# Pensions & Sovereign Wealth Funds Data Center Capex and Sites Source: https://savrn.com/data-center-capital-atlas/company/pensions-swfs Markdown alternate of the page above; the site index is https://savrn.com/llms.txt --- Named sites 0 Site-level commitments the atlas ties to Pensions & Sovereign Wealth Funds (CalPERS, CPPIB, CDPQ/La Caisse, OTPP, PSP, ADIA, GIC, Mubadala, MGX) Disclosed site capital n.a. Sum of named sites with a stated dollar figure. Not a capex total; see the spending table Disclosed capacity n.a. Sum of named sites with a stated megawatt figure Financing transactions 37 Transactions naming Pensions & Sovereign Wealth Funds (CalPERS, CPPIB, CDPQ/La Caisse, OTPP, PSP, ADIA, GIC, Mubadala, MGX) or tied to one of its sites Spending ## 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 | Sources | | --- | --- | --- | --- | --- | | 9/30/2025 | aum | n.a. | CPP Fund C$777.5 billion (CAD figure, no USD conversion given); La Caisse CAD 517 billion (12/31/25) | | Named sites ## Where Pensions & Sovereign Wealth Funds (CalPERS, CPPIB, CDPQ/La Caisse, OTPP, PSP, ADIA, GIC, Mubadala, MGX) builds Pensions & Sovereign Wealth Funds (CalPERS, CPPIB, CDPQ/La Caisse, OTPP, PSP, ADIA, GIC, Mubadala, MGX) has no named site commitment on record in the atlas as of October 8, 2026. That is normal for a private equity and infrastructure position: the capital shows up in the transactions below rather than on a site of its own. Financing ## Financing transactions Transactions that name Pensions & Sovereign Wealth Funds (CalPERS, CPPIB, CDPQ/La Caisse, OTPP, PSP, ADIA, GIC, Mubadala, MGX) 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 | Sources | | --- | --- | --- | --- | --- | --- | | OpenAI + SoftBank + Oracle + MGXStargate launched as a new company intending to invest $500 billion over four years building new AI infrastructure for OpenAI in the United States, starting in Texas, with SoftBank, OpenAI, Oracle, and MGX as initial equity funders. | platform | ≥$500B | January 2025 | n.a. | | | AIP + MGX + BlackRock GIP + Macquarie Asset Management (seller) + Macquarie Asset Management + Aligned Data CentersThe largest North American data center transaction of the period, covering a platform of 6.4GW across 51 locations. Macquarie Asset Management led the sale as exiting sponsor. | acquisition | ≥$40.0B | announced October 16, 2025; closed July 21, 2026 | n.a. | | | MGX + BlackRock + Kuwait Investment Authority + Temasek + Nvidia + xAI + Microsoft + AI Infrastructure Partnership + GIPMGX is a founding partner of the AI Infrastructure Partnership (AIP), seeking $30 billion of equity scaling to up to $100 billion including debt financing. Kuwait Investment Authority joined in June 2025 and Temasek made an anchor investment at the October 2025 initial closing. | platform | $30.0B | n.a. in source; KIA joined June 2025, Temasek anchored October 2025 initial closing | n.a. | | | Equinix + GIC + CPP InvestmentsEquinix agreed to form a greater-than-$15B xScale joint venture with GIC and CPP Investments targeting more than 1.5 GW in the United States, with 750+ MW committed as of the 2025 Analyst Day. | jv equity | $15.0B | agreement announced; as of 2025 Analyst Day $15B planned, ~$6B invested | n.a. | | | AES Corporation + Global Infrastructure Partners (BlackRock) + EQT Infrastructure + CalPERS + Qatar Investment AuthorityA consortium led by BlackRock's Global Infrastructure Partners and EQT, with CalPERS and the Qatar Investment Authority, received CFIUS clearance to acquire AES, parent