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Data Center Capital Atlas Update: September 22, 2026

98 capital providers, 347 named sites, 445 financing transactions and 773 blocked or delayed projects, each linked to its source.

SAVRN·Sep 22, 2026 ·31 min read
Data Center Capital Atlas Update: September 22, 2026

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This data center capital atlas update records what changed in the North American Data Center Capital Atlas, SAVRN’s primary-sourced record of who is funding data center capacity in North America, in what structure, at which site, and how much of that capital has been stopped. The atlas is refreshed every Tuesday, Thursday, and Saturday, and each refresh publishes a note like this one recording exactly what changed.

Where the record stands

Measure Previous Current Change
Capital providers 98 98 no change
Named sites 346 347 up 1
Financing transactions 441 445 up 4
Blocked or delayed projects 756 773 up 17
Source citations 4,151 4,238 up 87
States with a blocked or delayed project 49 49 no change

Announced capital across the tracked cohort is reported as disclosed and is never summed into a single deployment figure: site commitments overlap one another and overlap reported capital expenditure. Blocked-and-delayed totals from different trackers cover different windows and definitions and are shown side by side rather than added.

Capital at risk, added this period

  • Spartanburg County one-year data center moratorium, Spartanburg County Council (SC). Countywide one-year freeze on new data centers larger than 65 MW; no project size, capital or capacity attached. Spartanburg County Council voted 5-1 on Monday 21 September 2026 on third and final reading to adopt a one-year moratorium on new data centers, with Councilwoman Jessica Coker voting no. Council adopted four amendments before the vote. Applications for new data centers received after first reading are held in abeyance. Data centers of 65 MW or less may still be built if they are in an established industrial park or on a former industrial site, do not generate their own electricity except for emergency backup, have storing, managing and processing data as their primary function, and are not on the same parcel as, in the same industrial park as, or within one mile of another data center. The moratorium does not apply to data centers that received a development permit within the 12 months before adoption, so the Valara data center under construction on South Pine Street is not affected. Ancillary business server rooms and cryptocurrency mining, which is regulated separately, are also exempt. (WSPA via MSN)
  • Jasper County one-year data center moratorium, Jasper County Council (SC). Proposed one-year pause on applications for data centers, data processing facilities and cryptocurrency mining in unincorporated Jasper County; no project size attached. Jasper County Council approved first reading of a one-year moratorium on 8 September 2026, covering applications for rezoning, site plans, building permits and economic incentives for data centers, data processing facilities and cryptocurrency mining in unincorporated areas. After a public hearing on Monday 21 September 2026, the council voted unanimously to approve the moratorium; Bluffton Today reported that meeting as the second reading, with a third reading to be scheduled at a future meeting. Staff said current zoning allows data centers by right in several commercial and industrial districts, and the Planning Commission recommended approval on 11 August 2026 invoking the pending ordinance doctrine. (WTOC)
  • Normal data center moratorium extension, Normal Town Council (IL). Townwide pause on receipt, processing and approval of data center applications and permits; no project named. The Normal Town Council voted 6-1 on Monday 21 September 2026 to extend the town’s data center moratorium, adopted in May 2026, through 31 May 2027; it had been set to expire 30 November 2026. Council member Andy Byars voted no. The moratorium pauses the receipt, processing and approval of data center applications and the issuance of permits. Staff said they were not ready to recommend regulations and cited possible state legislative action and coordination with the City of Bloomington. (The Pantagraph)
