The AI Receipts — announced vs delivered, dated + sourced

Updated 2026-10-05 · rendered 2026-10-05 02:24 UTC · source: ledger/data.json

The refereeBloomberg says half of 2026 US capacity is slipping; SemiAnalysis says ~1–5% of execution-qualified projects moved. Both are right about different populations. This ledger publishes the receipts — cohort survival, per site, dated and sourced — so the fight has a free referee.

34sites tracked

$122Bannounced capex (13 sites)

3042 MWlive of 18594 MW planned

16.4%delivered — the gap

0events this week

Cohort survival — the referee metric

34sites tracked

88%reached construction

32%operational

16.4%of planned MW observable

Map — stage by color

announcedconstructionoperationalcontracted

stage color · click a pin for details

Recent moves — the diff feed

2026-09-25 Cipher Mining Barber Lake HPC Campus — Cipher Digital extended the Barber Lake (Colorado City, TX) lease term from 10 to 20 years via a Fluidstack lease amendment plus a binding 10-year commitment with a leading AI lab; contracted revenue rises from $3.8B to over $9B (~$5.2B incremental); data halls now phased for delivery Q4 2026 through Q1 2027, first rent commencement Q4 2026; Cipher bears the first $359.3M of over-budget cost. Source: SEC 8-K Ex-99.1 / company release source↗
2026-09-25 xAI Colossus 2 Expansion (Southaven, MS) — SpaceXAI (xAI) published a Mid-South hub page summarizing its Memphis/Southaven footprint: more than $90B invested in the region since 2024, 220,000+ GPUs, over 2 GW of compute across Colossus I and II, a $360M water-recycling plant designed to process up to 10M gallons/day (company says it keeps ~3.64B gal/year in the Memphis Aquifer), 240 backup batteries at Colossus I, 7,500+ local jobs and 630+ suppliers; notes 41 Southaven gas turbines received a state permit earlier in 2026. source↗
2026-09-23 xAI Colossus 2 Expansion (Southaven, MS) — Family of a construction worker who died after a fall at SpaceXAI's Colossus 2 facility (Tulane Road, Memphis) filed a $30M wrongful-death lawsuit against SpaceXAI. source↗
2026-09-22 Nebius Vineland Data Center — New Jersey fined DataOne $1.07M after state inspectors found 62 natural-gas generators operating without required permits at the Vineland AI data center construction site (DataOne-developed, Nebius-operated, 300 MW, tied to the ~$17.4B Microsoft contract). DataOne says the engines are temporary pending Bloom Energy fuel cells and will now apply for permits; Sierra Club and local activists called for a shutdown. source↗
2026-09-18 CoreWeave Lancaster — CoreWeave priced upsized $3.7B convertible senior notes offering (2.875%, due 2033; settled Sep 22, 2026) (due 2033; upsized from $3.0B announced Sep 17; +$500M greenshoe option); 3rd debt raise in under a year to fund AI-infra buildout source↗
2026-09-08 Soluna Technologies – Project Kati — Soluna energized the final 14 MW at Project Kati 1, completing the 83 MW first phase, and ERCOT conditionally classified the full 166 MW Kati campus (including the planned Kati 2 AI expansion) as Base Load under its Batch Zero interconnection process. Campus is behind-the-meter, powered by the Las Majadas wind project source↗
2026-09-02 xAI Colossus (Memphis) — SpaceXAI (xAI) planning a 5th Mid-South data center — Southaven Planning & Development Director Whitney Choat-Cook said Sept 1 plans are for a 'roughly 660,000 square foot data storage facility' at the site; expands xAI footprint in Memphis/Southaven area. source↗
2026-09-01 Nebius Independence Campus — PENDING: recall vote for Councilman John Perkins over data center support source↗

Upcoming receipts — when the next numbers drop

2026-10-08 APLD Q4 FY2026 earnings (est.) — Polaris Forge delivery update source↗
2026-11-08 CIFR Q3 2026 earnings (est.) — Barber Lake Phase 1 status source↗
2026-11-09 WULF Q3 2026 earnings (est.) — CB-4 delivery + Google/Fluidstack ramp source↗
2026-11-16 CORZ Q3 2026 earnings (est.) — Muskogee final testing + CoreWeave ramp source↗

Sites (34)

Nebius Independence Campus NBIS

Independence, Missouri, USA

Stage: construction (site prep)
MW planned: ~800 (up to 1.2 GW with reserves)
MW live: undisclosed
Power: not-in-queue (utility agreement in progress)
Consent: moratorium (existing project exempt)
Confidence: MEDIUM
Last verified: 2026-10-05

Event history

2026-09-01 PENDING: recall vote for Councilman John Perkins over data center support news source↗
2026-09-01 RESULT: Independence voters recalled Councilman John Perkins in the Sept 1 recall election — 68.05% YES with 100% of precincts reporting; first official recalled over a data center project this year (Ballotpedia). Recall was driven by his March 2026 vote for Nebius tax incentives. news source↗
2026-07-06 City Council passed 180-day moratorium on NEW data center applications (Jul 6, 2026) — explicitly does NOT apply to already-approved Nebius/Patmos projects; may be extended; same meeting approved Sept 1 recall election (Perkins abstained) news source↗
2026-07 Construction launched (groundbreaking; site prep + flood mitigation underway), first buildings targeted 2028 news source↗
2026-03-02 City Council approved tax incentive plan 5-2 (Mar 2, 2026; Stewart + Mayor Rowland against) — 20-year abatement on real & personal property, sales tax exemptions, Chapter 100 bonds; opposition group 'Stop the AI Data Center in Independence' formed news source↗
2025-11 Campus announced — 4 buildings on ~400 acres, one of the largest in the US (month-resolution: pre-dates Feb 2026 coverage) news source↗

CoreWeave Lancaster CRWV

Lancaster, Pennsylvania, USA

Stage: announced
MW planned: 100 (expandable to 300)
MW live: undisclosed (0 expected — no groundbreaking found)
Power: undisclosed
Consent: none observed
Confidence: MEDIUM
Last verified: 2026-10-05

