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Microsoft SAT40

OperatingAI campusCampusSan Antonio, Bexar County, Texas
60% profile completeness
36 claims from 10 sources
Current facility power
106 MW[1]
Likelyestimated
Planned capacity
Not yet sourced
Floor area
Not yet sourced
Buildings (planned)
Likelyderived
Capital cost / investment
$2.8B[1]
Likelyestimated
First operational
May 24, 2024[1]
Likelyderived

POWER & GRID

Time-to-power · verification · interconnection
Time to power
Energized — operating
High confidence
Project verification
Verified operating
Operation documented by satellite imagery.
Current stage
Operational
Furthest stage with documented evidence
Utility · ISO
Medina Electric Coop, INC · ERCOT
Substation: On-site substation (likely Rafter Substation)

Power reality

Announced
No record
Interconnection request
No record
Contracted / approved
No record
Under construction
No record
Operational
106 MW[1]
Estimated from buildings observed operational
AI evidence brief
Summarizes only the evidence on this page. Answers citing anything else are rejected automatically.

Project verification

Development
  1. Announcedimplied by a later stage
  2. Land acquiredimplied by a later stage
  3. Planning / zoningimplied by a later stage
  4. Permittingimplied by a later stage
Grid interconnection
  1. Interconnection application
  2. Feasibility study
  3. System impact study
  4. Facilities study
  5. Interconnection agreement / service contract
Build & energization
  1. Financing
  2. Under constructionDec 28, 2018
    Model estimate · Satellite imagery
    • Dec 28, 2018 · Reported status: under construction[1]
    • Dec 28, 2018 · Construction start[1]
    • Dec 28, 2018 · Land clearing begins for the site, specifically digging up a parking lot and making outlines for the buildings. Evident on [Google Earth](https://earth.google.com/web/@29.4149522,-[1]
    • May 24, 2024 · Reported status: expanding[1]
  3. EnergizationMay 24, 2024
    Satellite imagery
    • May 24, 2024 · Building 1 operational. Estimated 3 months out from February, when there was still construction equipment.[1]
    • Dec 1, 2025 · Building 2 operational. No more construction on building, and surrounding roads are also complete.[1]
  4. OperationalMay 24, 2024
    Satellite imagery
    • May 24, 2024 · Building 1 operational. Estimated 3 months out from February, when there was still construction equipment.[1]
    • Dec 1, 2025 · Building 2 operational. No more construction on building, and surrounding roads are also complete.[1]

● documented · ◌ implied by a later stage · ○ no evidence found. Dates are those of the earliest dated evidence, which can be later than when a stage actually began. Evidence classes: Model estimate, Satellite imagery.

Grid path

  1. facility
    Microsoft SAT40
  2. substation
    On-site substation (likely Rafter Substation)[1][5]
    Satellite imageryLikely
    1 substation outline traced inside the campus on satellite imagery; OSM maps Rafter Substation 0.15 km away
  3. transmission
    138 kV line[5]
    Proximity onlyUnverified
    Highest-voltage line mapped within 2 km (0.1 km away). Not confirmed as the supply path.
  4. utility
    Medina Electric Coop, INC[2]
    Service territoryLikely
    Retail service territory containing the site
  5. ISO / RTO
    ERCOT[4]
    Service territoryLikely
    Balancing authority: ERCO
Substation capacity:
not published
Required upgrades:
not yet sourced
Congestion:
not yet sourced (no nodal price data)

Dashed boxes are based on proximity only and do not establish which asset serves the site.

Interconnection records

No interconnection-queue record is linked to this site. Of the ISOs we ingest, only NYISO publishes large-load requests; PJM, ERCOT, MISO, SPP and CAISO queues list generation only.

On-site & dedicated generation

No on-site, behind-the-meter or dedicated generation found in sources.

Location & imagery

Mapped outline
Coordinates
29.41625, -98.80475
Address
15000 Lambda Drive, San Antonio, TX 78245[1]Likely
County
Bexar County
Photographs

No openly licensed ground-level photos matched to this site yet.

Ownership, operation & customers

  1. 1. Property owner of record
    Not identified
  2. 2. Owner / developer
  3. 3. Operator
    Not identified
  4. 4. Tenant / cloud
    Not identified
  5. 5. End customer / workload
    Not identified
Power supply

Each link is sourced separately. The property owner of record is often a special-purpose entity; the same company appearing in two roles is shown only when sources say so.

All parties with evidence
Owner
Microsoft[1]Confirmed
Utility

Most likely retail provider among 4 overlapping service territories (largest retail sales; territory polygons are approximate). Also overlapping: Karnes Electric Coop INC, Bandera Electric Coop, INC, AEP Texas Central Company.

No tenants or end users identified in our sources yet.

Power (all fields)

Current facility power
106 MW[1]Likelyestimated

Estimated total facility power (IT plus cooling and overhead) at the latest observed milestone.

