SAVRN Research · Capital Atlas · Hyperscaler

Meta Platforms Data Center Capex and Sites

Name: Meta Platforms Data Center Capital Record
Creator: SAVRN
Published: 2026-08-24
License: https://creativecommons.org/licenses/by/4.0/

Meta's capital expenditures including principal payments on finance leases were $72.22 billion for full-year 2025, with 2026 guidance moving from $115-135 billion to as much as $145 billion and then narrowed to $130-145 billion. Its flagship is the Hyperion campus in Richland Parish, Louisiana, which grew from a $10 billion announcement to a $27 billion Blue Owl joint venture and by mid-2026 to a 5 GW facility costing more than $50 billion. Meta repeated the private-credit JV playbook with BlackRock at El Paso, a roughly $14 billion venture with a $12.5 billion debt financing and residual value guarantees. No 2025-2026 Meta cancellation of a North American AI campus was confirmed; documented pauses trace to the late-2022 design-rescope cycle.

Updated October 8, 2026 12 named sites 28 financing transactions 4 sourced facts 87 sources

Meta Platforms

Reported and guided spending

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

Period	Kind	Amount	As stated
FY2024	reported	$37.3B	Purchases of property and equipment $(37,256)M in 2024; principal payments on finance leases $(1,969)M
FY2025	reported	$72.2B	Capital expenditures, including principal payments on finance leases, were $22.14 billion and $72.22 billion for the fourth quarter and full year 2025, respectively; underlying purchases of property and equipment were $(69,691)M with principal payments on finance leases of $(2,524)M
CY2026 (initial guide)	guidance	$125B	Midpoint of initial range: 'We anticipate 2026 capital expenditures, including principal payments on finance leases, to be in the range of $115-135 billion'; CNBC noted the high end would be almost double 2025's $72.2 billion
CY2026 (Apr 2026 raise)	guidance	$145B	Guidance was raised to as much as $145 billion in April 2026; recorded at the stated ceiling
CY2026 (Q2 narrowed guide)	guidance	$138B	Midpoint of narrowed range: 'We anticipate 2026 capital expenditures, including principal payments on finance leases, to be in the range of $130-145 billion, narrowed from our prior outlook of $125-145 billion'
Q2 2026	reported	$31.1B	Q2 2026 capex of $31.08 billion; H1 2026 purchases of PP&E of $(49,113)M

Named sites

Where Meta Platforms builds

Louisiana

1 site · $50.0B disclosed

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Texas

2 sites · $15.2B disclosed

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Indiana

1 site · $10.0B disclosed

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Utah

1 site · $3.0B disclosed

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Alabama

1 site · $1.5B disclosed

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Idaho

1 site · $1.2B disclosed

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Arizona

1 site · $1.0B disclosed

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Oklahoma

1 site · $1.0B disclosed

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Wyoming

1 site · $800M disclosed

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Alberta

1 site

Georgia

1 site

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Site	State	Place	Capital	MW	Status
Hyperion, Holly Ridge, Richland Parish with Blue Owl Capital, Entergy	Louisiana	Holly Ridge, Richland Parish	≥$50.0B	5,000	construction
El Paso AI data center with BlackRock	Texas	El Paso	≥$14.0B	1,000	construction
Lebanon hyperscale development	Indiana	Lebanon	$10.0B	n.a.	announced
Eagle Mountain campus with Rocky Mountain Power, Lydian Energy	Utah	Eagle Mountain	≥$3.0B	n.a.	expansion
Montgomery data center Announced May 2024; expansion September 2025	Alabama	Montgomery	≥$1.5B	n.a.	expansion
Kuna data center Announced 2022 and paused during the late-2022 rescope; near peak construction January 2026; online 4 September 2026	Idaho	Kuna	$1.2B	n.a.	operating
Meta Temple Data Center, Industrial Boulevard Opened 22 July 2026	Texas	Temple, Bell County	≥$1.2B	n.a.	operational
Mesa data center with Salt River Project	Arizona	Mesa	≥$1.0B	n.a.	operating
Meta Tulsa Data Center (Project Anthem), Fair Oaks Industrial Innovation Park with PartnerTulsa, Timber Wolf (park developer)	Oklahoma	Tulsa, Wagoner	≥$1.0B	n.a.	under construction
Cheyenne data center Announced July 2024	Wyoming	Cheyenne	≥$800M	n.a.	announced
Meta Sturgeon County data center	Alberta	Sturgeon County, Sturgeon County	n.a.	1,000	construction
Social Circle / Newton County campus	Georgia	Social Circle, Newton County	n.a.	n.a.	announced

Financing

Financing transactions

Transactions that name Meta Platforms as a party or attach to one of its named sites. Amounts are as stated; overlapping commitments are never summed.

