Groundwire  ·  Data as of 9 November 2026

Filing-stage intelligence for America’s data center pipeline.

31.3 GW
planned — disclosed across 56 tracked projects (23 with a disclosed figure)
Registry · 9 Nov 2026
6.1 GW
live — energised and in service
Registry · 9 Nov 2026
56
projects tracked — 14 states
Registry · 9 Nov 2026
65
dated signals in the registry — 29 most recent below
Registry · 9 Nov 2026

Map

56 projects, plotted

DC — Tier B
18 largest campuses — 18 projects Other tracked projects — 37 plotted Filing-stage depth — 5 states Tier A — 33 Tier B — 6 Tier C — 7

55 of 56 plotted. Not plotted: Google Virginia expansion — no site, county or city in source.

Hover, tap or focus a state or project point.

Projects by state

StateTierProjectsDisclosed planned GWLive GWLatest signal
Texas (TX)Filing-stage depth98.0000.8030 Sep 2026
Louisiana (LA)Filing-stage depth45.5450.0015 Oct 2026
Wisconsin (WI)Tier A — source-verified23.5000.40—
Indiana (IN)Tier A — source-verified23.2001.10—
New Mexico (NM)Tier A — source-verified12.4000.00—
Tennessee (TN)Tier B — partially verified12.0001.70—
Mississippi (MS)Tier C — not yet covered11.8000.60—
Michigan (MI)Tier A — source-verified11.4000.00—
West Virginia (WV)Tier B — partially verified11.3000.00—
Ohio (OH)Tier A — source-verified11.0000.60—
Georgia (GA)Filing-stage depth220.9000.9012 Oct 2026
Arizona (AZ)Filing-stage depth60.2250.00—
Virginia (VA)Filing-stage depth4Not disclosed0.00—
Wyoming (WY)Tier A — source-verified1Not disclosed0.005 Nov 2026

Virginia planned GW: CleanArc’s “nearly 1 GW critical grid capacity” is not a load figure and is not counted — see ledger. Georgia: 22 projects = Fairwater Atlanta + Southeast Data Center Campus + 20 DRI filings.

Signals

Latest signals — 29 most recent

2026-11-09

CyrusOne Thad Hill

Constellation Energy 10-Q confirms CyrusOne at Thad Hill, Bosque County: 400 MW of Calpine power agreements; campus building, first building expected operational Q4 2026.

2026-11-05

Google Cheyenne

Google announces its first Wyoming data center, a $17B long-term investment in Laramie County (partners: Tallgrass, Black Hills, AEP, Related Digital)

2026-10-15

Delta Forge 1

LPSC Order U-38035 procedural only; consideration by March 2027, NOT an approval

2026-10-12

Nixon Technology Center

DRI #4853 Initial Information Form submitted

2026-10-07

Hyperion

U-37882 evidentiary hearing Oct 7–9; settlement filed; LPSC decision expected Dec 2026

2026-09-30

Medina Project

PUCT Docket 60356 complaint & appeal of ERCOT decisions filed

2026-09-28

Social Circle Data Center

DRI #4846 Initial Information Form submitted

2026-09-03

Medina Project

ERCOT classifies Medina as studied load (conditional)

2026-09-01

Newton County Technology Park

DRI #4843 Initial Information Form submitted

2026-08-18

Amazon NW Louisiana

Total planned investment raised to $18B; third campus, Shreveport

2026-08-06

Project Granite

DRI #4835 Initial Information Form submitted

2026-08-04

River Bend (Hut 8)

Q2 2026 results: under construction; initial hall Q2 2027

2026-07-13

Hyperion

Meta + LED: total commitment now more than $50B; 5 GW IT capacity

2026-07-01

Delta Forge 1

Cleco files LPSC U-38035 (ESA, interconnection, new generation, waivers)

2026-05-26

Delta Forge 1

LED confirms location: Rapides Parish (Boyce), $3.6B, Cleco power

2026-05-19

Project Camellia

DRI #4801 Initial Information Form submitted

2026-05-15

Hyperion

LDEQ EDMS permit documents, AI 251425

2026-04-27

Stillwater Technology Park

DRI #4794 Initial Information Form submitted

2026-04-27

Whitetail Crossing

DRI #4797 Initial Information Form submitted

2026-04-23

Delta Forge 1

15-yr lease signed: unnamed hyperscaler, 300 MW, ~$7.5B contracted value

2026-03-27

Hyperion

LPSC filing U-37882 Phase 2 power package (Evest LLC) — NOT approved

2026-02-26

Augusta Corporate Park

DRI #4761 Initial Information Form submitted

2026-02-23

Amazon NW Louisiana

$12B campuses announced, Caddo + Bossier (superseded by $18B, Aug 2026)

2026-02-09

CyrusOne Freestone

CyrusOne Freestone: Constellation/Calpine announce 380 MW agreement plus exclusive 380 MW Phase 2, Freestone County, TX.

2026-01-29

Project Sail

DRI #4736 Initial Information Form submitted

2026-01-29

West Midtown Data Center

DRI #4735 Initial Information Form submitted

2026-01-23

Kingston Technology Park

DRI #4727 Initial Information Form submitted

2026-01-22

Delta Forge 1

Applied Digital breaks ground (430 MW campus; location then undisclosed)

2026-01-22

Harbor Park Technology Center

DRI #4689 Initial Information Form submitted

Calendar

Key dates

9 Dec 2026

Cochise County P&Z hearing

Tombstone Resources SU26-22. Watch item — not a tracked project.

