---
title: "AI Buildout Tracker"
canonical: "https://supercyclehq.com/buildout"
type: "tracker"
dataAsOf: "2026-11-01"
license: "Free to use and quote with attribution to supercyclehq.com. Do not redistribute as a dataset."
disclaimer: "Informational only, not investment advice. The AI Exposure Score is Supercycle's editorial opinion. Agent portfolios are simulated paper portfolios run by AI."
---

# AI Buildout Tracker

Hyperscaler capex, tracked data center mega-projects, and power deals. Every row is individually sourced and linked to the exposed tickers. Firm power contracts are counted apart from non-binding letters of intent.

## Totals

| Measure | Value |
| --- | --- |
| Trailing-twelve-month capex (tracked companies) | $751.4B across 7 companies |
| Tracked projects | 121 projects, 114.1 GW |
| Under construction or operating | 69.7 GW across 80 projects |
| Announced only | 44.5 GW |
| Firm power deals | 50.5 GW across 47 deals |
| Letters of intent | 20.9 GW across 8 deals |

## Hyperscaler capex

| Company | Latest quarter | Quarter capex ($B) | TTM capex ($B) | YoY | Guidance | Source |
| --- | --- | --- | --- | --- | --- | --- |
| Amazon ([AMZN](https://supercyclehq.com/stock/amazon.md)) | Q3 2026 | 75.9 | 214.1 | +122.0% | Reaffirmed full year 2026 cash capex guidance of about $220B and said it expects to spend meaningfully more in 2027. | [2026-10-29](https://www.cnbc.com/2026/10/29/amazon-amzn-q3-earnings-report-2026.html) |
| Alphabet ([GOOGL](https://supercyclehq.com/stock/alphabet.md)) | Q3 2026 | 51.4 | 159.8 | +115.0% | Reaffirmed full year 2026 capex guidance of $195B to $205B and said capex will increase significantly again in 2027. | [2026-10-28](https://fourweekmba.com/ai-google-cloud-revenue-doubles-to-30-7b-as-capex-hits-51-4b/) |
| Microsoft ([MSFT](https://supercyclehq.com/stock/microsoft.md)) | FY27 Q1 | 45.2 | 155.6 | +30.0% | Guided fiscal Q2 2027 capex including finance leases to exceed $50B, said full fiscal 2027 capex will grow year over year on demand signals, and reaffirmed calendar 2026 capex of about $175B outside the useful life accounting change. | [2026-10-28](https://www.cnbc.com/2026/10/28/microsoft-msft-q1-earnings-report-2027.html) |
| Meta Platforms ([META](https://supercyclehq.com/stock/meta-platforms.md)) | Q3 2026 | 34.9 | 107.9 | +80.0% | Narrowed full year 2026 capex including finance lease principal payments to $135B to $145B, raising the floor from $130B. | [2026-10-21](https://s21.q4cdn.com/399680738/files/doc_news/Meta-Reports-Third-Quarter-2026-Results-2026.pdf) |
| Oracle ([ORCL](https://supercyclehq.com/stock/oracle.md)) | FY27 Q1 | 28.5 | 75.7 | +235.0% | Reiterated fiscal 2027 guidance of up to about $95B of gross capex, with net cash capex not to exceed $70B after customer prepayments. | [2026-09-10](https://www.cnbc.com/2026/09/10/oracle-orcl-q1-earnings-report-2027.html) |
| CoreWeave ([CRWV](https://supercyclehq.com/stock/coreweave.md)) | Q2 2026 | 9.4 | 27.2 | +224.0% | Raised full year 2026 capex guidance to $35B to $39B, with Q3 2026 capex expected between $11.5B and $13.5B. | [2026-08-11](https://s205.q4cdn.com/133937190/files/doc_financials/2026/q2/CRWV-US-CORRECTED-TRANSCRIPT-CoreWeave-Q2-2026-Earnings-Call-11August2026.pdf) |
| Nebius Group ([NBIS](https://supercyclehq.com/stock/nebius-group.md)) | Q2 2026 | 5.7 | 11.1 | +1008.0% | Reaffirmed 2026 capex guidance of $20B to $25B alongside a raised year-end contracted power target of 5 GW. | [2026-08-12](https://assets.nebius.com/assets/a6ecfd85-a6cb-4967-8ef7-9a25bd261f9c/SHLQ226.pdf) |

## Data center projects

| Project | Operator | Location | Capacity (MW) | Status | Target | Investment ($B) | Exposed tickers | Source |
| --- | --- | --- | --- | --- | --- | --- | --- | --- |
| Project Matador | Fermi America ([FRMI](https://supercyclehq.com/stock/fermi-inc.md)) | Amarillo, TX | 11000 | Under construction | n/a | n/a | [FRMI](https://supercyclehq.com/stock/fermi-inc.md) operator; [GEV](https://supercyclehq.com/stock/ge-vernova.md) power | [2026-10-09](https://www.federalregister.gov/documents/2026/10/09/2026-20742/fermi-america-llc-dba-fermi-america-project-matador-advanced-energy-and-intelligence-campus-ap1000) |
| Project Beehive | Valar Atomics | Price, UT | 9600 | Announced | 2032 | n/a | n/a | [2026-09-30](https://www.npr.org/2026/09/30/nx-s1-5983482/valar-atomic-nuclear-data-center-project-beehive-utah) |
| PORTS-Pike Technology Campus | SB Energy | Pike County, OH | 8000 | Announced | 2028 | 105 | [NVDA](https://supercyclehq.com/stock/nvidia.md) chips; [AEP](https://supercyclehq.com/stock/american-electric-power.md) power | [2026-08-17](https://nvidianews.nvidia.com/news/nvidia-guarantees-sb-energy-s-ports-pike-technology-campus-in-ohio-to-exclusively-host-nvidia-ai-compute) |
| Meta Hyperion | Meta Platforms ([META](https://supercyclehq.com/stock/meta-platforms.md)) | Richland Parish, LA | 5000 | Under construction | 2030 | 50 | [META](https://supercyclehq.com/stock/meta-platforms.md) operator; OWL investor; [ETR](https://supercyclehq.com/stock/entergy.md) power | [2026-07-13](https://www.cnbc.com/2026/07/13/meta-louisiana-data-center-investment-reaches-50-billion-amid-ai-push.html) |
| OpenAI Project Camellia (Effingham County) | OpenAI | Effingham County, GA | 3200 | Announced | 2032 | 20 | [SO](https://supercyclehq.com/stock/southern-company.md) power | [2026-07-22](https://www.datacenterdynamics.com/en/news/openai-reveals-32gw-data-center-project-in-effingham-county-georgia/) |
| Matrix Data Center Campus | MSB Global Services | Sulphur Springs, TX | 3000 | Under construction | 2029 | 18.7 | [BE](https://supercyclehq.com/stock/bloom-energy.md) power | [2025-06-13](https://msbglobalservices.com/matrix-data-center-campus-breaks-ground-in-sulphur-springs-tx-a-new-era-for-net-zero-ai-infrastructure/) |
| Project Tembo | Google ([GOOGL](https://supercyclehq.com/stock/alphabet.md)) | Cheyenne, WY | 2700 | Under construction | 2031 | n/a | [GOOGL](https://supercyclehq.com/stock/alphabet.md) operator; [BKH](https://supercyclehq.com/stock/black-hills.md) power | [2026-10-06](https://www.sec.gov/Archives/edgar/data/0001130464/000119312526415597/bkh-ex99_1.htm) |
| Stargate Project Jupiter | STACK Infrastructure | Doña Ana County, NM | 2200 | Under construction | 2028-12 | 165 | [ORCL](https://supercyclehq.com/stock/oracle.md) tenant | [2026-09-17](https://sourcenm.com/2026/09/17/new-mexico-supreme-court-rejects-2-project-jupiter-challenges-allows-permitting-process-to-resume/) |
| Project Rainier | Amazon Web Services ([AMZN](https://supercyclehq.com/stock/amazon.md)) | New Carlisle, IN | 2200 | Partially operational | n/a | 11 | [AMZN](https://supercyclehq.com/stock/amazon.md) operator; [AEP](https://supercyclehq.com/stock/american-electric-power.md) power | [2025-10-29](https://www.aboutamazon.com/news/aws/aws-project-rainier-ai-trainium-chips-compute-cluster) |
| Stargate Abilene (Crusoe AI Factory) | Crusoe | Abilene, TX | 2100 | Partially operational | 2027 | 15 | [ORCL](https://supercyclehq.com/stock/oracle.md) tenant; [MSFT](https://supercyclehq.com/stock/microsoft.md) tenant; [NVDA](https://supercyclehq.com/stock/nvidia.md) chips; OWL investor | [2026-03-27](https://crusoe.ai/resources/newsroom/crusoe-announces-new-900-mw-ai-factory-campus-in-abilene-texas-to-support-microsoft-ai-infrastructure) |
| Sweetwater Campus | IREN ([IREN](https://supercyclehq.com/stock/iris-energy.md)) | Sweetwater, TX | 2000 | Partially operational | n/a | n/a | [IREN](https://supercyclehq.com/stock/iris-energy.md) operator; [NVDA](https://supercyclehq.com/stock/nvidia.md) chips | [2026-05-06](https://www.datacenterdynamics.com/en/news/iren-energizes-first-phase-of-2gw-sweetwater-data-center-campus-in-texas/) |
| Project Phoenix | Aligned Data Centers | Shippingport, Beaver County, PA | 2000 | Under construction | n/a | 10 | n/a | [2026-09-10](https://www.datacenterdynamics.com/en/news/aligned-breaks-ground-on-gigawatt-scale-data-center-campus-in-pennsylvania/) |
