SAVRN
Search Contact SAVRN
Insights
Capital Atlas

Data Center Capital Atlas Update: October 1, 2026

98 capital providers, 400 named sites, 505 financing transactions and 837 blocked or delayed projects, each linked to its source.

SAVRN·Oct 1, 2026 ·30 min read
Data Center Capital Atlas Update: October 1, 2026

Would you like the atlas update?

The atlas is re-verified and republished on Tuesday, Thursday and Saturday. You get one email when it goes out, with what changed.

Also send me

Receive a short introduction on days 3, 7 and 14, plus the updates you select. Unsubscribe in one click. Privacy ·

You're on the list. The next atlas update will land in your inbox when it publishes.
You are subscribed. Read the latest tracker

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 390 400 up 10
Financing transactions 491 505 up 14
Blocked or delayed projects 828 837 up 9
Source citations 4,699 4,782 up 83
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, newly verified from earlier periods

These entries were added in this cycle but their own dates fall before the current month. They are documentation catching up, not new activity.

  • Dover-Foxcroft 180-day data center moratorium, Town of Dover-Foxcroft (ME). No pending proposal; townwide pause on data center applications and projects. The Dover-Foxcroft Select Board passed a resolution on Monday 28 September 2026 temporarily banning data center applications and projects for 180 days while officials review whether existing ordinances are sufficient. Select Chair Steve Grammont said no data center proposal is pending. The resolution defines data centers broadly, including server farms, cryptocurrency mining operations and AI training or processing facilities. (Piscataquis Observer)
  • Sugarloaf Township data center curative amendment appeal (Tomhicken Road, 185 acres), Sugarloaf Township / Luzerne County Court of Common Pleas (PA). Six-building data center complex on 185 acres along Tomhicken Road. Township supervisors rejected zoning amendments proposed by Chicago-based LBT Investment Group for a six-data-center complex, and LBT appealed to the Luzerne County Court of Common Pleas in June 2025. In court on Thursday 24 September 2026 attorneys said LBT had backed out, while the landowner and prospective buyer Sugarloaf Logistics continue to seek a curative amendment allowing data centers. In a ruling reported 30 September 2026, Judge Lesa S. Gelb let Sugarloaf Logistics continue as plaintiff and denied intervention by the landowner partnership; the zoning question remains undecided. Supervisors tabled a resolution to write data center rules earlier that week while the case is pending. (The Citizens’ Voice)
  • Logistix hyperscale data center (1380 University Blvd, Hamilton), City of Hamilton (OH). City-owned wooded site; developer requested a study of 240 MW of power; Enquirer headline calls it a $1 billion data center (article walled). Logistix asked Hamilton to study delivering 240 MW of power to a proposed data center on city-owned land at 1380 University Blvd. In January 2026 the city manager said an impact study found it would take at least 24 months to deliver 45 MW, and the developer asked the city to pause a further feasibility study while it weighed next steps amid resident opposition. The Cincinnati Enquirer reported on 28 September 2026, under the headline ‘How a $1 billion data center fell apart in Ohio’, that the Hamilton project is not moving forward; the article is paywalled, so the reason and the dollar figure could not be confirmed and the row stays typed as paused. (Cincinnati Enquirer (paywalled))
  • Pontiac data center moratorium (second six-month term), City of Pontiac (MI). Citywide pause; no known data center proposal. Pontiac is under its second six-month moratorium on data centers, which expires in January 2027, according to WXYZ. A special council committee on data centers is drafting an ordinance covering utilities, backup generators, water, air quality and noise before the pause lapses. There are no known plans for a data center in the city. (WXYZ 7 News Detroit)
  • Warren County six-month data center moratorium, Warren County Board of Commissioners (OH). Pause on data center development in unincorporated, county-zoned areas; no developer requests on file. The Warren County Commissioners unanimously approved a six-month moratorium on data center development in county-controlled areas while local and state zoning codes are reviewed. The pause also allows time for a water impact study by the Ohio EPA and the Ohio-Kentucky-Indiana Regional Council of Governments expected in November. The deputy county administrator said no developer has requested a data center in the unincorporated areas; Clearcreek and Hamilton townships already have yearlong moratoriums. (Journal-News)
  • Guilderland one-year data center moratorium, Town of Guilderland (NY). Townwide pause on new data centers of any size (state EO 62 covers only 50 MW and above); existing INOC facility of about 3 MW unaffected. Guilderland adopted a one-year moratorium under which the town will not accept, process or approve applications for new data centers of any size, going beyond New York’s statewide pause on projects of 50 MW or more. Town Supervisor Peter Barber said the town originally proposed six months but extended it to a year, citing energy costs, grid strain, water use and water pressure for firefighting. Existing data centers are not affected. (WTEN NEWS10 (via MSN))
  • Dixon 45-day data center and battery storage moratorium, Dixon City Council (CA). Citywide; covers new land-use applications for data centers and battery energy storage systems; no data center project proposed or operating in Dixon. At a special meeting on Wednesday 30 September 2026 the Dixon City Council voted unanimously to impose a 45-day urgency moratorium on approving new land-use applications for data centers, also covering battery energy storage systems, while staff review impacts on water, air, noise and the tax base. There are no data center projects proposed or established in the city. Council members said the moratorium will likely be extended; state law allows two further extensions with a four-fifths vote. (FOX40 KTXL)
  • Winneshiek County 12-month data center moratorium (unincorporated areas), Winneshiek County Board of Supervisors (IA). Countywide moratorium on data centers in rural, unincorporated areas; the county’s eight cities are not covered; no specific project named. On Monday 28 September 2026, after a public hearing on the item, the Winneshiek County Board of Supervisors voted unanimously to approve a 12-month moratorium on data centers. It applies only to rural, unincorporated areas; the county’s eight cities may act on their own, and the City of Decorah has approved the first reading of an updated zoning ordinance regulating data centers. (Decorah Leader)
  • Washington County 12-month data center moratorium (unincorporated areas), Washington County Board of County Commissioners (MD). Countywide pause on accepting, processing, reviewing and approving data center applications in unincorporated areas; no specific project named. On 30 June 2026 the Washington County Board of County Commissioners approved a 12-month moratorium on the acceptance, processing, review and approval of applications, plans or requests for data centers, effective immediately, with Commissioner Neil Parrott the only vote against. Under state law it applies only to unincorporated areas, so Hagerstown and the eight incorporated towns may still consider data centers on their own. In a later county statement the commissioners said draft standards going to the Planning Commission include limiting data centers to Planned Industrial zoning by special exception, a 1,000-foot setback from homes, a 50 dBA noise cap at the property line, self-generated power with a possible ban on gas turbines, and water recycling plans. (Washington County, MD (county statement))