  • Galesburg 180-day data center moratorium, Galesburg City Council (IL). Citywide 180-day bar on accepting data center permit applications; city says no applications are pending. Galesburg City Council voted 6-1 on Monday 21 September 2026 to move the ordinance directly to final reading, with Ward 2 Council Member Wendel Hunigan opposed, then voted 7-0 to approve a 180-day moratorium on data center permit applications running through 3 April 2027. The city described the measure as proactive, said there are no pending applications, and cited expected state legislation. (WGIL)
  • Fayette County (Ohio) data center moratorium, Fayette County Board of Commissioners (OH). Pause on data center applications, reviews, zoning approvals and permits in seven unincorporated townships; no project named. On Monday 21 September 2026 the Fayette County, Ohio, Board of Commissioners approved a data center moratorium running from 21 September 2026 through 1 June 2027. Commissioner Donnie Fleak moved the measure and Chairman Jim Garland seconded; Commissioner Tony Anderson was recorded as voting present in absentia, and two of the three commissioners signed the resolution that afternoon. It covers Concord, Green, Jasper, Madison, Marion, Paint and Perry townships and excludes Jefferson, Wayne and Union townships, which have their own zoning. The county zoning officer said no data center or farmland rezoning applications had been submitted. A county land use plan is expected in mid-2027. (Record Herald)
  • Project Camellia Effingham IDA open meetings and open records suit, Effingham County Superior Court (GA). 3.2 GW, 1,440 acres, 4.4 million sq ft per the complaint as reported by WTOC; WSAV describes a $20 billion project; nearly $900 million in tax abatements. On Monday 21 September 2026 the Southern Environmental Law Center filed suit in Effingham County Superior Court on behalf of One Hundred Miles, Inc. and residents Amy Collins, Robert Collins, Elizabeth Fisher, Crystal Hayes and Manjusha Sheobaran against the Effingham County Industrial Development Authority and OpenAI affiliate Octans GA, LLC. The complaint alleges violations of Georgia’s Open Meetings Act and Open Records Act, including a July meeting rescheduled without required notice, an agenda listing only ‘Project Gateway’, discussion of the tax abatement in closed session, and the sale of roughly 1,440 acres to Octans without a public vote on terms. It asks the court to declare the abatement agreement and land sale documents void and to order release of the May and July purchase and sale agreements. This is separate from the 2 September 2026 zoning suit against the county (row 177). (WTOC via MSN)
  • Project MidSpan (Hiwassee River Industrial Park), Bradley County Chancery Court (TN). About 306 acres; closest proposed building about 1,700 feet from Walker Valley High School; land bought 28 April 2025 for $19,904,950; capacity not disclosed (site has access to at least 300 MW per the complaint). SDCL Tennessee Propco LLC filed suit against Bradley County in Chancery Court on 17 September 2026, and County Mayor Gary Davis disclosed the project and the suit to the County Commission on Monday 21 September 2026. The company asks the court to declare invalid the data center rules commissioners adopted 14-0 on 20 April 2026, which allow data centers only in the I-2 district and require a 3,000-foot setback from homes, schools and churches, and to bar their enforcement against its site. It alleges the adopted version differed materially from the one reviewed by the Regional Planning Commission, lacked proper notice, violated the Open Meetings Act, and violates equal protection and due process. Davis said the county will defend the rules. (WTVC NewsChannel 9)
  • Benton County data center moratorium lawsuit (NSI6 LLC), Benton County Circuit Court (MO). About 12 acres; two buildings of about 20,000 sq ft each; no MW or dollar figure reported. Developer Trent Overhue’s NSI6 LLC sued the Benton County, Missouri, commissioners over the county’s six-month data center moratorium signed 10 August 2026. A temporary restraining order was granted on 8 September 2026, and Overhue closed on the roughly 12-acre site on 9 September and began clearing land. At a hearing on Monday 21 September 2026 on a preliminary injunction to keep the county from enforcing the moratorium, the judge extended the temporary restraining order and urged caution about construction until a final decision. The county argues the moratorium is valid because the company was not formed until 13 August 2026, three days after the moratorium. (KY3)