Parties	Instrument	Amount	Date	Site
Apollo + Meta Apollo was reported to be leading talks to raise data center financing for Meta.	debt facility	~$35.0B	reported February 27, 2025	n.a.
Meta + Blue Owl Capital Meta and funds managed by Blue Owl Capital entered a joint venture to develop and own the Hyperion data center campus, with the parties committing pro rata shares of approximately $27 billion in total development costs. Blue Owl made a cash contribution of approximately $7 billion, Meta received a one-time distribution of approximately $3 billion, leases have a four-year initial term with extension options, and Meta provided a residual value guarantee for the first 16 years of operations.	jv equity	~$27.0B	Joint venture agreement entered 21 October 2025	Hyperion, Holly Ridge, Richland Parish (LA)
Nebius Group + Meta Second, far larger Meta agreement following the initial $3 billion deal.	other	$27.0B	compute purchase beginning early 2027	n.a.
Blue Owl + Meta JV for the Hyperion campus with a four-year initial lease term and a residual value guarantee covering the first 16 years of operations.	jv equity	~$27.0B	entered October 21, 2025	Meta Hyperion campus (Blue Owl JV) (LA)
Meta Platforms, Inc. 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.	senior notes	$25.0B	Backfill (not previously recorded). Preliminary supplement filed 30 April 2026; final prospectus supplement filed 1 May 2026; settlement on or about 4 May 2026	n.a.
CoreWeave + Meta Expanded AI infrastructure agreement based on Nvidia's Vera Rubin platform, running through December 2032.	other	~$21.0B	runs through December 2032	n.a.
Meta + BlackRock Meta and BlackRock committed to fund pro rata shares of approximately $14 billion in total El Paso development costs. At financial close Meta contributes land and construction-in-progress assets valued at approximately $2.3 billion, BlackRock makes a cash contribution of approximately $4.9 billion, Meta receives a one-time distribution of approximately $1 billion to align the 80/20 ownership split, and Meta provides residual value guarantees with an aggregate threshold of approximately $13 billion that decreases over time.	jv equity	≥$14.0B	Announced July 2026	El Paso AI data center (TX)
BlackRock A portion of BlackRock's investment in the El Paso venture will be funded with proceeds from a $12.5 billion debt financing. Reported by the Financial Times (via GuruFocus on Yahoo Finance) on 24 July 2026: the BlackRock-owned vehicle's roughly $12 billion bond priced at yields above 7%, about 0.4 percentage points more than the Hyperion bonds, with maturity in 2048, rated A+ by S&P and AA- by Fitch and KBRA, and secured by 20 years of Meta rent payments beginning in 2028 Second source on pricing: IBTimes UK reported that the single tranche of amortizing notes, issued through the BlackRock-linked holding company Sopaipilla Investor, priced on 27 July 2026 at about $12.5 billion and a yield of about 7.5%, about 2.875 percentage points over 10-year Treasuries, with orders near $20 billion. JPMorgan and Morgan Stanley led the sale; the notes mature in 2048, are secured by 20 years of Meta rent beginning in 2028, and were rated A+ by S&P and AA- by Fitch. Meta contributed land and partly built assets worth about $2.3 billion and took a $1 billion distribution	debt facility	$12.5B	Announced July 2026 with the BlackRock venture; bond pricing reported 24 July 2026 by the Financial Times	El Paso AI data center (TX)
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.
