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Anthropic Data Centers, Capex and GPU Pricing

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Anthropic is a compute buyer that has become a direct infrastructure investor. It announced in November 2025 a $50 billion investment in American computing infrastructure, building data centers with Fluidstack in Texas and New York, and committed more than $100 billion over ten years to AWS technologies for up to 5 GW of capacity. On 18 November 2025 it committed to purchase $30 billion of Azure compute capacity and to contract up to one gigawatt more, with Microsoft investing up to $5 billion and NVIDIA up to $10 billion in the company. In August 2026 it added a platform partnership with Macquarie Asset Management and GIC, who own the platform and fund the majority of project equity with Anthropic as anchor tenant, and was reported to have agreed to spend approximately $45 billion over six years for roughly 460 MW at Nscale's West Virginia campus. These are separate commitments to different counterparties and are not summed here.

Updated October 25, 2026Capital record from the Capital Atlas

Named sites

Site commitments on record for Anthropic

Disclosed site capital

$18.1B

Named sites with a stated dollar figure. A floor, not a capex total

Disclosed capacity

585 MW

Named sites with a stated megawatt figure

Financing transactions

Transactions naming Anthropic or one of its sites

Prices tracked

14 confirmed on the provider's feed or page at the last check

Sources

Every cited page, listed below

Market

Anthropic is privately held, so there is no public market data to show.

Spending

Reported and guided spending

Audited, reported and guided figures as the filing or release states them. Reported lines are what was spent, and guidance is what management expects. They sit side by side and are never combined.

Period	Kind	Amount	As stated
announced Nov 2025	guidance	$50.0B	'a $50 billion investment in American computing infrastructure, building data centers with Fluidstack in Texas and New York, with more sites to come.' Multi-year own-build program; sites coming online throughout 2026.
announced 18 November 2025	commitment	$30.0B	$30 billion of Azure compute capacity plus contracted capacity up to one gigawatt
reported 26 August 2026	commitment	≥$45.0B	reported approximately $45 billion over six years for roughly 460 MW at Nscale's West Virginia campus; press-reported, not company disclosure

Named sites

Where Anthropic builds

Site	State	Place	Capital	MW	Status
Project Rainier (New Carlisle) with Amazon, AWS	Indiana	New Carlisle	$11.0B	n.a.	operating
Point Tupper with Anthropic	Nova Scotia	n.a.	$7.1B	95	announced
Cedar Creek data center and gas plant campus (382 Earl Callahan Road), Anthropic in lease talks with BlackChamber Partners, Pacifico Energy	Texas	Cedar Creek, Bastrop County	n.a.	490	proposed
Anthropic-Fluidstack New York data centers with Fluidstack	New York	n.a.	n.a.	n.a.	announced
Anthropic-Fluidstack Texas data centers with Fluidstack	Texas	n.a.	n.a.	n.a.	announced
Nexus Data Centers Hubbard AI campus (Anthropic anchor tenant) with Nexus Data Centers (developer), Google (lease and power-payment guarantor), Morgan Stanley (lead bank), Eagle Point Credit Management (HoldCo lender), Broadcom (TPU vendor financing)	Texas	Hubbard, Hill County	n.a.	n.a.	under construction

Financing

Financing transactions

Transactions that name Anthropic as a party or attach to one of its named sites. Amounts are as stated, and overlapping commitments are never summed.

