Javier Reyes

Based on the latest filling from early march 23 buildings each in the ~175 MW range, roughly ~12M sqft total DC footprint. This campus broke ground back in January, but their 2026 timeline seems to be too tight. Sharing the equipment they plan to use to generate the power. Google growing aggressively in Texas. Expect more projects disclosures from them.

Great find @ns123abc Google is backing a multibillion-dollar data center campus in Texas leased to Anthropic, offering construction loans to operator Nexus Data Centers. Initial phase financing could exceed $5B. The 2,800-acre site targets 500 MW by late 2026 with expansion potential to 7.7 GW. Proximity to major gas pipelines from Enterprise, Energy Transfer, and Atmos positions it for behind-the-meter power.

Aterio's dataset shows "the data center pipeline of announced projects has grown to 2,970 as of early March, reflecting continued planning activity across the nation" (h/t @JaviR97) Select highlights: >Google: New Wilbarger County, Texas campus announced as part of its $40 billion state expansion. >Amazon Spectrum: Proposed 21-building campus in Hood County, Texas, likely powered by Comanche Peak. >Nebius: Added Oklahoma and Minnesota to its U.S. data center pipeline. >Amazon Tree: Planned 16-building campus at Wallula Gap across 500 acres. >Crusoe Warrenton: Conditional use approved for two 805,000-square-foot buildings. >Project Horizon: March imagery shows major site clearing near Fort Stockton, Texas. >Project Jarvis: Proposed Florida campus withdrawn amid tougher legislative backdrop. >Project Ruby: $5 billion, 600 megawatt campus announced in Columbus, Georgia., 600 megawatt data center campus in Columbus, Georgia, with four buildings planned across about 900 acres.

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@anissagardizy8 Market reading this as a pullback from phase 2, which is buildings 3-8. Looks more like they pulled back from phase 3. Which mainstream media didn’t cover as much. 2 x 738,382 (336 MW) each building. aterio.io/blog/stargate-…

on the OpenAI-Oracle deal in Abilene, Texas... -Oracle is still leasing eight buildings for OpenAI from Crusoe (~400k Nvidia Blackwell GPUs). Two are completed so far. -OpenAI doesn't want to add Vera Rubin chips to the site and would put them in campuses slated to have VRs theinformation.com/briefings/open…

@ShanuMathew93 More like 230 GW+ with the number still growing fast and 47 GW+ validated with satellite. aterio.io/insights/us-da…

"We’re tracking 190GW across 777 large data centers and AI factories (>50MW) announced since 2024. At least 16GW of capacity is slated to come online in 2026 across roughly 140 projects. Yet only about 5GW is currently under construction. Around 11GW remains in the announced stage with no visible construction progress, despite typical build timelines of 12–18 months. "In 2025, 26% of expected capacity slipped, and another 10% of projects pushed back their commercial operation dates without much notice. Given that track record, it wouldn’t be surprising if 30–50% of the capacity slated for 2026 ends up delayed." @climatetech_vc

We flagged the likelihood of a Project Rainier delay early this year in client research, based on satellite-verified construction progress, not headlines. We track every data center development in the U.S., from early permitting through activation. Free report: aterio.io/datasets/lst_u…

In Oct, Amazon told CNBC it expected Project Rainier to reach ~1M Trainium2 chips by year-end. Our latest analysis now points to a Q1 2026 timeline instead. As of January, only 4 of the 8 buildings expected to activate in Q4 appear fully equipped, implying ~260 MW of activation-ready capacity vs ~520 MW initially expected. The remaining capacity shows partial generator and cooling installation, which historically pushes activation at least one quarter out.

@StockSavvyShay Actually that project is already under construction based on satellite from Dec 04 vs Dec 12.

$ORCL & OpenAI received Michigan approval to power a 1.4 GW Stargate data center with DTE Energy fast-tracking electricity for a facility the size of a nuclear reactor. The project pushes their U.S. partnership beyond 8 GW of planned capacity & $450B+ in investment with Oracle fully covering power costs.

@BenBajarin Capacity under construction in the US alone is bigger than that... $AMZN

Retweeting since Jassy just said every bit of capacity they bring online they are monetizing. $AMZN the most aggressive in building out capacity in GW.

@The_AI_Investor Most likely locations for the expansion are on our blog. One already broke ground last month + a project in Claude, TX that wasn't mentioned which is already under construction by Crusoe. aterio.io/blog/openai-s-…

OpenAI, Oracle, and SoftBank are adding five new U.S. data centers under Stargate, bringing planned capacity to nearly 7 GW and $400B in investment within three years, on track to hit the $500B, 10 GW goal, ahead of schedule.

@ShanuMathew93 Monitors fillings on a daily basis and constructions with satellite imagery. Only US though aterio.io/datasets/lst_u…

Anyone know what the best source is to track granular data center capacity by company/cloud (public or paywall)? E.g., I want to track specifically what MSFT, AMZN, META, ORCL, GOOGL, CRWV, etc. have brought online in recent years and tie it out to what they've said on calls (e.g., MSFT stood up 2GW of capacity last year alone per call) and have in the pipeline. If you have access to a dataset or want to trade notes, DMs are open. I know popular sources include. What does the best dataset cost? -datacenterHawk @datacenterhawk -DCByte @DC_Byte -SemiAnalysis @SemiAnalysis_ -BloombergNEF @BloombergNEF If you had to point to one source that was very accurate and timely, what would people go to?