| Muskogee Campus | Core Scientific ([CORZ](https://supercyclehq.com/stock/core-scientific.md)) | Muskogee, OK | 1500 | Under construction | 2027 | n/a | [CORZ](https://supercyclehq.com/stock/core-scientific.md) operator; [OGE](https://supercyclehq.com/stock/oge-energy.md) power | [2026-08-14](https://investors.corescientific.com/news-events/press-releases/detail/142/core-scientific-completes-acquisition-of-polaris-ds-advancing-planned-muskogee-expansion-to-1-5-gw-of-gross-power) |
| Pecos Campus | Core Scientific ([CORZ](https://supercyclehq.com/stock/core-scientific.md)) | Pecos, TX | 1500 | Under construction | 2027 | n/a | [CORZ](https://supercyclehq.com/stock/core-scientific.md) operator | [2026-04-27](https://investors.corescientific.com/news-events/press-releases/detail/134/core-scientific-plans-expansion-to-1-5-gigawatts-of-gross-power-at-pecos-texas-campus) |
| Homer City Energy Campus | Homer City Redevelopment | Homer City, PA | 1500 | Under construction | 2027 | 10 | [GEV](https://supercyclehq.com/stock/ge-vernova.md) equipment | [2026-06-23](https://constructionreviewonline.com/news/former-homer-city-plant-to-become-a-10-billion-ai-data-center-campus/) |
| Western Downs Digital Park | Zerra DC (Dexus and Macquarie) | Dalby, Queensland, Australia | 1440 | Announced | 2027 | 32 | n/a | [2026-09-18](https://www.abc.net.au/news/2026-09-18/queensland-data-centre-ai-anthropic-explainer/107163376) |
| Frontier | Vantage Data Centers | Shackelford County, TX | 1400 | Under construction | 2028-12 | 25 | [ORCL](https://supercyclehq.com/stock/oracle.md) tenant; [DBRG](https://supercyclehq.com/stock/digitalbridge-group.md) operator | [2025-08-19](https://www.businesswire.com/news/home/20250819291091/en/Vantage-Data-Centers-Unveils-Plans-for-Frontier-a-25B-Mega-campus-in-Texas-to-Meet-Unprecedented-AI-Demand) |
| Stargate The Barn (Saline Township) | Related Digital | Saline Township, MI | 1400 | Under construction | 2028-12 | n/a | [ORCL](https://supercyclehq.com/stock/oracle.md) tenant; [DTE](https://supercyclehq.com/stock/dte-energy.md) power | [2026-04-17](https://epoch.ai/publications/openai-stargate-where-the-us-sites-stand) |
| Texas Critical Data Centers (TCDC) | New Era Energy & Digital (NUAI) | Odessa, TX | 1400 | Announced | 2027-09 | n/a | [VST](https://supercyclehq.com/stock/vistra-energy.md) power | [2026-09-21](https://www.sec.gov/Archives/edgar/data/0002028336/000121390026101642/ea0305716-8k_newera.htm) |
| MGX-Mistral AI Paris Campus (Essonne) | MGX / Mistral AI consortium | Essonne (near Paris), France | 1400 | Announced | 2028 | n/a | [NVDA](https://supercyclehq.com/stock/nvidia.md) chips | [2025-05-20](https://www.datacenterdynamics.com/en/news/mgx-bpifrance-nvidia-and-mistral-ai-plan-14gw-paris-data-center-campus/) |
| Monarch Compute Campus | Nscale | Mason County, WV | 1350 | Under construction | 2028 | 20 | [NVDA](https://supercyclehq.com/stock/nvidia.md) chips | [2026-08-27](https://www.datacenterdynamics.com/en/news/anthropic-signs-45bn-compute-capacity-agreement-with-nscale-report/) |
| Stargate Lighthouse (Port Washington) | Vantage Data Centers | Port Washington, WI | 1300 | Under construction | 2028-12 | n/a | [ORCL](https://supercyclehq.com/stock/oracle.md) tenant | [2026-04-17](https://epoch.ai/publications/openai-stargate-where-the-us-sites-stand) |
| Stargate Milam County | SB Energy / SoftBank | Milam County, TX | 1200 | Under construction | 2028-12 | n/a | n/a | [2026-04-17](https://epoch.ai/publications/openai-stargate-where-the-us-sites-stand) |
| Google New Florence Data Center | Google ([GOOGL](https://supercyclehq.com/stock/alphabet.md)) | New Florence, MO | 1200 | Announced | n/a | 15 | [GOOGL](https://supercyclehq.com/stock/alphabet.md) operator | [2026-05-20](https://www.datacenterdynamics.com/en/news/google-pledges-15bn-investment-in-new-florence-missouri/) |
| Nebius Independence AI Factory | Nebius ([NBIS](https://supercyclehq.com/stock/nebius-group.md)) | Independence, MO | 1200 | Under construction | n/a | n/a | [NBIS](https://supercyclehq.com/stock/nebius-group.md) operator | [2026-05-12](https://www.datacenterdynamics.com/en/news/nebius-breaks-ground-on-400-acre-data-center-campus-in-independence-missouri/) |
| Nebius Highridge Business Park AI Factory | Nebius ([NBIS](https://supercyclehq.com/stock/nebius-group.md)) | Butler Township, Schuylkill County, PA | 1200 | Announced | 2027-10 | n/a | [NBIS](https://supercyclehq.com/stock/nebius-group.md) operator | [2026-07-31](https://www.datacenterdynamics.com/en/news/nebius-details-plans-for-12gw-data-center-campus-in-pennsylvania/) |
| Paducah AI Campus | Brookfield (BAM) | Paducah, KY | 1200 | Announced | 2032 | 100 | BAM investor; [NEE](https://supercyclehq.com/stock/nextera-energy.md) power | [2026-07-29](https://www.powermag.com/brookfield-nextera-to-develop-100b-data-center-campus-at-does-paducah-site-paired-with-4-6-gw-of-dedicated-generation/) |
| Bell AI Fabric Saskatchewan (Sherwood Headquarters) | Bell Canada ([BCE](https://supercyclehq.com/stock/bce.md)) | Rural Municipality of Sherwood, near Regina, Saskatchewan, Canada | 1200 | Under construction | 2027 | n/a | n/a | [2026-09-14](https://www.cbc.ca/news/canada/saskatoon/bell-canada-ai-data-centre-size-expansion-investment-9.7343780) |
| Goodnight Campus (Project Llano) | Crusoe | Armstrong County, TX | 1030 | Under construction | 2027-02 | 29 | [GOOGL](https://supercyclehq.com/stock/alphabet.md) tenant | [2026-09-29](https://www.datacenterdynamics.com/en/news/crusoe-files-for-two-more-data-centers-at-goodnight-campus-in-armstrong-county-texas/) |
| Meta Prometheus | Meta Platforms ([META](https://supercyclehq.com/stock/meta-platforms.md)) | New Albany, OH | 1000 | Under construction | 2026 | n/a | [META](https://supercyclehq.com/stock/meta-platforms.md) operator; [VST](https://supercyclehq.com/stock/vistra-energy.md) power | [2026-01-09](https://about.fb.com/news/2026/01/meta-nuclear-energy-projects-power-american-ai-leadership/) |
| Meta El Paso Data Center | Meta Platforms ([META](https://supercyclehq.com/stock/meta-platforms.md)) | El Paso, TX | 1000 | Under construction | 2028 | 10 | [META](https://supercyclehq.com/stock/meta-platforms.md) operator; BLK investor | [2026-07-28](https://about.fb.com/news/2026/07/meta-announces-new-venture-with-blackrock-to-develop-data-center-in-el-paso/) |
| xAI Colossus 2 (Macrohard) | xAI (SpaceXAI) | Memphis, TN | 1000 | Partially operational | n/a | n/a | [NVDA](https://supercyclehq.com/stock/nvidia.md) chips; [TSLA](https://supercyclehq.com/stock/tesla.md) equipment | [2026-08-01](https://en.wikipedia.org/wiki/Colossus_(data_center)) |
| Google Meitner Campus | Google ([GOOGL](https://supercyclehq.com/stock/alphabet.md)) | Gray and Roberts Counties, TX | 1000 | Under construction | n/a | n/a | [GOOGL](https://supercyclehq.com/stock/alphabet.md) operator | [2026-06-04](https://www.powermag.com/google-launches-1-gw-plus-co-located-data-center-and-generation-complex-in-texas-panhandle/) |
| Google Van Buren Township Campus (Project Cannoli) | Google ([GOOGL](https://supercyclehq.com/stock/alphabet.md)) | Van Buren Township, MI | 1000 | Under construction | late 2027 | n/a | [GOOGL](https://supercyclehq.com/stock/alphabet.md) operator | [2026-10-15](https://www.wxyz.com/news/van-buren-township-residents-frustrated-by-construction-tied-to-google-data-center-project) |
| Meta Lebanon Data Center | Meta Platforms ([META](https://supercyclehq.com/stock/meta-platforms.md)) | Lebanon, IN | 1000 | Under construction | 2028 | 10 | [META](https://supercyclehq.com/stock/meta-platforms.md) operator | [2026-02-11](https://www.datacenterknowledge.com/data-center-construction/meta-breaks-ground-on-1-gw-indiana-data-center) |