Parties	Instrument	Amount	Date	Site
Anthropic + Google + Google Cloud CNBC referenced Anthropic's $200 billion commitment to Google Cloud in coverage of the SpaceX capacity deal.	other	$200B	referenced May 2026	n.a.
Anthropic + Amazon (AWS) + AWS Anthropic committed more than $100 billion over ten years to AWS technologies, securing up to 5GW of new capacity to train and run Claude, with nearly 1GW total of Trainium2 and Trainium3 capacity coming online by end of 2026.	other	≥$100B	April 2026	n.a.
Broadcom + Blackstone + Anthropic Bloomberg reported on 2 October 2026 that Broadcom's bank syndicate has started gathering $60 billion of new AI chip financing to benefit Anthropic and other companies: banks are poised to send syndication letters for a $42 billion Class A senior secured tranche, and Blackstone is leading an $18 billion Class B junior tranche, committing $9 billion from its funds and syndicating the rest. The deal has not been announced and Broadcom declined to comment. Bloomberg first reported in August 2026 that Broadcom was seeking more than $60 billion. The package follows the $35 billion Apollo-led transaction of June 2026 and is separate from the up to $42 billion loan from Broadcom to Anthropic described in Anthropic's prospectus.	debt facility	~$60.0B	Syndication reported by Bloomberg 2 October 2026; first reported as sought in August 2026; not announced by the companies	n.a.
Anthropic + Fluidstack Anthropic announced a $50 billion investment in American computing infrastructure, building data centers with Fluidstack in Texas and New York with more sites to come, creating approximately 800 permanent jobs and 2,400 construction jobs.	platform	$50.0B	announced November 2025	n.a.
Anthropic + Nscale + NVIDIA Nscale's Form S-1 states that on 25 August 2026 it entered into a series of GPU Services Agreements with Anthropic PBC to provide dedicated GPU infrastructure services at its Monarch Compute Campus in Mason County, West Virginia, supporting NVIDIA Vera Rubin NVL72 GPUs, with aggregate payments of up to approximately $44.6 billion. Press reports in August 2026 described the deal as about $45 billion over six years for roughly 460 MW, with systems expected to begin coming online in late 2027	lease	~$44.6B	Agreements entered 25 August 2026; disclosed in Nscale Form S-1 filed 18 September 2026	Monarch Compute Campus (Nscale West Virginia campus) (WV)
Broadcom + Anthropic Reuters reported on Thursday 1 October 2026, citing Anthropic's IPO prospectus, that Broadcom has agreed to lend Anthropic up to $42 billion through convertible notes to help finance infrastructure spending. The notes are sized to cover about one-third of the $125.2 billion Anthropic has pledged under a five-year agreement for tensor processing unit computing capacity. Broadcom may bring in a financing partner, the notes could convert into Anthropic equity, and Anthropic does not expect any notes to be sold before its IPO completes. Anthropic placed funds in a restricted account for Broadcom's benefit in April 2026. The same report says the prospectus lists $518 billion of total cloud, compute and infrastructure obligations. No prospectus is publicly available on EDGAR, so the terms rest on the press account; Broadcom did not comment and Anthropic declined to comment.	convertible	~$42.0B	Reported by Reuters 1 October 2026 from Anthropic's IPO prospectus, as carried by Yahoo Finance; the prospectus is not public on EDGAR	n.a.
Anthropic + Lambda + Nvidia + Hut 8 Anthropic agreed a reported $35 billion cloud computing agreement with Lambda, a San Jose based cloud provider in which Nvidia is an investor. The capacity is reported to run through Hut 8's Beacon Point campus in Nueces County, Texas, a facility of six data halls totaling 352 MW of critical IT capacity, with Nvidia holding the underlying lease and Lambda installing Nvidia systems. Neither Anthropic nor Lambda has published the contract terms, and Hut 8's project bond disclosure names the tenant only as rated AA- or higher. Press coverage places Anthropic's cumulative cloud commitments announced in recent months at approximately $175 billion.	other	~$35.0B	Reported 31 August 2026 by The Wall Street Journal and Bloomberg; widely reported 1 September 2026	Beacon Point data center (TX)
Apollo + Blackstone + Broadcom + Anthropic Apollo announced on 9 June 2026 that Apollo-managed funds and affiliates are leading an initial $35 billion capital solution under Broadcom's new AI XPV Platform, in partnership with Blackstone and global banks. The platform is designed to enable more than 20 GW of compute capacity for frontier AI labs through 2028; the initial transaction provides committed capital across a multi-year draw schedule and facilitates Anthropic's previously announced expansion of more than 1 GW of compute for training and inference starting in mid-2026. Apollo called it the largest private financing ever executed. Wells Fargo is global coordinator on the A1 tranche with BNP Paribas, Citi and UBS as joint bookrunners; Goldman Sachs, Bank of America and Morgan Stanley are placement agents on the A2 tranche. The financing funds chips and compute systems rather than a named data center site.	debt facility	≥$35.0B	Announced 9 June 2026 (Apollo release via GlobeNewswire)	n.a.
Anthropic + Microsoft Under the strategic partnerships announced 18 November 2025, Anthropic committed to purchase $30 billion of Azure compute capacity and to contract additional compute capacity up to one gigawatt, with its initial allocation running on NVIDIA Grace Blackwell and Vera Rubin systems.	other	$30.0B	Announced 18 November 2025	n.a.
TeraWulf + Anthropic TeraWulf signed a 20-year data center lease with Anthropic for approximately 401 MW of critical IT load at its Justified Data Campus in Hawesville, Kentucky. Initial capacity is expected in the second half of 2027 and full capacity by early 2028. TeraWulf said the lease is expected to be supported by an investment-grade credit	lease	≥$19.0B	Announced 6 July 2026	Justified Data Campus (KY)
Anthropic + Morgan Stanley + Goldman Sachs + JPMorgan Chase + Citigroup Bloomberg reported that Anthropic is close to finalising a $15 billion revolving credit facility ahead of its expected initial public offering. Morgan Stanley is leading, with Goldman Sachs, JPMorgan Chase and Citigroup in prominent roles; Barclays and Wells Fargo are expected to take key positions, with Bank of America, Deutsche Bank, Royal Bank of Canada, UBS, Bank of Montreal, BNP Paribas, Credit Agricole, Mizuho, MUFG, SMFG and Toronto-Dominion also in the lender group. The facility is larger than the roughly $10 billion Anthropic initially sought and well above the $2.5 billion five-year revolving line it secured previously. The four banks with the most prominent roles are also leading the IPO. A revolving facility is borrowing capacity, not drawn capital, and is not summed with deployment figures.	debt facility	~$15.0B	Reported 3 September 2026 as nearing finalisation	n.a.