  • Wilmington campus (AWS) data center zoning initiative, Supreme Court of Ohio / City of Wilmington (OH). Citizen zoning initiative covering data centers citywide; AWS campus is 471 acres at about $4 billion per the site record. On 18 September 2026 the Supreme Court of Ohio, in State ex rel. Kidd v. Clinton County Board of Elections, held that a citizen initiative to add data center regulations to Wilmington’s zoning code cannot appear on the 3 November 2026 ballot because it would create a private cause of action, which a municipality cannot enact. Five justices joined the per curiam opinion, Justice Jennifer Brunner concurred, and Justice Patrick F. Fischer dissented. The initiative, filed by Quintin Koger Kidd and Susan Croutwater, would have set standards for noise, lighting, emissions, generator testing, water use and heat. The ruling removes a regulatory measure; it does not approve or block the AWS project. (Court News Ohio (Supreme Court of Ohio))
  • Texas statewide halt on TCEQ permits for data centers pending ERCOT and TWDB audits, State of Texas (Office of the Governor; Texas Commission on Environmental Quality) (TX). Statewide; covers all permits sought by data center projects from TCEQ, and the release says no state agency shall move forward with regulatory approvals related to data center development until the audit information is acquired. No MW or dollar figure stated. On 21 September 2026 Gov. Greg Abbott directed the Texas Commission on Environmental Quality to halt all permits sought by data centers until ERCOT completes its audit, in a letter to TCEQ Executive Director Kelly Keel. The governor’s release says that because the PUCT, ERCOT and the Texas Water Development Board need the audit information to make informed decisions, no state agency shall move forward with regulatory approvals related to data center development until it is acquired. TCEQ must report on its compliance by Monday 19 October 2026. The directive follows the 3 August 2026 order for the PUCT and ERCOT to audit all data centers in ERCOT’s interconnection process and the 14 September 2026 water-use reporting directive to the TWDB. Houston Public Media reported that the August pause reached only ERCOT connections of at least 75 MW, while TCEQ permits for river water use or on-site power plants now also stop, and that ERCOT and the TWDB are surveying more than 400 data centers for the audit. The governor also said he will work with the Legislature next session to eliminate financial incentives for data centers. (Office of the Texas Governor)
  • Vantage Westover Hills data center campuses (Rogers Road and Omicron Drive) and VoltaGrid on-site gas plants, Federal court in San Antonio (TX). Two campuses near SeaWorld in the Westover Hills industrial area; co-located gas plants total 405 MW per the complaint, plus 151 backup diesel generators the plaintiffs put at 455 MW. No capital figure stated. On Monday 21 September 2026 the Environmental Integrity Project, the Sierra Club and Public Citizen filed a federal Clean Air Act lawsuit in San Antonio against Vantage and VoltaGrid over two Vantage data center campuses and the co-located gas-fueled power plants VoltaGrid built and manages. The groups allege the facilities should have obtained major source permits, with best available control technology, monitoring and public participation, before construction, instead of minor source permits, in an area that fails federal smog standards. The groups sent a notice of intent to sue in July 2026. The Rogers Road facility was partly operational before the first public hearing. (San Antonio Current)
  • Sedro-Woolley six-month data center moratorium, Sedro-Woolley City Council (WA). Citywide; no pending application, MW or dollar figure stated. After required public hearings, the Sedro-Woolley City Council on 9 September 2026 passed six-month moratoriums on data center projects and on accepting permit applications for major utility developments. The council can renew or extend them while staff draft permanent regulations, including possible land use map and zoning code amendments, for Planning Commission review. (Skagit Valley Herald)