| Beacon Point | Hut 8 ([HUT](https://supercyclehq.com/stock/hut-8.md)) | Nueces County, TX | 1000 | Under construction | n/a | 4.25 | [HUT](https://supercyclehq.com/stock/hut-8.md) operator; [J](https://supercyclehq.com/stock/jacobs-solutions.md) builder; [NVDA](https://supercyclehq.com/stock/nvidia.md) tenant | [2026-07-20](https://hut8.com/news-insights/press-releases/hut-8-fully-commercializes-1-gw-beacon-point-ai-data-center-campus-with-second-352-mw-it-lease) |
| Muskie Data Campus | TeraWulf ([WULF](https://supercyclehq.com/stock/terawulf.md)) | Grayson, KY | 1000 | Announced | 2028 | n/a | [WULF](https://supercyclehq.com/stock/terawulf.md) operator; [AEP](https://supercyclehq.com/stock/american-electric-power.md) power | [2026-05-26](https://investors.terawulf.com/news-events/press-releases/detail/141/terawulf-expands-infrastructure-platform-with-acquisition-of-1-gw-eastern-kentucky-hpc-campus) |
| Childress AI Data Center Campus | Crusoe and Lancium | Childress, TX | 1000 | Announced | 2026-Q3 | n/a | n/a | [2026-07-15](https://crusoe.ai/resources/newsroom/crusoe-and-lancium-announce-1-gigawatt-ai-data-center-campus-in-childress-texas) |
| Corsicana AI Campus | Riot Platforms ([RIOT](https://supercyclehq.com/stock/riot-platforms.md)) | Corsicana, TX | 1000 | Announced | n/a | n/a | [RIOT](https://supercyclehq.com/stock/riot-platforms.md) operator | [2026-08-10](https://blockspace.media/news/riot-platforms-signs-9-1b-191-mw-ai-lease-at-rockdale-loi-for-1-gw-corsicana/) |
| Colchis | Cipher Mining ([CIFR](https://supercyclehq.com/stock/cipher-mining.md)) | Tom Green County, TX | 1000 | Announced | 2028 | n/a | [CIFR](https://supercyclehq.com/stock/cipher-mining.md) operator; [AEP](https://supercyclehq.com/stock/american-electric-power.md) power | [2026-09-16](https://247wallst.com/investing/2026/09/16/cipher-digital-surges-9-on-conditional-ercot-status-for-3-2-gw-of-texas-capacity-core-scientific-rises-4-iren-nudges-higher/) |
| Taylor Technology Campus | Big Watt Digital and PowerHouse Data Centers | Taylor, TX | 1000 | Announced | 2028-H1 | n/a | n/a | [2026-10-08](https://www.datacenterdynamics.com/en/news/powerhouse-big-watt-secure-approval-for-1gw-behind-the-meter-campus-in-taylor-texas/) |
| Stargate UAE | G42 | Abu Dhabi, United Arab Emirates | 1000 | Under construction | Q3 2026 | n/a | [NVDA](https://supercyclehq.com/stock/nvidia.md) chips; [ORCL](https://supercyclehq.com/stock/oracle.md) tenant; [CSCO](https://supercyclehq.com/stock/cisco-systems.md) networking; [SFTBY](https://supercyclehq.com/stock/softbank-group.md) partner | [2025-12-05](https://www.thenationalnews.com/business/2025/12/05/stargate-uaes-first-phase-to-be-completed-in-third-quarter-of-2026/) |
| Google India AI Hub (Visakhapatnam) | Google ([GOOGL](https://supercyclehq.com/stock/alphabet.md)) | Visakhapatnam, India | 1000 | Under construction | 2026-2030 rollout | 15 | [GOOGL](https://supercyclehq.com/stock/alphabet.md) operator | [2026-04-28](https://www.googlecloudpresscorner.com/2026-04-28-Google-Breaks-Ground-on-India-AI-Hub,-Launching-a-National-Industrial-Ecosystem-Alongside-Indias-Digital-Infrastructure-Milestone) |
| Reliance Intelligence Jamnagar AI Data Center | Reliance Industries | Jamnagar, Gujarat, India | 1000 | Under construction | end of 2026 (first 120MW) | n/a | [NVDA](https://supercyclehq.com/stock/nvidia.md) chips; [META](https://supercyclehq.com/stock/meta-platforms.md) tenant | [2026-06-10](https://www.pv-magazine-india.com/2026/06/10/reliance-meta-to-develop-168-mw-ai-data-centre-powered-by-renewable-energy-in-jamnagar/) |
| Meta Sturgeon Data Centre | Meta Platforms ([META](https://supercyclehq.com/stock/meta-platforms.md)) | Sturgeon County, Alberta, Canada | 1000 | Under construction | n/a | 9.2 | [META](https://supercyclehq.com/stock/meta-platforms.md) operator; [PBA](https://supercyclehq.com/stock/pembina-pipeline.md) power | [2026-07-09](https://www.cbc.ca/news/canada/edmonton/meta-data-centre-sturgeon-county-alberta-9.7263271) |
| TCS HyperVault AI Data Center Campus | HyperVault (Tata Consultancy Services) | Hyderabad, Telangana, India | 1000 | Announced | n/a | n/a | TPG investor | [2026-09-05](https://www.bloomberg.com/news/articles/2026-09-05/tcs-plans-one-gigawatt-capacity-data-center-in-southern-india) |
| Cottam AI Data Centre Campus | Tritax Management | Cottam, Nottinghamshire, England, United Kingdom | 1000 | Announced | 2030 | n/a | n/a | [2025-09-15](https://www.edfenergy.com/media-centre/holtec-international-edf-uk-and-tritax-announce-plans-develop-cottam-site-data-centres-and) |
| Era4 The Mill (Newport AI Campus) | Era4 | Newport, Wales, United Kingdom | 1000 | Announced | n/a | n/a | n/a | [2026-10-22](https://datacenterdynamics.com/en/news/era4-reveals-details-of-hyperscale-data-center-planned-for-former-steelworks-in-newport-wales) |
| AWS Susquehanna Campus (Cumulus) | Amazon Web Services ([AMZN](https://supercyclehq.com/stock/amazon.md)) | Salem Township, PA | 960 | Partially operational | n/a | 20 | [AMZN](https://supercyclehq.com/stock/amazon.md) operator; [TLN](https://supercyclehq.com/stock/talen-energy.md) power | [2026-08-01](https://www.talenenergy.com/powering-data/) |
| Apollo | Cipher Digital ([CIFR](https://supercyclehq.com/stock/cipher-mining.md)) | Near San Antonio, TX | 900 | Announced | n/a | n/a | [CIFR](https://supercyclehq.com/stock/cipher-mining.md) operator | [2026-08-04](https://www.stocktitan.net/news/CIFR/) |
| Helios | Galaxy Digital ([GLXY](https://supercyclehq.com/stock/galaxy-digital.md)) | Dickens County, TX | 800 | Partially operational | n/a | n/a | [GLXY](https://supercyclehq.com/stock/galaxy-digital.md) operator; [CRWV](https://supercyclehq.com/stock/coreweave.md) tenant | [2026-07-06](https://www.galaxy.com/insights/press-releases) |
| Google Pine Island Data Center | Google ([GOOGL](https://supercyclehq.com/stock/alphabet.md)) | Pine Island, MN | 780 | Announced | n/a | n/a | [GOOGL](https://supercyclehq.com/stock/alphabet.md) operator | [2026-02-24](https://blog.google/innovation-and-ai/infrastructure-and-cloud/global-network/data-center-pine-island/) |
| Childress Campus (Horizon) | IREN ([IREN](https://supercyclehq.com/stock/iris-energy.md)) | Childress, TX | 750 | Partially operational | 2027 | n/a | [IREN](https://supercyclehq.com/stock/iris-energy.md) operator; [MSFT](https://supercyclehq.com/stock/microsoft.md) tenant; [NVDA](https://supercyclehq.com/stock/nvidia.md) chips; [DELL](https://supercyclehq.com/stock/dell-technologies.md) equipment | [2026-08-13](https://www.stocktitan.net/news/IREN/) |
| BDx AI Campus 2 (CGK4) | BDx Data Centers | Jatiluhur, Purwakarta, West Java, Indonesia | 640 | Announced | 2027 | n/a | n/a | [2026-10-02](https://www.dealstreetasia.com/stories/indonesia-halts-bdx-data-centre-project-due-to-lack-of-permits-496721/) |
| Nexus Hubbard Campus | Nexus Data Centers | Hubbard, TX | 600 | Under construction | 2027-10 | 16 | [GOOGL](https://supercyclehq.com/stock/alphabet.md) backstop | [2026-08-19](https://www.bloomberg.com/news/articles/2026-08-19/anthropic-tied-data-center-inks-1-3-billion-private-credit-loan) |
| Sesterce Jämsä Campus | Sesterce | Jämsä, Finland | 600 | Announced | n/a | n/a | n/a | [2026-10-08](https://www.datacenterdynamics.com/en/news/sesterce-to-invest-10bn-in-600mw-ai-data-center-campus-in-j%C3%A4ms%C3%A4-finland) |
| Pure DC Seinajoki Campus (SJK01) | Pure Data Centres Group | Seinäjoki, Finland | 550 | Under construction | n/a | n/a | [MSFT](https://supercyclehq.com/stock/microsoft.md) tenant | [2026-07-14](https://www.datacenterdynamics.com/en/news/microsoft-signs-on-for-capacity-at-pure-dc-data-center-in-finland-report/) |
| Apatura Ravenscraig AI Energy Campus | Apatura | Ravenscraig, North Lanarkshire, Scotland, United Kingdom | 550 | Announced | 2030 | n/a | n/a | [2026-09-21](https://consult.apatura.energy/ravenscraig/the-project) |
| Project Caprock | Aligned Data Centers | Texas | 540 | Under construction | n/a | n/a | n/a | [2026-04-13](https://w.media/project-caprock-aligned-data-centers-breaks-ground-on-540-mw-dc-campus-in-texas/) |