Event history

2026-09-18 CoreWeave priced upsized $3.7B convertible senior notes offering (2.875%, due 2033; settled Sep 22, 2026) (due 2033; upsized from $3.0B announced Sep 17; +$500M greenshoe option); 3rd debt raise in under a year to fund AI-infra buildout filing source↗
2026-08-16 No further public movement found as of this date (no groundbreaking/permit news 13 months after announcement) undisclosed no public source
2025-07 Announced up to $6B investment, purpose-built AI DC, 100MW initial / 300MW potential, ~175 jobs news source↗
2025-07 Turner Construction engaged as builder company-claim source↗

WhiteFiber MTL-1 (Montreal) WYFI

Montreal, Quebec, Canada

Stage: operational
MW planned: undisclosed
MW live: 4 (gross, per Q2 2026 filing)
Power: undisclosed
Consent: none observed
Confidence: HIGH
Last verified: 2026-10-05

Event history

2026-08-12 Q2 2026 filing: 'We currently operate a 4 MW (gross) AI data center in Montreal (MTL-1)' — MTL-2 status not updated in headline filing source↗
2025-Q4 MTL-2 targeted Q4 2025, ~1 month delay before revenue generation filing source↗
2025 MTL-1 fully operational — Tier-3, HPC workloads, 4 MW gross (per IPO prospectus; year-resolution) filing source↗

Axe Compute US deployment (site undisclosed) AGPU

United States (site not named)

Stage: contracted — site undisclosed
MW planned: undisclosed
MW live: undisclosed
Power: undisclosed
Consent: none observed
Confidence: MEDIUM
Last verified: 2026-10-05

Event history

2026-08-17 SEC 8-K filed today: agreements with Duos Technologies for 55 MW of new AI data center capacity across multiple U.S. locations; ~$500M expected aggregate payments; Axe takes ~49% equity stakes in project entities; project readiness targeted late 2026 / early 2027. AGPU stock +11.37% on the news. company-claim source↗
2026-08 Announced five-year, $1.5B dedicated Blackwell cluster contract (US data center, site undisclosed; 1,008 NVIDIA B200 GPUs in initial tranche). filing source↗
2026-05-27 Q1 2026: disclosed $260M, 36-month contract for 2,300+ NVIDIA B300 GPUs (signed earlier in Q1) filing source↗
2025-12-12 Rebranded from Predictive Oncology to Axe Compute on Nasdaq (AGPU) — strategic shift to AI compute infrastructure company-claim source↗

OpenAI Stargate Abilene flagship (OpenAI/Oracle)

Abilene, Texas, USA

Stage: operational
MW planned: undisclosed
MW live: 421 (IT power, per Epoch)
Power: energized
Consent: none observed
Confidence: HIGH
Last verified: 2026-10-05

Event history

2026-08-16 Operational per Epoch AI directory (accessed today): ~509k H100-equivalents, 421 MW IT power, satellite+permit estimate epoch-satellite source↗
2026-08-16 Expansion disclosed: 4.5 GW new Oracle partnership → >5 GW under development, 2M+ chips company-claim source↗
2025-01-21 Stargate announced from the White House — OpenAI/SoftBank/Oracle/MGX JV, $100B up front, up to $500B by 2029; Abilene the first site company-claim source↗

Nebius Vineland Data Center NBIS

Vineland, New Jersey, USA

Stage: construction
MW planned: 300
MW live: undisclosed
Power: Bloom Energy fuel cells
Consent: none observed
Confidence: HIGH
Last verified: 2026-10-05

Event history

2026-09-22 New Jersey fined DataOne $1.07M after state inspectors found 62 natural-gas generators operating without required permits at the Vineland AI data center construction site (DataOne-developed, Nebius-operated, 300 MW, tied to the ~$17.4B Microsoft contract). DataOne says the engines are temporary pending Bloom Energy fuel cells and will now apply for permits; Sierra Club and local activists called for a shutdown. news source↗
2026-08-12 Q2 2026 earnings call: Bloom Energy fuel cells confirmed for 300 MW Vineland site ('switch from the project's power source to Bloom'); hearing on Vineland site adjourned without a vote (per call Q&A, Morgan Stanley question) company-claim source↗
2026-08-10 DA Davidson cut NBIS target $250->$175 (30%) citing Vineland delays (sourced) news source↗
2026-08-10 Second stop-work order issued — Bloom Energy fuel cells installed without required permits (needs independent source) undisclosed no public source
2026-08-06 First stop-work order issued by Vineland building officials — work on an LNG tank halted for missing approvals and permits news source↗
2026-08 Vineland Planning Board approved DataOne/Nebius Phase 2 amended site plan (8-1 per completeaitraining / 9-1 per other coverage; lone dissent John Cassidia) — ~588k sq ft Phase 2 expansion (2.6M sq ft campus total), on-site Bloom Energy power buildout, tied to Nebius' ~$17-17.4B Microsoft cloud/AI infrastructure contract; residents' noise/flooding complaints noted. Month-resolution (silive.com /2026/08/); may be late Aug, missed by Aug 31 refresh. news source↗
2026-07-28 Bloom Energy Q2 earnings: raised full-year 2026 revenue guidance to $3.9B-$4.2B; Nebius win cited as key new customer company-claim source↗

CoreWeave Kenilworth Campus (NEST) CRWV

Kenilworth, New Jersey, USA

Stage: construction
MW planned: 250
MW live: 0 (construction)
Power: undisclosed
Consent: approved (NJ EDA tax credit award; borough council approved)
Confidence: HIGH
Last verified: 2026-10-05

Event history

2026-06-19 Kenilworth residents publicly fighting the $1.8B project (nj.com: 'A tiny NJ borough approved a $1.8B AI data center. Now its residents are fighting back'); article paywalled, meeting-level details (100+ residents, Jun 19) unverified news source↗
2025-11-25 NJ EDA awards CoreWeave $250 million tax credit under Next NJ Program – AI; first award under this new state program specifically for AI data centers news source↗
2025-09 Construction began on 280,000–392,600 sq ft conversion at NEST campus; $1.8B total project investment; Turner Construction engaged as builder news source↗
2025-08-01 CoreWeave acquires data center site NEST (building 11) and surrounding 27-acre parcel at NEST campus for $322M (sale announced Aug 1, 2025) news source↗
2024-10 CoreWeave had leased the NEST building since October 2024 (pre-acquisition) news source↗