of AES Ohio, with closing expected in late 2026 or early 2027 subject to remaining approvals. Ohio lawmakers and consumer advocates asked PUCO for local hearings, citing BlackRock's data center investments as a potential conflict given AES's data-center-driven load growth. | Take-private acquisition at $15 per share in cash | ~$10.7B | Agreed March 2026; PUCO staff recommended approval July 2026; CFIUS approval received Thursday 27 August 2026 and disclosed 28 August 2026 | n.a. | | | CoreWeave + Blackstone + Magnetar + Coatue + Carlyle + CDPQ + BlackRock + DigitalBridgeBlackstone-led delayed-draw term loan with Magnetar, Coatue, Carlyle, CDPQ, BlackRock and DigitalBridge participating. | debt facility | $7.5B | May 17, 2024 | n.a. | | | xAI + A16Z + Blackrock + Fidelity Management & Research Company + Kingdom Holdings + Lightspeed + MGX + Morgan Stanley + OIA + QIA + Sequoia Capital + Valor Equity Partners + Vy CapitalxAI closed its Series C funding round of $6 billion with participation from key investors, bringing its total funding to date over $12 billion. | equity raise | ≥$6.0B | 23 December 2024 | n.a. | | | Fluidstack + US Department of Defense Office of Strategic CapitalThe Pentagon's Office of Strategic Capital was reported to be in talks to lend about $5 billion to Fluidstack to strengthen US manufacturing capacity and supply chains for data center components. Neither party commented on the report | debt facility | ~$5.0B | Reported by The Wall Street Journal 10 September 2026; talks, not signed | n.a. | | | Aligned Data Centers + AI Infrastructure Partnership + MGX + Global Infrastructure PartnersAfter closing the $40 billion acquisition of Aligned from Macquarie Asset Management, the AIP, MGX and GIP consortium plans to invest $5 billion in the company, primarily to expand capacity. Aligned has more than 6.4 GW of operational and planned capacity across the Americas, according to the report | equity raise | ~$5.0B | Reported by Bloomberg 21 July 2026, via The Real Deal | n.a. | | | PSP Investments + Vantage Data CentersPSP completed the sale of the majority of its Vantage Data Centers investment on June 13, 2024, generating cumulative proceeds of approximately US$2.3 billion. During PSP's ownership Vantage grew from three campuses to 34. | acquisition | ~$2.3B | completed June 13, 2024 | n.a. | | | ADIA + GIC + Vantage Data CentersADIA and GIC agreed to invest $1.6 billion into Vantage Data Centers in September 2025, with closing expected in Q4 2025. | jv equity | $1.6B | agreed September 2025; closing expected Q4 2025 | n.a. | | | Crusoe Energy + Valor Equity Partners + Mubadala CapitalSeries E co-led by Valor Equity Partners and Mubadala Capital, disclosed with a 45GW pipeline, 1.2GW at Abilene and 1.8GW in Wyoming. | equity raise | ≥$1.4B | October 24, 2025 | n.a. | | | GI Partners + DigiCo Infrastructure REIT (seller, HMC Capital managed)GI Partners bought the fully leased 189,000 square foot data center at 800 East Devon Avenue in Elk Grove Village, Illinois, from a subsidiary of Australia's HMC Capital for $750 million. GI Partners already holds majority stakes in three Digital Realty data centers in Elk Grove Seller DigiCo Infrastructure REIT, spun off from HMC Capital in late 2024, announced the sale on 6 May 2026 without naming the buyer; Reuters reported the CHI1 facility at 32 MW, leased to a hyperscale customer under a 15-year agreement | acquisition | $750M | Reported 9 September 2026 | n.a. | | | Crusoe Energy + Founders Fund + Fidelity + Mubadala + Nvidia + Ribbit + Valor + CrusoeSeries D led by Founders Fund. | equity raise | $600M | closed December 12, 2024 | n.a. | | | Mubadala + Cologix + StonepeakMubadala invested $500 million into Cologix alongside Stonepeak for data center expansion. | equity raise | $500M | n.a. | n.a. | | | CalPERS + GI PartnersCalPERS' only confirmed dedicated data center vehicle in the fetched evidence is the $500 million TechCore fund with GI Partners. | platform | $500M | n.a. in source; described as when CalPERS managed approximately $235 billion | n.a. | | | Lambda + Mubadala CapitalLambda reportedly targets an IPO in H2 2026, slightly later than a previously reported H1 target, with Morgan Stanley, J.P. Morgan and Citi engaged. Bloomberg reported on 25 August 2026 that Lambda was in talks to raise as much as $3 billion at a valuation of as much as $12 billion or more, had received multiple term sheets, and could go public as soon as 2027; terms were not finalized. Reported by Bloomberg. The Wall Street Journal reported on Tuesday 6 October 2026, citing unnamed sources, that Lambda is raising as much as $4 billion in a final round before its planned IPO, at a valuation of $14.5 billion excluding the new money. Reported, not closed; amount field unchanged. | equity raise | ~$350M | reported; IPO targeted H2 2026 | n.a. | | | Mubadala + Princeton Digital GroupMubadala's related digital investments include $350 million into Princeton Digital Group in 2022. | jv equity | $350M | 2022 | n.a. | | | Zelestra + Meta (PPA offtaker) + Canadian Imperial Bank of Commerce + BBVA + Societe GeneraleIndependent 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. | | | CDPQ + Vantage Data CentersCDPQ committed USD 75 million (CAD 103 million) of a USD 130 million facility for Vantage's QC2 campus in Québec City, adding 16MW for a total of 86MW. | debt facility | $75M | n.a. in source | Vantage QC2 campus (Quebec) | | | Commonwealth of Kentucky (Kentucky Business Investment program) + Poe Companies + PowerHouse Data CentersCarroll County official Matthew Dusing said the $9.6 billion Carrollton Industrial Campus received $3.7 million in KBI funding. The developers also describe a payment in lieu of taxes arrangement projected to average $11.1 million a year to Carrollton over 20 years | incentive | $4M | Reported 23 July 2026 | Carrollton Industrial Campus data center (Greens Bottom Road) (KY) | | | SoftBank + OpenAI + Oracle + MGXSoftBank, OpenAI, Oracle, and MGX are the initial equity funders in the Stargate Project, with OpenAI and SoftBank each reported at a 40% stake. | jv equity | n.a. | Announced January 2025 | n.a. | | | DigitalBridge + La Caisse + Yondr GroupDigitalBridge and La Caisse completed the acquisition of Yondr Group. | acquisition | n.a. | completed | n.a. | | | Ares + CDPQ + Schroders Capital + Vantage EMEAAres participated with CDPQ and Schroders Capital in a financing for Vantage EMEA. | debt facility | n.a. | n.a. | n.a. | | | Anthropic + Macquarie Asset Management + GICTheseus Infrastructure, a US-focused dedicated data center platform. | platform | n.a. | announced (Business Wire release dated 2026-08-09 in URL) | n.a. | | | CPPIBCPPIB commitment in Ontario recorded in the private capital summary table. | equity raise | n.a. | n.a. | n.a. | n.a. | | La Caisse + CologixLa Caisse invested CAD 240 million to advance Cologix's AI-ready MTL8 data center. | equity raise | n.a. | n.a. | Cologix MTL8 (Quebec) | | | CDPQ + CoreWeaveCDPQ participated in the CoreWeave $7.5 billion facility. | debt facility | n.a. | n.a. in source | n.a. | | | CDPQ + Fengate + eStruxtureCDPQ and Fengate committed new capital to eStruxture, which operates data centers in Montréal, Vancouver and Calgary. | jv equity | n.a. | n.a. in source | n.a. | | | La Caisse + CologixLa Caisse provided CAD 240 million of senior financing for Cologix's MTL8, a 21MW data centre at Technoparc Montréal. | debt facility | n.a. | disclosed with net assets of CAD 517 billion as of December 31, 2025 | Cologix MTL8 (Quebec) | | | La Caisse + DigitalBridge + Yondr GroupLa Caisse co-acquired Yondr Group with DigitalBridge. Yondr has 420MW committed and more than 1GW potential. | acquisition | n.a. | completed; disclosed with net assets CAD 473 billion at that release | n.a. | | | Ares Management + CDPQ + Schroders Capital + Vantage Data CentersLa Caisse joined the EUR 750 million Vantage EMEA financing with Ares and Schroders. | debt facility | n.a. | n.a. in source | n.a. | | | Anthropic + Macquarie Asset Management + GICGIC joined Anthropic and Macquarie Asset Management in the Theseus Infrastructure US platform, a strategic partnership to develop dedicated data center infrastructure at scale. | platform | n.a. | n.a. in source | n.a. | | | Mubadala + Aligned Data CentersMubadala invested in Aligned Data Centers on August 2, 2023, amount not disclosed, when Aligned planned more than 2.5GW across 40 plus data centers at full build-out. | jv equity | n.a. | August 2, 2023 | n.a. | | | Mubadala + CityFibreMubadala's related digital investments include £800 million into CityFibre. | jv equity | n.a. | n.a. in source | n.a. | | | Anthropic + Macquarie Asset Management + GICAnthropic, Macquarie Asset Management and GIC announced a strategic partnership to develop dedicated data center infrastructure at scale, with an initial focus on the United States. Funds managed by Macquarie Asset Management will, together with GIC, own the platform and fund the majority of the equity for each project, with Anthropic leasing the facilities as anchor tenant under long-term agreements. Anthropic also committed to cover electricity price increases that consumers otherwise may face from these sites. No dollar or capacity figure was disclosed. | platform | n.a. | Announced 10 August 2026 | n.a. | | | Cologix + Cologix Canadian Issuer Limited Partnership + KBRAKBRA published preliminary ratings on Cologix Canadian Issuer Limited Partnership Series 2026-1/2, the issuer's third Canadian data center ABS. The notes are secured by 21 operating data centers in Montreal, Toronto and Vancouver generating about $234.2 million of annualized revenue and $150.2 million of annualized adjusted NOI as of 31 March 2026 | abs | n.a. | KBRA preliminary ratings published 11 August 2026 | n.a. | | The record ## Sourced facts on Pensions & Sovereign Wealth Funds (CalPERS, CPPIB, CDPQ/La Caisse, OTPP, PSP, ADIA, GIC, Mubadala, MGX) - Key portfolio companies across the group include Vantage, Cologix, eStruxture, Compass, Aligned and Equinix xScale. - OTPP co-acquired Compass Datacenters with Brookfield in 2023, with OTPP net assets at C$247.2 billion at announcement. - Mubadala invested $500 million into Cologix alongside Stonepeak. Sources ## Sources for Pensions & Sovereign Wealth Funds (CalPERS, CPPIB, CDPQ/La Caisse, OTPP, PSP, ADIA, GIC, Mubadala, MGX) Every source cited on this page, once each. The full atlas source register is at [Capital Atlas sources](https://savrn.com/data-center-capital-atlas/sources). - openai.com[OpenAI](https://openai.com/index/announcing-the-stargate-project/) - group.softbank[SoftBank