{
  "ledger": "The AI Receipts — a public AI data-center buildout ledger",
  "updated": "2026-09-21",
  "public_source_note": "This file is the public source of record for https://aidc.datacap.xyz. Every fact rendered on the page traces back to an entry here. Coverage is curated, not exhaustive — see 'methodology' below.",
  "methodology": "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. 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. Entries are reviewed before publication; claims that cannot be independently corroborated are not included.",
  "sites": [
    {
      "id": "nbis-independence-ks",
      "name": "Nebius Independence Campus",
      "ticker": "NBIS",
      "location": "Independence, Missouri, USA",
      "mw_planned": "~800 (up to 1.2 GW with reserves)",
      "mw_live": "undisclosed",
      "stage": "construction (site prep)",
      "power_status": "not-in-queue (utility agreement in progress)",
      "consent_status": "moratorium (existing project exempt)",
      "confidence": "MEDIUM",
      "last_verified": "2026-09-21",
      "capex": "~$6.6-7B",
      "capex_b": 6.6,
      "events": [
        { "date": "2025-11", "event": "Campus announced — 4 buildings on ~400 acres, one of the largest in the US (month-resolution: pre-dates Feb 2026 coverage)", "source": "https://www.kcur.org/housing-development-section/2026-02-13/independence-data-center-tax-breaks-opposition", "source_type": "news", "confidence": "MEDIUM" },
        { "date": "2026-03-02", "event": "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", "source": "https://fox4kc.com/news/independence-city-council-votes-to-approve-tax-breaks-for-nebius-data-center/", "source_type": "news", "confidence": "HIGH" },
        { "date": "2026-07-06", "event": "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)", "source": "https://fox4kc.com/news/independence-city-council-passes-180-day-moratorium-on-data-centers/", "source_type": "news", "confidence": "HIGH" },
        { "date": "2026-07", "event": "Construction launched (groundbreaking; site prep + flood mitigation underway), first buildings targeted 2028", "source": "https://convergedigest.com/nebius-breaks-ground-on-gigawatt-scale-ai-factory-campus-in-missouri/", "source_type": "news", "confidence": "MEDIUM" },
        { "date": "2026-09-01", "event": "PENDING: recall vote for Councilman John Perkins over data center support", "source": "https://www.kshb.com/news/local-news/missouri/jackson-county/independence-councilman-faces-september-recall-vote-over-data-center-support", "source_type": "news", "confidence": "HIGH" },
        { "date": "2026-09-01", "event": "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.", "source": "https://www.kctv5.com/2026/09/02/independence-voters-recall-councilman-tied-data-center-tax-vote/", "source_type": "news", "confidence": "HIGH" }
      ]
    },
    {
      "id": "crwv-lancaster-pa",
      "name": "CoreWeave Lancaster",
      "ticker": "CRWV",
      "location": "Lancaster, Pennsylvania, USA",
      "mw_planned": "100 (expandable to 300)",
      "mw_live": "undisclosed (0 expected — no groundbreaking found)",
      "stage": "announced",
      "power_status": "undisclosed",
      "consent_status": "none observed",
      "confidence": "MEDIUM",
      "last_verified": "2026-09-21",
      "capex": "$6B+",
      "capex_b": 6.0,
      "events": [
        { "date": "2025-07", "event": "Announced up to $6B investment, purpose-built AI DC, 100MW initial / 300MW potential, ~175 jobs", "source": "https://www.datacenterdynamics.com/en/news/coreweave-plans-6bn-data-center-in-lancaster-pennsylvania/", "source_type": "news", "confidence": "HIGH" },
        { "date": "2025-07", "event": "Turner Construction engaged as builder", "source": "https://www.turnerconstruction.com/insights/coreweave-announces-multi-billion-dollar-commitment-to-ai-infrastructure-in-pennsylvania", "source_type": "company-claim", "confidence": "MEDIUM" },
        { "date": "2026-08-16", "event": "No further public movement found as of this date (no groundbreaking/permit news 13 months after announcement)", "source": "undisclosed", "source_type": "undisclosed", "confidence": "LOW" },
        { "date": "2026-09-18", "event": "CoreWeave priced upsized $3.7B convertible senior notes offering (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": "https://investors.coreweave.com/news/news-details/2026/CoreWeave-Prices-Upsized-3-7-Billion-Convertible-Senior-Notes-Offering/default.aspx", "source_type": "company-claim", "confidence": "HIGH" }
      ]
    },
    {
      "id": "wyfi-mtl-1",
      "name": "WhiteFiber MTL-1 (Montreal)",
      "ticker": "WYFI",
      "location": "Montreal, Quebec, Canada",
      "mw_planned": "undisclosed",
      "mw_live": "4 (gross, per Q2 2026 filing)",
      "stage": "operational",
      "power_status": "undisclosed",
      "consent_status": "none observed",
      "confidence": "HIGH",
      "last_verified": "2026-09-21",
      "capex": "undisclosed",
      "capex_b": null,
      "events": [
        { "date": "2025", "event": "MTL-1 fully operational — Tier-3, HPC workloads, 4 MW gross (per IPO prospectus; year-resolution)", "source": "https://www.sec.gov/Archives/edgar/data/2042022/000121390025073279/ea0249945-07.htm", "source_type": "filing", "confidence": "HIGH" },
        { "date": "2025-Q4", "event": "MTL-2 targeted Q4 2025, ~1 month delay before revenue generation", "source": "https://www.sec.gov/Archives/edgar/data/2042022/000121390025109964/ea0263547-10q_whitefiber.htm", "source_type": "filing", "confidence": "MEDIUM" },
        { "date": "2026-08-12", "event": "Q2 2026 filing: 'We currently operate a 4 MW (gross) AI data center in Montreal (MTL-1)' — MTL-2 status not updated in headline", "source": "https://www.sec.gov/Archives/edgar/data/2042022/000121390026088026/ea0300877-10q_whitefiber.htm", "source_type": "filing", "confidence": "MEDIUM" }
      ]
    },
    {
      "id": "agpu-us-site",
      "name": "Axe Compute US deployment (site undisclosed)",
      "ticker": "AGPU",
      "location": "United States (site not named)",
      "mw_planned": "undisclosed",
      "mw_live": "undisclosed",
      "stage": "contracted — site undisclosed",
      "power_status": "undisclosed",
      "consent_status": "none observed",
      "confidence": "MEDIUM",
      "last_verified": "2026-09-21",
      "capex": "undisclosed",
      "capex_b": null,
      "events": [
        { "date": "2025-12-12", "event": "Rebranded from Predictive Oncology to Axe Compute on Nasdaq (AGPU) — strategic shift to AI compute infrastructure", "source": "https://www.axecompute.com/", "source_type": "company-claim", "confidence": "HIGH" },
        { "date": "2026-05-27", "event": "Q1 2026: disclosed $260M, 36-month contract for 2,300+ NVIDIA B300 GPUs (signed earlier in Q1)", "source": "https://www.sec.gov/Archives/edgar/data/1446159/000117184326003492/exh_991.htm", "source_type": "filing", "confidence": "HIGH" },
        { "date": "2026-08", "event": "Announced five-year, $1.5B dedicated Blackwell cluster contract (US data center, site undisclosed; 1,008 NVIDIA B200 GPUs in initial tranche).", "source": "https://www.sec.gov/Archives/edgar/data/1446159/000117184326004837/f8k.htm", "source_type": "filing", "confidence": "HIGH" },