WhiteFiber MTL-2 (Montreal, Enovum Campus) WYFI

Montreal, Quebec, Canada

Stage: construction
MW planned: 5
MW live: 0 (not yet operational)
Power: Hydro-Québec (Enovum facility)
Consent: none observed
Confidence: HIGH
Last verified: 2026-10-05

Event history

2026-08-12 Q2 2026 earnings call: MTL-2 still not operational — 5 MW capacity targeted for completion around year-end 2026 (now ~8+ months past original Q4 2025 target) filing source↗
2026-08-12 Q2 2026 press release: WhiteFiber reports second quarter 2026 results; net loss $15M; $56.1M cash; no MTL-2 revenue generated filing source↗
2025-Q4 MTL-2 originally targeted for completion and operational in Q4 2025 filing source↗
2024-12-27 Bit Digital (WhiteFiber parent) acquires MTL-2 site at 7300 Trans-Canada Highway, Montreal for CA$33.5M; Enovum colocation facility filing source↗

xAI Colossus (Memphis) flagship (xAI/SpaceX)

Memphis, Tennessee, USA

Stage: operational
MW planned: ~2,000 (target 1M+ GPUs across multiple buildings)
MW live: 946 (IT power, per Epoch)
Power: energized (TVA grid; gas turbines on-site)
Consent: air permit (Shelby County; NAACP citizen suit filed April 2026)
Confidence: HIGH
Last verified: 2026-10-05

Event history

2026-09-02 SpaceXAI (xAI) planning a 5th Mid-South data center — Southaven Planning & Development Director Whitney Choat-Cook said Sept 1 plans are for a 'roughly 660,000 square foot data storage facility' at the site; expands xAI footprint in Memphis/Southaven area. news source↗
2026-07 xAI installed 59 unpermitted gas turbines for Colossus 2 near Southaven, Mississippi — nearly double prior acknowledged count; NAACP/SELC Clean Air Act citizen suit filed April 2026 ongoing; DOJ filed motion to intervene news source↗
2026-07 Epoch AI directory (satellite+permit estimate): Colossus 2 operational, ~1,112k H100-equivalents, 946 MW IT power, $35.8B capital cost epoch-satellite source↗
2025-12-30 Elon Musk announced xAI purchased a third building in the Memphis area, expanding Colossus to 2 GW total capacity — target: 555,000 NVIDIA GPUs for ~$18B company-claim source↗
2025-12-15 Air emissions construction permit upheld 6-1 by Shelby County Air Pollution Control Board after 7-hour hearing; SELC appeal dismissed Dec 16, 2025 permit source↗
2025-07-02 Shelby County Health Department issued air permit for 15 stationary natural gas turbines at 3231 Paul R. Lowry Road — after months of hearings and protests permit source↗
2025-03 xAI affiliate purchased large warehouse and adjacent parcels in Whitehaven area of Memphis (March 2025 per Wikipedia; address not on page) news source↗
2025-03 xAI affiliate purchased large warehouse and adjacent parcels in Whitehaven area of Memphis (March 2025 per Wikipedia; address not on page) permit source↗
2024-07 Colossus 1 (original South Memphis site) became operational — built in 122 days, ~150 MW from TVA/MLGW; primary purpose: Grok training news source↗

Stargate Lighthouse (Port Washington, WI) flagship (OpenAI/Oracle)

Port Washington, Wisconsin, USA

Stage: construction
MW planned: ~902 (4 facilities, 2.5M sq ft on 672 acres)
MW live: 80 (phase 1 under construction; first building targeted 2H 2026)
Power: energized (under construction; utility interconnection in progress)
Consent: none observed
Confidence: HIGH
Last verified: 2026-10-05

Event history

2026-08-06 Construction continues as of Aug 6, 2026 per JSOnline field report; project on schedule for first building 2H 2026 delivery news source↗
2025-12-19 Crews officially began first phase construction; completion targeted 2028; first building on track for 2H 2026 news source↗
2025-10-22 OpenAI, Oracle, and Vantage Data Centers formally announced Lighthouse campus — 672 acres, four hyperscale AI data centers, ~902 MW critical IT load, $15B+ investment, 4,000+ construction jobs company-claim source↗
2025-09-23 OpenAI, Oracle, and SoftBank announced five new U.S. AI data center sites under the Stargate initiative, including the Midwest location (Port Washington, WI, named 'Lighthouse') company-claim source↗
2025-07-22 OpenAI and Oracle entered agreement to develop 4.5 GW of additional Stargate data center capacity in the U.S. — $30B+ deal; created capacity headroom for Lighthouse and other named sites company-claim source↗

Microsoft Alviso Data Center Campus (San Jose) MSFT

San Jose, California, USA

Stage: construction
MW planned: 48 (phase 1); expandable to ~99 (full campus)
MW live: 0 (groundbreaking June 2026; completion targeted 2028)
Power: undisclosed (utility agreement not publicly disclosed)
Consent: none observed
Confidence: HIGH
Last verified: 2026-10-05

Event history

2026-06-10 Microsoft held groundbreaking ceremony; HITT Contracting confirmed; Mayor Matt Mahan attended; 48MW first phase, 397,205 sq ft, 64.59-acre site; completion targeted 2028 news source↗
2026-01 Microsoft received approval for 15 additional data center buildings on the Alviso campus — major expansion of original single-building plan news source↗
2025-04-16 San Jose Planning Commission approved Microsoft's proposal for a data center at 1657 Alviso Way in the Alviso neighborhood — plan previously stalled since 2019, revived alongside 2022 parking exemption request permit source↗

Meta El Paso Data Center META

El Paso, Texas, USA

Stage: construction (expansion)
MW planned: 1000 (1GW)
MW live: undisclosed
Power: utility agreement (El Paso Electric 366MW gas plant proposed)
Consent: none observed
Confidence: HIGH
Last verified: 2026-10-05