Sites added this period

  • FingerMotion Brooks Campus #1 (behind-the-meter AI compute site) (Near Tilley, Alberta). 9.9 MW, proposed. FingerMotion (Nasdaq: FNGR) announced on 29 September 2026 a definitive share purchase agreement dated 23 September 2026 to buy 100 percent of Newbit Technology Inc. for US$2.3 million in cash, cash-free and debt-free, securing its previously disclosed 9.9 MW behind-the-meter site in the County of Newell, Alberta (Brooks Campus #1), about 3.6 km northeast of Tilley along Highway 1. Included are the Eastern Irrigation District surface lease, County of Newell Development Permit 2022055, pipeline right of way and gas infrastructure, the provincial environmental approval and AUC Rule 007 registration, and fixed civil works. Closing is targeted on or before 29 October 2026, subject to a new Pivotal gas supply agreement and Eastern Irrigation District consent. The Brooks Bulletin reported that no construction timeline has been announced and permitting, financing and customer agreements are not final. (FingerMotion release (GlobeNewswire via finanznachrichten.de), 29 September 2026)

Sites added this period, newly verified from earlier periods

These entries were added in this cycle but their own dates fall before the current month. They are documentation catching up, not new activity.

  • Google Buffalo data center campus (Putnam County) (Buffalo, WV). announced. Gov. Patrick Morrisey announced on 27 March 2026 that Google had purchased land at 22272 Charleston Road, at the north end of the town of Buffalo near the Kanawha River, and received approval as a multibillion-dollar High Impact Data Center Project; the Department of Commerce received Google’s certification application that week. The Putnam County Development Authority said Google plans a data center campus there, and Google launched a project website in June 2026 saying the project is in early planning. On Tuesday 29 September 2026 the Putnam County Commission unanimously passed a resolution asking hyperscale developers to follow county rules as if House Bill 2014 (which removed county approval power) did not exist, including developer-funded water feasibility studies, light and sound mitigation, and payment of 100 percent of water, sewer and power upgrade costs; WCHS reported that the project already has state approval and that Google is working with the county planning commission. Residents’ group Putnam United cites 128 evaporative cooling towers in Google’s permit filings. (Charleston Gazette-Mail, 27 March 2026)
  • Wave Infrastructure AI research lab and HPC facility (Junction 42 Business Park) (Near Penhold (Junction 42 Business Park), Alberta). proposed. Red Deer County announced on 29 September 2026 that Wave Infrastructure has made an offer to buy Lot 24, a nearly 13.5-acre lot on the west edge of the county-owned Junction 42 Business Park off Highway 42 just west of Highway 2 near Penhold, for a high-performance computing facility supporting an artificial intelligence research lab with an estimated value of C$300 million. Under the purchase agreement the county must apply to rezone the lot to Medium Industrial, which requires a public hearing; a data centre would then be a permitted use, but a development permit, Alberta Utilities Commission approvals and Alberta Environment and Protected Areas water approvals would still be needed. The developer plans at least one public open house. (CentralAlbertaOnline (Golden West), 29 September 2026)
  • Eagle Rock Partners digital infrastructure campus (Jefferson Davis County) (Near Bassfield (Gum Swamp Road, at the Covington County line), MS). $6.0B, proposed. Eagle Rock Partners plans an AI digital infrastructure campus on 800 acres near Gum Swamp Road and the Covington County line in Jefferson Davis County, Mississippi, an estimated $6 billion capital investment with a projected 200 full-time operational jobs and more than 1,000 construction jobs. The developer held a public hearing on Tuesday 29 September 2026 where residents raised water, power rate, noise and traffic concerns and some asked for a public vote. Construction is set to begin in 2027. Eagle Rock’s Ken Lober said the company will work with the economic development agency, county supervisors and county engineer to validate its commitments. (WDAM-TV, 29 September 2026)