  • Dubuque six-month moratorium on hyperscale data centers, Dubuque City Council (IA). Applies to facilities over 100,000 square feet, over 75 MW of electrical demand, using 50 gallons per minute or more of water, or with 5,000 or more servers; any one threshold triggers it. The Dubuque City Council approved a temporary six-month moratorium on hyperscale data centers, placing an immediate hold on large facility applications and utility requests while the city drafts permanent rules, after delaying action at an earlier meeting to refine the ordinance. The city attorney said the pause preserves the status quo while the city evaluates whether and under what conditions land proposed for hyperscale data centers could be annexed or connected to public utilities. Staff will complete water, energy and infrastructure studies during the six months, and the council can extend it. (KCRG)
  • North Mankato 12-month data center moratorium, North Mankato City Council (MN). Citywide; no pending project, MW or dollar figure stated. After a public hearing on Monday 21 September 2026, the North Mankato City Council unanimously adopted a 12-month moratorium on data centers, during which no new data centers may be built and the city will not accept, review, process or approve applications. The ordinance authorizes a study of local impacts and of how other communities regulate data centers, and can be renewed for another year. The council had tabled the item on 3 August 2026. (Mankato Free Press)
  • Marathon County 12-month data center moratorium (18 county-zoned towns), Marathon County Board (WI). Applies where data center operation is a primary use or data center floor area exceeds 5,000 square feet; no project, MW or dollar figure stated. The Marathon County Board approved on 25 August 2026 a zoning ordinance amendment imposing an at least 12-month pause on data center approvals in the 18 towns under county zoning. During the pause the county will not accept, process or issue land use, zoning or conditional use permits, or text amendments, for new data centers or expansions, while staff and the Environmental Resources Committee draft regulations; a progress report is due six months after passage. Previously issued approvals, ordinary maintenance and emergency actions are exempt. (Wausau Daily Herald (USA TODAY Network))
  • Sabey Data Centers land purchase at Montana Connections Business Development Park, Butte, Butte-Silver Bow Council of Commissioners (MT). 606 acres the county agreed in 2025 to sell to Sabey; REC Silicon bought just over 627.8 acres for $1,255,606 ($2,000 per acre). No MW or project capital figure stated. Butte-Silver Bow commissioners had agreed in 2025 to sell 606 acres at the Montana Connections Business Development Park to Sabey Data Centers and in February 2026 extended the closing deadline to 11 August 2026. During title work Sabey found that REC Silicon, a tenant at the park, held a 1996 right of first refusal over much of the land; REC notified the county in April 2026 that it would exercise it. On Wednesday 16 September 2026 commissioners voted 8-1 to approve selling just over 627.8 acres to REC Silicon, which says it is buying the land as a safety buffer with no immediate plans to develop or sell it. The Montana Standard reports there will be no development on the property once earmarked for Sabey in the near future. Neither source reports a formal cancellation by Sabey; the land sale did not close and went to the right-of-first-refusal holder (Montana Standard)
  • Marion County 12-month moratorium on large-scale data centers, Marion County Board of County Commissioners (FL). Countywide pause on large-scale data centers; no project, MW or dollar figure attached. The Marion County Board of County Commissioners voted 4-1 at its 15 September 2026 Planning and Zoning meeting to place a 12-month moratorium on large-scale data centers, with Commissioner Kathy Bryant voting no. The county held a public workshop on data center rules on 21 September 2026, after which Ocala-News reported the county was likely to lower the moratorium threshold to 20 MW. (Ocala Gazette)