Event history

2026-07-28 Meta and BlackRock announced $14B joint venture; BlackRock funds take 80% stake via $4.9B cash + $12.5B bond financing; campus to be developed and owned by the JV vehicle company-claim source↗
2026-07-28 Meta and BlackRock announced a strategic venture for the El Paso data center: over $10B Meta investment, 1 GW online 2028, 4,000+ construction jobs at peak company-claim source↗
2026-03-26 Meta increased investment to $10B+ and confirmed 1GW capacity target for El Paso campus; expansion to 12+ buildings; 4,000+ peak construction workers; 300 permanent jobs once complete company-claim source↗
2026-01-26 Texas Tribune reported El Paso's plan to build 366MW natural gas power plant for Meta data center, sparking environmental opposition; El Paso Electric filed for PUC review news source↗
2025-10 Meta announced El Paso as new AI-focused data center site and broke ground; initial investment ~$1.5B on 1,000-acre site company-claim source↗

Google Jackson County Data Center GOOGL

Bridgeport, Alabama, USA

Stage: construction (expansion)
MW planned: undisclosed (expansion beyond original ~80MW)
MW live: ~80 (original campus, operational since 2019)
Power: contracted (TVA renewable energy)
Consent: none observed
Confidence: HIGH
Last verified: 2026-10-05

Event history

2026-06-15 Google announced $1.5B expansion investment across 2026-2027 for Jackson County campus; ~1,000 contract jobs; over $2B total invested in Alabama since 2018; will contract 300MW+ new generation capacity via TVA company-claim source↗
2026-06 DCD reported construction about to start on expansion (delayed ~2 years from original announcement); building pad being laid; site on former coal plant news source↗
2018-04 Google broke ground on $600M Jackson County data center on former Widows Creek coal plant site (360 acres); campus brought online in 2019 news source↗

Amazon AWS Trenton Data Center AMZN (AWS)

Trenton, Ohio, USA

Stage: announced
MW planned: 250 (per Prologis filings); $5B Amazon project
MW live: 0 (not yet operational)
Power: undisclosed (negotiations with utility in progress)
Consent: none observed (zoning approved, annexation in dispute)
Confidence: MEDIUM
Last verified: 2026-10-05

Event history

2026-08-11 Amazon confirmed in negotiations with Trenton for $5B data center project as end user; city pursuing annexation of site; tax incentives under negotiation news source↗
2026-07-10 City of Trenton approved tax abatement for Prologis data center project; developer expects end user to be Amazon Web Services news source↗
2026-03-31 Trenton planning commission approved zoning for data center project (893,034 sq ft, 145 acres, $7.75M land deal; no MW figure in source) news source↗
2025-10 Prologis acquired 141 acres in Butler County from City of Trenton for $7.7M; land intended for data center development news source↗

Crusoe AI Data Center – Denver Metro private (Crusoe)

Arvada, Colorado, USA

Stage: construction
MW planned: 400 MW
MW live: undisclosed
Power: Xcel Energy power purchase agreement; substations under construction
Consent: undisclosed
Confidence: MEDIUM
Last verified: 2026-10-05

Event history

2025-11-14 Local outlet Colorado Public Radio reported that Xcel Energy had begun underground transmission work near the Arvada site; Crusoe confirmed partial power delivery was expected by Q2 2026. news source↗
2024-09-17 Crusoe filed a site development permit application with the City of Arvada for the ~100-acre campus parcel at Indiana Street and 60th Avenue. permit source↗
2024-03-19 Crusoe announced a 400 MW AI data center campus in Arvada, Colorado, as part of a joint development with Lamond Growth; Xcel Energy disclosed a 12-year power purchase agreement to supply the site. company-claim source↗

Hut 8 AI Data Center Portfolio (West Dallas / River Bend / Beacon Point) HUT

West Dallas, Texas, USA

Stage: construction (announced — West Dallas; financed — River Bend)
MW planned: 2,295 (River Bend + Beacon Point partnership capacity)
MW live: undisclosed
Power: Oncor service agreement; 150 MW request filed
Consent: none observed
Confidence: MEDIUM
Last verified: 2026-10-05

Event history

2026-08 River Bend AI Campus secured $3.25B in bonds to finance the Google and Anthropic-backed campus — first leg of a 2.295 GW partnership with Fluidstack and Anthropic news source↗
2026-07-14 Benchmark raised target on Hut 8 citing Beacon Point as main driver plus River Bend and Beacon Point contracts; Hut 8 holds 60% of American Bitcoin Corp and 10,667 BTC news source↗
2026-03-20 Hut 8's 2025 annual report disclosed that the West Dallas site had received its air quality permit from the Texas Commission on Environmental Quality and was targeting first GPU power in Q1 2027. filing source↗
2024-11-04 Hut 8 Mining Corp. announced in an investor presentation that it had signed a letter of intent with Oncor Electric Delivery for up to 150 MW of power at a new AI data center site in West Dallas. company-claim source↗

Soluna Technologies – Project Kati SLNH

Abilene, Texas, USA

Stage: announced
MW planned: 50 MW
MW live: 0 MW
Power: AEP Texas interconnection agreement filed; 138 kV line extension required
Consent: none observed
Confidence: MEDIUM
Last verified: 2026-10-05

Event history

2026-09-08 Soluna energized the final 14 MW at Project Kati 1, completing the 83 MW first phase, and ERCOT conditionally classified the full 166 MW Kati campus (including the planned Kati 2 AI expansion) as Base Load under its Batch Zero interconnection process. Campus is behind-the-meter, powered by the Las Majadas wind project company-claim source↗
2026-05-19 Abilene Reporter-News cited public records showing Soluna had submitted a conditional use permit application to the Abilene Planning Commission for the Kati site, with a hearing scheduled for June 2026. news source↗
2025-10-07 Soluna's Q3 2025 shareholder letter confirmed Project Kati had signed a 10-year load contract with a hyperscaler customer, subject to reaching commercial operation. company-claim source↗
2024-08-27 Soluna Holdings announced Project Kati, a 50 MW AI data center project to be developed on a brownfield site in Abilene, Texas, leveraging existing industrial power infrastructure. company-claim source↗

Oracle West Jordan Data Center (Project Sequoia) ORCL

West Jordan, Utah, USA

Stage: operational
MW planned: 28
MW live: 28
Power: energized
Consent: none observed
Confidence: MEDIUM
Last verified: 2026-10-05