  • Google Project Raptor hyperscale data center (Three Way Road) (Near Lakeside City (Three Way Road, south of FM 1954), TX). $1.0B, proposed. Google’s proposed hyperscale data center known as Project Raptor would occupy about 2,500 acres along Three Way Road in northern Archer County near Wichita Falls. Builder Dynamo Ventures LLC has applied to TCEQ for a wastewater treatment plant permit (WQ0017005001) to discharge up to a daily average of 95,000 gallons of treated wastewater toward Lake Wichita and a Texas Land Application Permit (WQ0016998001); TCEQ has approved a concrete batch plant permit for City Concrete Inc. at the site. On Monday 28 September 2026 the Archer County Commissioners Court passed two resolutions opposing the wastewater permits and asking TCEQ to reevaluate the batch plant permit, citing Gov. Abbott’s 21 September 2026 directive to TCEQ; the county judge said the county has no authority to stop the permits. State Rep. James Frank said he opposes the site’s location next to homes and plans legislation on data center setbacks. (KAUZ News Channel 6, 29 September 2026)
  • QTS Eagle Mountain data center campus (SLC1) (Eagle Mountain, UT). $6.0B, under_construction. QTS is building its SLC1 campus in Eagle Mountain, Utah, west of Meta’s Eagle Mountain facility. ABC4 reported that the five buildings represent a $6 billion investment by QTS on more than 193 acres. Work began in September 2025 with an official groundbreaking in October 2025, and Layton Construction and QTS topped out the third building in April 2026. QTS says the campus uses a closed-loop cooling system that does not draw from local water resources or consume water for cooling once operational, and cites more than 2,000 construction jobs and more than 100 permanent roles. (ABC4 Utah, 17 April 2026)
  • Equinix DA12 data center (1550 West Mockingbird Lane) (Dallas, TX). $836M, under_construction. Equinix registered two Texas Department of Licensing and Regulation projects for DA12 at 1550 West Mockingbird Lane, Dallas, near the Medical District: DA12-1 (TABS2026006348), a four-story 372,517 sq ft data center with twenty generators, estimated at $542.8 million with construction from 19 February 2026 to 12 October 2027; and DA12-2 (TABS2026006556), a $293.7 million interior fit-out of the first and second floors scheduled from 29 September 2027 to 30 March 2028. The owner of record, DA12, uses Equinix’s 1 Lagoon Drive, Redwood City address. The Dallas Business Journal reported that the nearly billion-dollar data center from the Infomart owner has begun to rise. (TDLR TABS DA12-1 (TABS2026006348))
  • Temple Data Center TTX03 (2230 Eberhardt Road) (Temple, TX). $197M, under_construction. Polmer LLC registered a new single-story 145,177 sq ft data center building, facility TTX03, at 2230 Eberhardt Road in Temple, Texas, with the Texas Department of Licensing and Regulation (TABS2026008019), at an estimated cost of $197 million, with construction scheduled to start 15 December 2025 and finish at the end of the third quarter of 2026. The Eberhardt Road corridor in northwest Temple also hosts Meta’s Temple campus and Oppidan’s Connect Temple facility. The end user is not identified in the filing. (TDLR TABS (TABS2026008019))
  • Oppidan Connect Temple data center (2313 Eberhardt Road) (Temple, TX). $80M, 14 MW, under_construction. Minnesota-based Oppidan Investment Company is building the Connect Temple data center at 2313 Eberhardt Road near Meta’s northwest Temple campus. KDH News (Temple Daily Telegram) reported in June 2026 that the project represents a 14 MW, $80 million investment, versus the 5 MW, $31 million building cost in its TDLR filing; the Temple EDC said the difference is about $49 million of servers and equipment. The developer said the facility creates 12 permanent jobs and 150 to 200 construction jobs and received no local tax incentives; completion was expected in October. (KDH News (Temple Daily Telegram), 13 June 2026)
  • Skybox Hutto data center campus (3399 County Road 132) (Hutto, TX). $550M, under_construction. Hutto Data Center Campus, LLC registered Skybox Hutto 4 with the Texas Department of Licensing and Regulation on 30 September 2026 (TABS2027002367): site improvements and a new one-story core and shell building of about 844,300 sq ft for future data center use, plus a 20,000 sq ft office, at 3399 County Road 132, Hutto, estimated at $550 million, with construction scheduled from 20 January 2027 to 30 October 2028. TDLR shows earlier Skybox Hutto registrations for Building 1 (core, initial improvements and fit-out, $398 million combined, 2023 to 2024), Building 2 (core and shell and fit-out, $673.3 million combined, 2024 to 2025) and Building 3 core and shell ($283.0 million, 2024). No tenant is assigned in the filing. (TDLR TABS Skybox Hutto 4 (TABS2027002367))