| Logan Prairie | Hut 8 ([HUT](https://supercyclehq.com/stock/hut-8.md)) | Latham, IL | 500 | Announced | n/a | 5 | [HUT](https://supercyclehq.com/stock/hut-8.md) operator | [2026-07-31](https://blockspace.media/insight/hut-8-illinois-data-center-stalls/) |
| Bell AI Fabric | Bell Canada (BCE) ([BCE](https://supercyclehq.com/stock/bce.md)) | British Columbia, Canada (Kamloops, Merritt and other sites) | 500 | Under construction | 2026 (first facility) | n/a | [BCE](https://supercyclehq.com/stock/bce.md) operator | [2026-01-01](https://www.castanetkamloops.net/news/Kamloops/620383/Bell-Cohere-sign-deal-to-operate-models-using-Bell-AI-Fabric-infrastructure) |
| YTL AI Cloud (YTL Green Data Center Park) | YTL Power International | Kulai, Johor, Malaysia | 500 | Partially operational | 2027 | 2.36 | [NVDA](https://supercyclehq.com/stock/nvidia.md) chips | [2025-07-29](https://www.datacenterdynamics.com/en/news/ytl-power-and-nvidia-to-invest-23bn-in-ai-infrastructure-in-malaysia/) |
| Khazna-Eni Ferrera Erbognone AI Campus | Khazna Data Centers | Ferrera Erbognone, Lombardy, Italy | 500 | Announced | n/a | n/a | E power | [2026-08-10](https://www.eunews.it/en/2026/08/10/eu-commission-approves-khazna-eni-joint-venture-says-it-does-not-raise-competition-concerns/) |
| Ardian-Verne Île-de-France Campus | Verne | Île-de-France, France | 500 | Announced | 2030 | n/a | n/a | [2026-06-01](https://datacentremagazine.com/news/ardian-and-verne-plan-500mw-ai-data-centre-hub-in-5bn-deal) |
| Lake Mariner | TeraWulf ([WULF](https://supercyclehq.com/stock/terawulf.md)) | Barker, NY | 438 | Partially operational | 2027 | n/a | [WULF](https://supercyclehq.com/stock/terawulf.md) operator; [GOOGL](https://supercyclehq.com/stock/alphabet.md) backstop; [GOOGL](https://supercyclehq.com/stock/alphabet.md) tenant | [2026-08-05](https://investors.terawulf.com/news-events/press-releases/detail/144/terawulf-reports-second-quarter-2026-results) |
| Delta Forge 1 | Applied Digital ([APLD](https://supercyclehq.com/stock/applied-digital.md)) | Boyce, LA | 430 | Under construction | 2027 | n/a | [APLD](https://supercyclehq.com/stock/applied-digital.md) operator | [2026-07-27](https://ir.applieddigital.com/news-events/press-releases/detail/159/applied-digital-reports-fiscal-fourth-quarter-and-full-year) |
| Justified Data Campus | TeraWulf ([WULF](https://supercyclehq.com/stock/terawulf.md)) | Hawesville, KY | 401 | Under construction | 2028 | 19 | [WULF](https://supercyclehq.com/stock/terawulf.md) operator | [2026-07-06](https://investors.terawulf.com/news-events/press-releases/detail/142/terawulf-announces-anthropic-lease-at-justified-data-campus-and-sale-of-majority-interest-in-abernathy-joint-venture-to-fluidstack) |
| Polaris Forge 1 | Applied Digital ([APLD](https://supercyclehq.com/stock/applied-digital.md)) | Ellendale, ND | 400 | Partially operational | n/a | 1.59 | [APLD](https://supercyclehq.com/stock/applied-digital.md) operator; [CRWV](https://supercyclehq.com/stock/coreweave.md) tenant | [2026-10-02](https://datacenterdynamics.com/en/news/applied-digital-adds-75mw-of-capacity-at-ellendale-data-center-campus-in-north-dakota) |
| JERA-RHAELM Chiba AI Data Center | RHAELM | Chiba, Japan | 400 | Announced | 2029 | 15 | [DELL](https://supercyclehq.com/stock/dell-technologies.md) equipment | [2026-10-01](https://datacentremagazine.com/news/inside-dells-mou-to-build-ai-infrastructure-with-jera) |
| HyperDC MBL1 | HyperDC | Moorabool, Victoria, Australia | 400 | Announced | n/a | n/a | n/a | [2026-10-09](https://www.datacenterdynamics.com/en/news/plans-filed-for-400mw-data-center-campus-outside-melbourne-australia) |
| Oxagon AI Data Center (NEOM) | Humain and DataVolt | Oxagon, NEOM, Saudi Arabia | 360 | Under construction | 2028 | n/a | n/a | [2026-08-31](https://www.datacenterdynamics.com/en/news/humain-breaks-ground-on-neoms-oxagon-data-center/) |
| Vineland Data Center | Nebius ([NBIS](https://supercyclehq.com/stock/nebius-group.md)) | Vineland, NJ | 350 | Under construction | n/a | n/a | [NBIS](https://supercyclehq.com/stock/nebius-group.md) operator; [MSFT](https://supercyclehq.com/stock/microsoft.md) tenant | [2026-08-18](https://whyy.org/articles/vineland-planning-board-approves-data-center-plan/) |
| Nebius Lappeenranta AI Factory | Nebius ([NBIS](https://supercyclehq.com/stock/nebius-group.md)) | Lappeenranta, Finland | 310 | Announced | 2027 | 10 | [NBIS](https://supercyclehq.com/stock/nebius-group.md) operator; [NVDA](https://supercyclehq.com/stock/nvidia.md) chips | [2026-03-31](https://nebius.com/newsroom/nebius-to-construct-310-mw-ai-factory-in-finland) |
| Polaris Forge 3 | Applied Digital ([APLD](https://supercyclehq.com/stock/applied-digital.md)) | North Dakota | 300 | Under construction | 2027-08 | n/a | [APLD](https://supercyclehq.com/stock/applied-digital.md) operator | [2026-05-20](https://ir.applieddigital.com/news-events/press-releases/detail/152/applied-digital-reaches-significant-milestone-surpassing-1) |
| Black Pearl | Cipher Digital ([CIFR](https://supercyclehq.com/stock/cipher-mining.md)) | Texas | 300 | Partially operational | n/a | n/a | [CIFR](https://supercyclehq.com/stock/cipher-mining.md) operator; [AMZN](https://supercyclehq.com/stock/amazon.md) tenant | [2026-08-04](https://www.stocktitan.net/news/CIFR/) |
| Lancaster Campus | CoreWeave ([CRWV](https://supercyclehq.com/stock/coreweave.md)) | Lancaster County, PA | 300 | Under construction | n/a | 6 | [CRWV](https://supercyclehq.com/stock/coreweave.md) operator | [2025-07-15](https://www.datacenterdynamics.com/en/news/coreweave-plans-6bn-data-center-in-lancaster-pennsylvania/) |
| NFD Korea Dangjin Campus | NFD Korea (with EFD Co.) | Dangjin, Chungcheongnam-do, South Korea | 300 | Announced | 2028-01 | n/a | n/a | [2026-09-09](https://www.datacenterdynamics.com/en/news/data-center-company-nfd-korea-to-build-300mw-campus-south-of-seoul/) |
| PPC Kozani AI Data Center (Agios Dimitrios) | Public Power Corporation (PPC) | Kozani, Western Macedonia, Greece | 300 | Announced | 2028 | n/a | [AMZN](https://supercyclehq.com/stock/amazon.md) tenant | [2026-09-17](https://balkangreenenergynews.com/ppc-signs-deal-with-amazon-to-develop-300-mw-data-center/) |
| Apatura Westerhill AI Energy Campus | Apatura | Westerhill Regeneration Area, East Dunbartonshire, Scotland, United Kingdom | 300 | Announced | n/a | n/a | n/a | [2026-09-21](https://consult.apatura.energy/westerhill/the-project) |
| Kenilworth Campus | CoreWeave ([CRWV](https://supercyclehq.com/stock/coreweave.md)) | Kenilworth, NJ | 250 | Under construction | 2027 | 1.8 | [CRWV](https://supercyclehq.com/stock/coreweave.md) operator | [2025-11-25](https://re-nj.com/coreweave-begins-1-8-billion-data-center-project-in-kenilworth/) |
| River Bend | Hut 8 ([HUT](https://supercyclehq.com/stock/hut-8.md)) | West Feliciana Parish, LA | 245 | Under construction | n/a | 10 | [HUT](https://supercyclehq.com/stock/hut-8.md) operator; [GOOGL](https://supercyclehq.com/stock/alphabet.md) backstop; [J](https://supercyclehq.com/stock/jacobs-solutions.md) builder | [2025-12-17](https://www.prnewswire.com/news-releases/hut-8-signs-15-year-245-mw-ai-data-center-lease-at-river-bend-campus-with-total-contract-value-of-7-0-billion-302383000.html) |
| Phoenix Campus | Prime Data Centers | Phoenix, AZ | 240 | Partially operational | n/a | 2 | n/a | [2026-05-21](https://www.citybiz.co/article/prime-data-centers-launches-first-phase-of-240mw-phoenix-campus-as-ai-infrastructure-demand-accelerates/) |
| Stargate Norway | Nscale / Aker (50-50 JV) | Kvandal, Narvik, Norway | 230 | Under construction | end of 2026 (first 100,000 GPUs) | 1 | [NVDA](https://supercyclehq.com/stock/nvidia.md) chips; [MSFT](https://supercyclehq.com/stock/microsoft.md) tenant | [2026-04-15](https://www.cnbc.com/2026/04/15/openai-stargate-norway-project-microsoft.html) |
| Campus Campinas (Terranova) | Terranova (Actis) | Campinas, São Paulo, Brazil | 216 | Under construction | 2027-12 | 0.5 | n/a | [2026-08-20](https://www.datacenterdynamics.com/en/news/terranova-boosts-technology-infrastructure-with-the-construction-of-one-of-latin-americas-first-ai-data-centers/) |