        { "date": "2026-08-17", "event": "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.", "source": "https://investors.axecompute.com/news-releases/news-release-details/axe-compute-and-duos-technologies-enter-agreements-55-mw-new-ai", "source_type": "company-claim", "confidence": "HIGH" }
      ]
    },
    {
      "id": "flagship-stargate-abilene",
      "name": "OpenAI Stargate Abilene",
      "ticker": "flagship (OpenAI/Oracle)",
      "location": "Abilene, Texas, USA",
      "mw_planned": "undisclosed",
      "mw_live": "421 (IT power, per Epoch)",
      "stage": "operational",
      "power_status": "energized",
      "consent_status": "none observed",
      "confidence": "HIGH",
      "last_verified": "2026-09-21",
      "capex": "undisclosed",
      "capex_b": null,
      "events": [
        { "date": "2025-01-21", "event": "Stargate announced from the White House — OpenAI/SoftBank/Oracle/MGX JV, $100B up front, up to $500B by 2029; Abilene the first site", "source": "https://openai.com/index/announcing-the-stargate-project/", "source_type": "company-claim", "confidence": "HIGH" },
        { "date": "2026-08-16", "event": "Operational per Epoch AI directory (accessed today): ~509k H100-equivalents, 421 MW IT power, satellite+permit estimate", "source": "https://epoch.ai/data/ai-data-centers/directory/openai-stargate-abilene", "source_type": "epoch-satellite", "confidence": "HIGH" },
        { "date": "2026-08-16", "event": "Expansion disclosed: 4.5 GW new Oracle partnership → >5 GW under development, 2M+ chips", "source": "https://openai.com/index/stargate-advances-with-partnership-with-oracle/", "source_type": "company-claim", "confidence": "MEDIUM" }
      ]
    },
    {
      "id": "nbis-vineland-nj",
      "name": "Nebius Vineland Data Center",
      "ticker": "NBIS",
      "location": "Vineland, New Jersey, USA",
      "mw_planned": "300",
      "mw_live": "undisclosed",
      "stage": "construction",
      "power_status": "Bloom Energy fuel cells",
      "consent_status": "none observed",
      "confidence": "HIGH",
      "last_verified": "2026-09-21",
      "capex": "undisclosed",
      "capex_b": null,
      "events": [
        { "date": "2026-07-28", "event": "Bloom Energy Q2 earnings: raised full-year 2026 revenue guidance to $3.9B-$4.2B; Nebius win cited as key new customer", "source": "https://investor.bloomenergy.com/", "source_type": "company-claim", "confidence": "MEDIUM" },
        { "date": "2026-08-06", "event": "First stop-work order issued by Vineland building officials — work on an LNG tank halted for missing approvals and permits", "source": "https://x.com/hntrbrkmedia/status/2087928257295343931", "source_type": "news", "confidence": "HIGH" },
        { "date": "2026-08-10", "event": "DA Davidson cut NBIS target $250->$175 (30%) citing Vineland delays (sourced)", "source": "https://blockspace.media/insight/nebius-target-cut-vineland-delays-202", "source_type": "news", "confidence": "HIGH" },
        { "date": "2026-08-10", "event": "Second stop-work order issued — Bloom Energy fuel cells installed without required permits (needs independent source)", "source": "undisclosed", "source_type": "undisclosed", "confidence": "LOW" },
        { "date": "2026-08-12", "event": "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)", "source": "https://www.marketbeat.com/earnings/reports/2026-8-12-nebius-group-nv-stock/", "source_type": "filing", "confidence": "HIGH" },
        { "date": "2026-08", "event": "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.", "source": "https://www.silive.com/nation/2026/08/nj-residents-furious-after-gigantic-ai-data-centers-next-phase-is-approved.html", "source_type": "news", "confidence": "MEDIUM" }
      ]
    },
    {
      "id": "crwv-kenilworth-nj",
      "name": "CoreWeave Kenilworth Campus (NEST)",
      "ticker": "CRWV",
      "location": "Kenilworth, New Jersey, USA",
      "mw_planned": "250",
      "mw_live": "0 (construction)",
      "stage": "construction",
      "power_status": "undisclosed",
      "consent_status": "approved (NJ EDA tax credit award; borough council approved)",
      "confidence": "HIGH",
      "last_verified": "2026-09-21",
      "capex": "$1.8B",
      "capex_b": 1.8,
      "events": [
        { "date": "2024-10", "event": "CoreWeave had leased the NEST building since October 2024 (pre-acquisition)", "source": "https://njbiz.com/coreweave-acquires-nest-data-center-onyx/", "source_type": "news", "confidence": "MEDIUM" },
        { "date": "2025-08-01", "event": "CoreWeave acquires data center site NEST (building 11) and surrounding 27-acre parcel at NEST campus for $322M (sale announced Aug 1, 2025)", "source": "https://njbiz.com/coreweave-acquires-nest-data-center-onyx/", "source_type": "news", "confidence": "HIGH" },
        { "date": "2025-09", "event": "Construction began on 280,000–392,600 sq ft conversion at NEST campus; $1.8B total project investment; Turner Construction engaged as builder", "source": "https://re-nj.com/coreweave-begins-1-8-billion-data-center-project-in-kenilworth-landing-first-award-under-new-eda-tax-credit-program/", "source_type": "news", "confidence": "HIGH" },
        { "date": "2025-11-25", "event": "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", "source": "https://re-nj.com/coreweave-begins-1-8-billion-data-center-project-in-kenilworth-landing-first-award-under-new-eda-tax-credit-program/", "source_type": "news", "confidence": "HIGH" },
        { "date": "2026-06-19", "event": "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 unverified", "source": "https://www.nj.com/business/2026/06/a-tiny-nj-borough-approved-a-18b-ai-data-center-now-its-residents-are-fighting-back.html", "source_type": "news", "confidence": "MEDIUM" }
      ]
    },
    {
      "id": "wyfi-mtl-2",
      "name": "WhiteFiber MTL-2 (Montreal, Enovum Campus)",
      "ticker": "WYFI",
      "location": "Montreal, Quebec, Canada",
      "mw_planned": "5",
      "mw_live": "0 (not yet operational)",
      "stage": "construction",
      "power_status": "Hydro-Québec (Enovum facility)",
      "consent_status": "none observed",
      "confidence": "HIGH",
      "last_verified": "2026-09-21",
      "capex": "undisclosed",
      "capex_b": null,
      "events": [
        { "date": "2024-12-27", "event": "Bit Digital (WhiteFiber parent) acquires MTL-2 site at 7300 Trans-Canada Highway, Montreal for CA$33.5M; Enovum colocation facility", "source": "https://baxtel.com/data-center/enovum-whitefiber-mtl2", "source_type": "filing", "confidence": "HIGH" },
        { "date": "2025-Q4", "event": "MTL-2 originally targeted for completion and operational in Q4 2025", "source": "https://www.sec.gov/Archives/edgar/data/2042022/000121390025109964/ea0263547-10q_whitefiber.htm", "source_type": "filing", "confidence": "MEDIUM" },
        { "date": "2026-08-12", "event": "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)", "source": "https://www.sec.gov/Archives/edgar/data/2042022/000121390026088026/ea0300877-10q_whitefiber.htm", "source_type": "filing", "confidence": "MEDIUM" },
        { "date": "2026-08-12", "event": "Q2 2026 press release: WhiteFiber reports second quarter 2026 results; net loss $15M; $56.1M cash; no MTL-2 revenue generated", "source": "https://www.sec.gov/Archives/edgar/data/2042022/000121390026084223/ea0299775-8k_whitefiber.htm", "source_type": "filing", "confidence": "MEDIUM" }
      ]
    },
    {
      "id": "xai-colossus-memphis-tn",