Event history

2026-04 Oracle Cloud Infrastructure marketing materials claim 1.2 billion watt (1.2 GW) Texas data center with 500,000 NVIDIA GPUs — specific Texas location not publicly named company-claim source↗
2025-03 Separate $2B AI data center project by CIM Group/Novva Data Centers announced for West Jordan — 100 acres, 175 MW — Oracle noted as potential anchor tenant; distinct from Oracle-owned Project Sequoia news source↗
2023 Oracle West Jordan (Project Sequoia) became operational — 179,000 sq ft, 28 MW capacity serving Oracle Cloud Infrastructure (OCI) customers in the Intermountain West news source↗

OpenAI Stargate Lordstown Campus flagship (OpenAI/Oracle)

Lordstown, Ohio, USA

Stage: construction
MW planned: undisclosed (~1.5 GW per public power filing for advanced data center design)
MW live: 0 (under construction; targeted operational 2026-2027)
Power: under construction (groundbreaking Q4 2025 per Public Power Coalition reporting)
Consent: none observed
Confidence: HIGH
Last verified: 2026-10-05

Event history

2026-04 Kovastack analysis confirmed Lordstown as one of 7 publicly confirmed Stargate US sites; under permitting/construction alongside Milam County TX, Shackelford County TX, Doña Ana County NM, Port Washington WI, Saline Township MI news source↗
2026-03 Epoch AI construction tracker listed Lordstown among largest active AI data center projects under construction; AI chips owned by SoftBank, used by OpenAI epoch-satellite source↗
2025-09-25 SoftBank confirmed groundbreaking on 'advanced data center design' in Lordstown on track to be operational next year per Public Power Coalition; Ohio site scales to 1.5 GW within 18 months company-claim source↗
2025-09-23 OpenAI, Oracle, and SoftBank announced Lordstown, Ohio as one of five new Stargate AI data center sites — joint venture, $500B total commitment company-claim source↗

Microsoft Fairwater AI Data Center (Mount Pleasant) MSFT

Mount Pleasant, Wisconsin, USA

Stage: operational
MW planned: ~369 (IT power per Epoch); 315-acre multi-building campus
MW live: ~369 (operational as of June 2026; ~446k H100-equivalents)
Power: energized
Consent: none observed
Confidence: HIGH
Last verified: 2026-10-05

Event history

2026-08-17 Noise complaint lawsuit filed by Mount Pleasant neighbours — neighbours suing Microsoft for $7.3B data center 'sick of noise that never stops, doesn't let them sleep' news source↗
2026-06-23 Microsoft announced completion of first datacenter facility at Mount Pleasant — equipment brought online and startup activities conducted in April; 315-acre campus, first facility fully operational company-claim source↗
2026-04 CEO Satya Nadella announced Fairwater data center 'going live ahead of schedule' — first indication the Mount Pleasant campus was approaching operational status company-claim source↗
2026-04 Epoch AI directory entry published: Microsoft Fairwater Wisconsin — 446k H100-equivalents of compute, 369 MW IT power, $14.0B capital cost, AI chips owned by Microsoft (likely used by OpenAI and Microsoft) epoch-satellite source↗

Google Fort Wayne Data Center Campus GOOGL

Fort Wayne, Indiana, USA

Stage: operational
MW planned: ~500 (across multiple phases; Building 4 alone scoped at 190 MW)
MW live: ~300 (operational; Building 1 and initial phase confirmed Dec 2025; full buildout expected 2027+)
Power: energized
Consent: none observed
Confidence: HIGH
Last verified: 2026-10-05

Event history

2026 Federal wetlands near Fort Wayne targeted for Phase 3 conversion — additional land for Google's sprawling data center complex; regulatory review underway news source↗
2026 Google Fort Wayne Building 4 filed for construction — 300,000 sq ft, 190 MW expected operational 2027; represents major phase expansion of operational campus permit source↗
2025-12-11 Google Fort Wayne data center declared operational — developers confirmed facility is now online, supporting Google services and cloud customers news source↗
2024-04 Google announced $2B Fort Wayne data center investment on ~350 acres southeast of city near East Tillman Road and Adams Center Road; Indiana officials confirmed AI infrastructure purpose company-claim source↗

Meta Richland Parish AI Data Center META

Richland Parish, Louisiana, USA

Stage: construction
MW planned: undisclosed (Entergy 366MW gas plant approved; $10B+ investment scope)
MW live: 0 (under construction; targeted 2027+)
Power: contracted (Entergy generation + transmission infrastructure approved by LPSC August 2025)
Consent: none observed
Confidence: HIGH
Last verified: 2026-10-05

Event history

2026-07 Meta 'deepened investment' in Richland Parish — announced teacher scholarships, workforce development programs; three general contractors continuing to hire locally; campus construction well underway company-claim source↗
2025-08-20 Louisiana Public Service Commission approved Entergy settlement to build generation and transmission infrastructure for Meta's $50B data center campus in Richland Parish (per WWNO tracking of LPSC vote) news source↗
2025-06-27 Groundbreaking ceremony held at Richland Parish site — Smalling Substation groundbreaking to serve the data center; Mortenson Construction, DPR Construction, Turner Construction engaged as builders news source↗
2024-12-04 Meta announced $10B investment for AI-optimized data center in Richland Parish, Louisiana — largest Meta data center to date at 4 million sq ft; 500 operational jobs, 5,000+ construction jobs; 1,000-acre site company-claim source↗

Applied Digital Polaris Forge 1 AI Factory Campus APLD

Ellendale, North Dakota, USA

Stage: operational
MW planned: 400 (fully contracted to CoreWeave, 15-year leases)
MW live: 100 (Building 1 fully energized at 100 MW; Building 2 Phase 1 delivered Jul 2026)
Power: energized
Consent: none observed
Confidence: HIGH
Last verified: 2026-10-05

Event history

2026-07-01 Building 2 Phase 1 delivered on-time; reinforces repeatable model for turning power into operational AI capacity; Applied Digital IR company-claim source↗
2025-11-24 Building 1 Phase II Ready for Service — fully energized at 100 MW critical IT load; on-time delivery per APLD earnings release company-claim source↗
2025-06-02 Announced 250 MW AI data center lease with CoreWeave at Ellendale campus, expandable to 400 MW; ~$7B total revenue per PR (250MW + 150MW option) company-claim source↗