| Delta Forge 2 | Applied Digital ([APLD](https://supercyclehq.com/stock/applied-digital.md)) | Brookwood, Tuscaloosa County, AL | 210 | Announced | 2028-Q1 | 3.2 | [APLD](https://supercyclehq.com/stock/applied-digital.md) operator | [2026-09-25](https://www.fox10tv.com/2026/09/25/applied-digital-confirms-32-billion-data-center-campus-brookwood/) |
| Barber Lake | Cipher Digital ([CIFR](https://supercyclehq.com/stock/cipher-mining.md)) | West Texas, TX | 207 | Under construction | n/a | 1.4 | [CIFR](https://supercyclehq.com/stock/cipher-mining.md) operator; [GOOGL](https://supercyclehq.com/stock/alphabet.md) backstop | [2025-09-25](https://www.globenewswire.com/news-release/2025/09/25/3156091/0/en/Cipher-Mining-Signs-168-MW-10-Year-AI-Hosting-Agreement-with-Fluidstack.html) |
| Polaris Forge 2 | Applied Digital ([APLD](https://supercyclehq.com/stock/applied-digital.md)) | Harwood, ND | 200 | Under construction | n/a | 3 | [APLD](https://supercyclehq.com/stock/applied-digital.md) operator | [2026-07-27](https://ir.applieddigital.com/news-events/press-releases/detail/159/applied-digital-reports-fiscal-fourth-quarter-and-full-year) |
| Fort Worth Campus | CyrusOne | Fort Worth, TX | 200 | Announced | n/a | n/a | n/a | [2026-01-13](https://www.prnewswire.com/news-releases/cyrusone-and-eolian-partner-to-enable-rapid-deployment-of-200-megawatt-data-center-campus-in-fort-worth-texas-302349000.html) |
| Humain AI Factories (Riyadh and Dammam) | Humain | Riyadh and Dammam, Saudi Arabia | 200 | Partially operational | 2030 | n/a | [NVDA](https://supercyclehq.com/stock/nvidia.md) chips; [AMD](https://supercyclehq.com/stock/advanced-micro-devices.md) chips; [CSCO](https://supercyclehq.com/stock/cisco-systems.md) networking | [2026-09-19](https://www.constructionreviewonline.com/news-2/mis-wins-2-33bn-design-build-contract-for-humain-ai-data-center-expansion-in-saudi-arabia/) |
| Microsoft-G42 Khazna UAE Expansion | Khazna Data Centers (G42) | United Arab Emirates | 200 | Under construction | 2026 | 15.2 | [MSFT](https://supercyclehq.com/stock/microsoft.md) tenant; [NVDA](https://supercyclehq.com/stock/nvidia.md) chips | [2025-11-01](https://news.microsoft.com/source/emea/2025/11/microsoft-and-g42-accelerate-uaes-digital-future-with-major-data-centre-expansion/) |
| ByteDance Pecém Data Center | ByteDance | Pecém, Ceará, Brazil | 200 | Under construction | 2027 | 38.4 | n/a | [2026-05-19](https://www.datacenterdynamics.com/en/news/omnia-signs-2bn-wind-energy-deal-with-casa-dos-ventos-to-power-bytedance-data-center-in-brazil-report/) |
| Africa Data Centers Egypt (Vodafone, Elsewedy, Cassava) | Africa Data Centers Egypt | Egypt | 200 | Announced | n/a | n/a | VOD operator; [NVDA](https://supercyclehq.com/stock/nvidia.md) chips | [2026-09-08](https://techafricanews.com/2026/09/08/egypt-vodafone-elsewedy-cassava-1bn-data-centre/) |
| Rockdale AI Data Center | Riot Platforms ([RIOT](https://supercyclehq.com/stock/riot-platforms.md)) | Rockdale, TX | 191 | Under construction | n/a | n/a | [RIOT](https://supercyclehq.com/stock/riot-platforms.md) operator; [AMD](https://supercyclehq.com/stock/advanced-micro-devices.md) chips | [2026-08-10](https://www.cnbc.com/2026/08/11/riot-platforms-anthropic-ai-data-center-deal.html) |
| Anthropic Abernathy Campus | Fluidstack | Abernathy, TX | 168 | Under construction | 2026 | n/a | n/a | [2026-07-06](https://investors.terawulf.com/news-events/press-releases/detail/142/terawulf-announces-anthropic-lease-at-justified-data-campus-and-sale-of-majority-interest-in-abernathy-joint-venture-to-fluidstack) |
| Compute Nordic Finland AI Data Centre (Mikkeli) | Compute Nordic Finland | Mikkeli, Finland | 165 | Under construction | n/a | n/a | [CBRS](https://supercyclehq.com/stock/cerebras.md) tenant | [2026-08-31](https://investors.cerebras.ai/news-releases/news-release-details/cerebras-and-compute-nordic-finland-announce-new-165-mw-ai-data) |
| SoftBank Sakai AI Data Center | SoftBank Corp ([SFTBY](https://supercyclehq.com/stock/softbank-group.md)) | Sakai, Osaka, Japan | 150 | Under construction | 2026 | n/a | [SFTBY](https://supercyclehq.com/stock/softbank-group.md) operator | [2025-03-01](https://www.datacenterdynamics.com/en/news/softbank-buys-former-sharp-factory-for-676m-to-build-ai-data-center-in-osaka-japan/) |
| Bitdeer Tydal Campus | Bitdeer AI ([BTDR](https://supercyclehq.com/stock/bitdeer-technologies.md)) | Tydal, Norway | 121 | Under construction | 2026-12 | n/a | [BTDR](https://supercyclehq.com/stock/bitdeer-technologies.md) operator; [NVDA](https://supercyclehq.com/stock/nvidia.md) chips | [2026-08-04](https://www.sec.gov/Archives/edgar/data/0001899123/000121390026072867/ea029623001ex99-1.htm) |
| SK-AWS Ulsan AI Data Center | SK Telecom / SK Group with AWS ([SKM](https://supercyclehq.com/stock/sk-telecom.md)) | Ulsan, South Korea | 103 | Under construction | November 2027 (first 41MW) | 5.11 | [SKM](https://supercyclehq.com/stock/sk-telecom.md) operator; [AMZN](https://supercyclehq.com/stock/amazon.md) tenant | [2025-09-01](https://www.datacenterdynamics.com/en/news/sk-group-and-aws-break-ground-for-data-center-in-ulsan-korea/) |
| Hon Hai Kaohsiung Super Computing Center | Foxconn (Hon Hai) | Kaohsiung, Taiwan | 100 | Partially operational | 2026 | n/a | [NVDA](https://supercyclehq.com/stock/nvidia.md) chips | [2025-05-20](https://www.cnbc.com/2025/05/20/taiwans-foxconn-ai-data-center-with-nvidia-to-have-100-mw-of-power.html) |
| EverWind Point Tupper Campus | EverWind | Point Tupper, Nova Scotia, Canada | 95 | Announced | 2027 | 7.1 | n/a | [2026-10-16](https://www.cp24.com/news/canada/2026/10/16/everwind-says-10b-ai-data-centre-proposal-largest-private-investment-in-ns-history/) |
| Stingray | Cipher Digital ([CIFR](https://supercyclehq.com/stock/cipher-mining.md)) | Texas | 70 | Under construction | n/a | 0.81 | [CIFR](https://supercyclehq.com/stock/cipher-mining.md) operator; [AMZN](https://supercyclehq.com/stock/amazon.md) tenant | [2026-06-08](https://www.stocktitan.net/news/CIFR/) |
| Nebius Mantsala Expansion (Second Data Center) | Nebius ([NBIS](https://supercyclehq.com/stock/nebius-group.md)) | Mantsala, Finland | 70 | Announced | 2027 | n/a | [NBIS](https://supercyclehq.com/stock/nebius-group.md) operator; [NVDA](https://supercyclehq.com/stock/nvidia.md) chips | [2026-08-13](https://www.datacenterdynamics.com/en/news/nebius-expands-european-presence-announces-deployment-in-estonia-and-second-data-center-in-m%C3%A4nts%C3%A4l%C3%A4-finland/) |
| Bitdeer AI A901 | Bitdeer AI ([BTDR](https://supercyclehq.com/stock/bitdeer-technologies.md)) | Malaysia | 67 | Announced | 2027-06 | n/a | [BTDR](https://supercyclehq.com/stock/bitdeer-technologies.md) operator; [NVDA](https://supercyclehq.com/stock/nvidia.md) chips | [2026-10-08](https://www.datacenterdynamics.com/en/news/bitdeer-ai-signs-67mw-ai-cloud-agreement-in-malaysia) |
| Yotta Nvidia Blackwell Supercluster (Greater Noida) | Yotta Data Services | Greater Noida, India | 60 | Under construction | August 2026 | 2 | [NVDA](https://supercyclehq.com/stock/nvidia.md) chips | [2026-02-27](https://www.cnbc.com/2026/02/27/india-yotta-nvidia-ai-gpu-demand-data-centers-investment.html) |
| Nscale Loughton AI Campus (Microsoft UK Supercomputer) | Nscale | Loughton, Essex, United Kingdom | 50 | Under construction | n/a | n/a | n/a | [2026-10-18](https://www.datacenterdynamics.com/en/news/microsoft-pulls-out-of-delayed-nscale-data-center-in-loughton-essex/) |
| Nscale Glomfjord AI Data Centre | Nscale | Glomfjord, Norway | 30 | Partially operational | n/a | n/a | [MSFT](https://supercyclehq.com/stock/microsoft.md) tenant; [NVDA](https://supercyclehq.com/stock/nvidia.md) chips | [2026-06-03](https://time.com/article/2026/06/03/ai-norway-nscale-data-center/) |