Current IT capacity
75 MW[1]Likelyestimated

Estimated IT load currently online, based on buildings observed operational.

Estimated annual consumption
650 GWh/yr[3]Speculativeestimated

106 MW × 8,760 h × 70% utilization.

Planned capacity
Not yet sourced

Capacity figures are nameplate or contracted; annual consumption is a labeled model estimate, not metered data.

Grid & electricity

ISO / RTO
ERCOT[4]Likelyderived

Location falls inside this ISO/RTO footprint.

Balancing authority
ERCO[2]Likelyderived

Control area of the containing utility territory.

Nearest mapped substation
Rafter Substation (138 kV)[5]Likelyderived

Nearest substation mapped in OpenStreetMap; proximity does not establish which substation serves the site.

Distance to substation
0.2 km[5]Likelyderived
Highest-voltage line nearby
138 kV[5]Likelyderived

Highest-voltage transmission line mapped within 2 km.

State avg. industrial price
7.07¢/kWh[7]Confirmed

Texas statewide average, July 2026.

State avg. commercial price
8.47¢/kWh[7]Confirmed

Texas statewide average, July 2026.

Generation within 50 km
4.1 GW[8]Confirmedderived

19 EIA-reported plants within 50 km.

Generation queued in county
4.96 GW[6]Confirmedderived

21 active generation interconnection requests in Bexar County: Storage 4,771 MW, Solar 152 MW, Gas 35 MW. Queued projects often don't get built.

Interconnection status
Not yet sourced
Contracted / committed power
Not yet sourced
Nearby infrastructureTypeDistanceVoltage / capacitySource
138 kV lineTransmission line0.1 km138 kV[5]
Leon Creek · City of San Antonio - (TX)Power plant (Natural Gas)23.3 km184 MW[8]
Oci Alamo Solar I Hybrid · OCI Energy LLCPower plant (Solar)38.4 km41 MW[8]
Blue Wing Solar Energy Generation · Duke Energy Renewables ServicesPower plant (Solar)41.1 km14 MW[8]
Arthur Von Rosenberg · City of San Antonio - (TX)Power plant (Natural Gas)44.5 km518 MW[8]
V H Braunig · City of San Antonio - (TX)Power plant (Natural Gas)44.6 km1.05 GW[8]
O W Sommers · City of San Antonio - (TX)Power plant (Natural Gas)48.1 km830 MW[8]
J K Spruce · City of San Antonio - (TX)Power plant (Coal)48.4 km1.35 GW[8]
Oci Alamo 4, LLC · Consolidated Edison Development Inc.Power plant (Solar)49.5 km40 MW[8]
Rafter Substation · CPS EnergySubstation0.15 km138 kV[5]
CPS Energy substation · CPS EnergySubstation1.55 km138 kV[5]
Texas Research Substation · CPS EnergySubstation1.71 km138 kV[5]
Largest queued generation in this countyFuelQueue statusMWSource
Howard Road BESSERCOT 29INR0173 · Project Fast Flow LLCStorageIn study · proposed 2028-04618 MW[6]
Orbit Energy StorageERCOT 27INR0082 · GCI Orbit Energy Storage, LLCStorageIn study · proposed 2027-06502 MW[6]
Bernice Energy StorageERCOT 27INR0294 · Bernice Energy Storage LLCStorageIn study · proposed 2029-02403 MW[6]
Mission Station Energy Storage IERCOT 28INR0474 · Mission Station LLCStorageIn study · proposed 2030-05375 MW[6]
Mission Station Energy Storage IIERCOT 28INR0475 · Mission Station LLCStorageIn study · proposed 2030-05375 MW[6]
Quela BESSERCOT 22INR0423 · BRP Quela BESS LLCStorageIn study · proposed 2027-12301 MW[6]

Utility, ISO and nearby assets are derived from the site's location. Proximity to a substation or line doesn't establish the interconnection; that needs a utility filing or interconnection-queue record. Queue requests are applications, not commitments — most never reach operation.

Construction & permitting

  1. Announced
    —
  2. Land acquired
    —
  3. Permitting
    —
  4. Construction start
    Dec 28, 2018[1]
  5. First operational
    May 24, 2024[1]
  6. Expected completion
    —
Buildings (planned)
2[1]Likelyderived

Count of building outlines traced on satellite imagery.

Buildings operational
2[1]Likelyestimated
PhaseStatusAdded MWCompleted / expectedSource
Building 1operational66 MWMay 24, 2024[1]
Building 2operational40 MWDec 1, 2025[1]

Real estate

Official assessments
Assessor's value for a tax year

None sourced yet

Recorded transactions
Sale prices from recorded deeds

None sourced yet

Model estimates
Our model — not an appraisal

None sourced yet

Capital cost / investment
$2.8B[1]Likelyestimated

Modeled total capital cost (2025 USD) of capacity currently operational, incl. compute hardware.