Sites added this period

  • Digital Drive data center campus (Richmond area, VA). 76 MW, announced. The Digital Drive data center near Richmond, Virginia is planned for 76 MW of IT capacity, all contracted to CoreWeave under a 15 year agreement valued at $2.94 billion, and is sponsored by affiliates of Blue Owl Capital, Cedarwood Investment Group and PowerHouse Data Centers. A roughly $1.1 billion high yield construction bond was launched on 21 September 2026, with operations expected between 2027 and 2028. (Briefs Finance (summarizing Bloomberg))

Financing transactions added this period

  • Solaris Energy Infrastructure, Inc. and Solaris Energy Infrastructure, LLC. senior notes, Proposed $1.0 billion of senior notes due 2032; coupon and final size not set at announcement; proceeds for general corporate purposes and growth capex, not tied to one site. On 22 September 2026 Solaris Energy Infrastructure, Inc. announced that its subsidiary Solaris Energy Infrastructure, LLC intends to offer $1.0 billion of senior notes due 2032 in a Rule 144A and Regulation S private offering, guaranteed on a senior unsecured basis, with net proceeds for general corporate purposes, growth capital expenditures and offering fees. The offering had not priced as of the announcement. Investor materials filed the same day describe three contracts to supply power generation to AI data center customers: about 900 MW through the 50.1 percent owned Stateline Power joint venture, an approximately 660 MW turnkey plant for Hatchbo, LLC, an affiliate of an investment grade technology company, and about 640 MW for a third customer, with firm equipment orders scheduled to exceed 3,300 MW by the end of 2029. (Solaris Form 8-K (SEC))
  • Blue Owl Capital (affiliates), Cedarwood Investment Group, PowerHouse Data Centers, Goldman Sachs and CoreWeave (tenant). project bond, About $1.1 billion high yield construction bond, launched and not priced as of 22 September 2026; issuer legal name not disclosed in fetched sources. A Goldman Sachs led bank group launched a roughly $1.1 billion high yield bond sale on 21 September 2026 to finance construction of the Digital Drive data center near Richmond, Virginia, backed by affiliates of Blue Owl Capital, Cedarwood Investment Group and PowerHouse Data Centers and leased to CoreWeave. CoreWeave has contracted the full 76 MW of IT capacity under a 15 year agreement valued at $2.94 billion, with operations expected between 2027 and 2028. Initial yield talk was reported in the low to mid 9 percent range, with pricing targeted for 23 September 2026; the bonds had not priced at the time of reporting. (Briefs Finance (summarizing Bloomberg), 21 September 2026)
  • New Era Energy & Digital (TCDC PowerCo LLC) and Luminant ET Services Company LLC (Vistra). ppa, Contract price not disclosed; 200 to 207 MW for 20 years. The $116.0 million letter of credit and up to $82.8 million of additional security are credit support, not contract value. On 18 September 2026 New Era Energy & Digital subsidiary TCDC PowerCo LLC signed a 20 year power purchase agreement with Luminant ET Services Company, a Vistra affiliate, for a minimum of 200 MW and up to 207 MW from Vistra’s 1,180 MW gas fired plant in Odessa, Texas, to serve Phase 1 of the Texas Critical Data Centers project, with power expected in the third quarter of 2027. New Era must post a $116.0 million letter of credit and up to $82.8 million of additional security. Under a concurrent development framework agreement Vistra will receive a 5 percent non voting interest in the powered portion of the project once deliveries begin, a right of first refusal from April 2028 on future onsite generation at the site and a right of first offer on certain other New Era projects. The contract price was not disclosed. (New Era Form 8-K (SEC))
  • Georgia Power and Google. tariff agreement, Google payment not disclosed; subscription terms redacted in public filings. Georgia Power projects about $900 million of benefits to customers over the life of the units, which is a customer-benefit projection, not a contract value. Georgia Power and Google announced on 21 September 2026 an agreement, subject to Georgia Public Service Commission approval, under which Google will support extended power uprates on Georgia Power’s owned portion of the nuclear units at Plants Vogtle and Hatch, adding about 96 MW of capacity. Google will subscribe to a new Nuclear Uprate (NU-1) tariff and receive Zero-Emission Credits for the carbon-free attributes of the uprated output. The filings, in Georgia PSC Dockets 44280 and 56002, also ask the commission to approve a new extended power uprate for Hatch Units 1 and 2; the Vogtle Units 1 and 2 uprate was approved in the 2025 Integrated Resource Plan. Georgia Power projects about $900 million of benefits to customers over the life of the units. Google’s payment amount was not disclosed. (Georgia Power press release via PR Newswire (21 September 2026))

Capital at risk, records updated

Same status as before; the record gained a new development or source.