Financing transactions added this period

  • GMI Cloud, ARCHIV (Series B lead), NVIDIA, CTBC (credit facility lead), DSC Investment, Trend Micro, KB Investment, Kyobo Life and KT Corporation. equity raise, $668 million total: $223 million Series B equity plus a $445 million credit facility led by CTBC; valuation not disclosed. GMI Cloud, a Mountain View, California GPU cloud provider, raised $668 million to expand capacity in the United States, Taiwan and the rest of Asia-Pacific, grow its inference services and hire. The Series B was led by ARCHIV with participation from NVIDIA and Asia-Pacific investors; the credit facility is led by CTBC. The split of capacity between US and Asian sites was not disclosed. (GMI Cloud release (PR Newswire via The Manila Times))
  • FingerMotion, Inc. and Newbit Technology Inc. shareholders. acquisition, US$2.3 million cash, cash-free and debt-free, exclusive of GST; US$230,000 deposit paid, a further US$230,000 on signing and about US$1.84 million at closing. FingerMotion agreed to buy 100 percent of Newbit Technology Inc., holder of the surface lease, permits, gas pipeline and metering infrastructure and AUC Rule 007 registration for a 9.9 MW behind-the-meter site in the County of Newell, Alberta, which becomes Brooks Campus #1 of its 99 MW Alberta power and compute program. Generating equipment is excluded. Closing requires a new gas supply agreement with Pivotal Energy Partners and Eastern Irrigation District consent. (FingerMotion release (GlobeNewswire via finanznachrichten.de), 29 September 2026)

Financing transactions added this period, newly verified from earlier periods

These entries were added in this cycle but their own dates fall before the current month. They are documentation catching up, not new activity.