Riot Platforms + Undisclosed frontier AI lab Riot signed a 20-year data center lease (through June 2048) with a leading frontier AI lab for 191 MW of critical IT capacity at its Rockdale campus. Delivery of 96 MW is expected by December 2027 and the full 191 MW by June 2028. Riot also disclosed a non-binding letter of intent for a proposed lease at its Corsicana facility. Bloomberg reported on 11 August 2026, citing people familiar with the matter, that the frontier AI lab tenant is Anthropic; Riot will build to the tenant's specifications and provide the building, power, cooling and operations while Anthropic supplies its own servers and chips. Riot has not named the tenant.	lease	~$9.1B	Executed after 30 June 2026; announced 10 August 2026	Rockdale campus AI data center (TX)
CoreWeave + Meta Loan facility secured by CoreWeave's long-term Meta agreement.	debt facility	$8.5B	2026	n.a.
CleanSpark + Anviran, LLC (Meta subsidiary) + Meta Platforms (guarantor) CleanSpark signed a 20-year triple-net lease for 175 MW of critical IT load at Sandersville, Georgia, with deliveries expected to begin in Q4 2027. The tenant also executed a letter of intent and exclusivity arrangement covering CleanSpark's Texas portfolio of 718 acres and up to 885 MW. CleanSpark estimated landlord project costs of $10 million to $12 million per MW On 17 September 2026 CleanSpark disclosed the tenant as Anviran, LLC, a wholly owned subsidiary of Meta, with Meta guaranteeing rent and operating expenses. The investor presentation shows development cost of about $11.9 million per IT MW, rent commencing 30 November 2027 and about $330 million of average annual NOI, and CleanSpark proposed a $2.227 billion senior secured notes offering to fund the remaining Sandersville build. The 17 September 2026 investor presentation states a 3.0% annual rent escalator, rent commencement on 30 November 2027 and one 12-month option in addition to the two five-year extensions	lease	≥$6.6B	Announced 14 July 2026	CleanSpark Sandersville data center (GA)
US Department of Energy (Office of Energy Dominance Financing) + Vistra + Meta DOE's Office of Energy Dominance Financing announced a conditional loan commitment of up to $4.2 billion to finance nuclear uprates and modernization at Vistra's Beaver Valley plant in Pennsylvania and its Davis-Besse and Perry plants in Ohio, adding 433 MW of new capacity and preserving nearly 4 GW, with an option to finance future uprates at Comanche Peak in Texas. Vistra must satisfy technical, legal, environmental and financial conditions before definitive documents are signed and the loan is funded. The 433 MW of uprates matches the uprate energy and capacity Vistra contracted to Meta under 20-year PPAs disclosed in January 2026 (213 MW Perry, 80 MW Davis-Besse, 140 MW Beaver Valley); the DOE release does not name Meta.	doe loan	$4.2B	Conditional commitment announced 5 October 2026 (DOE release)	n.a.
Entergy + Meta Utility Entergy is planning three new natural gas plants near the Hyperion site at a cost of $3 billion. This record describes the original 2024 plan. For the 5 GW expansion Entergy has proposed seven additional generating units, which are before the Louisiana Public Service Commission; see the Hyperion site record. A second Entergy Louisiana agreement with Meta, filed with the Louisiana PSC on 25 March 2026, adds seven combined-cycle gas units of more than 5,200 MW plus batteries and 500 kV transmission, paid for by Meta (recorded separately as entergy-meta-evest-seven-ccgt-2026).	other	$3.0B	Announced alongside the December 2024 Hyperion announcement	Hyperion, Holly Ridge, Richland Parish (LA)
Nebius Group + Meta Initial Meta compute agreement, signed as Nebius described current available capacity as sold out.	other	$3.0B	n.a. (reported alongside sold-out capacity commentary)	n.a.