  • Verrus data center (moratorium). Salem City Council voted unanimously on 3 August 2026 to move toward a temporary moratorium on AI data centers and to begin updating zoning and land use rules. On 21 September 2026 the council voted unanimously to adopt the moratorium, effective immediately through 19 January 2027, with state law allowing extensions of up to 300 days with additional findings. It covers all data centers as a primary use and accessory data centers above 2 MW. The city attorney said the Verrus application filed in late July must be reviewed under the rules in place when filed, but construction can be prohibited while the moratorium is in effect; the city cited water supply risk from the deep drawdown of Detroit Reservoir.
  • Lighthouse campus (Port Washington) (litigation). Nearly 1GW Stargate-partnership campus. The Wisconsin PSC’s April 2026 order set financial guarantee requirements for hyperscale customers (see the Wisconsin PSC jurisdiction note). On 6 August 2026 the Wisconsin PSC told American Transmission Co. to resubmit its application for the roughly 100-mile power line project serving the $15 billion Port Washington campus, citing about 564 changes made after the application was deemed complete. ATC refiled on 14 September 2026 at an estimated $2.5 billion to $2.7 billion, up from $1.6 billion, with Oracle paying most of the cost; Vantage says the campus remains on track for 2028. Ozaukee County Circuit Judge Adam Gerol dismissed Great Lakes Neighbors, Inc. v. City of Port Washington Joint Review Board, a challenge to the creation of Tax Incremental District No. 5 for the project, on Wednesday 16 September 2026 on pleading grounds, without ruling on whether the district complied with Wisconsin law; the group said it will pursue other avenues.
  • NorthMark / Valara computing center (litigation). $2.8B conversion of a former Kohler kitchen/bath plant (also a longtime bitcoin-mining site) into a computing center. State regulators initially approved ~50MW; company sought to expand to 450MW (five 17MW plus six 54MW natural gas turbines, atop 24 existing 2MW generators). On 27 August 2026 the South Carolina Public Service Commission ruled unanimously, with Commissioner David Britt recused, that the Utility Facility Siting and Environmental Protection Act does not apply to NorthMark’s 457 MW on-site power station on Pine Street in Spartanburg because it generates power for internal use rather than export to the grid, and that only the Office of Regulatory Staff can enforce the Act. The Southern Environmental Law Center opposed the ruling and may seek reconsideration or appeal. Concerned Citizens of Spartanburg County filed a further suit in the Seventh Judicial Circuit Court asking the court to require the county to apply its land development ordinance and to make Valara obtain a major land development permit before the full planning commission; a hearing was held Thursday 17 September 2026. The South Carolina Department of Environmental Services granted NorthMark and Valara an air permit on 18 September 2026 to build 11 natural gas turbines at the Pine Street data center in Spartanburg, adding 408 MW to the 48 MW already permitted, for 457 MW in total. The permit sets rolling 12-month limits of 250 tons for volatile organic compounds, 250 tons for nitrogen oxides and 25 tons for hazardous air pollutants, with no single hazardous pollutant above 10 tons, and requires quarterly reporting in the first year of operation. The Southern Environmental Law Center criticized the permit. The separate lawsuit over the county land development permit remains pending.
  • Kalamazoo one-year data center moratorium (moratorium). The City Commission approved a resolution pausing data center development for one year in August 2026; some residents pressed for a permanent ban instead. On 21 September 2026 the commission took up for first reading zoning code changes that write the moratorium into the city’s zoning and development code, and set a public hearing and final vote for its next meeting. Assistant City Planner Bobby Durkee said the earlier action was only a resolution and the code change makes the pause enforceable under the zoning code and the state enabling act. WKZO reported that the moratorium is in effect and City Hall is not accepting data center applications.
  • Townsite Data Center (court halt). The Interior Board of Land Appeals stayed construction of the Townsite Data Center on 1 September 2026, an 88.5-acre facility the Bureau of Land Management approved on public land roughly 25 miles southeast of Las Vegas near Boulder City, and reported as the first AI data center approved on federal public land. The board found BLM likely acted unlawfully when it amended an existing right-of-way grant in June 2026 to permit a data center without a project-specific environmental review. Opponents cited projected electricity and water demand, soil disruption, light pollution and habitat loss for the Mojave desert tortoise. BLM had until 21 September 2026 to respond. This is an interim stay, not a final decision, and no capital figure has been disclosed. In a filing on Monday 21 September 2026, BLM asked Interior Board of Land Appeals Administrative Judge David Gunter, who granted the stay, to set aside its approval of the right-of-way amendment so the agency can conduct additional review of the application. Townsite Solar 2 LLC supports the motion, the Center for Biological Diversity and the Sierra Club are neutral, and Boulder City opposes it, with its response due 5 October 2026; the city said the motion does not commit BLM to an environmental assessment or public involvement and its approval would lift the stay.