      "name": "xAI Colossus (Memphis)",
      "ticker": "flagship (xAI/SpaceX)",
      "location": "Memphis, Tennessee, USA",
      "mw_planned": "~2,000 (target 1M+ GPUs across multiple buildings)",
      "mw_live": "946 (IT power, per Epoch)",
      "stage": "operational",
      "power_status": "energized (TVA grid; gas turbines on-site)",
      "consent_status": "air permit (Shelby County; NAACP citizen suit filed April 2026)",
      "confidence": "HIGH",
      "last_verified": "2026-09-21",
      "capex": "$35.8B (Epoch)",
      "capex_b": 35.8,
      "events": [
        { "date": "2024-07", "event": "Colossus 1 (original South Memphis site) became operational — built in 122 days, ~150 MW from TVA/MLGW; primary purpose: Grok training", "source": "https://en.wikipedia.org/wiki/Colossus_(supercomputer)", "source_type": "news", "confidence": "HIGH" },
        { "date": "2025-07-02", "event": "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", "source": "https://www.thesheffieldpress.com/xai-faces-backlash-over-unpermitted-turbines-near-memphis", "source_type": "permit", "confidence": "HIGH" },
        { "date": "2025-12-15", "event": "Air emissions construction permit upheld 6-1 by Shelby County Air Pollution Control Board after 7-hour hearing; SELC appeal dismissed Dec 16, 2025", "source": "https://tri-statedefender.com/xai-permit-upheld-after-intense-shelby-county-air-pollution-control-board-hearing/12/19/", "source_type": "permit", "confidence": "HIGH" },
        { "date": "2025-12-30", "event": "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", "source": "https://introl.com/blog/xai-colossus-2-gigawatt-expansion-555k-gpus-january-2026", "source_type": "company-claim", "confidence": "MEDIUM" },
        { "date": "2026-07", "event": "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", "source": "https://www.technology.org/2026/07/15/xai-59-unpermitted-gas-turbines-southaven-colossus-2/", "source_type": "news", "confidence": "HIGH" },
        { "date": "2026-07", "event": "Epoch AI directory (satellite+permit estimate): Colossus 2 operational, ~1,112k H100-equivalents, 946 MW IT power, $35.8B capital cost", "source": "https://epoch.ai/data/ai-data-centers/directory/colossus-2", "source_type": "epoch-satellite", "confidence": "HIGH" },
        { "date": "2026-09-02", "event": "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": "https://www.commercialappeal.com/story/money/business/development/2026/09/02/spacexai-set-to-build-fifth-memphis-southaven-area-data-center-expands-footprint-in-midsouth/91577707007/", "source_type": "news", "confidence": "MEDIUM" }
      ]
    },
    {
      "id": "stargate-lighthouse-port-washington-wi",
      "name": "Stargate Lighthouse (Port Washington, WI)",
      "ticker": "flagship (OpenAI/Oracle)",
      "location": "Port Washington, Wisconsin, USA",
      "mw_planned": "~902 (4 facilities, 2.5M sq ft on 672 acres)",
      "mw_live": "80 (phase 1 under construction; first building targeted 2H 2026)",
      "stage": "construction",
      "power_status": "energized (under construction; utility interconnection in progress)",
      "consent_status": "none observed",
      "confidence": "HIGH",
      "last_verified": "2026-09-21",
      "capex": "$15B+",
      "capex_b": 15.0,
      "events": [
        { "date": "2025-07-22", "event": "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", "source": "https://openai.com/index/stargate-advances-with-partnership-with-oracle/", "source_type": "company-claim", "confidence": "HIGH" },
        { "date": "2025-09-23", "event": "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')", "source": "https://www.rcrwireless.com/20250925/ai-infrastructure/openai-stargate", "source_type": "company-claim", "confidence": "HIGH" },
        { "date": "2025-10-22", "event": "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", "source": "https://vantage-dc.com/news/openai-oracle-and-vantage-data-centers-announce-stargate-data-center-site-in-wisconsin/", "source_type": "company-claim", "confidence": "HIGH" },
        { "date": "2025-12-19", "event": "Crews officially began first phase construction; completion targeted 2028; first building on track for 2H 2026", "source": "https://www.constructiondive.com/news/stargate-openai-oracle-vantage-data-center-wisconsin/808437/", "source_type": "news", "confidence": "HIGH" },
        { "date": "2026-08-06", "event": "Construction continues as of Aug 6, 2026 per JSOnline field report; project on schedule for first building 2H 2026 delivery", "source": "https://www.jsonline.com/picture-gallery/news/2026/08/06/port-washington-ai-data-center-construction-continues-as-of-aug-6/91199547007/", "source_type": "news", "confidence": "HIGH" }
      ]
    },
    {
      "id": "microsoft-alviso-san-jose-ca",
      "name": "Microsoft Alviso Data Center Campus (San Jose)",
      "ticker": "MSFT",
      "location": "San Jose, California, USA",
      "mw_planned": "48 (phase 1); expandable to ~99 (full campus)",
      "mw_live": "0 (groundbreaking June 2026; completion targeted 2028)",
      "stage": "construction",
      "power_status": "undisclosed (utility agreement not publicly disclosed)",
      "consent_status": "none observed",
      "confidence": "HIGH",
      "last_verified": "2026-09-21",
      "capex": "undisclosed",
      "capex_b": null,
      "events": [
        { "date": "2025-04-16", "event": "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", "source": "https://sfyimby.com/2025/04/microsoft-data-center-approved-by-san-jose-planning-commission.html", "source_type": "permit", "confidence": "HIGH" },
        { "date": "2026-01", "event": "Microsoft received approval for 15 additional data center buildings on the Alviso campus — major expansion of original single-building plan", "source": "https://www.linkedin.com/posts/the-registry_2_microsoft-begins-construction-on-48mw-data-activity-7472301555371847680--BGq", "source_type": "news", "confidence": "MEDIUM" },
        { "date": "2026-06-10", "event": "Microsoft held groundbreaking ceremony; HITT Contracting confirmed; 48MW first phase, 397,205 sq ft, 64.59-acre site; completion targeted 2028", "source": "https://www.datacenterdynamics.com/en/news/microsoft-breaks-ground-on-alviso-data-center-campus-in-san-jose-california/", "source_type": "news", "confidence": "HIGH" }
      ]
    },
    {
      "id": "meta-el-paso-texas",
      "name": "Meta El Paso Data Center",
      "ticker": "META",
      "location": "El Paso, Texas, USA",
      "mw_planned": "1000 (1GW)",
      "mw_live": "undisclosed",
      "stage": "construction (expansion)",
      "power_status": "utility agreement (El Paso Electric 366MW gas plant proposed)",
      "consent_status": "none observed",
      "confidence": "HIGH",
      "last_verified": "2026-09-21",
      "capex": "$10B+",
      "capex_b": 10.0,
      "events": [
        { "date": "2025-10", "event": "Meta announced El Paso as new AI-focused data center site and broke ground; initial investment ~$1.5B on 1,000-acre site", "source": "https://datacenters.atmeta.com/2025/10/hello-el-paso/", "source_type": "company-claim", "confidence": "HIGH" },
        { "date": "2026-01-26", "event": "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", "source": "https://www.texastribune.org/2026/01/26/texas-el-paso-meta-data-center-natural-gas-power-plant/", "source_type": "news", "confidence": "HIGH" },