Riot Platforms + Riot DC Logistics, LLC + Morgan Stanley Senior Funding, Inc. Riot subsidiary Riot DC Logistics, LLC entered a $573.0 million senior secured delayed-draw term loan with Morgan Stanley Senior Funding as administrative agent to fund long-lead equipment for the 191 MW Rockdale data center. The loan is secured by substantially all assets of the credit parties with no recourse to Riot Platforms. Riot described it as interim financing while an investment-grade credit backstop is finalized	debt facility	$573M	Credit agreement dated 10 August 2026	Rockdale campus AI data center (TX)
Zelestra + Meta (PPA offtaker) + Canadian Imperial Bank of Commerce + BBVA + Societe Generale Independent power producer Zelestra closed a US$350 million green credit facility from CIBC, BBVA and Societe Generale for the 203 MW Reclamation Solar project on former coal mining land in Gibson County, Indiana, which will fulfil a power purchase agreement with Meta. The project is under construction with commercial operation expected at the end of 2027. Zelestra said the financing brings its 2026 US project financing to US$1.14 billion; it has seven US PPAs with Meta.	debt facility	$350M	Financial close announced 7 October 2026	n.a.
Meta + Crusoe With Oracle and OpenAI dropping plans to expand the flagship Abilene Stargate site, Meta is in talks to pick up Crusoe capacity and reportedly paid a $150 million deposit to Crusoe to secure the site.	other	~$150M	Reported after the Abilene expansion was dropped	Stargate flagship campus, Abilene (Crusoe/Lancium Clean Campus) (TX)
Riot Platforms + GMO + Whinstone and its parent, GMO Internet Group, Inc., (collectively, “GMO”) filed a complaint against Whinstone alleging breach of a colocation services agreement between GMO and Whinstone, which has since been terminated, seeking damages in excess of $ 150.0 million for lost profit and profit sharing payments GMO alleges it was owed from Whinstone.	other	$150M	Filed Aug 10, 2026	n.a.
Riot Platforms + Advanced Micro Devices (AMD) Riot Platforms announced on 16 January 2026 the fee simple acquisition of the 200 acres in Milam County, Texas, on which it had operated under a ground lease, for total consideration of $96.0 million funded by selling about 1,080 bitcoin. It also signed a Data Center Lease and Services Agreement with AMD at Rockdale for an initial 25 MW of critical IT load delivered in phases from January to May 2026, with potential expansion to 200 MW. The Rockdale site has a 700 MW grid interconnection, and Riot cites 1.7 GW of approved power across Rockdale and Corsicana.	acquisition	~$96M	Announced 16 January 2026 (Riot release, Form 8-K Exhibit 99.1)	Rockdale campus AI data center (TX)
Meta + Constellation Energy Constellation and Meta signed a 20-year agreement giving Meta 1,121 MW from the Clinton Clean Energy Center in Illinois beginning June 2027. The agreement supports relicensing and continued operation of the plant as the state zero-emission credit expires in 2027, without ratepayer support, and funds a 30 MW uprate. Constellation cited 1,100 preserved jobs and $13.5 million in annual tax revenue.	ppa	n.a.	Announced 3 June 2025	n.a.
Capital Power Corporation + Meta Capital Power entered a long-term energy supply agreement of more than 10 years for 250 MW of capacity and energy to support Meta's data center in Sturgeon County, Alberta, with the project load expected in service in the second half of 2028. The agreement includes capacity and energy payments backed by Capital Power's Alberta fleet and preserves options at its Genesee site	energy supply agreement	n.a.	Announced 8 July 2026	Meta Sturgeon County data center (Alberta)
Meta Platforms + Apex Clean Energy Apex Clean Energy announced a power purchase agreement giving Meta exclusive rights to all environmental attributes associated with energy from the 144 MW Starling Solar project in Gonzales County, Texas, including all renewable energy credits. Apex said the project adds new generation to the ERCOT grid that would not have been built without Meta's commitment. It is the seventh transaction between the two companies, whose combined portfolio totals about 1,200 MW across Texas, Virginia, Illinois, Kansas and Iowa. Commercial operation is expected in 2027.	ppa	n.a.	Announced 16 September 2026 (Apex Clean Energy release); reported by trade press through 23 September 2026	n.a.
