Data Center Delay Tracker Update: September 7, 2026

This data center delay tracker update covers the September 7, 2026 refresh of the Nationwide Data Center Delay Watchlist, the record SAVRN keeps of named U.S. projects that have slipped, stalled, or been withdrawn, and of the government and utility decisions behind them. Specifically, it reports what moved since the previous dataset was compiled on August 24, 2026. Importantly, every figure below is computed from the published dataset, and every entry behind it carries a link to its primary source.

Where the count stands

What changed this period

The curated sections took 8 additions and 0 removals. Each is listed below with its source.

Jurisdictional actions: 2 added

• Governor Matt Meyer / Delaware General Assembly: Delaware enacted a four-bill energy consumer protection package aimed at large energy users including data centers, headlined by a bring-your-own-generation mandate requiring large energy-use facilities to produce or secure 100 percent of their required power Source
• Governor of New Jersey / New Jersey Legislature: New Jersey enacted two more data center laws on the same day: mandatory semi-annual water and energy usage reporting to the Board of Public Utilities, and the End Data Center Tax Credits Act reducing credits available under the Next New Jersey Program Source

Federal actions: 2 added

• U.S. Department of Energy: DOE Section 202(c) Emergency Order Keeping Eddystone Units 3 and 4 Available Through November 20, 2026 Source
• President of the United States / U.S. Department of Energy: Executive Order 14421: Declaring a National Emergency To Secure the United States Bulk-Power System Source

Utility actions: 2 added

• Oncor Electric Delivery Company LLC, TX: The Public Utility Commission of Texas voted unanimously on August 28, 2026 to approve amendments to two Certificates of Convenience and Necessity filed by Oncor, authorizing construction of more than 400 miles of 765 kV transmission line r Source
• Duke Energy Florida, FL: In its SB 484 compliance proposal before the Florida Public Service Commission, Duke Energy Florida asked to defer setting a new rate specific to large load customers, arguing existing tariff provisions are sufficient and that no party had Source

SEC filings: 2 added

• Core Scientific, Inc. 8-K filed 2026-08-27: Core Scientific entered a Credit Agreement on August 25, 2026 with JPMorgan Chase Bank as administrative and collateral agent, providing a senior secured revolving credit facility of up to $100.0 mill Source
• Bitdeer Technologies Group 6-K filed 2026-08-26: Bitdeer’s July 2026 operations update reports a $4.7 billion, sixteen-year AI and HPC data center lease for its Tydal, Norway campus, with potential total contract value reaching $8.0 billion through Source

Texas put a date on the pause, and moved the one that mattered

The largest development of the period is not a row count. At the Public Utility Commission of Texas open meeting on August 20, 2026, ERCOT set a target of December 10, 2026 to file the verification and audit report ordered by the governor on August 3, one week ahead of the December open meeting where it is expected to be taken up. (PUCT Project 59142)

More consequential than the filing date is what ERCOT said about the other one. The Batch Zero transmission planning study had been targeted for April 9, 2027. ERCOT’s senior vice president of regulatory policy, Chad Seely, told the commission plainly that the study will not be done by that date. (Utility Dive) Because interconnection approvals stay paused while verification runs, roughly 300 data centers of 75 MW or larger sit inside Batch Zero waiting, and even the large loads that already cleared stability assessment must pass through verification before they can be approved to energize.

Consequently, the Texas queue now has two clocks and neither one is short. Verification runs to December at best, and the study that follows it has lost its date entirely. For a project carrying land, equipment orders and a power contract, that is the difference between a schedule and an open question.

This item was verified and added to the watchlist in this edition. It did not come from the automated refresh. Most of what matters on this list does not.

Meanwhile, the interconnection queue moved. Rows went from 32,326 to 32,342, and tracked capacity went from 4,432,097 MW to 4,434,255 MW, a gain of 2,157 MW. Specifically, the movement came from MISO 3,817 to 3,833. In addition, the status mix shifted: active 4,126 to 4,133, other 1,982 to 1,978, study 698 to 704, suspended 104 to 101, withdrawn 15,314 to 15,324.

A note on which sources refreshed

Not every feed returned new data this period. Specifically, the PJM and MISO queues re-pulled cleanly, while the ERCOT, CAISO, SPP, NYISO and ISO-NE row sets carried forward from the previous compile. Therefore the queue totals in this edition are current for two operators and as-of-last-pull for the rest. We would rather publish that limitation than let a partial refresh read as a full one.

What the record shows

Start with the reason projects stall. Across 224 tracked projects, the watchlist records 117 that cite community opposition as a cause of delay. By contrast, 2 cite financing. In fact, that gap is the single most useful finding in the dataset. Because the binding constraint on delivering compute in the United States right now is neither capital nor silicon, it is permission.