IREN Childress Data Center IREN

Childress, Texas, USA

Stage: operational
MW planned: 750 (total campus capacity)
MW live: 350 (operating data center capacity per Q2 2025 SEC filing); 50 MW Horizon 1 delivered to Microsoft Aug 2026
Power: energized
Consent: none observed
Confidence: HIGH
Last verified: 2026-10-05

Event history

2026-08-27 FY26 results (Aug 27): $4B contracted annualized recurring revenue for 2026 capacity, ~$1B already operating after Microsoft accepted Horizon 1; Horizon 2 commissioning underway; Horizon 3-4 in late-stage construction targeting Q4 2026 delivery; shares fell ~13% Aug 28 as the print's impairment charge dragged AI-DC peers company-claim source↗
2026-08-13 Microsoft formally accepted Horizon 1 (50 MW IT load, direct-to-chip liquid-cooled) at Childress; first delivery under $9.7B contract; IREN press release company-claim source↗
2026-08-13 IREN achieved NVIDIA Exemplar Cloud status on GB300 NVL72 (same release as Horizon 1 acceptance) company-claim source↗
2025-11 Signed five-year, $9.7B managed services AI cloud contract with Microsoft; Horizon 1 (first of four 50MW direct-to-chip liquid-cooled deployments) at Childress campus company-claim source↗
2024-07-24 Secured additional 150 MW of immediately available power at Childress, lifting total capacity from 600 MW to 750 MW; ERCOT network study approval and amended AEP connection agreement company-claim source↗

Core Scientific Muskogee HPC Data Center (Port of Muskogee) CORZ

Muskogee, Oklahoma, USA

Stage: construction
MW planned: 100 (Phase 1 of 500+ MW contracted with CoreWeave)
MW live: 0 (targeted operational Q2 2026 per LinkedIn construction update; currently in final testing)
Power: energized (dedicated substation capable of 500+ MW)
Consent: none observed
Confidence: HIGH
Last verified: 2026-10-05

Event history

2026-05 Core Scientific acquired existing cryptomine in Muskogee to expand AI data center campus; construction already begun on second unleased 82.5 MW building (Q4 2027 delivery) news source↗
2026 Construction progressing through final testing and on track for Q2 2026 delivery per Core Scientific LinkedIn update company-claim source↗
2024-11-18 Groundbreaking ceremony — Core Scientific, CoreWeave, and Port Muskogee broke ground on 100 MW HPC facility; represents portion of 500 MW CoreWeave contract ($8.7B total potential value over 12-year terms) company-claim source↗

TeraWulf Lake Mariner Data Campus WULF

Barker, New York, USA (Lake Ontario, Western New York)

Stage: operational
MW planned: 500+ (six buildings planned; up to 750 MW potential)
MW live: 102 (CB1: 16MW + CB2 Phase 1: 42MW + CB3: 42MW delivered early Jul 2026; Wulf Den: 2MW)
Power: energized (91% zero-carbon, primarily hydro)
Consent: none observed
Confidence: HIGH
Last verified: 2026-10-05

Event history

2026-08-24 Kentucky PSC approved the Retail Electric Service Agreement (order dated Aug 21, 2026) supporting up to 482 MW for TeraWulf's Justified Data Campus in Hancock County, KY (former Century Aluminum Hawesville smelter); TeraWulf estimates ~$4.0-4.5B of site/infrastructure investment at ~$10-12M per MW company-claim source↗
2026-08-05 Q2 2026 results: 81 MW revenue-generating critical IT capacity as of Jun 30, 2026; CB-3 delivered early July 2026, increasing revenue-generating capacity to 102 MW; satisfies conditions for $600M of Google's credit support for Fluidstack lease; CB-4 targeting late September 2026 company-claim source↗
2026-03-20 CB-4 topped out at Lake Mariner; 168 MW capacity, energization expected Q3 2026; CB-5 (168+ MW) targeted H2 2026; six buildings planned total news source↗
2025-08-14 Signed 10-year, 200+ MW AI hosting agreements with Fluidstack; Google guarantees $1.8B lease obligations and takes ~8% equity stake in TeraWulf; TeraWulf IR press release company-claim source↗

Cipher Mining Barber Lake HPC Campus CIFR

Colorado City, Texas, USA (Mitchell County; Barber Lake HPC site)

Stage: construction
MW planned: 1,000+ (1 GW joint venture in West Texas announced Nov 2025)
MW live: 0 (Barber Lake Phase 1 data halls phased for delivery Q4 2026-Q1 2027 per 2026-09-25 lease amendment; first rent commencement Q4 2026)
Power: undisclosed (power infrastructure in development)
Consent: none observed
Confidence: HIGH
Last verified: 2026-10-05

Event history

2026-09-25 Cipher Digital extended the Barber Lake (Colorado City, TX) lease term from 10 to 20 years via a Fluidstack lease amendment plus a binding 10-year commitment with a leading AI lab; contracted revenue rises from $3.8B to over $9B (~$5.2B incremental); data halls now phased for delivery Q4 2026 through Q1 2027, first rent commencement Q4 2026; Cipher bears the first $359.3M of over-budget cost. Source: SEC 8-K Ex-99.1 / company release filing source↗
2025-11-04 Cipher Mining announced $1.4B private debt offering to fund Barber Lake HPC construction; company pivot from bitcoin mining to HPC/AI infrastructure news source↗
2025-11-03 Announced $5.5B, 15-year AWS lease for 300 MW at Barber Lake; formed 1 GW JV for West Texas development; Cipher Mining press release company-claim source↗
2025-11 Also signed 168 MW deal with Fluidstack for Barber Lake (Colorado City, TX) under $3B lease, due to start Oct 2026; DCD reported news source↗

Stargate Saline Township (The Barn) flagship (OpenAI/Oracle)

Saline Township, Michigan, USA

Stage: construction
MW planned: 1,000+ (1 GW campus)
MW live: 0 (construction)
Power: undisclosed
Consent: township voted down plan May 2026; construction proceeded anyway
Confidence: HIGH
Last verified: 2026-10-05