  • King of Prussia data center campus (litigation). Developer Brian O’Neill sued Upper Merion Township, its supervisors and planning commission seeking review extensions, and a Montgomery County judge enjoined township action on his applications on 12 August 2026. The judge vacated the injunction the next day. On 13 August 2026 the Board of Supervisors denied two extension requests and several preliminary land development plans, citing missing architectural, traffic and engineering information. O’Neill said he will appeal. On Wednesday 16 September 2026 O’Neill filed suits in the Montgomery County Court of Common Pleas challenging the board’s rejection of the roughly 4.6 million sq ft campus, arguing township officials had said data centers qualify as warehouses permitted under the zoning code. In the Montgomery County Court of Common Pleas, O’Neill, represented by attorney Marc Kaplin, is asking the court to grant preliminary approval and appoint an independent referee to oversee further review.
  • Springfield 120-day data center administrative delay (litigation). Springfield City Council passed a 120-day administrative delay on data center projects 8-0 on 29 June 2026 (Ordinance 28306), expiring 17 November 2026. Staff will evaluate land use compatibility, electric, water and wastewater impacts, and noise and air impacts, and hold public open houses before reporting to the Planning and Zoning Commission and council; City Manager David Cameron has indicated staff will seek an extension. On Thursday 17 September 2026 NSI A.1 LLC, affiliated with developer Trent Overhue, filed a 31-page, six-count petition in Greene County Circuit Court before Judge Nathan Taylor to invalidate the delay. The petition argues the measure is interim zoning adopted without the required public hearing and 15 days’ published notice, that it was filed as a resolution in conflict with the City Charter, and that the city violated the Sunshine Law. Overhue’s pre-development application proposes a high-performance computing facility in the basement of a former medical office building at 2900 S. National Ave.; an electric service application to City Utilities listed anticipated demand of 9.9 MW and was not processed because of the delay.
  • Benton County data center moratorium (moratorium). The Benton County, Missouri, Commission signed a six-month data center moratorium on 10 August 2026, running to 10 February 2027. Developer Trent Overhue, through NSI6 LLC, challenged it in court; he testified he chose the county because it has no planning and zoning. A temporary restraining order was granted on 8 September 2026, Overhue closed on a roughly 12-acre site on old Highway 65 on 9 September and began clearing it, and on 21 September 2026 the judge extended the restraining order while considering a preliminary injunction (see the separate litigation row).
  • Statesboro data center rezoning (6539 Burkhalter Road) (litigation). City Council approved a 3-2 rezoning from R-4 to O for 4 AM Development LLC on 18 August 2026. On 17 September 2026 Coastal Communities United and 11 citizens filed a petition for review and request for declaratory judgment in Bulloch County Superior Court against the City of Statesboro and 4 AM Development LLC, the parcel’s owner. The petition alleges the city disregarded its own procedures and state law, that the decision was arbitrary and capricious, and that it violated the petitioners’ substantive and procedural due process rights under the Georgia Constitution; it also argues the 99 MW project sits one megawatt under the city’s hyperscale definition.
  • Project River ($11.3 billion campus) (paused). On 18 September 2026 the developers asked the City of Cleveland to temporarily delay further action on Project River while they bring in third-party technical experts, after community backlash and while the city’s PUD rules were pending. The family had accepted guardrails earlier that week. The same day the city said it was suspending all direct meetings on the project pending the independent engineering review and cancelled the special Planning Commission meeting set for Monday 21 September 2026. Also on 18 September the Southern Environmental Law Center sent a nine-page letter to the mayor, City Council and Planning Commission arguing the roughly 850-acre parcel does not meet the requirements of T.C.A. 6-58-118 for annexation, including contiguity and consent of an easement holder, and objecting to the 500 MW biomass and 1,000 MW natural gas plants. The land is outside Charleston’s city limits, so Charleston’s separate 12-month moratorium, adopted in response to this proposal, does not apply to it directly.
  • Montgomery County data center Sunshine Law suit (litigation). Preserve Montgomery County, LLC sued Montgomery County and the Missouri Department of Economic Development in February 2026 in an effort to halt the Amazon data center east of New Florence, alleging inadequate public notice and disclosure of water and electricity use and tax abatement terms. Cole County Circuit Judge Cotton Walker denied the defendants’ motion to dismiss most of the case, finding the group has standing, but dismissed its claim that the department failed to monitor an American Rescue Plan Act grant agreement and removed the department as a party. The case continues against Montgomery County. KOMU dates the order Friday 18 September 2026; ABC17 dates it Monday 14 September 2026.