Nexus Data Centers + Morgan Stanley + Google + Anthropic A Morgan Stanley-led bank group is lending about $15 billion to Nexus Data Centers for the Hubbard, Texas campus leased to Anthropic, with Google guaranteeing Anthropic's lease and power-payment obligations in exchange for a reported stake of about 20% in the project. DigitalToday, citing Cryptopolitan, reported the lenders planned to sell the debt into the bond market once funded, and Bloomberg reported Nexus may refinance the bank debt with high-yield bonds later in 2026 Eagle Point said on 19 August 2026 that its HoldCo loan completed the capital structure for the first Hubbard phase and allowed Nexus to reach final investment decision, and Bloomberg reported the $1.3 billion mezzanine piece sits within a roughly $16 billion package	construction loan	~$15.0B	Reported 30 July 2026 by the Wall Street Journal, confirmed by CNBC; plan to sell the debt into the bond market reported 4 to 5 August 2026	Nexus Data Centers Hubbard AI campus (Anthropic anchor tenant) (TX)
Akamai Technologies + Anthropic Akamai announced a $11.6 billion, seven-year commitment from Anthropic for Akamai Cloud distributed infrastructure and software to support Anthropic's CPU workload growth. Akamai issued Anthropic a warrant for non-voting convertible Series B preferred stock equal to 7.7 million common shares (up to about 5% of outstanding common stock) at $111.33 per share; about 2% is expected to vest with this commitment and about 1% vests with each further $3 billion of purchases. The release does not say where the capacity is located.	compute lease	≥$11.6B	Announced 24 September 2026 (Form 8-K Exhibit 99.1)	n.a.
NVIDIA + Anthropic NVIDIA said it will invest up to $10 billion in Anthropic alongside Anthropic's commitment to up to one gigawatt of compute on NVIDIA Grace Blackwell and Vera Rubin systems. Recorded separately from Microsoft's investment; the two are not summed here.	equity raise	$10.0B	Announced 18 November 2025	n.a.
Meta + Anthropic Anthropic held talks to lease AI computing capacity from Meta in a potential deal worth about $10 billion, according to The New York Times. A person familiar with the matter told CNBC the talks were very preliminary. The talks followed Meta CEO Mark Zuckerberg's statement in May 2026 that Meta was considering entering the cloud computing business	compute lease	~$10.0B	Reported by The New York Times on 17 July 2026; CNBC confirmed very preliminary talks the same day	n.a.
Hut 8 + Fluidstack + Anthropic Capacity deal at Hut 8's River Bend; the source does not state the site's location.	lease	$7.0B	n.a.	n.a.
Amazon + Anthropic Amazon is investing $5 billion in Anthropic with up to an additional $20 billion in the future, building on the $8 billion previously invested.	equity raise	$5.0B	April 2026	n.a.
Microsoft + Anthropic Microsoft said it will invest up to $5 billion in Anthropic alongside the Azure compute commitment announced the same day. Recorded separately from Nvidia's investment; the two are not summed here.	equity raise	$5.0B	Announced 18 November 2025	n.a.
AMD + Anthropic AMD and Anthropic announced a partnership for Anthropic to deploy up to 2 GW of AMD Instinct MI450 Series GPUs in AMD Helios rack-scale systems, with the first gigawatt beginning deployment in the first half of 2027. The deal includes a multi-year engineering collaboration using Claude to optimize AMD software, and no deployment sites were named	hardware supply and equity	$5.0B	Announced 22 July 2026	n.a.
Amazon + Anthropic Amazon's equity investment in Anthropic reached $4 billion in March 2024, comprising an initial $1.25 billion and an additional $2.75 billion.	equity raise	$4.0B	initial September 2023 ('Last September'); completed March 2024	n.a.
Nexus Data Centers + Eagle Point Credit Management + Morgan Stanley + Google + Anthropic (anchor tenant) + Transition Equity Partners Eagle Point led a $1.3 billion HoldCo loan for Nexus Data Centers' 2,900-acre campus in Hubbard, Texas, completing the first-phase capital structure and taking the project to final investment decision. The campus has its own gas-fired generation, and Anthropic is the expected anchor tenant. Nexus is backed by Transition Equity Partners	debt facility	~$1.3B	Announced 19 August 2026	Nexus Data Centers Hubbard AI campus (TX)
Anthropic + SpaceX More than 300 MW with SpaceX, per the summary table.	other	n.a.	Per summary table	n.a.
Anthropic + Google A cloud deal worth tens of billions giving Anthropic access to up to one million TPUs and more than a gigawatt of capacity in 2026.	other	n.a.	October 2025	n.a.
Anthropic + Google + Broadcom Anthropic signed a new agreement with Google and Broadcom for multiple gigawatts of next-generation TPU capacity, with the vast majority of the new compute to be sited in the United States, described as a major expansion of the November 2025 $50 billion American infrastructure commitment.	other	n.a.	April 2026	n.a.
Anthropic + SpaceX (xAI/Colossus fleet) Anthropic will get access to more than 300 megawatts of compute capacity from SpaceX's xAI/Colossus fleet, and expressed interest in working with SpaceX to develop multiple gigawatts of compute capacity in space.	lease	n.a.	May 2026	n.a.
Anthropic Anthropic is in talks with investors about raising cash at a valuation of $900 billion.	equity raise	n.a.	reported May 2026	n.a.
Anthropic + Macquarie Asset Management + GIC Theseus Infrastructure, a US-focused dedicated data center platform.	platform	n.a.	announced (Business Wire release dated 2026-08-09 in URL)	n.a.
Anthropic + Macquarie Asset Management + GIC GIC joined Anthropic and Macquarie Asset Management in the Theseus Infrastructure US platform, a strategic partnership to develop dedicated data center infrastructure at scale.	platform	n.a.	n.a. in source	n.a.
Anthropic + Macquarie Asset Management + GIC Anthropic, Macquarie Asset Management and GIC announced a strategic partnership to develop dedicated data center infrastructure at scale, with an initial focus on the United States. Funds managed by Macquarie Asset Management will, together with GIC, own the platform and fund the majority of the equity for each project, with Anthropic leasing the facilities as anchor tenant under long-term agreements. Anthropic also committed to cover electricity price increases that consumers otherwise may face from these sites. No dollar or capacity figure was disclosed.	platform	n.a.	Announced 10 August 2026	n.a.
ERock, Inc. + Anthropic ERock executed a 470 MW equipment purchase order with Anthropic for utility-grade onsite power, extending its production commitments into 2028. ERock attributed its backlog growth primarily to demand from AI data center customers. No site was named	equipment order	n.a.	Disclosed 11 August 2026 in ERock's second quarter 2026 results (Form 8-K)	n.a.