  • Amazon (Amazon Web Services) and Constellation Energy. ppa, Contract value confidential; Constellation says the agreement lets it spend about $3 billion on upgrades at Calvert Cliffs (capital spending by Constellation, not the contract value); covers 690 MW of the 1,790 MW plant, which grows to 1,980 MW after a roughly 190 MW uprate. Amazon signed a 20-year power purchase agreement with Constellation covering 690 MW from the Calvert Cliffs Clean Energy Center in Lusby, Maryland. Constellation said the revenue certainty supports about $3 billion of plant upgrades, a 20-year relicensing of the two reactors (licenses expire in 2034 and 2036) and about 190 MW of added output beginning between 2030 and 2032, and that it will evaluate small modular reactors at the site. The power stays on the PJM grid rather than flowing directly to Amazon data centers; the companies also signed a related retail supply agreement for Amazon operations in the 13-state PJM market. Amazon withdrew its own Calvert County data center campus plan in August 2026 (see capital at risk). (Maryland Matters, 30 September 2026)
  • Bitari Inc.. ipo, Proposed: about $34.5 million gross proceeds at an assumed $7.00 per share (registration statement); Aleria Technology LLC indicated interest in up to about $3 million; not priced. Bitari, a Texas Bitcoin hosting company with sites in Wheeler and Dumas, Texas, and a contracted site in Marion, Indiana, filed to list on Nasdaq under BIAI. The prospectus says it is pursuing conversion and expansion of its 20 MW Wheeler mining facility into an AI data center, and has a non-binding agreement with strategic partner Aleria Technology on a potential transaction for up to 1,300 MW of AI data center capacity at the Wheeler site. (Bitari Form S-1/A, Amendment No. 2 (SEC))
  • Amazon.com, Inc.. senior notes, Eleven tranches totaling $37.0 billion: $1.75 billion floating rate due 2028, $1.0 billion floating rate due 2029, $2.25 billion 3.850% due 2028, $3.0 billion 4.000% due 2029, $5.0 billion 4.250% due 2031, $4.0 billion 4.550% due 2033, $6.0 billion 4.875% due 2036, $2.5 billion 5.650% due 2046, $5.5 billion 5.800% due 2056, $3.0 billion 5.950% due 2066 and $3.0 billion 6.050% due 2076; estimated net proceeds about $36.782 billion. Amazon sold $37.0 billion of senior unsecured notes in eleven tranches maturing from 2028 to 2076 under its shelf registration, for general corporate purposes. It was one of three Amazon note offerings in the first half of 2026 not previously in the atlas, alongside a euro offering the same week and a Canadian dollar offering in June. (Amazon final prospectus supplement, Form 424(b)(5) (SEC))
  • Amazon.com, Inc.. senior notes, EUR 14.5 billion across eight tranches: EUR 1.75 billion floating rate due 2028, EUR 1.25 billion 2.800% due 2028, EUR 2.0 billion 3.100% due 2030, EUR 2.25 billion 3.350% due 2032, EUR 2.5 billion 3.700% due 2035, EUR 2.25 billion 4.050% due 2039, EUR 1.25 billion 4.450% due 2045 and EUR 1.25 billion 4.850% due 2064; estimated net proceeds about EUR 14.431 billion; no US dollar figure in the source, so amount_usd_m is left blank. Amazon sold EUR 14.5 billion of senior unsecured notes in eight tranches maturing from 2028 to 2064, a day after pricing its $37.0 billion US dollar offering. (Amazon final prospectus supplement, Form 424(b)(5) (SEC))
  • Amazon.com, Inc.. senior notes, C$14.0 billion across five tranches: C$1.25 billion 3.400% due 2029, C$2.5 billion 3.700% due 2031, C$2.0 billion 4.000% due 2033, C$3.5 billion 4.350% due 2036 and C$4.75 billion 5.000% due 2056; estimated net proceeds about C$13.920 billion for general corporate purposes; no US dollar figure in the source, so amount_usd_m is left blank. Amazon sold C$14.0 billion of Maple bonds in five tranches maturing from 2029 to 2056, for general corporate purposes including capital expenditures. (Amazon final prospectus supplement, Form 424(b)(5) (SEC))