16 Dec 2026

LPSC consideration — Hyperion Phase 2

Docket U-37882.

March 2027

LPSC consideration by B&E Session

Delta Forge 1 / Cleco — Docket U-38035.

Q2 2027

River Bend — initial data hall

Company-stated date, Hut 8.

1 Dec 2026

Terafab — construction start (company-stated)

Grimes County, TX · Phase 1 $16.8B · ground broken 6 Oct 2026 · on-site gas + battery; TCEQ air permits on watch.

19.5%

Live share of disclosed planned capacity

6.1 GW live of 31.3 GW disclosed planned.

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Ledger

All 56 tracked projectsFree

ProjectStateLocationStatusTenantDeveloperPlannedLive
Total — 23 projects with disclosed capacity (table in Data, below)31.270 GW6.10 GW

Numbers

The 18 largest campuses

Capacity by status — 18 largest campuses

6.1 GWlive — 20.3%
  • 6.1 GW live — 20.3% of the 30.0 GW planned at these 18 campuses
  • 7.3 GW — planned, not yet live, at campuses already partly running
  • 16.6 GW — planned at campuses with nothing live

10 of 18 campuses have nothing live — 16.6 GW planned.

1 campus fully live: Fairwater Atlanta — 0.9 of 0.9 GW, Microsoft, Georgia.

Highest live shares: Colossus 1+2 85% (1.7 of 2.0 GW) · Prometheus 60% (0.6 of 1.0) · Project Rainier 50% (1.1 of 2.2).

Source: RevenueFlow (Ben Carden), Epoch AI data, 12 Oct 2026. Live figures are Epoch AI estimates.

Planned capacity by tenant — 18 largest campuses

OpenAI9.4 GW
Meta7.0 GW
Microsoft3.5 GW
Anthropic2.2 GW
xAI2.0 GW
Google2.0 GW
Amazon1.8 GW
Nscale1.3 GW
CoreWeave0.8 GW

Abilene counted once, under OpenAI. Sums to the 30.0 GW total for these 18 campuses.

Data

The 31.3 GW, project by project

ProjectPlanned GWLive GW
Hyperion5.0000.00
Fairwater2.6000.40
Stargate New Mexico2.4000.00
Project Rainier2.2001.10
Stargate Abilene2.1000.60
Colossus 1+22.0001.70
Ridgeland + Canton1.8000.60
Stargate Shackelford1.4000.00
Stargate Michigan1.4000.00
Monarch1.3000.00
Stargate Milam1.2000.00
Fort Wayne1.0000.00
Goodnight1.0000.00
Prometheus1.0000.60
El Paso1.0000.00
Stargate Wisconsin0.9000.00
Fairwater Atlanta0.9000.90
Helios0.8000.20
Medina Project (Medina Technology Park)0.5000.00
Delta Forge 10.3000.00
River Bend (Hut 8)0.2450.00
EdgeCore Mesa campus0.2250.00
CleanArc ‘VA1’ campusAs stated: nearly 1 GW critical grid capacity — not a load figure, not in the totals
Total — 23 projects with disclosed capacity31.2706.10
33 of 56 projects: no capacity disclosed — counted as zero, never estimated.

Sources

Reporting & sources

Further reporting on tracked projects. Groundwire’s figures come from the primary documents — press coverage is context, never the source of a figure.

Press coverage

PublicationHeadlineDateProject
ReutersAre AI credit cracks a warning, or a 'buy' signal?Sep 29, 2026Hyperion
ReutersBlack Hills plans $1.8 billion investment to power Google's data centerOct 6, 2026Google Cheyenne, WY (watch item)
Data Center DynamicsHut 8 signs 245MW capacity deal with Fluidstack as part of multi-gigawatt partnership with AnthropicDec 2025River Bend (Hut 8)
Data Center DynamicsHut 8 selling $3.25bn in bonds to finance Google and Anthropic-backed River Bend AI data center campus2026River Bend (Hut 8)
Environment + Energy LeaderAmazon Boosts Louisiana Data Center Bet to $18 BillionAug 22, 2026Amazon NW Louisiana
BIZ Magazine (Shreveport)Amazon Data Center Construction Begins Showing Up in Northwest Louisiana Tax CollectionsOct 2026Amazon NW Louisiana
BIZ Magazine (Shreveport)Louisiana finalizes data center protections as $18B Amazon buildout advances in Northwest LouisianaOct/Nov 2026Amazon NW Louisiana
Shreveport-Bossier AdvocateThe reasons why 3 data centers ended up in NW LouisianaNov 2026Amazon NW Louisiana

Primary documents

PublicationHeadlineDateProject
Hut 8 — press releaseHut 8 Signs 15-Year, 245 MW AI Data Center Lease at River Bend Campus…Dec 17, 2025River Bend (Hut 8)
Amazon — company newsAmazon to invest $18 billion in Louisiana for new data centersUpdated Aug 18, 2026Amazon NW Louisiana
Applied Digital — fiscal Q4/FY2026 resultsDelta Forge 1 lease: 300 MW, ~$7.5B base-term contracted revenueJul 27, 2026Delta Forge 1

Also on record: PUCT · ERCOT · Georgia DCA DRI portal · Atlanta Regional Commission · Louisiana PSC · Louisiana DEQ EDMS · Virginia Economic Development Partnership.

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