        { "date": "2026-03-26", "event": "Meta increased investment to $10B+ and confirmed 1GW capacity target for El Paso campus; expansion to 12+ buildings; 4,000+ peak construction workers", "source": "https://datacenters.atmeta.com/2026/03/big-things-are-happening-el-paso/", "source_type": "company-claim", "confidence": "HIGH" },
        { "date": "2026-07-28", "event": "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", "source": "https://investor.atmeta.com/investor-news/press-release-details/2026/Meta-Announces-New-Strategic-Venture-with-BlackRock-to-Develop-Data-Center-in-El-Paso/default.aspx", "source_type": "company-claim", "confidence": "HIGH" }
      ]
    },
    {
      "id": "google-jackson-county-alabama",
      "name": "Google Jackson County Data Center",
      "ticker": "GOOGL",
      "location": "Bridgeport, Alabama, USA",
      "mw_planned": "undisclosed (expansion beyond original ~80MW)",
      "mw_live": "~80 (original campus, operational since 2019)",
      "stage": "construction (expansion)",
      "power_status": "contracted (TVA renewable energy)",
      "consent_status": "none observed",
      "confidence": "HIGH",
      "last_verified": "2026-09-21",
      "capex": "$1.5B (2026-27 expansion)",
      "capex_b": 1.5,
      "events": [
        { "date": "2018-04", "event": "Google broke ground on $600M Jackson County data center on former Widows Creek coal plant site (360 acres); campus brought online in 2019", "source": "https://www.datacenters.com/google-jackson-county-al", "source_type": "news", "confidence": "HIGH" },
        { "date": "2026-06-15", "event": "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", "source": "https://blog.google/innovation-and-ai/infrastructure-and-cloud/global-network/alabama-investment-june-2026/", "source_type": "company-claim", "confidence": "HIGH" },
        { "date": "2026-06", "event": "DCD reported construction about to start on expansion (delayed ~2 years from original announcement); building pad being laid", "source": "https://www.datacenterdynamics.com/en/news/construction-about-to-start-on-googles-delayed-jackson-county-data-center/", "source_type": "news", "confidence": "HIGH" }
      ]
    },
    {
      "id": "aws-trenton-ohio",
      "name": "Amazon AWS Trenton Data Center",
      "ticker": "AMZN (AWS)",
      "location": "Trenton, Ohio, USA",
      "mw_planned": "250 (per Prologis filings); $5B Amazon project",
      "mw_live": "0 (not yet operational)",
      "stage": "announced",
      "power_status": "undisclosed (negotiations with utility in progress)",
      "consent_status": "none observed (zoning approved, annexation in dispute)",
      "confidence": "MEDIUM",
      "last_verified": "2026-09-21",
      "capex": "$5B",
      "capex_b": 5.0,
      "events": [
        { "date": "2025-10", "event": "Prologis acquired 141 acres in Butler County from City of Trenton for $7.7M; land intended for data center development", "source": "https://www.bizjournals.com/cincinnati/news/2025/10/23/trenton-data-center-prologis-land-buys-real-estate.html", "source_type": "news", "confidence": "HIGH" },
        { "date": "2026-03-31", "event": "Trenton planning commission approved zoning for data center project (893,034 sq ft, 145 acres)", "source": "https://local12.com/news/local/data-center-zoning-approval-draws-backlash-in-butler-county-administrator-offers-answers-trenton-prologis-power-water-usage-artificial-intelligence-ai-cincinnati-local-12-wkrc", "source_type": "news", "confidence": "HIGH" },
        { "date": "2026-07-10", "event": "City of Trenton approved tax abatement for Prologis data center project; developer expects end user to be Amazon Web Services", "source": "https://local12.com/news/local/proposed-data-center-development-moves-closer-reality-butler-county-trenton-tax-taxes-taxpayers-abatement-prologis-tech-technology-community-reinvestment-area-cra-residents-construction-building-city-council-mayor-cincinnati", "source_type": "news", "confidence": "HIGH" },
        { "date": "2026-08-11", "event": "Amazon confirmed in negotiations with Trenton for $5B data center project as end user; city pursuing annexation of site; tax incentives under negotiation", "source": "https://www.bizjournals.com/cincinnati/news/2026/08/11/amazon-data-center-trenton-butler-county-annex.html", "source_type": "news", "confidence": "HIGH" }
      ]
    },
    {
      "id": "crusoe-denver-ai-campus",
      "name": "Crusoe AI Data Center – Denver Metro",
      "ticker": "private (Crusoe)",
      "location": "Arvada, Colorado, USA",
      "mw_planned": "400 MW",
      "mw_live": "undisclosed",
      "stage": "construction",
      "power_status": "Xcel Energy power purchase agreement; substations under construction",
      "consent_status": "undisclosed",
      "confidence": "MEDIUM",
      "last_verified": "2026-09-21",
      "capex": "undisclosed",
      "capex_b": null,
      "events": [
        { "date": "2024-03-19", "event": "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.", "source": "https://crusoeenergy.com/news/crusoe-lamond-growth-colorado", "source_type": "company-claim", "confidence": "HIGH" },
        { "date": "2024-09-17", "event": "Crusoe filed a site development permit application with the City of Arvada for the ~100-acre campus parcel at Indiana Street and 60th Avenue.", "source": "https://www.arvada.org/government/departments/community-development/building-inspection/permits", "source_type": "permit", "confidence": "HIGH" },
        { "date": "2025-11-14", "event": "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.", "source": "https://www.cpr.org/show/2025/11/14/energy-and-mining/croshoe-xcel-data-center-power/", "source_type": "news", "confidence": "MEDIUM" }
      ]
    },
    {
      "id": "hut-8-west-dallas",
      "name": "Hut 8 AI Data Center Portfolio (West Dallas / River Bend / Beacon Point)",
      "ticker": "HUT",
      "location": "West Dallas, Texas, USA",
      "mw_planned": "2,295 (River Bend + Beacon Point partnership capacity)",
      "mw_live": "undisclosed",
      "stage": "construction (announced — West Dallas; financed — River Bend)",
      "power_status": "Oncor service agreement; 150 MW request filed",
      "consent_status": "none observed",
      "confidence": "MEDIUM",
      "last_verified": "2026-09-21",
      "capex": "undisclosed",
      "capex_b": null,
      "events": [
        { "date": "2024-11-04", "event": "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.", "source": "https://www.hut8.com", "source_type": "company-claim", "confidence": "HIGH" },
        { "date": "2026-03-20", "event": "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.", "source": "https://www.sec.gov/Archives/edgar/data/1964789/000110465926019392/hut-20251231x10k.htm", "source_type": "filing", "confidence": "MEDIUM" },
        { "date": "2026-07-14", "event": "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", "source": "https://www.theblock.co/news/markets/2026-07-14-benchmark-sees-long-pathway-growth-hut-8-raises-target-to-165-on-ai-data-center-deals-408264", "source_type": "news", "confidence": "HIGH" },
        { "date": "2026-08", "event": "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", "source": "https://www.linkedin.com/posts/ronvokoun_hut-8-selling-325bn-in-bonds-to-finance-activity-7455753202953551872-DdO9", "source_type": "news", "confidence": "MEDIUM" }
