • updated
Comprehensive overview of nuclear energy partnerships between tech giants and nuclear developers, representing 24+ GW of commitments for datacenter...
Mega-Projects Overview: $10B+ and 1 GW+ Data Centers
Oct 16, 2025 • updated
Comprehensive analysis of the largest data center investments in the United States, covering all projects with investment exceeding 10 billion or p...
desert cluster
Oct 16, 2025 • updated
Southwest desert datacenter corridor spanning Arizona, Nevada, and New Mexico, leveraging abundant solar power, available land, and free cooling wi...
silicon prairie
Oct 16, 2025 • updated
Midwest datacenter corridor spanning from Chicago to Kansas City, characterized by abundant power, lower costs, and major AI infrastructure investm...
texas triangle
Oct 16, 2025 • updated
Texas datacenter triangle connecting Dallas, Austin, and Houston, leveraging ERCOT grid advantages, abundant renewable energy, and business-friendl...
market risks
Oct 16, 2025 • updated
Analysis of demand uncertainty, technology obsolescence, competition dynamics, financial volatility, and customer concentration in datacenter markets
power grid risks
Oct 16, 2025 • updated
Analysis of power grid capacity constraints, transmission bottlenecks, and regional vulnerabilities facing datacenter development
carbon footprint
Oct 16, 2025 • updated
Comprehensive analysis of datacenter carbon emissions covering Scope 1, 2, 3 emissions, carbon neutral commitments, embodied carbon in construction...
circular economy
Oct 16, 2025 • updated
Analysis of circular economy practices in datacenters covering equipment lifecycle management, server recycling and refurbishment, construction mat...
renewable energy integration
Oct 16, 2025 • updated
Analysis of renewable energy adoption across US datacenter projects, tracking solar, wind, and nuclear commitments, PPA structures, and the path to...
water conservation
Oct 16, 2025 • updated
Datacenter water consumption analysis covering waterless cooling technologies, regional water stress, conservation initiatives, and the future of s...
Infrastructure
Grid Infrastructure Expansion for Data Centers
Aug 24, 2026 • updated
Analysis of major utility grid expansion programs enabling data center development, including Georgia Power's $16B expansion, Louisiana's $4.5B program, and emerging state-level infrastructure solutions
Nuclear Partnerships for Data Centers
Dec 30, 2025 • updated
Comprehensive tracker of nuclear energy partnerships between hyperscalers and utilities, including SMR deployments, reactor restarts, and the $12B+ investment in data center-dedicated nuclear power
Litigation
data center shareholder litigation tracker
Aug 24, 2026 • updated
comprehensive tracker of securities class actions, shareholder derivative suits, and regulatory enforcement actions related to data center infrastructure, AI buildout, and the companies in their supply chain
coreweave -- data center construction delays securities fraud
Aug 24, 2026 • updated
securities class action against CoreWeave alleging concealment of data center construction delays and overstated ability to meet AI infrastructure demand, with $14B in market cap losses
fermi inc. -- project matador ipo securities fraud
Aug 24, 2026 • updated
securities class action against Fermi Inc. alleging IPO misrepresentation of AI data center demand for Project Matador, with anchor tenant termination causing 59% stock decline from IPO price
hut 8 -- usbtc merger overvaluation
Aug 24, 2026 • updated
securities class action against Hut 8 Corp alleging overstated USBTC acquisition value, triggered by J Capital Research short report showing 70% overvaluation
intel -- foundry losses concealment (dismissed)
Aug 24, 2026 • updated
dismissed securities class action against Intel for concealing $7B operating loss in foundry business, dismissed with prejudice in July 2025
mea v. wisconsin psc -- meta data center energy secrecy
Aug 24, 2026 • updated
lawsuit challenging Wisconsin PSC denial of public records request for Meta data center energy demand projections in Beaver Dam
microsoft -- openai concentration risk investigation
Aug 24, 2026 • updated
pre-litigation investigation into Microsoft for allegedly failing to disclose that 45% of commercial RPO came from OpenAI, an unprofitable customer requiring continuous capital infusions