  • Alphabet Inc.. senior notes, Seven tranches totaling $20.0 billion: $2.5 billion 3.700% due 2029, $3.0 billion 4.100% due 2031, $3.0 billion 4.400% due 2033, $4.25 billion 4.800% due 2036, $1.5 billion 5.500% due 2046, $4.0 billion 5.650% due 2056 and $1.75 billion 5.750% due 2066; net proceeds about $19.8 billion. Alphabet sold $20.0 billion of senior unsecured notes in seven tranches maturing from 2029 to 2066, paired the same week with a sterling offering. (Alphabet final prospectus supplement, Form 424(b)(2) (SEC))
  • Alphabet Inc.. senior notes, GBP 5.5 billion across five tranches: GBP 750 million 4.125% due 2029, GBP 1.25 billion 4.625% due 2032, GBP 1.25 billion 5.500% due 2041, GBP 1.25 billion 5.875% due 2058 and GBP 1.0 billion 6.125% due 2126; net proceeds about GBP 5.4 billion; no US dollar figure in the source. Alphabet sold GBP 5.5 billion of senior unsecured notes in five tranches, including a 100-year tranche due 2126. (Alphabet final prospectus supplement, Form 424(b)(2) (SEC))
  • Alphabet Inc.. senior notes, EUR 9.0 billion across six tranches: EUR 1.5 billion 3.200% due 2030, EUR 1.75 billion 3.450% due 2032, EUR 1.5 billion 3.625% due 2034, EUR 1.75 billion 4.100% due 2039, EUR 1.25 billion 4.500% due 2045 and EUR 1.25 billion 4.800% due 2063; net proceeds about EUR 8.9 billion; no US dollar figure in the source. Alphabet sold EUR 9.0 billion of senior unsecured notes in six tranches maturing from 2030 to 2063, alongside a Canadian dollar offering filed the same day. (Alphabet final prospectus supplement, Form 424(b)(2) (SEC))
  • Alphabet Inc.. senior notes, C$8.5 billion across four tranches: C$1.5 billion 3.650% due 2031, C$2.0 billion 4.000% due 2033, C$2.25 billion 4.350% due 2036 and C$2.75 billion 5.000% due 2056; net proceeds about C$8.4 billion; no US dollar figure in the source. Alphabet sold C$8.5 billion of Maple bonds in four tranches maturing from 2031 to 2056. (Alphabet final prospectus supplement, Form 424(b)(2) (SEC))
  • Alphabet Inc.. senior notes, JPY 576.5 billion across seven tranches: JPY 135.5 billion 1.965% due 2029, JPY 200.5 billion 2.412% due 2031, JPY 123.2 billion 2.822% due 2033, JPY 64.9 billion 3.189% due 2036, JPY 19.1 billion 3.713% due 2041, JPY 9.3 billion 4.395% due 2056 and JPY 24.0 billion 4.599% due 2066; net proceeds about JPY 574.3 billion; no US dollar figure in the source. Alphabet sold JPY 576.5 billion of senior unsecured yen notes in seven tranches maturing from 2029 to 2066. (Alphabet final prospectus supplement, Form 424(b)(5) (SEC))
  • Meta Platforms, Inc.. senior notes, Six tranches totaling $25.0 billion: $3.0 billion 4.550% due 2031, $2.0 billion 4.875% due 2033, $6.0 billion 5.250% due 2036, $4.0 billion 6.200% due 2046, $6.0 billion 6.300% due 2056 and $4.0 billion 6.450% due 2066. Meta sold $25.0 billion of senior unsecured notes in six tranches maturing from 2031 to 2066, for general corporate purposes. It is Meta’s only SEC-registered note offering found in 2026 to date. (Meta final prospectus supplement, Form 424(b)(2) (SEC))
  • Blackstart Digital (affiliate) and IBM (seller). acquisition, Terms not disclosed; 35-acre, seven-building campus of more than 500,000 sq ft with an existing 25 MW power station installed by IBM. An affiliate of Blackstart Digital is under contract to buy IBM’s former research campus at 650 Harry Road in the hills of San Jose, California, by the end of the year. The property includes multiple generations of data center infrastructure and an existing 25 MW power station; Blackstart lists advanced R&D, incubators, academic partnerships and quantum computing among possible uses and plans to keep the buildings. The San Jose City Council rezoned the campus as an industrial park in August 2026, and Blackstart has filed for environmental review with a hearing targeted for July 2028. Cushman & Wakefield marketed the property. (The Real Deal, 30 September 2026)