| Microsoft Fairwater Mount Pleasant | Microsoft ([MSFT](https://supercyclehq.com/stock/microsoft.md)) | Mount Pleasant, WI | n/a | Partially operational | 2028 | 4.7 | [MSFT](https://supercyclehq.com/stock/microsoft.md) operator; [NVDA](https://supercyclehq.com/stock/nvidia.md) chips | [2026-06-23](https://news.microsoft.com/source/2026/06/23/microsoft-completes-construction-on-first-datacenter-facility-in-mount-pleasant-wisconsin/) |
| Microsoft Fairwater Atlanta | Microsoft ([MSFT](https://supercyclehq.com/stock/microsoft.md)) | Atlanta, GA | n/a | Operational | n/a | n/a | [MSFT](https://supercyclehq.com/stock/microsoft.md) operator; [NVDA](https://supercyclehq.com/stock/nvidia.md) chips | [2025-11-12](https://news.microsoft.com/source/features/ai/from-wisconsin-to-atlanta-microsoft-connects-datacenters-to-build-its-first-ai-superfactory/) |
| xAI Colossus 1 | xAI (SpaceXAI) | Memphis, TN | n/a | Operational | n/a | n/a | [NVDA](https://supercyclehq.com/stock/nvidia.md) chips; [TSLA](https://supercyclehq.com/stock/tesla.md) equipment; [DELL](https://supercyclehq.com/stock/dell-technologies.md) equipment | [2026-08-01](https://en.wikipedia.org/wiki/Colossus_(data_center)) |
| xAI MACROHARDRR Southaven | xAI (SpaceXAI) | Southaven, MS | n/a | Under construction | 2026 | 20 | [NVDA](https://supercyclehq.com/stock/nvidia.md) chips | [2026-01-08](https://governorreeves.ms.gov/tech-leader-xai-investing-more-than-20-billion-in-southaven/) |
| Google Haskell County Campus | Google ([GOOGL](https://supercyclehq.com/stock/alphabet.md)) | Haskell County, TX | n/a | Under construction | n/a | 40 | [GOOGL](https://supercyclehq.com/stock/alphabet.md) operator | [2026-06-04](https://www.powermag.com/google-launches-1-gw-plus-co-located-data-center-and-generation-complex-in-texas-panhandle/) |
| Google Council Bluffs Campus | Google ([GOOGL](https://supercyclehq.com/stock/alphabet.md)) | Council Bluffs, IA | n/a | Operational | n/a | 7 | [GOOGL](https://supercyclehq.com/stock/alphabet.md) operator | [2026-08-01](https://datacenters.google/locations/) |
| Stargate Lordstown | SoftBank | Lordstown, OH | n/a | Under construction | n/a | n/a | n/a | [2026-04-17](https://epoch.ai/publications/openai-stargate-where-the-us-sites-stand) |
| AWS Shreveport Campus (Resilient Technology Park) | Amazon Web Services ([AMZN](https://supercyclehq.com/stock/amazon.md)) | Shreveport, LA | n/a | Announced | late 2027 to early 2028 | 6 | [AMZN](https://supercyclehq.com/stock/amazon.md) operator | [2026-08-18](https://www.datacenterdynamics.com/en/news/aws-pledges-6bn-investment-in-data-center-campus-in-shreveport-louisiana/) |
| AWS GW Ranch | Amazon Web Services ([AMZN](https://supercyclehq.com/stock/amazon.md)) | Pecos County, TX | n/a | Announced | n/a | n/a | [AMZN](https://supercyclehq.com/stock/amazon.md) operator | [2026-08-10](https://www.enr.com/articles/63464-amazon-discloses-ownership-of-gw-ranch-giant-texas-data-center-gas-power-complex) |
| Project Clydesdale | Google ([GOOGL](https://supercyclehq.com/stock/alphabet.md)) | Tulsa County, OK | n/a | Under construction | n/a | n/a | [GOOGL](https://supercyclehq.com/stock/alphabet.md) operator | [2026-08-19](https://tulsachamber.com/news/2026/08/19/economic-development/google-to-operate-tulsa-county-data-center/) |
| Meta Mason County Campus (Maysville) | Meta Platforms ([META](https://supercyclehq.com/stock/meta-platforms.md)) | Mason County, KY | n/a | Announced | n/a | 10 | [META](https://supercyclehq.com/stock/meta-platforms.md) operator | [2026-10-16](https://www.fox19.com/2026/10/16/meta-revealed-partner-2000-acre-nky-data-center-residents-pushback/) |
| Panther Creek | Keel Infrastructure ([KEEL](https://supercyclehq.com/stock/keel-infrastructure.md)) | Nesquehoning, PA | n/a | Under construction | n/a | n/a | [KEEL](https://supercyclehq.com/stock/keel-infrastructure.md) operator; [PPL](https://supercyclehq.com/stock/ppl.md) power | [2026-02-25](https://blockspace.media/news/local-officials-greenlight-bitfarms-panther-creek-ai-data-center/) |
| Denton Campus | Core Scientific ([CORZ](https://supercyclehq.com/stock/core-scientific.md)) | Denton, TX | n/a | Operational | n/a | n/a | [CORZ](https://supercyclehq.com/stock/core-scientific.md) operator; [CRWV](https://supercyclehq.com/stock/coreweave.md) tenant; [NVDA](https://supercyclehq.com/stock/nvidia.md) chips | [2026-01-13](https://www.datacenterdynamics.com/en/news/coreweave-deploys-16000-gpus-at-delayed-data-center-in-denton-texas/) |
| AWS-Humain AI Zone | Amazon Web Services / Humain ([AMZN](https://supercyclehq.com/stock/amazon.md)) | Saudi Arabia | n/a | Announced | 2026 | 5 | [AMZN](https://supercyclehq.com/stock/amazon.md) operator | [2025-05-13](https://www.aboutamazon.com/news/company-news/amazon-aws-humain-ai-investment-in-saudi-arabia) |
| Telus Sovereign AI Factory (Rimouski) | Telus ([TU](https://supercyclehq.com/stock/telus.md)) | Rimouski, Quebec, Canada | n/a | Operational | n/a | n/a | [TU](https://supercyclehq.com/stock/telus.md) operator; [NVDA](https://supercyclehq.com/stock/nvidia.md) chips | [2025-09-24](https://betakit.com/telus-opens-inaugural-sovereign-ai-factory-in-rimouski/) |

## Power deals

| Date | Buyer | Supplier | Capacity (MW) | Technology | Status | Project | Source |
| --- | --- | --- | --- | --- | --- | --- | --- |
| 2026-10-06 | Google ([GOOGL](https://supercyclehq.com/stock/alphabet.md)) | Constellation Energy ([CEG](https://supercyclehq.com/stock/constellation-energy.md)) | 890 | Nuclear uprate | signed | 11 Constellation nuclear units, Illinois, Pennsylvania and New Jersey (PJM) | [2026-10-06](https://www.powermag.com/google-deal-backs-890-mw-of-constellation-nuclear-uprates-at-11-pjm-reactors/) |
| 2026-10-02 | Oracle ([ORCL](https://supercyclehq.com/stock/oracle.md)) | We Energies ([WEC](https://supercyclehq.com/stock/wec-energy-group.md)) | n/a | Existing nuclear PPA | signed | Point Beach Nuclear Plant, Wisconsin, for Project Lighthouse (Port Washington) | [2026-10-02](https://wisconsinwatch.org/2026/10/wisconsin-we-energies-deal-oracle-data-center-nuclear-energy-power-point-beach-plant/) |
| 2026-09-30 | Amazon ([AMZN](https://supercyclehq.com/stock/amazon.md)) | Constellation Energy ([CEG](https://supercyclehq.com/stock/constellation-energy.md)) | 190 | Nuclear uprate | signed | Calvert Cliffs Nuclear Power Plant, Maryland | [2026-09-30](https://www.constellationenergy.com/news/2026/09/constellation-and-amazon-announce-20-year-power-purchase-agreement-at-calvert-cliffs.html) |
| 2026-09-21 | Google ([GOOGL](https://supercyclehq.com/stock/alphabet.md)) | Georgia Power ([SO](https://supercyclehq.com/stock/southern-company.md)) | 96 | Nuclear uprate | signed | Plant Vogtle and Plant Hatch nuclear uprates, Georgia | [2026-09-21](https://www.prnewswire.com/news-releases/georgia-power-agreement-with-google-to-provide-approximately-900-million-in-projected-benefits-for-customers-and-advance-nuclear-energy-in-georgia-302885197.html) |
| 2026-09-16 | Amazon ([AMZN](https://supercyclehq.com/stock/amazon.md)) | Generac Holdings ([GNRC](https://supercyclehq.com/stock/generac-holdings.md)) | n/a | Backup generators | signed | Amazon data center backup power, site undisclosed | [2026-09-16](https://www.cnbc.com/2026/09/16/amazon-obtains-right-to-buy-up-to-340m-of-generac-boosting-stock-.html) |
| 2026-09-16 | Meta Platforms ([META](https://supercyclehq.com/stock/meta-platforms.md)) | Apex Clean Energy | 144 | Solar | signed | Starling Solar, Gonzales County, Texas | [2026-09-16](https://www.utilitydive.com/news/meta-apex-clean-energy-144-mw-texas-solar-ppa/830675/) |
| 2026-09-16 | NAVER | Gurin Energy | 216 | Solar | letter-of-intent | Jindo Green Solar, South Korea | [2026-09-16](https://en.sedaily.com/technology/2026/09/16/naver-signs-solar-deal-to-power-ai-data-centers) |
| 2026-09-09 | Google ([GOOGL](https://supercyclehq.com/stock/alphabet.md)) | Fortum | n/a | Existing nuclear PPA | signed | Loviisa Nuclear Power Plant, Finland | [2026-09-11](https://www.ans.org/news/2026-09-11/article-8381/in-a-boost-to-finlands-loviisa-plant-google-and-fortum-ink-nuclear-ppa/) |