nuscale power -- entra1 partner securities fraud
Aug 24, 2026 • updated
securities class action against NuScale Power alleging misrepresentation of ENTRA1 commercialization partner capabilities, with $495M payment to inexperienced entity and 70%+ stock decline
nvidia -- crypto revenue misrepresentation
Aug 24, 2026 • updated
long-running securities class action against NVIDIA for understating cryptocurrency mining revenue, surviving Supreme Court review and remanded for discovery
oma v. puco -- aep ohio data center tariff challenge
Aug 24, 2026 • updated
Ohio Manufacturers Association challenge to AEP Ohio data center tariff at Ohio Supreme Court, alleging improper gamesmanship and industry discrimination
oracle -- ai infrastructure capex securities fraud
Aug 24, 2026 • updated
securities class action against Oracle Corporation alleging misrepresentation of AI data center capital expenditure returns, with $50B projected CapEx, negative $10B+ free cash flow, and $248B in off-balance-sheet lease commitments
super micro computer -- accounting fraud and doj investigation
Aug 24, 2026 • updated
securities class action and DOJ investigation against Super Micro Computer for accounting manipulation, undisclosed related-party transactions, and sanctions violations, triggered by Hindenburg Research report
talen energy v. ferc -- nuclear data center colocation
Aug 24, 2026 • updated
Talen Energy appeal of FERC order rejecting expanded colocation of Amazon data center at Susquehanna nuclear plant, citing $140M/year in ratepayer cost-shifting
sulphur springs v. vistra -- land restriction antitrust dispute
Aug 24, 2026 • updated
Texas lawsuit and AG investigation over Vistra/Luminant restrictive covenants on former mine land blocking AI data center development in Sulphur Springs
applied digital -- ai pivot puffery
Feb 22, 2026 • updated
securities class action against Applied Digital for overstating AI cloud service pivot and data center profitability, triggered by Wolfpack Research short report
bigbear.ai -- spac accounting restatement
Feb 22, 2026 • updated
securities class action against BigBear.ai for accounting restatement of convertible notes following SPAC merger with GigCapital4
c3.ai -- revenue guidance miss
Feb 22, 2026 • updated
securities class action against C3.ai for misleading revenue guidance and concealment of CEO health issues affecting sales performance
equinix -- affo manipulation settlement
Feb 22, 2026 • updated
settled $41.5M securities class action against Equinix for misclassifying maintenance expenses as growth capex to inflate AFFO metrics, triggered by Hindenburg Research report
gds holdings -- undisclosed executive transactions (settled)
Feb 22, 2026 • updated
settled $3M securities class action against GDS Holdings for undisclosed CEO pre-paid forward sale transactions creating change-of-control risk
iris energy -- hpc capacity overstatement
Feb 22, 2026 • updated
securities class action against Iris Energy alleging misrepresentation of HPC/AI data center readiness at Childress County, Texas facility, triggered by Culper Research short report
ironnet -- spac securities fraud (settled)
Feb 22, 2026 • updated
settled $6.625M securities class action against IronNet for SPAC merger misrepresentations, company subsequently filed for bankruptcy
nvidia -- china export controls investigation
Feb 22, 2026 • updated
pre-litigation investigation into NVIDIA for statements about Chinese buyers circumventing U.S. export controls on AI chips, with $5.5B H20 chip charge
oklo -- nuclear spac viability investigation
Feb 22, 2026 • updated
pre-litigation investigation into Oklo Inc. following Kerrisdale Capital short report questioning commercial viability of its small modular reactor SPAC
oracle -- bondholder class action over concealed ai debt
Feb 22, 2026 • updated
bondholder class action alleging Oracle concealed plans for $38B in additional AI data center debt when issuing $18B in bonds, making it the most indebted tech company at $108B+
vertiv holdings -- pricing misrepresentation
Feb 22, 2026 • updated
securities class action against Vertiv Holdings for false statements about pricing visibility and inflation management, resulting in 37% single-day stock decline