Capital at risk, records updated

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

  • Tract Northern Nevada portfolio (litigation). Tract has purchased more than 12,000 acres across northern Nevada; company says it never sought subsidized costs and committed nearly $1B toward NV Energy infrastructure. Related to Tract’s earlier land dispute victory against Switch in Reno. Washoe County District Judge Scott Freeman heard arguments on Tract’s motion to disqualify NV Energy attorney Adam Hosmer-Henner from the utility’s lawsuit against Tract; Tract claims the attorney’s firm previously obtained its confidential data. No ruling was reported.
  • Palm Springs data center moratorium (moratorium). The city council voted unanimously on 26 August 2026 to adopt a 45-day moratorium on large-scale data centers, in effect through 10 October 2026, to study impacts before deciding whether further regulation is needed. Council members referenced the possibility of a longer comprehensive zoning process. Residents raised water use, electricity demand and the supplemental cooling required in a desert climate. On Wednesday 30 September 2026 the city council extended the moratorium on accepting, processing or approving data center applications and permits by 22 months and 15 days, through 25 August 2028, for a total of two years, carrying the four-fifths vote state law requires to extend an urgency ordinance. Planning Director Chris Hadwin said the time will be used to write data center standards, permitted uses and locations into the ongoing zoning code update; the moratorium is meant to be rescinded when the new code is adopted.
  • Vantage Westover Hills data center campuses (Rogers Road and Omicron Drive) and VoltaGrid on-site gas plants (litigation). 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. The case is Public Citizen, Inc. and Sierra Club, Inc. v. Vantage Data Centers Management Company, LLC, Vantage Data Centers TX11, LLC, Vantage Data Centers TX21, LLC and VoltaGrid LLC, No. 5:26-cv-06032 in the U.S. District Court for the Western District of Texas, San Antonio Division (Judge Jason K. Pulliam, referred to Magistrate Judge Elizabeth S. Chestney), filed under the Clean Air Act citizen suit provision. With the complaint the plaintiffs filed a motion for a preliminary injunction. On 29 September 2026 the Vantage entities and VoltaGrid each filed opposed motions for more time to respond to the preliminary injunction motion, and Vantage also sought more time to answer the complaint; answers had been due 14 and 15 October 2026. The TX11 entity named in the suit is a San Antonio registration, not the Vantage Frontier campus in Shackelford County.
  • Pima County 120-day data center moratorium (unincorporated areas) (moratorium). On Tuesday 22 September 2026 the Pima County Board of Supervisors voted 3-2 for a resolution barring new data center projects in unincorporated areas from moving forward for 120 days, with a possible extension, while the county writes zoning requirements and studies air, water, land use and cumulative impacts. An amendment limited it to projects that had not yet submitted permits, which exempts Beale Infrastructure’s Project Blue and the proposed 160-acre Project Gravel south of Tucson. This is separate from the City of Tucson’s August 2026 data center ordinance (row 337). On 28 September 2026 the Goldwater Institute, a libertarian legal advocacy group, sent the Board of Supervisors a demand letter asking it to rescind the moratorium immediately, arguing that Arizona law allows county moratoria only for a shortage of essential public facilities or a compelling need defined as a clear and imminent danger to public health and safety, and that the pause raises claims under the state’s Private Property Rights Protection Act. The supervisors who voted against the moratorium had cited legal concerns. No lawsuit had been reported as of 30 September 2026.
  • Google Project Cannoli county tax incentives and community benefits agreement (Van Buren Township) (blocked). On 25 September 2026 Wayne County Executive Warren Evans vetoed the tax incentives and community benefits agreement the Wayne County Commission had approved for Google’s Project Cannoli data center, saying Google pressed the county to act within about two weeks and the process did not allow public input or independent analysis. The veto covers the county incentive and benefits package, not the project itself. Commission Chair Alisha Bell called the package lucrative and said the commission would take it up again the following week. The township’s final site plan vote is expected 14 October 2026. On 30 September 2026 Commission Chair Alisha Bell said the commission would take up the Project Cannoli agreements at its 1 October 2026 meeting, without saying what action it would take; overriding the veto of the $125 million in local tax incentives needs a two-thirds vote of the 10-member commission. The county had approved the packages on 15 September 2026. Van Buren Township’s planning commission is scheduled to vote on final site approval in October.

