The AI Receipts — announced vs delivered, dated + sourced

Updated 2026-08-17 · rendered 2026-08-17 04:38 UTC · source: ledger/data.json

The referee: Bloomberg 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.

Map — stage by color

announcedconstructionoperationalcontractedzombie

stage color · click a pin for details

Sites (14)

Nebius Independence Campus NBIS

Independence, Missouri, USA

Stage: construction (site prep)
MW planned: ~700 (4 buildings, ~$6.6-7B)
MW live: undisclosed
Power: not-in-queue (utility agreement in progress)
Consent: moratorium (existing project exempt)
Confidence: MEDIUM
Last verified: 2026-08-16

Event history

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↗
2026-03-02 City Council approved tax incentive plan (5-2) — developer pays fraction of normal taxes news source↗
2026-07-06 City Council passed 180-day moratorium on NEW data center applications — Nebius construction continues (exempt) news source↗
2026-07 Construction launched (groundbreaking; site prep + flood mitigation underway), first buildings targeted 2028 news source↗
2026-09-01 PENDING: recall vote for Councilman John Perkins over data center support 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: 2026-08-16

Event history

2025-07 Announced $6B+ investment, purpose-built AI DC, 100MW initial / 300MW potential, ~175 jobs news source↗
2025-07 Turner Construction engaged as builder company-claim 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

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: 2026-08-16

Event history

2025 MTL-1 fully operational — Tier-3, HPC workloads, 4 MW gross (per IPO prospectus; year-resolution) filing source↗
2025-Q4 MTL-2 targeted Q4 2025, ~1 month delay before revenue generation filing source↗
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↗

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: 2026-08-16

Event history

2025-12-12 Rebranded from Predictive Oncology to Axe Compute on Nasdaq (AGPU) — strategic shift to AI compute infrastructure company-claim source↗
2026-05-27 Q1 2026: disclosed $260M, 36-month contract for 2,300+ NVIDIA B300 GPUs (signed earlier in Q1) filing source↗
2026-08 Announced five-year, $1.5B dedicated Blackwell cluster contract (US data center, site unnamed) 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: 2026-08-16

Event history

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↗
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↗

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: 2026-08-17

Event history

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 news 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↗
2026-08-10 Second stop-work order issued — Bloom Energy fuel cells installed without required permits; DA Davidson cuts Nebius price target 30% citing Vineland construction delays news source↗
2026-08-12 Q2 2026 earnings call: Bloom Energy fuel cell partnership confirmed for 300 MW Vineland site; Nebius reiterated 2026 connected-power targets 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: 2026-08-17

Event history

2025-08-28 CoreWeave acquires data center site NEST (building 11) and surrounding 27-acre parcel at Northeast Science & Technology Center for $322 million 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↗
2025-11-25 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↗
2026-06-19 Over 100 residents pack Kenilworth Borough Hall for contentious council meeting; project facing community pushback over lack of prior notice 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: 2026-08-17

Event history

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↗
2025-Q4 MTL-2 originally targeted for completion and operational in Q4 2025 filing source↗
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↗

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: 2026-08-17

Event history

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↗
2025-02 xAI affiliate purchased large warehouse and adjacent parcels at 5420 Tulane Road (Whitehaven) for ~$80M — this became the core of Colossus 2 news 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↗
2025-12-15 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↗
2025-12-30 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↗
2026-03-03 xAI filed $659M construction permit with Memphis/Shelby County for 312,000 sq ft four-story building adjacent to Colossus 2 at Tulane Road permit 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↗

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: 2026-08-17

Event history

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↗
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↗
2025-10-22 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↗
2025-12-19 Crews officially began first phase construction; completion targeted 2028; first building on track for 2H 2026 news source↗
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↗

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: 2026-08-17

Event history

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↗
2026-01 Microsoft received approval for 15 additional data center buildings on the Alviso campus — major expansion of original single-building plan news source↗
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↗

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: 2026-08-17

Event history

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↗
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↗
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↗
2026-07-28 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↗

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: 2026-08-17

Event history

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↗
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↗

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: 2026-08-17

Event history

2025-10 Prologis acquired 141 acres in Butler County from City of Trenton for $7.7M; land intended for data center development news source↗
2026-03-31 Trenton planning commission approved zoning for data center project (893,034 sq ft, 250MW on 141 acres); fewer than 10 minutes of deliberation 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↗
2026-08-11 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↗

Claims vs receipts — ticker scorecard

Ticker	Company claim	Observable	Gap	Note
NBIS	2.5 GW contracted power by end-2026 (Zacks)	Independence KS 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
xAI	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	$5B Trenton project (Prologis)	Zoning + tax abatement approved; Amazon confirmed Aug 2026	Annexation in dispute; no groundbreaking	AWS rarely announces — watch the permits

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 · 14 sites · built to measure maintenance cost before scaling to 75–150 · cost = agent-minutes + human-review-minutes (both logged)