34sites tracked
$122Bannounced capex (13 sites)
3,042 MWlive of 18,594 MW planned
16.4%delivered — the gap
The referee metricCohort survival
Reached construction
30 · 88%
34sites tracked
88%reached construction
32%operational
16.4%of planned MW observable live
Selected, not exhaustiveTop sites
| Site | Stage | MW live / planned | Capex | Source |
|---|
| xAI Colossus (Memphis)Memphis, TN |
operational |
946 / ~2,000 |
$35.8B |
Epoch AI↗ |
| OpenAI Stargate AbileneAbilene, TX |
operational |
421 / undisclosed |
undisclosed |
Epoch AI↗ |
| Microsoft FairwaterMount Pleasant, WI |
operational |
~369 / ~369 |
$14.0B |
Microsoft↗ |
| Stargate LighthousePort Washington, WI |
construction |
80 / ~902 |
$15B+ |
Vantage↗ |
| Meta El PasoEl Paso, TX |
construction |
undisclosed / 1,000 |
$10B+ |
Meta↗ |
| Meta Richland ParishRichland Parish, LA |
construction |
0 / undisclosed |
$10B+ |
Meta↗ |
| CoreWeave DentonDenton, TX |
operational |
262 / 262+ |
$9.9B |
Epoch AI↗ |
| Nebius Independence CampusIndependence, MO |
construction |
undisclosed / ~800 |
~$6.6-7B |
ConvergeDigest↗ |
| CoreWeave LancasterLancaster, PA |
announced |
0 (expected) / 100→300 |
$6B+ |
DCD↗ |
| Amazon AWS TrentonTrenton, OH |
announced |
0 / 250 |
$5B |
Cincinnati Biz↗ |
| Stargate FreebirdMilam County, TX |
construction |
0 / 1,200 |
$4B+ |
MySA↗ |
| Google Fort WayneFort Wayne, IN |
operational |
~300 / ~500 |
$2B |
DCD↗ |
The diff feedReceipts
-
2026-09-18
CoreWeave Lancaster — priced an upsized $3.7B convertible senior notes offering (due 2033), the company's 3rd debt raise in under a year to fund AI-infra buildout.
source↗
-
2026-09-02
xAI Colossus (Memphis) — planning a 5th Mid-South data center, roughly 660,000 sq ft, per Southaven's planning director.
source↗
-
2026-09-01
Nebius Independence Campus — Independence, MO voters recalled Councilman John Perkins (68.05% yes), driven by his March 2026 vote for Nebius tax incentives.
source↗
-
2026-08-27
IREN Childress — FY26 results: $4B contracted annualized revenue for 2026 capacity, ~$1B already operating after Microsoft accepted Horizon 1.
source↗
-
2026-08-17
Microsoft Fairwater (Mount Pleasant) — neighbors filed a noise-complaint class action lawsuit against the $7.3B data center.
source↗
-
2026-08-16
OpenAI Stargate Abilene — confirmed operational per Epoch AI's directory: ~509k H100-equivalents, 421 MW IT power.
source↗
-
2026-08-13
IREN Childress — Microsoft formally accepted Horizon 1 (50 MW IT load, direct-to-chip liquid-cooled), first delivery under the $9.7B contract.
source↗
-
2026-08-12
Nebius Vineland — Q2 2026 earnings call confirmed Bloom Energy fuel cells for the 300 MW site; hearing adjourned without a vote.
source↗
-
2026-07-31
xAI Colossus 2 (Southaven, MS) — Mississippi officials and xAI agreed a schedule to retire 69 temporary gas generators at the site.
source↗
-
2026-07-28
Meta El Paso — Meta and BlackRock announced a $14B joint venture; BlackRock funds take an 80% stake via $4.9B cash + $12.5B bond financing.
source↗
-
2026-07-14
xAI Colossus 2 (Southaven, MS) — Reuters confirmed via FOIA records that xAI installed 59 natural-gas turbines without federal Clean Air Act permits.
source↗
-
2026-06-01
Stargate Saline Township ("The Barn") — construction celebrated with Related Digital, Blackstone, OpenAI, Oracle and Gov. Whitmer, after the township settled the zoning lawsuit.
source↗
How this is builtMethodology
Every event is dated and sourced. Dates use the most precise resolution the source supports (YYYY-MM-DD > YYYY-MM > YYYY). Undisclosed is a first-class value, not a gap.
Confidence: HIGH = confirmed date + independently reviewable source; MEDIUM = named source, date approximate; LOW = single source, unverified.
Source types: company-claim, news, permit, filing, epoch-satellite, undisclosed. GPU install counts are not publicly observable at most sites and are not claimed unless a named source discloses them.
Entries are reviewed before publication; claims that cannot be independently corroborated are not included.
Read before you citeLimitations
This ledger tracks a curated working set of publicly reported sites selected for verifiable, linkable sourcing — it is not a complete census of the industry. Coverage skews toward sites with named, checkable sources; announced projects that never generated reviewable public reporting are not represented. Aggregate figures (capex, MW) reflect only the sites and disclosures listed here, not the full US buildout.