| 2026-09-02 | Google ([GOOGL](https://supercyclehq.com/stock/alphabet.md)) | MN8 Energy | 86 | Solar + Storage | signed | Mammoth Solar, Kanawha County, West Virginia | [2026-09-02](https://www.globenewswire.com/news-release/2026/09/02/3355060/0/en/mn8-energy-google-and-eos-energy-enterprises-bring-advanced-clean-energy-solutions-to-west-virginia.html) |
| 2026-09-01 | Google ([GOOGL](https://supercyclehq.com/stock/alphabet.md)) | Fervo Energy | 396 | Geothermal | signed | Cape Station GeoCluster, Beaver County, Utah | [2026-09-01](https://ir.fervoenergy.com/news-releases/news-release-details/fervo-energy-and-google-sign-396-mw-ppa) |
| 2026-08-28 | Amazon ([AMZN](https://supercyclehq.com/stock/amazon.md)) | OX2 / Mirova | 199 | Wind | signed | Boarp, Dallebo, Fagelas and Fagelasen wind farms, Sweden | [2026-08-28](https://www.datacenterdynamics.com/en/news/amazon-signs-199mw-worth-of-ppas-across-sweden-with-ox2-and-mirova/) |
| 2026-08-18 | QTS Data Centers | ENGIE | 48 | Solar | signed | Irving, Texas data center campus | [2026-08-18](https://www.datacenterdynamics.com/en/news/qts-signs-48mw-solar-ppa-with-engie-in-irving-texas/) |
| 2026-08-12 | Nebius Group ([NBIS](https://supercyclehq.com/stock/nebius-group.md)) | Bloom Energy ([BE](https://supercyclehq.com/stock/bloom-energy.md)) | 328 | Fuel cell | signed | New Jersey AI data center on-site power | [2026-08-12](https://247wallst.com/investing/2026/08/12/bloom-energy-jumps-13-as-nebius-picks-its-fuel-cells-for-ai-data-center/) |
| 2026-08-11 | Anthropic | ERock ([EROC](https://supercyclehq.com/stock/enchanted-rock.md)) | 470 | Natural gas | signed | RockBlock natural gas generator equipment order, site undisclosed | [2026-08-11](https://www.businesswire.com/news/home/20260811144024/en/ERock-Reports-Second-Quarter-2026-Results) |
| 2026-08-07 | Undisclosed hyperscaler | Energy Vault ([NRGV](https://supercyclehq.com/stock/energy-vault.md)) | 1250 | Natural gas | signed | Texas off-grid AI data center power infrastructure | [2026-08-10](https://www.datacenterdynamics.com/en/news/energy-vault-signs-125gw-power-supply-deal-with-texas-data-center-developer/) |
| 2026-08-04 | Undisclosed hyperscaler | NRG Energy ([NRG](https://supercyclehq.com/stock/nrg-energy.md)) | 1200 | Natural gas | signed | Texas data center power project | [2026-08-06](https://www.utilitydive.com/news/nrg-hyperscaler-data-center-texas-1200-mw/760000/) |
| 2026-07-30 | Crusoe Energy | Aalo Atomics | 10 | SMR | signed | Aalo-X reactor powering a Crusoe Spark modular data center at Idaho National Laboratory | [2026-07-30](https://www.powermag.com/aalo-crusoe-plan-2027-inl-demonstration-pairing-nuclear-power-and-ai-data-center-load/) |
| 2026-06-30 | Brookfield Asset Management (BAM) | Bloom Energy ([BE](https://supercyclehq.com/stock/bloom-energy.md)) | n/a | Fuel cell | signed | AI infrastructure power framework | [2026-07-09](https://www.power-eng.com/news/brookfield-bloom-energy-expand-partnership-to-25-billion-framework-for-onsite-data-center-power/) |
| 2026-06-24 | Fit Energy | FuelCell Energy ([FCEL](https://supercyclehq.com/stock/fuelcell-energy.md)) | 380 | Fuel cell | signed | Data center power supply agreement | [2026-06-25](https://www.datacenterdynamics.com/en/news/fuelcell-energy-signs-up-to-380mw-fuel-cell-supply-deal-with-fit-energy-to-power-data-center-operations/) |
| 2026-06-22 | Microsoft ([MSFT](https://supercyclehq.com/stock/microsoft.md)) | Chevron ([CVX](https://supercyclehq.com/stock/chevron.md)) | 2670 | Natural gas | signed | Project Kilby, West Texas | [2026-06-23](https://www.power-eng.com/gas/new-co-located-gas-plant-to-power-microsoft-data-center-in-west-texas/) |
| 2026-06-11 | Meta Platforms ([META](https://supercyclehq.com/stock/meta-platforms.md)) | RWE | 298 | Solar | signed | Rabbit's Foot Solar, Bowie County, Texas | [2026-06-11](https://www.powermag.com/meta-announces-ppa-with-rwe-for-298-mw-texas-solar-power-project/) |
| 2026-05-06 | Riot Platforms ([RIOT](https://supercyclehq.com/stock/riot-platforms.md)) | Terrestrial Energy ([IMSR](https://supercyclehq.com/stock/terrestrial-energy.md)) | 4000 | SMR | letter-of-intent | IMSR molten salt reactors co-located at Riot data center sites | [2026-05-08](https://www.datacenterdynamics.com/en/news/riot-platforms-inks-mou-with-terrestrial-energy-to-explore-smr-colocation-opportunities/) |
| 2026-04-13 | Oracle ([ORCL](https://supercyclehq.com/stock/oracle.md)) | Bloom Energy ([BE](https://supercyclehq.com/stock/bloom-energy.md)) | 2800 | Fuel cell | signed | Oracle Cloud Infrastructure on-site power expansion | [2026-04-13](https://www.reuters.com/business/energy/bloom-energy-supply-up-28-gw-fuel-cells-under-expanded-oracle-deal-2026-04-13/) |
| 2026-02-24 | Google ([GOOGL](https://supercyclehq.com/stock/alphabet.md)) | Xcel Energy ([XEL](https://supercyclehq.com/stock/xcel-energy.md)) | 1900 | Mixed renewable | signed | Pine Island data center clean energy package, Minnesota | [2026-03-03](https://www.powermag.com/google-data-center-in-minnesota-would-be-powered-by-wind-energy-storage/) |
| 2026-01-09 | Meta Platforms ([META](https://supercyclehq.com/stock/meta-platforms.md)) | Vistra Corp ([VST](https://supercyclehq.com/stock/vistra-energy.md)) | 2176 | Existing nuclear PPA | signed | Perry and Davis-Besse (Ohio) and Beaver Valley (Pennsylvania) | [2026-01-09](https://about.fb.com/news/2026/01/meta-nuclear-energy-projects-power-american-ai-leadership/) |
| 2026-01-09 | Meta Platforms ([META](https://supercyclehq.com/stock/meta-platforms.md)) | TerraPower | 2800 | SMR | signed | Natrium sodium fast reactor fleet, up to eight units | [2026-01-09](https://about.fb.com/news/2026/01/meta-nuclear-energy-projects-power-american-ai-leadership/) |
| 2026-01-09 | Meta Platforms ([META](https://supercyclehq.com/stock/meta-platforms.md)) | Oklo ([OKLO](https://supercyclehq.com/stock/oklo.md)) | 1200 | SMR | signed | Aurora powerhouse campus, Pike County, Ohio | [2026-01-09](https://about.fb.com/news/2026/01/meta-nuclear-energy-projects-power-american-ai-leadership/) |
| 2025-12-08 | Meta Platforms ([META](https://supercyclehq.com/stock/meta-platforms.md)) | NextEra Energy Resources ([NEE](https://supercyclehq.com/stock/nextera-energy.md)) | 2500 | Solar + Storage | signed | US renewable and storage portfolio | [2025-12-10](https://www.energy-storage.news/nextera-signs-2-5gw-of-renewable-energy-agreements-with-meta-for-projects-across-us/) |
| 2025-12-08 | Google ([GOOGL](https://supercyclehq.com/stock/alphabet.md)) | NextEra Energy ([NEE](https://supercyclehq.com/stock/nextera-energy.md)) | n/a | Mixed renewable | signed | Strategic energy and technology partnership | [2025-12-08](https://www.nexteraenergy.com/company/news/nextera-energy-and-google-cloud-announce-landmark-strategic-energy-and-technology-partnership.html) |
| 2025-10-27 | Google ([GOOGL](https://supercyclehq.com/stock/alphabet.md)) | NextEra Energy ([NEE](https://supercyclehq.com/stock/nextera-energy.md)) | 615 | Nuclear restart | signed | Duane Arnold Energy Center, Palo, Iowa | [2026-04-15](https://www.ans.org/news/article-7942/nrc-shares-duane-arnold-restart-progress-at-public-hearing/) |
| 2025-08-21 | Meta Platforms ([META](https://supercyclehq.com/stock/meta-platforms.md)) | Entergy Louisiana ([ETR](https://supercyclehq.com/stock/entergy.md)) | 2262 | Natural gas | signed | Hyperion data center generation, Richland Parish, Louisiana | [2025-08-21](https://www.datacenterdynamics.com/en/news/entergy-obtains-approval-to-construct-three-gas-facilities-to-serve-metas-2gw-data-center-in-louisiana/) |
| 2025-08-18 | Google ([GOOGL](https://supercyclehq.com/stock/alphabet.md)) | Kairos Power / Tennessee Valley Authority | 50 | SMR | signed | Hermes 2, Oak Ridge, Tennessee | [2025-08-18](https://blog.google/company-news/outreach-and-initiatives/sustainability/google-first-advanced-nuclear-reactor-project-with-kairos-power-and-tennessee-valley-authority/) |