Sites updated

  • Wilmington campus (tabled). Permitting ordinances passed 3 September 2026; zoning initiative kept off ballot 18 September 2026
  • Nscale Texas campus (Microsoft). Nscale’s Form S-1 filed 18 September 2026 places its Texas facility in Ward County, held under a net lease for which NVIDIA agreed on 14 October 2025 to guarantee up to $860.3 million of Nscale’s obligations in exchange for warrants. The filing also describes a $1.85 billion delayed draw term loan entered in August 2026 to finance GPU infrastructure at the Ward County site, maturing in February 2033. Nscale’s earlier Microsoft release states the roughly 240 MW Texas campus is leased from Ionic Digital. The S-1 does not itself state that the Ward County site is the Microsoft campus
  • Monarch Compute Campus (Nscale West Virginia campus). Nscale’s Form S-1 filed 18 September 2026 identifies the campus as the Monarch Compute Campus in Mason County, West Virginia, an approximately 2,250 acre site acquired with American Intelligence & Power Corporation on 31 March 2026 for total consideration of $792.6 million. The filing expects an initial 2 GW of gross power capacity (1.37 GW of IT load) online by the first half of 2028 and expansion to approximately 8 GW gross planned for 2031. Anthropic Services Agreements signed 25 August 2026 provide for up to approximately $44.6 billion across four tranches of NVIDIA Vera Rubin NVL72 systems; the filing gives no megawatt figure for the Anthropic deployment and states that no binding commitments for the required financings had been obtained
  • Cameron County AI data center campus (figures now $4.0B, 1500 MW). Fluidstack said on 21 September 2026 that it has begun construction on the $4 billion first phase of its AI data center campus in Cameron County, Texas, which it says is planned to support up to 1.5 GW of capacity. The company expects more than 2,500 construction jobs and several hundred permanent positions. It says it requested and received no local property tax abatements or county incentives, will pay for the campus’s energy, infrastructure and water, will use closed-loop cooling supplied by East Rio Hondo Water Supply Corporation, and will limit sound at the property line to 60 decibels. The company did not name a customer or disclose financing
  • DataOne AI factory campus (Logix Innovation Campus). At a DataOne open house in Frankfort on 21 September 2026, project electrical engineer Kevin Thomas said the campus would draw 350 MW of utility power through IMPA, supplemented by 175 MW from Bloom Energy natural gas fuel cells, with DataOne paying for all associated infrastructure and turning over a 65 MW temporary substation to the city. Gary Smith of Reedy Financial Group, the city’s independent financial advisor, described the project as a $7.5 billion investment, of which $825 million is real property carrying a proposed 50% abatement for 10 years, and projected about $331 million of total value to Frankfort through 2054; he said the figures were his own and that DataOne had not seen them. DataOne put average water use at about 20,000 to 22,000 gallons a day. The city council is scheduled to take up the project on 28 September 2026
  • Texas Critical Data Centers (TCDC). On 18 September 2026 New Era contracted Phase 1 power for Texas Critical Data Centers under a 20 year agreement with Luminant, a Vistra affiliate, for 200 MW to 207 MW from Vistra’s adjacent 1,180 MW gas fired plant in Odessa, expected to be available in the third quarter of 2027, with Vistra to receive a 5 percent non voting interest in the powered portion of the project after deliveries begin

Financing transactions updated

  • Entergy and Meta. Three new natural gas plants near the Hyperion site at a cost of $3 billion, built by utility Entergy. Announced alongside the December 2024 Hyperion announcement
  • Nscale and Microsoft. reported at approximately $14 billion; aggregator/press estimate, not company disclosure of a dollar figure. The Form S-1 filed 18 September 2026 puts all Microsoft statements of work, including Sines, Portugal, at up to approximately $43.8 billion through December 2033; the $14 billion figure above is kept for the Texas-scoped agreement and the two are not added together. deployment starting Q3 2026
  • SB Energy, Inc., SoftBank, OpenAI and NVIDIA. Offering size and price range are left blank in the registration statement as filed, so no dollar figure is recorded. Form S-1 filed 1 September 2026; Amendment No. 2 filed 21 September 2026; delay reported 21 September 2026 (Reuters citing The New York Times), not confirmed by the company
  • Nscale and Goldman Sachs. Bloomberg reported in August 2026 that Nscale was seeking as much as $3 billion; the public Form S-1 filed 18 September 2026 leaves the offering size and price range blank, so the amount remains a press report. Form S-1 filed publicly 18 September 2026; offering size and price range blank in the filing
  • Host Digital Inc. (formerly Healthy Choice Wellness Corp.), Host Digital Infrastructure LLC and unnamed privately held cloud infrastructure company (tenant). Approximately $1.25 billion aggregate base-term contracted rent over 15 years, inclusive of 3% annual escalators. Lease signed 7 August 2026; disclosed at merger close 17 September 2026

How to read this

Every figure in the atlas links to the page that states it. Where a value could not be confirmed from a fetched source, the entry reads n.a. rather than an estimate, and roughly two-thirds of the capital-at-risk rows carry either a dollar figure or a megawatt figure but not both, because local rezoning dockets disclose acreage and square footage while investment figures come from economic-development announcements that a withdrawn project never makes. The dollar total of the rows that do disclose a figure is therefore a floor, not a census.

The atlas sits alongside two companion references: the Nationwide Data Center Delay Watchlist, which tracks project-level slippage, queues, and securities filings, and the U.S. Data Center Moratorium Tracker, which maps state and local policy measures. All citations behind this atlas are listed on one page.

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Data Center Capital Atlas Update: September 22, 2026

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