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US data center market

Capacity online and in the pipeline, who owns and uses it, and which grids it depends on.

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Facilities
1,962
108 campuses
Power online
18.07 GW
108 sites reporting
Under construction
30.6 GW
planned MW at active sites
Planned
—
109 planned sites (MW not disclosed)
AI campuses
82
15.08 GW online · 29.6 GW pipeline
AI compute
12.66M
H100-equivalents (est.)
Capital (reported + est.)
$498.1B
$34.16B assessed

Totals only include facilities with a reported or estimated figure; most sites don't disclose power, so these are floors, not market size estimates. Online = operating sites; pipeline = remaining planned MW at sites under construction or planned.

AI data center capacity over time

Facility power at satellite-tracked AI campuses (Epoch AI timelines), quarterly

0 MW12.5 GW25 GW37.5 GW50 GW20222023202420252026202720282029
Observed (satellite-tracked) Projected

Construction pipeline by expected completion

MW from phases with a projected completion date

2026
2027
2028
2029
2030

Power reality

Announced capacity vs. what grid records, construction and operation document. Facility-level sums; sources differ in coverage.

  • Announced56.35 GW
  • Interconnection requests11.37 GW
  • Contracted / approved4.71 GW
  • Under construction26.76 GW
  • Operational19.38 GW

Plus 366 MW of documented on-site / dedicated generation.

13.79 GW announced at 22 sites has no grid, construction or operating record yet.

Pending MW by time to power

Bucketed by the midpoint of each site's evidence-based window. Windows are ranges, not forecasts.

Largest gaps: announced vs documented
Verified operating: 460Grid-backed: 12Under construction: 73Documented development: 119Announced only: 21Unverified: 1277

Interconnection queues

Active requests to connect to the grid (CAISO, ERCOT, MISO, NYISO, PJM, SPP). Requests are applications, not commitments — most never get built.

Generation seeking interconnection1,389.39 GW · 6,999 requests
Solar 465.18 GWStorage 364.82 GWGas 170.26 GWWind 137.37 GWSolar + storage 99.36 GWUnknown 62.16 GWOffshore wind 38.71 GWHybrid 29.05 GW

11.89 GW of data-center load across 40 project-level load requests (NYISO publishes these individually; most ISOs don't).

ERCOT · Large loads seeking interconnection
410 GW
~87% data centers · as of 2026-03-26

“ERCOT is tracking approximately 410 GW of Large Loads seeking interconnection of which ~87% are data centers.”

ERCOT, 2026-04-09

States

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Online Under construction + planned
NameFacilitiesOnlinePipeline
Texas1951.79 GW8.17 GW
Louisiana7—5 GW
Virginia4874.3 GW586 MW
Wisconsin12442 MW3.57 GW
Ohio991.83 GW1.8 GW
Tennessee311.82 GW789 MW
New Mexico19105 MW2.45 GW
Iowa62512 MW1.9 GW
Indiana121.33 GW1.04 GW
Mississippi9614 MW1.21 GW
Michigan13—1.4 GW
Nebraska29843 MW359 MW
Georgia58923 MW—
Arizona67577 MW190 MW
Alabama13397 MW266 MW
Oklahoma13442 MW181 MW
Utah23179 MW411 MW
North Dakota588 MW442 MW
New York69107 MW392 MW
Oregon136428 MW—
Nevada41214 MW175 MW
Pennsylvania51139 MW197 MW
Wyoming24182 MW67 MW
Minnesota16241 MW—
Idaho3198 MW—
Missouri17126 MW—
North Carolina2791 MW—
South Carolina1690 MW—
New Jersey6270 MW—
California118——
Washington72——
Illinois56——
Colorado27——
Florida16——
Maryland14——
Kansas7——
Kentucky6——
Connecticut5——
Montana4——
Arkansas3——
Maine3——
Massachusetts3——
New Hampshire3——
South Dakota3——
West Virginia2——
Puerto Rico2——
District of Columbia1——
Vermont1——

Largest operators & owners

Online + pipeline MW at linked facilities

Online Under construction + planned

Largest customers & end users

Tenants and workload owners, where sourced

Online Under construction + planned

Utility exposure

Most likely retail utility by location (approximate)

Online Under construction + planned

Grid operators (ISO / RTO)

By facility location

Online Under construction + planned
  • MISO2.05 GW + 13.09 GW · 153 sites
  • PJM7.42 GW + 3.62 GW · 773 sites
  • None (non-RTO region)5.2 GW + 5.35 GW · 600 sites
  • ERCOT1.79 GW + 5.88 GW · 176 sites
  • SPP1.5 GW + 2.28 GW · 67 sites
  • NYISO107 MW + 392 MW · 72 sites
  • CAISO— · 105 sites
  • ISO-NE— · 15 sites

Largest facilities

By online + pipeline MW

FacilityStatusOnlinePipeline
Meta Hyperion · LAOperating + expanding—5 GW
Microsoft Fairwater Wisconsin · WIOperating + expanding442 MW2.27 GW
OpenAI Stargate New Mexico · NMUnder construction—2.45 GW
Colossus 2 · TNOperating + expanding1.28 GW789 MW
OpenAI Stargate Shackelford · TXUnder construction—1.96 GW
QTS Cedar Rapids · IAUnder construction—1.59 GW
OpenAI Stargate Michigan · MIUnder construction—1.4 GW
Meta Prometheus · OHOperating + expanding645 MW683 MW
OpenAI Stargate Wisconsin · WIUnder construction—1.3 GW
Goodnight · TXUnder construction—1.29 GW
OpenAI Stargate Milam · TXUnder construction—1.2 GW
OpenAI Stargate Abilene · TXOperating + expanding590 MW590 MW
Anthropic-Amazon New Carlisle · INOperating1.09 GW—
Google Fort Wayne · INUnder construction—1.04 GW
Amazon Ridgeland · MSOperating + expanding273 MW735 MW

Facilities by status

  • Operating1703
  • Operating + expanding26
  • Under construction94
  • Planned109
  • Unknown30