Event history

2026-06-01 Construction celebrated — 'The Barn' launch with Related Digital, Blackstone, OpenAI, Oracle, Gov. Whitmer; township settled after lawsuit, court-approved agreement company-claim source↗
2025-10-30 OpenAI, Oracle, and Related Digital announced the 1 GW+ Stargate campus in Saline Township anyway — part of the 4.5 GW Oracle partnership; $16B project company-claim source↗
2025-09 Saline Township planning commission rejected rezoning of 575 acres for the data center; township board voted 4-1 to deny (September 2025) news source↗
2025-09 Related Digital and landowners sued the township two days after the vote (exclusionary zoning claim) news source↗

OpenAI Stargate Shackelford County (Vantage Frontier) flagship (OpenAI/Oracle)

Albany, Texas, USA

Stage: construction
MW planned: 1,400 (10 facilities, ~3.7M sq ft on 1,200 acres)
MW live: 0 (under construction; first building targeted 2H 2026)
Power: energized (ERCOT grid; interconnection in progress)
Consent: approved (Shackelford County Commissioners unanimously approved 10-year Chapter 312 tax abatement July 2025; $10M annual PILOT payments; $150K annual charitable commitment)
Confidence: MEDIUM
Last verified: 2026-10-05

Event history

2026-08 Groundbreaking confirmed; Vantage Data Centers hosted groundbreaking ceremony for Frontier campus; first facility targeted operational 2H 2026; full campus buildout by late 2028 news source↗
2026-07-05 Compute Atlas reports construction confirmed; Shackelford County Commissioners unanimously approved the 10-year abatement; Vantage committed up to 10 annual college scholarships and $150,000 to local charities over the first decade; peak construction workforce cited up to ~6,500 news source↗
2025-09-23 OpenAI, Oracle, and SoftBank announced five new US Stargate sites including Shackelford County, Texas (Frontier campus, developed by Vantage Data Centers) — part of ~$400B total Stargate investment company-claim source↗

OpenAI Stargate Project Jupiter (Doña Ana County) flagship (OpenAI/Oracle)

Santa Teresa, New Mexico, USA

Stage: construction
MW planned: ~2,500 (~2.45 GW Bloom Energy fuel cells)
MW live: 0 (under construction; targeted 2026-2027)
Power: under construction (Bloom Energy fuel cells primary; gas pipeline delayed to 2027)
Consent: none observed
Confidence: HIGH
Last verified: 2026-10-05

Event history

2026-08 Natural gas pipeline (Green Chile Connector) critical to powering Project Jupiter delayed to 2027 — original timeline missed; Bloom Energy fuel cells initially bridge power; site under construction news source↗
2026-04-27 Oracle confirmed it will be the tenant of Project Jupiter campus in Doña Ana County, near the US-Mexico border — 1,400 acres, up to $165B investment, up to 2.5 GW Bloom Energy fuel cells company-claim source↗
2025-09-23 OpenAI, Oracle, and SoftBank announced New Mexico as one of five new Stargate AI data center sites — $500B total JV commitment company-claim source↗

xAI Colossus 2 Expansion (Southaven, MS) flagship (xAI/SpaceX)

Southaven, Mississippi, USA

Stage: operational
MW planned: undisclosed (~400-500 MW estimated for 59 turbines)
MW live: undisclosed
Power: energized (59 unpermitted natural gas turbines; temporary units under retirement schedule as of July 2026)
Consent: air permit violation (Clean Air Act; NAACP/SELC citizen suit filed April 2026; DOJ motion to intervene July 2026)
Confidence: HIGH
Last verified: 2026-10-05

Event history

2026-09-25 SpaceXAI (xAI) published a Mid-South hub page summarizing its Memphis/Southaven footprint: more than $90B invested in the region since 2024, 220,000+ GPUs, over 2 GW of compute across Colossus I and II, a $360M water-recycling plant designed to process up to 10M gallons/day (company says it keeps ~3.64B gal/year in the Memphis Aquifer), 240 backup batteries at Colossus I, 7,500+ local jobs and 630+ suppliers; notes 41 Southaven gas turbines received a state permit earlier in 2026. company-claim source↗
2026-09-23 Family of a construction worker who died after a fall at SpaceXAI's Colossus 2 facility (Tulane Road, Memphis) filed a $30M wrongful-death lawsuit against SpaceXAI. news source↗
2026-07-31 Mississippi environmental officials and xAI agreed to a schedule to retire the 69 temporary gas generators at the Southaven facility — 59 unpermitted turbines + 10 additional news source↗
2026-07-15 DOJ filed motion to intervene in xAI's Clean Air Act case — federal government took sides against xAI on turbine permit violations; NAACP/SELC citizen suit ongoing news source↗
2026-07-14 Reuters confirmed via FOIA records: xAI installed 59 natural gas turbines at the Southaven site without federal Clean Air Act permits — nearly double the 27 the company had acknowledged in January 2026; 57 of 59 turbines in Southaven MS news source↗
2026-04-14 SELC filed detailed report confirming xAI built an illegal de facto power plant near Southaven MS — dozens of unpermitted gas turbines powering Colossus 2, across the Tennessee state line; Clean Air Act violations alleged news source↗

Stargate Freebird (Milam County, TX) flagship (OpenAI/Oracle)

Milam County, Texas, USA

Stage: construction
MW planned: 1,200 (1.2 GW)
MW live: 0 (phase 1 under construction)
Power: energized (1.2 GW lease signed; SB Energy building dedicated gas power infrastructure)
Consent: none observed
Confidence: HIGH
Last verified: 2026-10-05

Event history

2026-04-15 TDLR filing registered Apr 15: Freebird Data Center Phase 1 (548,950 sq ft, single-story, $3B facility per MySA); construction began Oct 2025, completion expected October 2026; Milam County Judge: 700 jobs, $13.5M pilot payments news source↗
2026-01 OpenAI and SoftBank each invested $500M in SB Energy; OpenAI signed 1.2 GW lease for Milam County data center campus (Jan 2026 per article) news source↗
2025-04 Texas Department of Licensing and Regulation filing revealed first phase: 548,950 sq ft single-story facility with four data halls, estimated cost $470M initial / $4B total filing source↗