Vibro Information Services Ltd. (Meta) + 1598313 Alberta Ltd. + Pembina Pipeline Corporation + Suncor Energy Inc. The Realist reported that three parcels totalling 1,753.80 acres at 56111 Range Road 223, Sturgeon County, the site of Meta's first Canadian data center, were acquired by Vibro Information Services Ltd. on 6 February 2026 for an aggregate C$300,093,144: 956.89 acres from 1598313 Alberta Ltd. for C$163,727,616, 160 acres from Pembina Pipeline for C$27,379,200 and 636.91 acres from Suncor Energy for C$108,986,328, based on Government of Alberta land records.	acquisition	n.a.	Transfers registered 6 February 2026; first publicly reported in the current cycle; single outlet (The Realist)	Meta Sturgeon County data center (Alberta)
Meta + Vistra Vistra entered into 20-year power purchase agreements to supply Meta with 2,609 MW of power and capacity from its PJM nuclear plants: 1,268 MW from the operating Perry plant and 908 MW from the operating Davis-Besse plant in Ohio, plus 213 MW of uprate capacity at Perry, 80 MW at Davis-Besse and 140 MW at Beaver Valley in Pennsylvania. Delivery of operating capacity begins in late 2026 with full delivery by year end 2027; uprate deliveries begin by 2031 with full delivery by year end 2034. Meta said the power supports grids serving its operations, including the Prometheus supercluster in New Albany, Ohio.	ppa	n.a.	Announced 9 January 2026 (Meta newsroom; Vistra Form 8-K filed 9 January 2026)	n.a.
Meta + TerraPower Meta's agreement with TerraPower provides funding supporting development of two new Natrium units capable of up to 690 MW of firm power, with delivery as early as 2032, and gives Meta rights to energy from up to six further Natrium units (2.1 GW) targeted for delivery by 2035. At eight potential units the agreement covers 2.8 GW of baseload capacity plus 1.2 GW of built-in storage. Meta described it as its largest support of advanced nuclear to date.	power supply agreement	n.a.	Announced 9 January 2026 (Meta newsroom)	n.a.
Meta + Oklo Meta agreed to provide funding for early procurement and development of an Oklo advanced nuclear campus in Pike County, Ohio, which may come online as early as 2030 and could add up to 1.2 GW of baseload power into the PJM market to support Meta's operations in the region. The agreement lays the foundation for multiple Oklo Aurora Powerhouse reactors.	power supply agreement	n.a.	Announced 9 January 2026 (Meta newsroom)	n.a.
Entergy Louisiana + Meta (Evest LLC) Under a second agreement supporting Meta's Hyperion campus in Richland Parish, Entergy Louisiana plans, paid for by Meta, seven new natural gas combined-cycle units totaling more than 5,200 MW (about 5,278 MW, roughly 754 MW each; four near the Richland Parish campus and three near Big Cajun in Pointe Coupee Parish), three battery storage projects and about 240 miles of new 500 kV transmission. The customer entity is Evest LLC. The Louisiana PSC holds a three-day evidentiary hearing from 7 October; intervenors include the Alliance for Affordable Energy, Sierra Club, Union of Concerned Scientists, Louisiana Energy Users Group and Walmart. This is in addition to the three gas plants approved in 2025 (meta-entergy-gas-plants).	power supply agreement	n.a.	Agreement announced by Entergy Louisiana in late March 2026; LPSC application filed 25 March 2026 (Docket U-37882); evidentiary hearing set for 7 to 9 October; LPSC decision expected 16 December 2026	Hyperion, Holly Ridge, Richland Parish (LA)