vnet group -- ownership dilution securities fraud
Feb 22, 2026 • updated
securities class action against VNET Group for concealing subsidiary financial difficulties and ownership dilution risk
Mega Projects
applied digital toronto ai data center
Aug 24, 2026 • updated
applied digital toronto ai data center - a 430 MW South Dakota mega-project, cancelled in 2026 after the state legislature rejected data-center tax incentives
aws madison county data center campus
Aug 24, 2026 • updated
comprehensive analysis of aws madison county data center campus - $16.0B mega-project with 650 MW capacity in Canton and Ridgeland, Mississippi
homer city energy campus
Aug 24, 2026 • updated
comprehensive analysis of homer city energy campus - $10.0B mega-project with 4.5 GW capacity in Homer City, Pennsylvania
meta richland parish ai data center (hyperion campus)
Aug 24, 2026 • updated
comprehensive analysis of meta richland parish ai data center (hyperion campus) - $50B+ mega-project expanded to 5 GW capacity in Rayville/Delhi, Louisiana
related digital saline township campus (openai/oracle)
Aug 24, 2026 • updated
comprehensive analysis of related digital saline township campus - $16B Stargate mega-project with 1.4 GW capacity in Saline Township, Michigan - Michigan's first hyperscale data center for OpenAI and Oracle
vermaland la osa data center park
Aug 24, 2026 • updated
comprehensive analysis of vermaland la osa data center park - $33.0B mega-project with 3.0 GW capacity in Eloy, Arizona
amazon aws us west (oregon) region - boardman
Dec 30, 2025 • updated
comprehensive analysis of amazon aws us west (oregon) region - boardman - $15.0B mega-project with N/A capacity in Boardman, Oregon
amazon web services ai innovation campuses
Dec 30, 2025 • updated
comprehensive analysis of amazon web services ai innovation campuses - $20.0B mega-project with 960 MW capacity in Salem Township and Falls Township, Pennsylvania
amazon web services (aws) new carlisle campus
Dec 30, 2025 • updated
comprehensive analysis of amazon web services (aws) new carlisle campus - $11.0B mega-project with 2.2 GW capacity in New Carlisle, Indiana
amazon web services (aws) richmond county campus
Dec 30, 2025 • updated
comprehensive analysis of amazon web services (aws) richmond county campus - $10.0B mega-project with N/A capacity in Richmond County, North Carolina
aws louisa county campus 1
Dec 30, 2025 • updated
comprehensive analysis of aws louisa county campus 1 - $11.0B mega-project with N/A capacity in Louisa, Virginia
aws us east (ohio) region
Dec 30, 2025 • updated
comprehensive analysis of aws us east (ohio) region - $10.3B mega-project with 1.2 GW capacity in New Albany, Dublin, Hilliard, Sunbury, Ohio
blackstone-qts northeastern pennsylvania data centers
Dec 30, 2025 • updated
comprehensive analysis of blackstone-qts northeastern pennsylvania data centers - $25.0B mega-project with 0 MW capacity in Northeastern Pennsylvania (Multiple Sites), Pennsylvania
compass datacenters - hoffman estates (former sears hq)
Dec 30, 2025 • updated
comprehensive analysis of compass datacenters - hoffman estates (former sears hq) - $10.0B mega-project with 500 MW capacity in Hoffman Estates, Illinois
compass datacenters meridian campus
Dec 30, 2025 • updated
comprehensive analysis of compass datacenters meridian campus - $10.0B mega-project with 500 MW capacity in Meridian, Mississippi
edgecore louisa county campus
Dec 30, 2025 • updated
comprehensive analysis of edgecore louisa county campus - $17.0B mega-project with 1.1 GW capacity in Louisa, Virginia
energy storage solutions ai data center campus
Dec 30, 2025 • updated
comprehensive analysis of energy storage solutions ai data center campus - $19.2B mega-project with 300 MW capacity in Unknown, North Carolina
google pjm data center infrastructure
Dec 30, 2025 • updated
comprehensive analysis of google pjm data center infrastructure - $25.0B mega-project with 670 MW capacity in Various locations in Pennsylvania, Pennsylvania
gouldsboro data center campus
Dec 30, 2025 • updated
comprehensive analysis of gouldsboro data center campus - $14.2B mega-project with 1.5 GW capacity in Gouldsboro (Clifton and Covington Townships), Pennsylvania