      ]
    },
    {
      "id": "soluna-project-kati",
      "name": "Soluna Technologies – Project Kati",
      "ticker": "SLNH",
      "location": "Abilene, Texas, USA",
      "mw_planned": "50 MW",
      "mw_live": "0 MW",
      "stage": "announced",
      "power_status": "AEP Texas interconnection agreement filed; 138 kV line extension required",
      "consent_status": "none observed",
      "confidence": "MEDIUM",
      "last_verified": "2026-09-21",
      "capex": "undisclosed",
      "capex_b": null,
      "events": [
        { "date": "2024-08-27", "event": "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.", "source": "https://www.soluna.com/", "source_type": "company-claim", "confidence": "HIGH" },
        { "date": "2025-10-07", "event": "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.", "source": "https://www.soluna.com/", "source_type": "company-claim", "confidence": "MEDIUM" },
        { "date": "2026-05-19", "event": "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.", "source": "https://www.reporternews.com/news/business/2026/05/19/soluna-project-kati-abilene-permit/", "source_type": "news", "confidence": "MEDIUM" }
      ]
    },
    {
      "id": "orcl-west-jordan-ut",
      "name": "Oracle West Jordan Data Center (Project Sequoia)",
      "ticker": "ORCL",
      "location": "West Jordan, Utah, USA",
      "mw_planned": "28",
      "mw_live": "28",
      "stage": "operational",
      "power_status": "energized",
      "consent_status": "none observed",
      "confidence": "MEDIUM",
      "last_verified": "2026-09-21",
      "capex": "undisclosed",
      "capex_b": null,
      "events": [
        { "date": "2023", "event": "Oracle West Jordan (Project Sequoia) became operational — 179,000 sq ft, 28 MW capacity serving Oracle Cloud Infrastructure (OCI) customers in the Intermountain West", "source": "https://cleanview.co/data-centers/utah/4189/oracle-west-jordan-project-sequoia", "source_type": "news", "confidence": "MEDIUM" },
        { "date": "2025-03", "event": "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", "source": "https://deepnewz.com/ai-products/utah-secures-2b-ai-center-openai-oracle-equip-texas-site-64000-nvidia-chips-2026-3139948c", "source_type": "news", "confidence": "LOW" },
        { "date": "2026-04", "event": "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", "source": "https://www.oracle.com/", "source_type": "company-claim", "confidence": "LOW" }
      ]
    },
    {
      "id": "stargate-lordstown-oh",
      "name": "OpenAI Stargate Lordstown Campus",
      "ticker": "flagship (OpenAI/Oracle)",
      "location": "Lordstown, Ohio, USA",
      "mw_planned": "undisclosed (~1.5 GW per public power filing for advanced data center design)",
      "mw_live": "0 (under construction; targeted operational 2026-2027)",
      "stage": "construction",
      "power_status": "under construction (groundbreaking Q4 2025 per Public Power Coalition reporting)",
      "consent_status": "none observed",
      "confidence": "HIGH",
      "last_verified": "2026-09-21",
      "capex": "undisclosed",
      "capex_b": null,
      "events": [
        { "date": "2025-09-23", "event": "OpenAI, Oracle, and SoftBank announced Lordstown, Ohio as one of five new Stargate AI data center sites — joint venture, $500B total commitment", "source": "https://openai.com/index/five-new-stargate-sites/", "source_type": "company-claim", "confidence": "HIGH" },
        { "date": "2025-09-25", "event": "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", "source": "https://www.publicpower.org/periodical/article/openai-oracle-and-softbank-unveil-five-new-us-ai-data-center-sites", "source_type": "company-claim", "confidence": "HIGH" },
        { "date": "2026-03", "event": "Epoch AI construction tracker listed Lordstown among largest active AI data center projects under construction; AI chips owned by SoftBank, used by OpenAI", "source": "https://epoch.ai/data/ai-data-centers/directory/openai-stargate-lordstown", "source_type": "epoch-satellite", "confidence": "HIGH" },
        { "date": "2026-04", "event": "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", "source": "https://kovastack.ai/blog/openai-stargate-datacenter-locations-2026", "source_type": "news", "confidence": "MEDIUM" }
      ]
    },
    {
      "id": "msft-fairwater-mount-pleasant-wi",
      "name": "Microsoft Fairwater AI Data Center (Mount Pleasant)",
      "ticker": "MSFT",
      "location": "Mount Pleasant, Wisconsin, USA",
      "mw_planned": "~369 (IT power per Epoch); 315-acre multi-building campus",
      "mw_live": "~369 (operational as of June 2026; ~446k H100-equivalents)",
      "stage": "operational",
      "power_status": "energized",
      "consent_status": "none observed",
      "confidence": "HIGH",
      "last_verified": "2026-09-21",
      "capex": "$14.0B (Epoch)",
      "capex_b": 14.0,
      "events": [
        { "date": "2026-04", "event": "CEO Satya Nadella announced Fairwater data center 'going live ahead of schedule' — first indication the Mount Pleasant campus was approaching operational status", "source": "https://www.linkedin.com/pulse/ai-data-centre-day-well-week-really-24-april-2026-richard-burcher-muqoe", "source_type": "company-claim", "confidence": "HIGH" },
        { "date": "2026-04", "event": "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)", "source": "https://epoch.ai/data/ai-data-centers/directory/microsoft-fairwater-wisconsin", "source_type": "epoch-satellite", "confidence": "HIGH" },
        { "date": "2026-06-23", "event": "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", "source": "https://news.microsoft.com/source/2026/06/23/microsoft-completes-construction-on-first-datacenter-facility-in-mount-pleasant-wisconsin", "source_type": "company-claim", "confidence": "HIGH" },
        { "date": "2026-08-17", "event": "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'", "source": "https://openclassactions.com/lawsuits/microsoft-fairwater-data-center-noise-class-action-lawsuit.php", "source_type": "news", "confidence": "HIGH" }
      ]
    },
    {
      "id": "googl-fort-wayne-in",
      "name": "Google Fort Wayne Data Center Campus",
      "ticker": "GOOGL",
      "location": "Fort Wayne, Indiana, USA",
      "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+)",
      "stage": "operational",
      "power_status": "energized",
      "consent_status": "none observed",
      "confidence": "HIGH",
      "last_verified": "2026-09-21",
      "capex": "$2B",
      "capex_b": 2.0,
      "events": [
        { "date": "2024-04", "event": "Google announced $2B Fort Wayne data center investment on ~350 acres southeast of city; Indiana officials confirmed AI infrastructure purpose", "source": "https://www.fortwaynedatacenter.com/", "source_type": "company-claim", "confidence": "HIGH" },
        { "date": "2025-12-11", "event": "Google Fort Wayne data center declared operational — developers confirmed facility is now online, supporting Google services and cloud customers", "source": "https://www.datacenterdynamics.com/en/news/googles-2bn-data-center-now-operational-in-fort-wayne-indiana/", "source_type": "news", "confidence": "HIGH" },