The record

Sourced facts on Anthropic

The $50 billion own-build program with Fluidstack will create approximately 800 permanent jobs and 2,400 construction jobs, with sites coming online throughout 2026; Fluidstack was chosen for rapid delivery of gigawatts of power, with no numeric GW disclosed.
The April 2026 AWS expansion secures up to 5GW of new capacity, with nearly 1GW total of Trainium2 and Trainium3 capacity coming online by the end of 2026 and over one million Trainium2 chips currently in use.
The October 2025 Google Cloud deal, worth tens of billions, gives Anthropic access to up to one million TPUs and more than a gigawatt of capacity in 2026.
In April 2026 Anthropic signed a new agreement with Google and Broadcom for multiple gigawatts of next-generation TPU capacity expected to come online starting in 2027, with the vast majority of the new compute sited in the United States.
Run-rate revenue has surpassed $30 billion, up from approximately $9 billion at the end of 2025, and Anthropic is in talks with investors about raising cash at a valuation of $900 billion.
Anthropic expressed interest in working with SpaceX to develop multiple gigawatts of compute capacity in space; delayed or paused capacity is n.a. in the source.
Anthropic's disclosed compute commitments run to at least four separate counterparties (AWS, Microsoft Azure, Nscale, and its own Fluidstack-built sites). They are distinct agreements and must not be added into a single deployment figure.
Under the Macquarie Asset Management and GIC partnership announced 10 August 2026, Anthropic is the anchor tenant rather than the owner: the platform is owned by MAM funds and GIC, which fund the majority of the equity for each project. No dollar figure was disclosed.