The restriction layer is local, and it is new

The watchlist holds 658 local restrictions across 620 distinct jurisdictions in 46 states. Notably, they sit at four levels of government: 281 county, 264 city, 104 township and 9 borough. Of those, 474 are in force, 93 are pending and 91 have expired.

Importantly, the dates matter more than the total. Of the 658 restrictions on the list, 501 carry a 2026 date, compared with 141 in 2025 and 15 in 2024. In other words, most of this rulebook was written in the last eight months. Consequently, a siting assumption made in 2024 is now being tested against ordinances that did not exist when it was made.

Utilities are rewriting the tariff, not just the queue

The watchlist tracks 229 utility actions across 182 utilities in 40 states. Of those, 117 are tariff filings, 15 are rate cases, 17 are special contracts and 7 are integrated resource plans. Notably, 124 remain pending, which means the rules that will govern large-load service in much of the country are still being written.

For example, Georgia shows the shape of it. In January 2025 the Georgia Public Service Commission approved a large-load rule allowing recovery of site-specific generation, transmission and distribution costs, contracts of up to 15 years, and minimum billing requirements for customers above 100 MW. (Georgia PSC) Furthermore, in December 2025 the Commission certified 9,985 MW of new generation, roughly 80 percent of which is expected to serve data centers, with Georgia Power agreeing to backstop the associated costs through 2031. (Georgia PSC data center fact sheet) That is the cost-allocation question being answered in public, one docket at a time.

Litigation has become a normal step

There are 39 lawsuits on the watchlist, and 32 of them were filed in 2026. Of those, 17 plead environmental causes of action and 16 plead zoning, while 31 remain active. Importantly, the suits now run in both directions. Community groups sue to stop projects, and developers sue jurisdictions that stopped them, which is a sign that the land-use fight has matured past the public-comment stage.

Washington has noticed

The federal section holds 25 actions: 13 bills, 6 orders, 2 rules and 2 dockets. The most consequential is the June 2026 set of show-cause orders directing all six RTOs and ISOs to justify or reform their large-load and co-location interconnection tariffs. Because those proceedings reach the interconnection rules themselves, they can move more capacity than any single project decision on this list.

Companies are now saying it out loud

The watchlist carries 46 securities filings from 34 issuers, weighted toward annual and quarterly reports. These are not press releases. Instead, they are the risk disclosures a company signs. For example, CleanSpark’s quarterly report filed August 6, 2026 discloses the August 3 letter from the Texas governor directing ERCOT and the Public Utility Commission of Texas to audit every data center advancing through the state’s interconnection process before it can proceed. (SEC EDGAR) Meanwhile the state’s own large-load interconnection rule is still being written, docketed as Project 58481 at the Public Utility Commission of Texas. (PUCT Interchange) Ultimately, when a delay reaches a risk factor, it has been priced.

The queue is mostly a list of things that did not happen

The national queue view now holds 32,342 rows across 23 operators and utilities, totaling about 4,434 GW of requested capacity. However, 15,324 of those rows, or 47 percent, are withdrawn. By contrast, only 8,099 hold a signed interconnection agreement. Therefore any headline that adds up queue megawatts and calls the total a pipeline is measuring intent, not delivery.

Within that queue, 46 rows are explicitly flagged as data center load and 92 large-load or cluster studies are tracked separately. In fact, that small flagged count is itself a finding. Large load mostly does not enter the public record as “data center,” which is exactly why the study documents matter.

What the delay actually costs

Of the tracked projects, 67 carry a dated first delay, and the median among them is 165 days. A further 58 disclose an investment figure, and those disclosures total about $467 billion. Since the carrying cost of an idle facility does not pause while a zoning question is answered, the schedule is the balance sheet. We walked through that arithmetic in The Queue Was the Fiction.

How this watchlist is maintained

The dataset is refreshed weekly by an automated pipeline that re-pulls the interconnection queues, re-runs a filings and trade-press monitor, and rebuilds the published file. Nevertheless, nothing reaches the public page automatically. Specifically, a signal from the monitor is a lead, not an entry. It becomes an entry only after a person verifies it against a primary source: a commission docket, an ordinance, a court filing, a securities filing, or a government release.

The deploy runs behind floor checks. If a section shrinks by more than a fifth week over week, or falls below its absolute floor, the refresh aborts and the live page keeps the previous data rather than publishing a bad pull. Additionally, the file it replaces is backed up first, so any edition can be restored.

The full dataset, with filters across every section, is at the Nationwide Data Center Delay Watchlist. All 2,734 citations, drawn from roughly 1,226 distinct organizations, are listed at the sources page. For the policy layer underneath these projects, the companion U.S. Data Center Moratorium Tracker records state and local measures on their own timeline.