        { "date": "2026", "event": "Federal wetlands near Fort Wayne targeted for Phase 3 conversion — additional land for Google's sprawling data center complex; regulatory review underway", "source": "https://www.thecooldown.com/green-tech/google-data-center-fort-wayne-wetlands-phase-three/", "source_type": "news", "confidence": "MEDIUM" },
        { "date": "2026", "event": "Google Fort Wayne Building 4 filed for construction — 300,000 sq ft, 190 MW expected operational 2027; represents major phase expansion of operational campus", "source": "https://cleanview.co/data-centers/indiana/3798/google-fort-wayne---building-4", "source_type": "permit", "confidence": "HIGH" }
      ]
    },
    {
      "id": "meta-richland-parish-la",
      "name": "Meta Richland Parish AI Data Center",
      "ticker": "META",
      "location": "Richland Parish, Louisiana, USA",
      "mw_planned": "undisclosed (Entergy 366MW gas plant approved; $10B+ investment scope)",
      "mw_live": "0 (under construction; targeted 2027+)",
      "stage": "construction",
      "power_status": "contracted (Entergy generation + transmission infrastructure approved by LPSC August 2025)",
      "consent_status": "none observed",
      "confidence": "HIGH",
      "last_verified": "2026-09-21",
      "capex": "$10B+",
      "capex_b": 10.0,
      "events": [
        { "date": "2024-12-04", "event": "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", "source": "https://datacenters.atmeta.com/richland-parish-data-center/", "source_type": "company-claim", "confidence": "HIGH" },
        { "date": "2025-06-27", "event": "Groundbreaking ceremony held at Richland Parish site — Smalling Substation groundbreaking to serve the data center; Mortenson Construction, DPR Construction, Turner Construction engaged as builders", "source": "https://www.nola.com/news/environment/meta-entergy-louisiana-ai-data-center-vote/article_edbd452d-e183-4a95-a457-e26ff56c33de.html", "source_type": "news", "confidence": "HIGH" },
        { "date": "2025-08-20", "event": "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)", "source": "https://www.wwno.org/local-regional-news/2026-08-11/tracked-changes-an-entergy-exec-ghostwrote-louisiana-psc-motions-supporting-meta-hyundai", "source_type": "news", "confidence": "HIGH" },
        { "date": "2026-07", "event": "Meta 'deepened investment' in Richland Parish — announced teacher scholarships, workforce development programs; three general contractors continuing to hire locally; campus construction well underway", "source": "https://datacenters.atmeta.com/2026/07/deepening-our-investment-in-richland-parish-louisiana/", "source_type": "company-claim", "confidence": "HIGH" }
      ]
    },
    {
      "id": "applied-digital-polaris-forge-1-ellendale-nd",
      "name": "Applied Digital Polaris Forge 1 AI Factory Campus",
      "ticker": "APLD",
      "location": "Ellendale, North Dakota, USA",
      "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)",
      "stage": "operational",
      "power_status": "energized",
      "consent_status": "none observed",
      "confidence": "HIGH",
      "last_verified": "2026-09-21",
      "capex": "undisclosed",
      "capex_b": null,
      "events": [
        { "date": "2025-06-02", "event": "Announced 250 MW AI data center lease with CoreWeave at Ellendale campus, expandable to 400 MW; ~$7B total revenue per PR (250MW + 150MW option)", "source": "https://ir.applieddigital.com/news-events/press-releases/detail/123/applied-digital-announces-250mw-ai-data-center-lease-with", "source_type": "company-claim", "confidence": "HIGH" },
        { "date": "2025-11-24", "event": "Building 1 Phase II Ready for Service — fully energized at 100 MW critical IT load; on-time delivery per APLD earnings release", "source": "https://ir.applieddigital.com/news-events/press-releases/detail/137/applied-digital-completes-phase-ii-ready-for-service-at", "source_type": "company-claim", "confidence": "HIGH" },
        { "date": "2026-07-01", "event": "Building 2 Phase 1 delivered on-time; reinforces repeatable model for turning power into operational AI capacity; Applied Digital IR", "source": "https://ir.applieddigital.com/news-events/press-releases/detail/157/applied-digital-delivers-second-building-at-polaris-forge-1", "source_type": "company-claim", "confidence": "HIGH" }
      ]
    },
    {
      "id": "iren-childress-texas",
      "name": "IREN Childress Data Center",
      "ticker": "IREN",
      "location": "Childress, Texas, USA",
      "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",
      "stage": "operational",
      "power_status": "energized",
      "consent_status": "none observed",
      "confidence": "HIGH",
      "last_verified": "2026-09-21",
      "capex": "undisclosed",
      "capex_b": null,
      "events": [
        { "date": "2024-07-24", "event": "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", "source": "https://irisenergy.gcs-web.com/news-releases/news-release-details/iren-increases-childress-power-capacity-600mw-750mw", "source_type": "company-claim", "confidence": "HIGH" },
        { "date": "2025-11", "event": "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", "source": "https://irisenergy.gcs-web.com/news-releases", "source_type": "company-claim", "confidence": "HIGH" },
        { "date": "2026-08-13", "event": "Microsoft formally accepted Horizon 1 (50 MW IT load, direct-to-chip liquid-cooled) at Childress; first delivery under $9.7B contract", "source": "https://irisenergy.gcs-web.com/news-releases", "source_type": "company-claim", "confidence": "HIGH" },
        { "date": "2026-08-13", "event": "IREN achieved NVIDIA Exemplar Cloud status on GB300 NVL72 (same release as Horizon 1 acceptance)", "source": "https://iren.gcs-web.com/news-releases", "source_type": "company-claim", "confidence": "HIGH" },
        { "date": "2026-08-27", "event": "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", "source": "https://iren.gcs-web.com/news-releases", "source_type": "company-claim", "confidence": "HIGH" }
      ]
    },
    {
      "id": "core-scientific-muskogee-ok",
      "name": "Core Scientific Muskogee HPC Data Center (Port of Muskogee)",
      "ticker": "CORZ",
      "location": "Muskogee, Oklahoma, USA",
      "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)",
      "stage": "construction",
      "power_status": "energized (dedicated substation capable of 500+ MW)",
      "consent_status": "none observed",
      "confidence": "HIGH",
      "last_verified": "2026-09-21",
      "capex": "undisclosed",
      "capex_b": null,
      "events": [
        { "date": "2024-11-18", "event": "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)", "source": "https://investors.corescientific.com/news-events/press-releases/detail/99/core-scientific-and-port-muskogee-break-ground-on-100-mw-hpc-data-center", "source_type": "company-claim", "confidence": "HIGH" },
        { "date": "2026", "event": "Construction progressing through final testing and on track for Q2 2026 delivery per Core Scientific LinkedIn update", "source": "https://www.linkedin.com/posts/corescientific_land-is-secured-power-is-ramping-up-activity-7460748016111710209-1jvJ", "source_type": "company-claim", "confidence": "HIGH" },
        { "date": "2026-05", "event": "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)", "source": "https://www.datacenterdynamics.com/en/news/core-scientific-acquires-cryptomine-in-muskogee-to-expand-ai-data-center-campus/", "source_type": "news", "confidence": "HIGH" }