Tracked prices

Anthropic prices

Every price the Index tracks for Anthropic, in the provider's own words beside a normalized figure, with the date it was last checked. What AI Costs compares them across the market.

Seller	Model	Input	Cached input	Output	Revenue per GPU-hour at list	Other published prices	Change	Checked
Anthropic	Claude Fable 5	$10.00	$1.00	$50.00	n.a.	Batch $5.00 / $25.00	No change	On pageOct 26, 2026platform.claude.com ↗
Anthropic	Claude Fable 5.1Cache hits and refreshes on Claude Fable 5.1 and Claude Mythos 5.1 are priced at 0.025x the base input price.	$10.00	$0.25	$50.00	n.a.	Batch $5.00 / $25.00	No change	On pageOct 26, 2026platform.claude.com ↗
Anthropic	Claude Mythos 5limited availability	$10.00	$1.00	$50.00	n.a.	Batch $5.00 / $25.00	No change	On pageOct 26, 2026platform.claude.com ↗
Anthropic	Claude Mythos 5.1limited availabilityCache hits and refreshes on Claude Fable 5.1 and Claude Mythos 5.1 are priced at 0.025x the base input price.	$10.00	$0.25	$50.00	n.a.	Batch $5.00 / $25.00	No change	On pageOct 26, 2026platform.claude.com ↗
Anthropic	Claude Opus 4.5	$5.00	$0.50	$25.00	n.a.	Batch $2.50 / $12.50	No change	On pageOct 26, 2026platform.claude.com ↗
Anthropic	Claude Opus 4.6	$5.00	$0.50	$25.00	n.a.	Batch $2.50 / $12.50	No change	On pageOct 26, 2026platform.claude.com ↗
Anthropic	Claude Opus 4.7	$5.00	$0.50	$25.00	n.a.	Batch $2.50 / $12.50	No change	On pageOct 26, 2026platform.claude.com ↗
Anthropic	Claude Opus 4.8	$5.00	$0.50	$25.00	n.a.	Batch $2.50 / $12.50	No change	On pageOct 26, 2026platform.claude.com ↗
Anthropic	Claude Opus 5	$5.00	$0.50	$25.00	n.a.	Batch $2.50 / $12.50	No change	On pageOct 26, 2026platform.claude.com ↗
Anthropic	Claude Opus 5.5Cache hits and refreshes on Claude Opus 5.5 and Claude Sonnet 5.5 are priced at 0.05x the base input price.	$4.00	$0.20	$20.00	n.a.	Batch $2.00 / $10.00	New · Oct 5	On pageOct 26, 2026platform.claude.com ↗
Anthropic	Claude Sonnet 4.5	$3.00	$0.30	$15.00	n.a.	Batch $1.50 / $7.50	No change	On pageOct 26, 2026platform.claude.com ↗
Anthropic	Claude Sonnet 4.6	$3.00	$0.30	$15.00	n.a.	Batch $1.50 / $7.50	No change	On pageOct 26, 2026platform.claude.com ↗
Anthropic	Claude Sonnet 5The $2/$10 per million input/output token pricing for Claude Sonnet 5, announced at launch as introductory pricing through August 31, 2026, is now the standard price.	$2.00	$0.20	$10.00	n.a.	Batch $1.00 / $5.00	No change	On pageOct 26, 2026platform.claude.com ↗
Anthropic	Claude Sonnet 5.5Cache hits and refreshes on Claude Opus 5.5 and Claude Sonnet 5.5 are priced at 0.05x the base input price.	$2.00	$0.20	$10.00	n.a.	Batch $1.00 / $5.00	New · Sep 29	RecheckingOct 26, 2026platform.claude.com ↗
Anthropic	Claude Haiku 4.5	$1.00	$0.10	$5.00	n.a.	Batch $0.50 / $2.50	No change	On pageOct 26, 2026platform.claude.com ↗

Revenue per GPU-hour is SAVRN's calculation, not a price any seller charges: the 6.83 million input and 0.85 million output tokens one Vera Rubin GPU handles in an hour in CoreWeave's measured test, billed at this model's list prices. It puts a token price beside a GPU rental price; it says nothing about how fast this model actually runs.