Annual property tax
Not yet sourced

No county parcel or assessor records linked yet. County records are currently ingested for Loudoun County, VA and Maricopa County, AZ.

Size

Floor area
Not yet sourced

Compute

Chip types
H100, B300[1]Confirmed
Compute (H100-equivalents)
64,700[1]Likelyestimated

What changed (last 3 years)

Follow this facility (RSS)
  • Current IT capacity
    47 MWMay 24, 2024[1]→75 MWDec 1, 2025[1]
  • Current facility power
    66 MWMay 24, 2024[1]→106 MWDec 1, 2025[1]
  • Buildings operational
    0Dec 28, 2018[1]→1May 24, 2024[1]→2Dec 1, 2025[1]
  • Status
    Under constructionDec 28, 2018[1]→Operating + expandingMay 24, 2024[1]→OperatingFeb 4, 2026[1]

Timeline

Construction start: Dec 28, 2018[1]
First operational: May 24, 2024[1]
  1. Dec 28, 2018[1]

    Land clearing begins for the site, specifically digging up a parking lot and making outlines for the buildings. Evident on Google Earth.

  2. May 24, 202466 MW facility power· 1 buildings operational[1]

    Building 1 operational. Estimated 3 months out from February, when there was still construction equipment.

  3. Dec 1, 2025106 MW facility power· 2 buildings operational[1]

    Building 2 operational. No more construction on building, and surrounding roads are also complete.

  4. Feb 4, 2026106 MW facility power· 2 buildings operational[1]

    Site has already been completed, with no more visible construction on any building.

Buildings on this campus

7

All claims (provenance audit)

36
FieldValueSourceConfidenceAs ofStatus
NameMicrosoft SAT40[1] Likely2026-02-04Shown
StatusUnder construction[1] derivedLikely2018-12-28Superseded / alternative
StatusOperating + expanding[1] derivedLikely2024-05-24Superseded / alternative
StatusOperating + expanding[1] derivedLikely2025-12-01Superseded / alternative
StatusOperating[1] derivedLikely2026-02-04Shown
Facility typeAI campus[1] derivedLikely2026-02-04Shown
Address15000 Lambda Drive, San Antonio, TX 78245[1] Likely2026-02-04Shown
OwnerMicrosoftOwner: Microsoft[1] Confirmed2026-02-04Shown
UtilityMedina Electric Coop, INCterritory 12268: MEDINA ELECTRIC COOP, INC (COOPERATIVE, MEDINA ELECTRIC COOP, I[2] derivedUnverified2022Shown
Current facility power106 MW[1] estimatedLikely2026-02-04Shown
Current facility power66 MW[1] estimatedLikely2024-05-24Superseded / alternative
Current facility power106 MW[1] estimatedLikely2025-12-01Superseded / alternative
Current IT capacity75 MW[1] estimatedLikely2026-02-04Shown
Current IT capacity47 MW[1] estimatedLikely2024-05-24Superseded / alternative
Current IT capacity75 MW[1] estimatedLikely2025-12-01Superseded / alternative
Estimated annual consumption650 GWh/yr[3] estimatedSpeculative2026-09-29Shown
ISO / RTOERCOTELECTRIC RELIABILITY COUNCIL OF TEXAS, INC.[4] derivedLikely—Shown
Balancing authorityERCO[2] derivedLikely—Shown
Nearest mapped substationRafter Substation (138 kV)way/639176169[5] derivedLikely2026-09-28Shown
Distance to substation0.2 km[5] derivedLikely2026-09-28Shown
Highest-voltage line nearby138 kV[5] derivedLikely2026-09-28Shown
Generation queued in county4.96 GW[6] derivedConfirmed2026-09-01Shown
State avg. industrial price7.07¢/kWh[7] Confirmed2026-07Shown
State avg. commercial price8.47¢/kWh[7] Confirmed2026-07Shown
Generation within 50 km4.1 GW[8] derivedConfirmed202502Shown
Buildings (planned)2[1] derivedLikely2026-02-04Shown
Buildings operational2[1] estimatedLikely2026-02-04Shown
Buildings operational0[1] estimatedLikely2018-12-28Superseded / alternative
Buildings operational1[1] estimatedLikely2024-05-24Superseded / alternative
Buildings operational2[1] estimatedLikely2025-12-01Superseded / alternative
Capital cost / investment$2.8B[1] estimatedLikely2026-02-04Shown
Compute (H100-equivalents)64,700[1] estimatedLikely2026-02-04Shown
Chip typesH100[1] Confirmed2026-02-04Shown
Chip typesB300[1] Confirmed2026-02-04Shown
Construction startDec 28, 2018[1] derivedLikely2026-02-04Shown
First operationalMay 24, 2024[1] derivedLikely2026-02-04Shown