      ]
    },
    {
      "id": "terawulf-lake-mariner-ny",
      "name": "TeraWulf Lake Mariner Data Campus",
      "ticker": "WULF",
      "location": "Barker, New York, USA (Lake Ontario, Western New York)",
      "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)",
      "stage": "operational",
      "power_status": "energized (91% zero-carbon, primarily hydro)",
      "consent_status": "none observed",
      "confidence": "HIGH",
      "last_verified": "2026-09-21",
      "capex": "undisclosed",
      "capex_b": null,
      "events": [
        { "date": "2025-08-14", "event": "Signed 10-year, 200+ MW AI hosting agreements with Fluidstack; Google guarantees $1.8B lease obligations and takes ~8% equity stake in TeraWulf", "source": "https://investors.terawulf.com/news-events/press-releases/detail/112/terawulf-signs-200-mw-10-year-ai-hosting-agreements-with-fluidstack", "source_type": "company-claim", "confidence": "HIGH" },
        { "date": "2026-03-20", "event": "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", "source": "https://www.datacenterdynamics.com/en/news/terawulf-tops-out-latest-data-center-at-lake-mariner-campus-in-new-york/", "source_type": "news", "confidence": "HIGH" },
        { "date": "2026-08-05", "event": "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", "source": "https://investors.terawulf.com/news-events/press-releases/detail/144/terawulf-reports-second-quarter-2026-results", "source_type": "company-claim", "confidence": "HIGH" }
      ]
    },
    {
      "id": "cipher-mining-barber-lake-texas",
      "name": "Cipher Mining Barber Lake HPC Campus",
      "ticker": "CIFR",
      "location": "West Texas, USA (Barber Lake near Odessa)",
      "mw_planned": "1,000+ (1 GW joint venture in West Texas announced Nov 2025)",
      "mw_live": "0 (Barber Lake Phase 1 targeted Sep 2026; Odessa 207 MW existing operational)",
      "stage": "construction",
      "power_status": "undisclosed (power infrastructure in development)",
      "consent_status": "none observed",
      "confidence": "HIGH",
      "last_verified": "2026-09-21",
      "capex": "undisclosed",
      "capex_b": null,
      "events": [
        { "date": "2025-11-03", "event": "Announced $5.5B, 15-year AWS lease for 300 MW at Barber Lake; formed 1 GW JV for West Texas development", "source": "https://www.datacenterdynamics.com/en/news/aws-signs-300mw-hosting-deal-to-lease-capacity-from-cipher-mining/", "source_type": "company-claim", "confidence": "HIGH" },
        { "date": "2025-11", "event": "Also signed 168 MW deal with Fluidstack for Barber Lake (Colorado City, TX) under $3B lease, due to start Oct 2026; DCD reported", "source": "https://www.datacenterdynamics.com/en/news/aws-signs-300mw-hosting-deal-to-lease-capacity-from-cipher-mining/", "source_type": "news", "confidence": "HIGH" },
        { "date": "2025-11-04", "event": "Cipher Mining announced $1.4B private debt offering to fund Barber Lake HPC construction; company pivot from bitcoin mining to HPC/AI infrastructure", "source": "https://www.theenergymag.com/news/2025-11-04/cipher-debt-hpc-texas", "source_type": "news", "confidence": "HIGH" }
      ]
    },
    {
      "id": "stargate-saline-township-mi",
      "name": "Stargate Saline Township (The Barn)",
      "ticker": "flagship (OpenAI/Oracle)",
      "location": "Saline Township, Michigan, USA",
      "mw_planned": "1,000+ (1 GW campus)",
      "mw_live": "0 (construction)",
      "stage": "construction",
      "power_status": "undisclosed",
      "consent_status": "township voted down plan May 2026; construction proceeded anyway",
      "confidence": "HIGH",
      "last_verified": "2026-09-21",
      "capex": "undisclosed",
      "capex_b": null,
      "events": [
        { "date": "2025-09", "event": "Saline Township planning commission rejected rezoning of 575 acres for the data center; township board voted 4-1 to deny", "source": "https://www.yahoo.com/news/articles/residents-furious-town-board-rejected-164500490.html", "source_type": "news", "confidence": "HIGH" },
        { "date": "2025-09", "event": "Related Digital and landowners sued the township two days after the vote (exclusionary zoning claim)", "source": "https://www.yahoo.com/news/articles/residents-furious-town-board-rejected-164500490.html", "source_type": "news", "confidence": "HIGH" },
        { "date": "2025-10-30", "event": "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", "source": "https://openai.com/index/expanding-stargate-to-michigan/", "source_type": "company-claim", "confidence": "HIGH" },
        { "date": "2026-06-01", "event": "Construction celebrated — 'The Barn' launch with Related Digital, Blackstone, OpenAI, Oracle, Gov. Whitmer; township settled after lawsuit, court-approved agreement", "source": "https://www.oracle.com/news/announcement/related-digital-oracle-openai-walbridge-and-governor-whitmer-celebrate-construction-of-stargate-campus-in-saline-township-2026-06-01/", "source_type": "company-claim", "confidence": "HIGH" }
      ]
    },
    {
      "id": "stargate-shackelford-county-tx",
      "name": "OpenAI Stargate Shackelford County (Vantage Frontier)",
      "ticker": "flagship (OpenAI/Oracle)",
      "location": "Albany, Texas, USA",
      "mw_planned": "1,400 (10 facilities, ~3.7M sq ft on 1,200 acres)",
      "mw_live": "0 (under construction; first building targeted 2H 2026)",
      "stage": "construction",
      "power_status": "energized (ERCOT grid; interconnection in progress)",
      "consent_status": "approved (Shackelford County Commissioners unanimously approved 10-year Chapter 312 tax abatement July 2025)",
      "confidence": "MEDIUM",
      "last_verified": "2026-09-21",
      "capex": "undisclosed",
      "capex_b": null,
      "events": [
        { "date": "2025-09-23", "event": "OpenAI, Oracle, and SoftBank announced five new US Stargate sites including Shackelford County, Texas (Frontier campus, developed by Vantage Data Centers)", "source": "https://openai.com/index/five-new-stargate-sites/", "source_type": "company-claim", "confidence": "HIGH" },
        { "date": "2026-07-05", "event": "Compute Atlas reports construction confirmed; Shackelford County Commissioners unanimously approved the 10-year abatement; peak construction workforce cited up to ~6,500", "source": "https://www.compute-atlas.com/facilities/vantage-frontier-shackelford-county-tx", "source_type": "news", "confidence": "HIGH" },
        { "date": "2026-08", "event": "Groundbreaking confirmed; Vantage Data Centers hosted groundbreaking ceremony for Frontier campus; first facility targeted operational 2H 2026; full campus buildout by late 2028", "source": "https://www.linkedin.com/posts/dana-adams-dcs_proud-to-celebrate-the-groundbreaking-of-activity-7405287661302771713-k26u", "source_type": "news", "confidence": "HIGH" }
      ]
    },
    {
      "id": "stargate-dona-ana-county-nm",
      "name": "OpenAI Stargate Project Jupiter (Doña Ana County)",
      "ticker": "flagship (OpenAI/Oracle)",
      "location": "Santa Teresa, New Mexico, USA",
      "mw_planned": "~2,500 (~2.45 GW Bloom Energy fuel cells)",
      "mw_live": "0 (under construction; targeted 2026-2027)",
      "stage": "construction",
      "power_status": "under construction (Bloom Energy fuel cells primary; gas pipeline delayed to 2027)",
      "consent_status": "none observed",