hassayampa ranch data center campus
Dec 30, 2025 • updated
comprehensive analysis of hassayampa ranch data center campus - $25.0B mega-project with 1.5 GW capacity in Buckeye, Arizona
pennsylvania digital i (pax)
Dec 30, 2025 • updated
comprehensive analysis of pennsylvania digital i (pax) - $15.0B mega-project with 1.4 GW capacity in Carlisle, Pennsylvania
prince william digital gateway
Dec 30, 2025 • updated
comprehensive analysis of prince william digital gateway - $24.7B mega-project with 2.7 GW capacity in Gainesville, Virginia
project bunkhouse
Dec 30, 2025 • updated
comprehensive analysis of project bunkhouse - $19.0B mega-project with 1.8 GW capacity in Stilesboro, Georgia
project jupiter (stargate santa teresa campus)
Dec 30, 2025 • updated
comprehensive analysis of project jupiter (stargate santa teresa campus) - $165.0B mega-project with N/A capacity in Santa Teresa, New Mexico
project kestrel
Dec 30, 2025 • updated
comprehensive analysis of project kestrel - $100.0B mega-project with N/A capacity in Kansas City, Kansas
project marvel - bessemer hyperscale data center
Dec 30, 2025 • updated
comprehensive analysis of project marvel - bessemer hyperscale data center - $14.5B mega-project with 1.2 GW capacity in Bessemer, Alabama
project mica (google ai campus)
Dec 30, 2025 • updated
comprehensive analysis of project mica (google ai campus) - $10.0B mega-project with 700 MW capacity in Kansas City, Kansas
project sail
Dec 30, 2025 • updated
comprehensive analysis of project sail - $17.0B mega-project with 936 MW capacity in Newnan, Georgia
project washington
Dec 30, 2025 • updated
comprehensive analysis of project washington - $10.0B mega-project with 1.2 GW capacity in New Castle, Delaware
qts - cedar rapids campus
Dec 30, 2025 • updated
comprehensive analysis of qts - cedar rapids campus - $10.0B mega-project with N/A capacity in Cedar Rapids, Iowa
red wolf dcd properties data center campus
Dec 30, 2025 • updated
comprehensive analysis of red wolf dcd properties data center campus - $12.6B mega-project with 600 MW capacity in Kansas City, Kansas
stargate project - abilene campus (oracle/crusoe)
Dec 30, 2025 • updated
comprehensive analysis of stargate project - abilene campus (oracle/crusoe) - $40.0B mega-project with 1.2 GW capacity in Abilene, Texas
t5 data centers - georgia campus
Dec 30, 2025 • updated
comprehensive analysis of t5 data centers - georgia campus - $16.0B mega-project with 1.2 GW capacity in Undisclosed, Georgia
tract buckeye data center park
Dec 30, 2025 • updated
comprehensive analysis of tract buckeye data center park - $20.0B mega-project with 1.8 GW capacity in Buckeye, Arizona
tract mooresville technology park
Dec 30, 2025 • updated
comprehensive analysis of tract mooresville technology park - $30.0B mega-project with N/A capacity in Mooresville, North Carolina
vantage data centers - frontier campus
Dec 30, 2025 • updated
comprehensive analysis of vantage data centers - frontier campus - $25.0B mega-project with 1.4 GW capacity in Unknown, Texas
Regions
Southwest Data Center Mega-Hub Emergence
Aug 24, 2026 • updated
Analysis of the Southwest's rapid rise as America's dominant data center region, with New Mexico, Arizona, and Texas attracting $403B in mega-projects through favorable regulation, grid capacity, and land availability
Risks
Data Center Project Cancellations Analysis
Dec 30, 2025 • updated
Comprehensive analysis of $89.7B+ in cancelled data center projects across 17 facilities, examining community opposition patterns, regulatory failures, and lessons for successful project development
Sponsors
datacenter financial sponsors analysis
Oct 17, 2025 • updated
comprehensive analysis of financial sponsors and investors driving the datacenter infrastructure buildout, including private equity firms, infrastructure...
Technology
cisco systems, inc.
Dec 30, 2025 • updated
Cisco Systems, Inc. is a global technology leader that designs, manufactures, and sells networking equipment, software, and services. Founded in 1984 ...
Timeline
Q4 2025 Data Center Industry Update
Aug 24, 2026 • updated
Comprehensive quarterly analysis of October-December 2025 developments including 149 new project announcements totaling $455B, major operational milestones, and $89.7B in cancellations