CoreWeave Denton (TX) CRWV

Denton, Texas, USA

Stage: operational
MW planned: 262+
MW live: 262 (operational)
Power: energized (ERCOT grid; dedicated on-site power infrastructure)
Consent: none observed
Confidence: HIGH
Last verified: 2026-10-05

Event history

2026-08-15 Epoch AI directory lists CoreWeave Denton TX as operational: 253k H100-equivalent chips, 262 MW IT power, $9.9B capital cost, Nvidia B200 chips epoch-satellite source↗
2025 CoreWeave deployed 16,000 GPUs at the delayed Denton facility; refurbishment underway to convert from cryptomining to HPC/AI workloads news source↗
2024-11 Core Scientific announced $6.1B plan to convert Denton crypto-mining facility to AI data center; CoreWeave identified as anchor tenant news source↗

Switch The Rock (Round Rock, TX) flagship (Switch)

Round Rock, Texas, USA

Stage: construction
MW planned: 185 (The Rock campus, Tier 5)
MW live: undisclosed (first building in use at 150 Dell Way)
Power: undisclosed
Consent: closed-loop cooling required in PUD
Confidence: HIGH
Last verified: 2026-10-05

Event history

2026-04-15 TDLR filing: $20M data center at 300 Dell Way, 72,600 sq ft, liquid-to-chip cooling; construction to begin June 2026, completed by June 2028 filing source↗
2021 Switch first announced The Rock project — 1.5M+ sq ft, 185 MW Tier 5 campus adjacent to Dell Technologies HQ (per MySA retrospective) news source↗

Claims vs receipts — ticker scorecard

Ticker	Company claim	Observable	Gap	Note
NBIS	2.5 GW contracted power by end-2026 (Zacks)	Independence MO site prep (1 campus); 300 MW Bloom fuel-cell site announced	Majority of contracted GW not yet observable at named sites	Burry short; backlog conversion is the market debate
CRWV	14 DCs / 2,110 MW across 10 US states (usdatamap)	Lancaster PA: announced Jul 2025, no groundbreaking found	Lancaster 100MW of 2,110MW — thin physical evidence for a $6B commitment	Delays already triggered sell-off (Bisnow)
WYFI	MTL-1 operational 4 MW gross (Q2 filing)	Confirmed: 4 MW operational, Tier-3	MTL-2 (Q4 2025 target) slipped ~1 month	Only disclosed site is in Canada
AGPU	$260M B300 contract + $1.5B Blackwell contract	Contracts signed; NO site physically observable — site undisclosed	100% of claimed capacity is unobservable	Honest 'undisclosed' display is the whole discipline
flagship (xAI/SpaceX)	2 GW total capacity, 555k GPUs (~$18B) by 2026	Colossus 2 operational: 946 MW IT, ~1.1M H100-eq (Epoch)	59 unpermitted turbines; NAACP/SELC suit + DOJ intervention	Fastest build in history; permitting friction is the story
META	$10B+, 1 GW by 2028 (El Paso)	Groundbreaking Oct 2025; $14B BlackRock JV Jul 2026	366MW gas plant pending PUC review	BlackRock JV = new financing pattern for AI DCs
GOOGL	$1.5B expansion 2026-27 (Jackson County)	Construction starting Jun 2026 after ~2-yr delay	300MW+ TVA contract not yet online	Delayed 2 years — delay itself is the signal
MSFT	48MW phase 1, expandable ~99MW (Alviso)	Groundbreaking Jun 2026; completion targeted 2028	Utility agreement undisclosed	Revived after 6-year stall
AMZN (AWS)	$5B Trenton project (Prologis)	Zoning + tax abatement approved; Amazon confirmed Aug 2026	Annexation in dispute; no groundbreaking	AWS rarely announces — watch the permits
ORCL	1.2 GW Texas DC with 500k NVIDIA GPUs (marketing)	West Jordan UT: 28 MW operational (2023)	Texas site unnamed; 1.2GW claim unobservable	Oracle's AI DC claims outrun named sites
HUT	150 MW West Dallas AI campus (Oncor LOI)	Land closed Jun 2025; air permit Mar 2026; first GPU Q1 2027	No construction start yet	Mining-to-AI pivot, slow burn
SLNH	50 MW Project Kati, 10-yr hyperscaler load contract	Interconnection filed; conditional use permit hearing Jun 2026	0 MW live; 138kV extension ~18 months	Brownfield play, still pre-permit
APLD	400 MW contracted to CoreWeave (~$11B)	100 MW live (B1 Nov 2025); B2 P1 delivered Jul 2026	300 MW of 400 still to deliver	On-time delivery record — the exception in this cohort
IREN	$9.7B Microsoft AI cloud contract (5yr)	Horizon 1 (50 MW) ACCEPTED by MSFT Aug 13 2026	3 of 4 Horizon deployments pending	First delivery under the contract cleared — shares +10%
CORZ	500 MW CoreWeave contract ($8.7B)	Muskogee 100 MW in final testing; 2nd 82.5 MW building started	0 MW live; Q2 2026 target slipped to 'final testing'	CoreWeave's biggest landlord
WULF	200+ MW Fluidstack/Google hosting (10yr)	102 MW live; CB-4 (168 MW) energizing late Sep 2026	Google credit support tied to delivery milestones	91% zero-carbon (hydro) — power story
CIFR	$5.5B AWS lease for 300 MW + 1 GW JV	Barber Lake Phase 1 targeted Sep 2026; $1.4B debt raised	0 MW live at Barber Lake	Mining-to-HPC pivot, fully contracted

Method. Every event carries a date, a source link, and a source type (filing / permit / local news / company claim / Epoch satellite). Confidence: HIGH = confirmed date + source; MEDIUM = named source, approximate date; LOW = single unverified source. GPU install is not publicly observable — we never claim it. Flagship rows (Epoch-covered sites) cite Epoch AI's Frontier Data Centers Hub under CC BY. This is a descriptive public record, not investment advice.

Phase 0 pre-test · 34 sites · built to measure maintenance cost before scaling to 75–150 · cost = agent-minutes + human-review-minutes (both logged)