      "confidence": "HIGH",
      "last_verified": "2026-09-21",
      "capex": "undisclosed",
      "capex_b": null,
      "events": [
        { "date": "2025-09-23", "event": "OpenAI, Oracle, and SoftBank announced New Mexico as one of five new Stargate AI data center sites — $500B total JV commitment", "source": "https://openai.com/index/five-new-stargate-sites/", "source_type": "company-claim", "confidence": "HIGH" },
        { "date": "2026-04-27", "event": "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", "source": "https://www.oracle.com/news/announcement/oracle-borderplex-and-bloom-energy-to-power-project-jupiter-with-fuel-cell-technology-2026-04-27/", "source_type": "company-claim", "confidence": "HIGH" },
        { "date": "2026-08", "event": "Natural gas pipeline (Green Chile Connector) critical to powering Project Jupiter delayed to 2027 — original timeline missed; Bloom Energy fuel cells initially bridge power", "source": "https://energynow.com/2026/08/gas-pipeline-for-proposed-oracle-data-center-delayed-to-2027/", "source_type": "news", "confidence": "MEDIUM" }
      ]
    },
    {
      "id": "xai-colossus-2-southaven-ms",
      "name": "xAI Colossus 2 Expansion (Southaven, MS)",
      "ticker": "flagship (xAI/SpaceX)",
      "location": "Southaven, Mississippi, USA",
      "mw_planned": "undisclosed (~400-500 MW estimated for 59 turbines)",
      "mw_live": "undisclosed",
      "stage": "operational",
      "power_status": "energized (59 unpermitted natural gas turbines; temporary units under retirement schedule as of July 2026)",
      "consent_status": "air permit violation (Clean Air Act; NAACP/SELC citizen suit filed April 2026; DOJ motion to intervene July 2026)",
      "confidence": "HIGH",
      "last_verified": "2026-09-21",
      "capex": "undisclosed",
      "capex_b": null,
      "events": [
        { "date": "2026-04-14", "event": "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", "source": "https://www.selc.org/news/xai-built-an-illegal-power-plant-to-power-its-data-center/", "source_type": "news", "confidence": "HIGH" },
        { "date": "2026-07-14", "event": "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", "source": "https://www.reuters.com/world/americas/pollution-musks-unpermitted-xai-power-project-hits-hardest-black-communities-2026-07-14/", "source_type": "news", "confidence": "HIGH" },
        { "date": "2026-07-15", "event": "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", "source": "https://www.techtimes.com/articles/320526/20260715/xai-ran-59-unpermitted-gas-turbines-black-communities-doj-now-shields-them.htm", "source_type": "news", "confidence": "HIGH" },
        { "date": "2026-07-31", "event": "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", "source": "https://mississippitoday.org/2026/07/31/southaven-xai-turbines-deadline/", "source_type": "news", "confidence": "HIGH" }
      ]
    },
    {
      "id": "stargate-freebird-milam-county-tx",
      "name": "Stargate Freebird (Milam County, TX)",
      "ticker": "flagship (OpenAI/Oracle)",
      "location": "Milam County, Texas, USA",
      "mw_planned": "1,200 (1.2 GW)",
      "mw_live": "0 (phase 1 under construction)",
      "stage": "construction",
      "power_status": "energized (1.2 GW lease signed; SB Energy building dedicated gas power infrastructure)",
      "consent_status": "none observed",
      "confidence": "HIGH",
      "last_verified": "2026-09-21",
      "capex": "$4B+ (estimated total)",
      "capex_b": 4.0,
      "events": [
        { "date": "2025-04", "event": "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", "source": "https://www.datacenterdynamics.com/en/news/openai-stargates-milam-texas-freebird-data-center-to-span-548950-sq-ft-in-first-phase/", "source_type": "filing", "confidence": "HIGH" },
        { "date": "2026-01", "event": "OpenAI and SoftBank each invested $500M in SB Energy; OpenAI signed 1.2 GW lease for Milam County data center campus", "source": "https://runtimewire.com/article/openai-texas-infrastructure-pledge-abbott-data-center-freeze", "source_type": "news", "confidence": "HIGH" },
        { "date": "2026-04-15", "event": "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", "source": "https://www.mysanantonio.com/news/austin/article/data-centers-texas-22209790.php", "source_type": "news", "confidence": "HIGH" }
      ]
    },
    {
      "id": "coreweave-denton-tx",
      "name": "CoreWeave Denton (TX)",
      "ticker": "CRWV",
      "location": "Denton, Texas, USA",
      "mw_planned": "262+",
      "mw_live": "262 (operational)",
      "stage": "operational",
      "power_status": "energized (ERCOT grid; dedicated on-site power infrastructure)",
      "consent_status": "none observed",
      "confidence": "HIGH",
      "last_verified": "2026-09-21",
      "capex": "$9.9B (Epoch estimate; $6.1B conversion/refurbishment by Core Scientific)",
      "capex_b": 9.9,
      "events": [
        { "date": "2024-11", "event": "Core Scientific announced $6.1B plan to convert Denton crypto-mining facility to AI data center; CoreWeave identified as anchor tenant", "source": "https://www.datacenterdynamics.com/en/news/coreweave-deploys-16000-gpus-at-delayed-data-center-in-denton-texas/", "source_type": "news", "confidence": "HIGH" },
        { "date": "2025", "event": "CoreWeave deployed 16,000 GPUs at the delayed Denton facility; refurbishment underway to convert from cryptomining to HPC/AI workloads", "source": "https://www.datacenterdynamics.com/en/news/coreweave-deploys-16000-gpus-at-delayed-data-center-in-denton-texas/", "source_type": "news", "confidence": "HIGH" },
        { "date": "2026-08-15", "event": "Epoch AI directory lists CoreWeave Denton TX as operational: 253k H100-equivalent chips, 262 MW IT power, $9.9B capital cost, Nvidia B200 chips", "source": "https://epoch.ai/data/ai-data-centers/directory/coreweave-denton-tx", "source_type": "epoch-satellite", "confidence": "HIGH" }
      ]
    },
    {
      "id": "switch-round-rock-tx",
      "name": "Switch The Rock (Round Rock, TX)",
      "ticker": "flagship (Switch)",
      "location": "Round Rock, Texas, USA",
      "mw_planned": "185 (The Rock campus, Tier 5)",
      "mw_live": "undisclosed (first building in use at 150 Dell Way)",
      "stage": "construction",
      "power_status": "undisclosed",
      "consent_status": "closed-loop cooling required in PUD",
      "confidence": "HIGH",
      "last_verified": "2026-09-21",
      "capex": "undisclosed",
      "capex_b": null,
      "events": [
        { "date": "2021", "event": "Switch first announced The Rock project — 1.5M+ sq ft, 185 MW Tier 5 campus adjacent to Dell Technologies HQ (per MySA retrospective)", "source": "https://www.mysanantonio.com/news/austin/article/data-centers-texas-22209790.php", "source_type": "news", "confidence": "MEDIUM" },
        { "date": "2026-04-15", "event": "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", "source": "https://www.mysanantonio.com/news/austin/article/data-centers-texas-22209790.php", "source_type": "filing", "confidence": "HIGH" }
      ]
    }
  ],
  "aggregate_stats": {
    "sites_tracked": 34,
    "announced_capex_usd_b": 122,
    "announced_capex_sites": 13,
    "mw_live_observed": 3042,
    "mw_planned_total": 18594,
    "pct_delivered": 16.4,
    "pct_reached_construction": 88,
    "pct_operational": 32
  }
}