The record

Sourced facts on Meta Platforms

Meta's documented pauses come from its earlier design-rescope cycle rather than the 2025-2026 AI build: the company ripped up its data center plans and paused projects around the world as it redesigned them for AI workloads, first cancelling its Danish data center expansion outright before pausing projects in Texas and Alabama.
The rescope cycle is pinned to Meta's 11,000-employee layoff announcement (some 13 percent of its workforce) and reworking of 11 under-development projects, with Temple, Texas the next pause, i.e. the late-2022 rescope, not a 2026 event.
No 2025-2026 Meta cancellation of a North American AI campus was confirmed in this research; delayed or paused capacity for Meta in the 2024-2026 window is n.a.
Meta is in talks to pick up Crusoe capacity at Abilene after Oracle and OpenAI dropped expansion plans, having reportedly paid a $150 million deposit to Crusoe to secure the site.

Sources

Sources for Meta Platforms

Every source cited on this page, once each. The full atlas source register is at Capital Atlas sources.

fortune.comFortune
opportunitylouisiana.govLouisiana Economic Development
about.fb.comMeta newsroom
cnbc.comCNBC
datacenters.atmeta.comMeta Data Centers
nola.comThe Times-Picayune (PSC vote)
nola.comThe Times-Picayune (transmission lines)
finance.yahoo.comTom's Hardware via Yahoo Finance
neworleanscitybusiness.comLouisiana Illuminator via New Orleans CityBusiness
reuters.comReuters
cnbc.comCNBC
investor.atmeta.comMeta investor relations
cnbc.comCNBC
indystar.comIndyStar
yahoo.comIndyStar via Yahoo
datacenterdynamics.comDCD
datacenters.atmeta.comMeta Data Centers
msn.comKUTV via MSN
msn.comABC4 via MSN
governor.alabama.govAlabama Governor's Office
datacenters.atmeta.comMeta Data Centers
datacenterdynamics.comDCD
constructionowners.comConstruction Owners
datacenterdynamics.comDCD
eastidahonews.comEast Idaho News
idahopress.comIdaho Press
kwtx.comKWTX
datacenters.atmeta.comMeta Data Centers
kjrh.comKJRH 2 News Oklahoma, 21 April 2026
kjrh.comKJRH 2 News Oklahoma, 22 April 2026
kjrh.comKJRH 2 News Oklahoma, 22 April 2026 (council reaction)
journalrecord.comThe Journal Record, 22 April 2026
okenergytoday.comOklahoma Energy Today, 23 April 2026
tulsaflyer.orgTulsa Flyer, 22 April 2026
about.fb.comMeta newsroom, 21 April 2026
datacenters.atmeta.comMeta Data Centers
about.fb.comMeta Newsroom
cbc.caCBC News
howardchai.substack.comThe Realist (Howard Chai), 23 September 2026
morningstar.comPembina Pipeline release on Greenlight FID (Business Wire via Morningstar), 1 July 2026
covnews.comCovington News
datacenterdynamics.comDCD
reuters.comReuters
reuters.comReuters
assets.nebius.comQ1 2026 shareholder letter
sec.govMeta final prospectus supplement, Form 424(b)(2) (SEC)
investors.coreweave.comCoreWeave IR
finance.yahoo.comYahoo Finance (GuruFocus, citing Financial Times)
ibtimes.co.ukIBTimes UK
cnbc.comCNBC
riotplatforms.comRiot Platforms
stocktitan.netStock Titan (Riot 8-K)
the-decoder.comThe Decoder citing Bloomberg, 11 August 2026
mlq.aiMLQ
investors.cleanspark.comCleanSpark
sec.govSEC Form 8-K Exhibit 99.1 (CleanSpark Sandersville investor presentation)
sec.govSEC Form 8-K Exhibit 99.2 (CleanSpark)
247wallst.com24/7 Wall St.
energy.govUS DOE
sec.govVistra Form 8-K (9 January 2026)
rtoinsider.comRTO Insider
powermag.comPOWER Magazine
spectrumnews1.comSpectrum News 1 Ohio
electricenergyonline.comDOE release via Electric Energy Online
entergy.comEntergy Louisiana release
datacenterdynamics.comDCD
sec.govSEC EDGAR (Riot Platforms 8-K)
pv-tech.orgPV Tech
pv-magazine-usa.compv magazine USA
datacenterdynamics.comDCD
sec.govSEC EDGAR 10-Q
sec.govRiot Platforms release (Form 8-K Exhibit 99.1), 16 January 2026
constellationenergy.comConstellation Energy
about.fb.comMeta Newsroom
finanznachrichten.deCapital Power via GlobeNewswire (finanznachrichten.de)
apexcleanenergy.comApex Clean Energy release, 16 September 2026
powermag.comPOWER Magazine (press release)
about.fb.comMeta Newsroom
investor.vistracorp.comVistra (investor release)
world-nuclear-news.orgWorld Nuclear News
constructionreviewonline.comConstruction Review
utilitydive.comUtility Dive, 30 April 2026
investor.atmeta.comMeta Q4/FY2025 results
cnbc.comCNBC
finance.yahoo.comYahoo Finance
investor.atmeta.comMeta Q2 2026 results
datacenterdynamics.comDCD

Hyperscaler: one page each

Alphabet / Google 25 Amazon (AWS) 20 Apple 1 Meta Platforms 12 Microsoft (Azure) 16 Oracle 2

The figure beside each provider is its count of named sites in the atlas.

Part of the North American Data Center Capital Atlas, refreshed every Tuesday, Thursday and Saturday. Site commitments overlap reported capital expenditure and overlap one another, so this page shows each figure as its source states it and never adds them 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.

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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SAVRN Scarcity Tracker

Eleven primary-sourced indicators of AI infrastructure scarcity, one composite index, read against the token index, SAVRN's own cost basis and the frontier ceiling.

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Have a specific address? Site Intelligence reads all seven references against one location, county, utility and grid operator included, and cites every finding.

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