Sites updated

  • Kline Township campus (announced, now approved). On Monday 28 September 2026 the Kline Township Planning Commission unanimously recommended the plan with conditions after three rounds of engineering review, and on Wednesday 30 September 2026 the Board of Supervisors voted unanimously to approve the Amazon data center campus near Route 309 and Interstate 81, subject to a nine-page list of conditions covering emergency response and fire protection, environmental and land protections, and required state, county and other agency approvals. Amazon still has to complete zoning and pre-construction processes with the township and the state before construction can begin
  • Vantage Lighthouse campus. A research analysis by Vancouver-based Aterio, reported by BizTimes on 30 September 2026, said the campus is unlikely to be operational in the second half of 2027 as Oracle expects and is unlikely to carry meaningful load before mid-2028, because it cannot operate until American Transmission Co. builds a new high-voltage interconnection that awaits Wisconsin PSC approval after the PSC revoked the completeness finding in August and ATC refiled. Aterio’s base case is full capacity around October 2028, with an extended PSC review pushing it to around April 2029. This is a third-party forecast, not a schedule change announced by Vantage or Oracle
  • DataOne AI factory campus (Logix Innovation Campus). On Monday 28 September 2026 the Frankfort Common Council voted 5-2, after hours of public comment, to approve a resolution adopting a community enhancement agreement with DataOne. Mayor Judy Sheets said the agreement sets stipulations that must be met before a permit is issued; at least two more votes are required and DataOne must still release environmental and economic impact studies before construction
  • AIB Data Centers CLT-01 Campus (figures now $800M, 65 MW). AIB’s Q3 2026 investor presentation (furnished 30 September 2026) sizes the CLT-01 build at about $800 million and schedules electric service to begin 1 October 2026
  • Stratos Project AI data center campus (MIDA project area). O’Leary Digital CEO Paul Palandjian told KSL (1 October 2026) that the project is not on hold and is in pre-development, with engineering, environmental and economic impact studies under way under Utah and MIDA guidelines, and that a revised water rights application prepared by Loughlin Water Associates was expected to be filed with the Division of Water Rights that week. He said the first phase of power generation will be limited to 1.5 GW, with total generating capacity of up to 9 GW over the long term, and that the campus will use under 900,000 gallons of water a day on average at full buildout after recycling. Three lawsuits over the proposal remain in court

Financing transactions updated

  • SoftBank and DigitalBridge. Enterprise value of about $4.0 billion in an all-cash deal at $16 per share; merger consideration funded through an equity commitment from SoftBank Group Overseas GK and company cash. Announced 29 December 2025; approved by stockholders 23 April 2026; completed 30 September 2026 (DigitalBridge Form 8-K, Item 2.01)
  • Hut 8 Corp. and Poolin Technology (Chapter 11 debtor) and two U.S. affiliates. Winning bid of $140 million (cash and other consideration) for the Pyote and Tarbush sites; stalking-horse bid was $52 million combined ($15 million Pyote, $37 million Tarbush) from Thor CALAP LLC. Subject to bankruptcy court approval. Named winning bidder 23 September 2026; on 30 September 2026 the bankruptcy court entered a supplemental auction order keeping the sale open, with a further auction set for 2 October 2026 (docket summary); no Hut 8 release found
  • Government of South Korea (Ministry of Trade, Industry and Resources; Ministry of Finance and Economy) and United States (bilateral investment package). Amount $22.3B, previously n.a.. $22.3 billion project cost for a 6,472 MW gas-fired combined-cycle plant, per the Korean industry ministry’s formal announcement; Korean funds flow through an investment SPV and a project SPV with risk pooling until Korea recovers principal and interest. Formally selected by South Korea and the United States, announced at the White House 30 September 2026 (US time) and by Korea’s industry ministry 1 October 2026; first reported to the National Assembly 22 September 2026
  • AIB Data Centers Inc. (AIB CLT1 LLC) and Nebius. Amount $1.3B, previously n.a.. About $1.32 billion of contracted revenue over the initial 12-year term, as used by AIB to compute its implied rate ($1.32 billion over 12 years and 50 MW) in its Q3 2026 investor presentation (Form 8-K Exhibit 99.1, 30 September 2026); two five-year renewal options; customer prepayments cover initial development costs. Announced 30 September 2026 (AIB release via GlobeNewswire); contract value from AIB investor presentation furnished on Form 8-K 30 September 2026; ESA service scheduled to begin 1 October 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.

Would you like the atlas update?

The atlas is re-verified and republished on Tuesday, Thursday and Saturday. You get one email when it goes out, with what changed.

Also send me

Receive a short introduction on days 3, 7 and 14, plus the updates you select. Unsubscribe in one click. Privacy

You're on the list. The next atlas update will land in your inbox when it publishes.
You are subscribed. Read the latest tracker

Data Center Capital Atlas Update: October 1, 2026

Get new SAVRN Insights by email

A short introduction on days 3, 7 and 14, plus new SAVRN research articles. Unsubscribe at any time.

We use your address to send the introduction and updates described above. See our Privacy Policy.

You’re on the list. Your subscription is saved.