| 2025-07-15 | Google ([GOOGL](https://supercyclehq.com/stock/alphabet.md)) | Brookfield Renewable Partners ([BEP](https://supercyclehq.com/stock/brookfield-renewable-partners.md)) | 3000 | Hydro | signed | Hydro Framework Agreement, PJM region | [2025-07-15](https://www.reuters.com/sustainability/climate-energy/google-inks-3-billion-us-hydropower-deal-largest-clean-energy-agreement-its-kind-2025-07-15/) |
| 2025-06-30 | Google ([GOOGL](https://supercyclehq.com/stock/alphabet.md)) | Commonwealth Fusion Systems | 200 | Fusion | signed | ARC fusion plant, Chesterfield County, Virginia | [2025-06-30](https://blog.google/company-news/outreach-and-initiatives/sustainability/our-latest-bet-on-a-fusion-powered-future/) |
| 2025-06-26 | Meta Platforms ([META](https://supercyclehq.com/stock/meta-platforms.md)) | Invenergy | 791 | Mixed renewable | signed | Four-project solar and wind portfolio | [2025-06-26](https://www.reuters.com/sustainability/climate-energy/meta-signs-deals-source-more-solar-wind-power-data-centers-2025-06-26/) |
| 2025-06-11 | Amazon Web Services ([AMZN](https://supercyclehq.com/stock/amazon.md)) | Talen Energy ([TLN](https://supercyclehq.com/stock/talen-energy.md)) | 1920 | Existing nuclear PPA | signed | Susquehanna Steam Electric Station, Pennsylvania | [2025-06-11](https://ir.talenenergy.com/news-releases/news-release-details/talen-energy-expands-nuclear-energy-relationship-amazon) |
| 2025-06-03 | Meta Platforms ([META](https://supercyclehq.com/stock/meta-platforms.md)) | Constellation Energy ([CEG](https://supercyclehq.com/stock/constellation-energy.md)) | 1121 | Existing nuclear PPA | signed | Clinton Clean Energy Center, Illinois | [2025-06-03](https://about.fb.com/news/2025/06/meta-constellation-partner-clean-energy-project/) |
| 2025-05-21 | Meta Platforms ([META](https://supercyclehq.com/stock/meta-platforms.md)) | AES Corporation | 650 | Solar | signed | Texas and Kansas solar portfolio | [2025-05-21](https://www.prnewswire.com/news-releases/aes-and-meta-sign-long-term-ppas-to-deliver-650-mw-of-solar-capacity-in-texas-and-kansas-302461791.html) |
| 2025-05-07 | Google ([GOOGL](https://supercyclehq.com/stock/alphabet.md)) | Elementl Power | 1800 | SMR | signed | Three undisclosed US advanced nuclear sites | [2025-05-07](https://blog.google/feed/google-and-elementl-nuclear-energy-site-development/) |
| 2025-04-28 | xAI | Solaris Energy Infrastructure ([SEI](https://supercyclehq.com/stock/solaris-energy-infrastructure.md)) | 900 | Natural gas | signed | Stateline Power joint venture, Southaven, MS | [2026-08-05](https://www.sec.gov/Archives/edgar/data/0001697500/000162828026054349/sei-20260630.htm) |
| 2025-02-10 | CloudBurst Data Centers | Energy Transfer ([ET](https://supercyclehq.com/stock/energy-transfer.md)) | 1200 | Natural gas | signed | Central Texas AI data center gas supply | [2025-02-10](https://www.reuters.com/business/energy/energy-transfer-signs-natural-gas-supply-agreement-with-cloudburst-2025-02-10/) |
| 2025-01-07 | Endeavour Energy / Edged Data Centers | Deep Fission | 2000 | SMR | letter-of-intent | Borehole microreactors for the Edged data center platform | [2025-01-08](https://www.world-nuclear-news.org/articles/deep-fission-and-endeavour-announce-strategic-partnership) |
| 2024-12-18 | Switch | Oklo ([OKLO](https://supercyclehq.com/stock/oklo.md)) | 12000 | SMR | letter-of-intent | Oklo Aurora powerhouse fleet for Switch data centers | [2024-12-18](https://www.world-nuclear-news.org/articles/oklo-signs-power-agreement-with-data-centre-developer) |
| 2024-12-10 | Google ([GOOGL](https://supercyclehq.com/stock/alphabet.md)) | Intersect Power | n/a | Solar + Storage | signed | Co-located data center and clean energy parks | [2024-12-11](https://www.utilitydive.com/news/google-intersect-power-tpg-rise-climate-data-center-renewables/735305/) |
| 2024-11-14 | American Electric Power ([AEP](https://supercyclehq.com/stock/american-electric-power.md)) | Bloom Energy ([BE](https://supercyclehq.com/stock/bloom-energy.md)) | 1000 | Fuel cell | signed | Gigawatt fuel cell procurement agreement | [2024-11-15](https://www.datacenterdynamics.com/en/news/bloom-energy-secures-1gw-fuel-cell-supply-deal-with-aep/) |
| 2024-10-16 | Amazon Web Services ([AMZN](https://supercyclehq.com/stock/amazon.md)) | X-energy / Energy Northwest ([XE](https://supercyclehq.com/stock/x-energy.md)) | 960 | SMR | signed | Cascade project, Richland, Washington | [2025-10-16](https://www.aboutamazon.com/news/sustainability/amazon-nuclear-small-modular-reactor-net-carbon-zero) |
| 2024-10-16 | Amazon Web Services ([AMZN](https://supercyclehq.com/stock/amazon.md)) | Dominion Energy ([D](https://supercyclehq.com/stock/dominion-energy.md)) | 300 | SMR | letter-of-intent | North Anna nuclear station site, Louisa County, Virginia | [2024-10-16](https://www.aboutamazon.com/news/sustainability/amazon-nuclear-small-modular-reactor-net-carbon-zero) |
| 2024-10-14 | Google ([GOOGL](https://supercyclehq.com/stock/alphabet.md)) | Kairos Power | 500 | SMR | signed | Kairos Power fluoride salt-cooled reactor fleet, Tennessee and other sites | [2024-10-14](https://blog.google/company-news/outreach-and-initiatives/sustainability/google-kairos-power-nuclear-energy-agreement/) |
| 2024-09-20 | Microsoft ([MSFT](https://supercyclehq.com/stock/microsoft.md)) | Constellation Energy ([CEG](https://supercyclehq.com/stock/constellation-energy.md)) | 835 | Nuclear restart | signed | Crane Clean Energy Center (Three Mile Island Unit 1), Pennsylvania | [2026-09-25](https://www.federalregister.gov/documents/2026/09/25/2026-19603/constellation-energy-generation-llc-christopher-m-crane-clean-energy-center-environmental-assessment) |
| 2024-05-23 | Wyoming Hyperscale | Oklo ([OKLO](https://supercyclehq.com/stock/oklo.md)) | 100 | SMR | signed | Aurora powerhouse for Wyoming Hyperscale campus, Evanston, Wyoming | [2024-05-23](https://oklo.com/newsroom/news-details/2024/Oklo-Partners-with-Wyoming-Hyperscale-to-Deliver-100-Megawatts-to-its-Data-Centers/default.aspx) |
| 2024-05-01 | Microsoft ([MSFT](https://supercyclehq.com/stock/microsoft.md)) | Brookfield Renewable Partners ([BEP](https://supercyclehq.com/stock/brookfield-renewable-partners.md)) | 10500 | Mixed renewable | signed | Global renewable energy framework agreement | [2024-05-01](https://www.cnbc.com/2024/05/01/microsoft-brookfield-renewable-energy-deal.html) |
| 2024-04-08 | Diamondback Energy (FANG) | Oklo ([OKLO](https://supercyclehq.com/stock/oklo.md)) | 50 | SMR | letter-of-intent | Aurora powerhouses for Permian Basin oil and gas operations | [2024-04-08](https://oklo.com/newsroom/news-details/2024/Oklo-Signs-LOI-to-Supply-50-Megawatts-of-Power-to-Diamondback-Energy/default.aspx) |
| 2024-04-02 | Equinix ([EQIX](https://supercyclehq.com/stock/equinix.md)) | Oklo ([OKLO](https://supercyclehq.com/stock/oklo.md)) | 500 | SMR | letter-of-intent | Oklo Aurora powerhouses for US Equinix data centers | [2024-04-05](https://www.datacenterdynamics.com/en/news/equinix-signs-deal-to-procure-up-to-500mw-of-nuclear-power-from-oklo-reactors-makes-25m-pre-payment/) |
| 2023-10-05 | Standard Power | NuScale Power / ENTRA1 Energy ([SMR](https://supercyclehq.com/stock/nuscale-power.md)) | 1848 | SMR | letter-of-intent | Two data center sites in Ohio and Pennsylvania | [2023-10-06](https://www.powermag.com/nuscale-gets-a-win-with-smrs-for-data-centers-in-ohio-and-pennsylvania/) |
| 2023-05-10 | Microsoft ([MSFT](https://supercyclehq.com/stock/microsoft.md)) | Helion Energy | 50 | Fusion | signed | Helion's first commercial fusion plant, Malaga, Washington | [2023-08-28](https://www.helionenergy.com/blog/announcing-helion-fusion-ppa-with-microsoft-constellation/) |

---

Source: https://supercyclehq.com/buildout. Data as of 2026-11-01. Prices are end-of-day closes, never live.

Informational only, not investment advice. The AI Exposure Score is Supercycle's editorial opinion. Agent portfolios are simulated paper portfolios run by AI.

Free to use and quote with attribution to supercyclehq.com. Do not redistribute as a dataset.