Sources

Sources for Anthropic

Every source cited on this page, once each.

aboutamazon.comAmazon
cnbc.comCNBC
datacenterfrontier.comData Center Frontier
datacenterdynamics.comdatacenterdynamics.com
datacenters.economictimes.indiatimes.comET Datacenters, 19 October 2026
halifaxexaminer.caHalifax Examiner, 17 October 2026
therealdeal.comThe Real Deal
msn.comAxios Austin via MSN
yahoo.comKXAN Austin via Yahoo News
communityimpact.comCommunity Impact, 25 September 2026
communityimpact.comCommunity Impact, 15 July 2026
anthropic.comAnthropic
reuters.comReuters
cnbc.comCNBC
cnbc.comCNBC
tradingview.comTradingView (Stocktwits, citing WSJ)
rutlandherald.comEagle Point via Business Wire (Rutland Herald)
thenextweb.comThe Next Web (citing Bloomberg)
anthropic.comAnthropic-Google/Broadcom
cnbc.comCNBC
anthropic.comAnthropic-Amazon
finance.yahoo.comBloomberg (via Yahoo Finance)
thenextweb.comThe Next Web, 21 August 2026 (on the Bloomberg report)
apnews.comAP
datacenterdynamics.comDCD
governor.wv.govWV Governor
bloomberg.comBloomberg
techcrunch.comTechCrunch
sec.govNscale Ltd Form S-1 (SEC)
finance.yahoo.comTIKR via Yahoo Finance, citing Reuters and Anthropic's IPO prospectus
bloomberg.comBloomberg
finance.yahoo.comReuters via Yahoo Finance
finance.yahoo.comWSJ report via Yahoo Finance
techxplore.comTechXplore
finanznachrichten.deApollo release via GlobeNewswire (FinanzNachrichten)
blogs.microsoft.comMicrosoft
investors.terawulf.comTeraWulf
investors.terawulf.comTeraWulf
bloomberg.comBloomberg
qz.comQuartz
digitaltoday.co.krDigitalToday
finance.yahoo.comBenzinga via Yahoo Finance (citing Bloomberg)
sec.govAkamai press release, Form 8-K Exhibit 99.1 (SEC)
saltwire.comPNI Atlantic News, 16 October 2026
cnbc.comCNBC
datacenterdynamics.comDCD
markets.ft.comAMD via GlobeNewswire (FT Markets)
aboutamazon.comAmazon
w.mediaW.Media
finance.yahoo.comYahoo Finance
cnbc.comCNBC
cnbc.comCNBC
reuters.comReuters
businesswire.comBusiness Wire
macquarie.comMacquarie
sec.govERock Form 8-K Exhibit 99.1
platform.claude.complatform.claude.com

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Capital figures come from the Capital Atlas, refreshed every Tuesday, Thursday and Saturday. Site commitments overlap reported capital expenditure and overlap one another, so each figure appears as its source states it and none are added into a single deployment number. Informational, not investment advice.

The SAVRN reference set

Seven references, one system

Capital, delay, policy, water, grid, permits and scarcity are one system seen from seven sides. Each reference is primary-sourced, refreshed on a schedule, and links into the others, so a project can be followed from the money committed to the docket that stopped it.

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Who is funding AI data centers: capital providers, named sites, financing transactions, and the blocked-and-delayed record, state by state and company by company.

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Delay Watchlist

Project-level slippage: named projects, jurisdictional actions, utility and federal dockets, SEC disclosures, and the interconnection queue.

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Moratorium Tracker

The policy layer: every state measure and local moratorium mapped and cited, with one page per state.

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Water Tracker

Every federal, state, local and interstate water measure that touches a data center, plus a fifty-state water ledger.

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Grid Operator Watchlist

ERCOT, PJM, MISO, CAISO, SPP, NYISO, ISO-NE and FERC: the large-load rules, filings and queue positions that decide whether a site can energize.

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Permits and Power Development

Data center and substation permits, large loads in the interconnection queues, and the power plants planned to serve them, refreshed hourly from public records.

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