Group](https://group.softbank/en/news/press/20250122) - esgdive.com[ESG Dive](https://www.esgdive.com/news/blackrocks-gip-microsoft-backed-ai-group-buy-aligned-data-centers-for-40/825920/) - infrastructureinvestor.com[Infrastructure Investor](https://www.infrastructureinvestor.com/macquarie-exits-aligned-data-centers-in-40bn-sale-to-consortium-including-gip/) - aligneddc.com[Aligned](https://aligneddc.com/press-release/aip-mgx-and-blackrocks-gip-close-acquisition-of-aligned-data-centers/) - macquarie.com[Macquarie](https://www.macquarie.com/au/en/about/news/2026/macquarie-asset-management-announces-successful-close-of-aligned-data-centers-transaction.html) - blackrock.com[BlackRock](https://www.blackrock.com/corporate/newsroom/media/press-releases/ai-infrastructure-partnership) - reuters.com[Reuters](https://www.reuters.com/technology/artificial-intelligence/nvidia-xai-join-microsoft-blackrock-develop-ai-infrastructure-2025-03-19/) - ropesgray.com[Ropes & Gray](https://www.ropesgray.com/en/news-and-events/news/2026/01/ropes-gray-advises-temasek-on-joining-ai-infrastructure-partnership) - reuters.com[Reuters](https://www.reuters.com/world/asia-pacific/temasek-joins-microsoft-blackrock-mgx-develop-ai-infrastructure-2025-06-12/) - investor.equinix.com[Equinix](https://investor.equinix.com/news-events/press-releases/detail/1053/equinix-agrees-to-form-greater-than-15b-jv-to-expand) - d1io3yog0oux5.cloudfront.net[Equinix Analyst Day 2025](https://d1io3yog0oux5.cloudfront.net/_61ce85944b338f3e09395ba2ce8fd459/equinix/files/Equinix_Analyst_Day_2025_Building_Bolder_and_xScale_Kiosk_-_vF.pdf) - msn.com[Seeking Alpha via MSN](https://www.msn.com/en-us/money/economy/aes-corp-receives-cfius-approval-for-sale-to-consortium/ar-AA2b7AZG) - msn.com[The Plain Dealer via MSN](https://www.msn.com/en-us/money/companies/data-center-investors-want-to-buy-ohio-s-public-utilities/ar-AA2aaNso) - msn.com[The Cool Down via MSN](https://www.msn.com/en-us/news/other/ohio-lawmaker-seeks-hearings-on-107-billion-deal-to-take-aes-utility-private/ar-AA2aYcnv) - investors.coreweave.com[CoreWeave IR](https://investors.coreweave.com/news/news-details/2024/CoreWeave-Secures-7-5-Billion-Debt-Financing-Facility-led-by-Blackstone-and-Magnetar/default.aspx) - blackstone.com[Blackstone](https://www.blackstone.com/news/press/coreweave-secures-7-5-billion-debt-financing-facility-led-by-blackstone-and-magnetar/) - x.ai[xAI Series C](https://x.ai/news/series-c) - en.wikipedia.org[Wikipedia: SpaceXAI](https://en.wikipedia.org/wiki/SpaceXAI) - techstartups.com[Tech Startups](https://techstartups.com/2026/09/11/pentagon-in-talks-to-lend-5-billion-to-ai-cloud-startup-fluidstack-to-shore-up-us-data-center-supply-chain/) - therealdeal.com[The Real Deal](https://therealdeal.com/texas/2026/07/21/blackrock-mgx-dumping-5b-into-aligned-data-centers/) - dmagazine.com[D Magazine](https://www.dmagazine.com/business-economy/2026/07/blackrock-led-consortium-closes-40-billion-acquisition-of-aligned-data-centers/) - investpsp.com[PSP Investments](https://www.investpsp.com/en/news/psp-investments-completes-sale-of-majority-of-its-investment-in-vantage-data-centers/) - agbi.com[AGBI](https://www.agbi.com/tech/2025/09/adia-partners-in-1-6bn-deal-backing-us-data-centre-operator/) - crusoe.ai[Crusoe](https://www.crusoe.ai/resources/newsroom/crusoe-announces-series-e-funding) - therealdeal.com[The Real Deal](https://therealdeal.com/chicago/2026/09/09/gi-partners-drops-record-750m-on-elk-grove-data-center/) - finance.yahoo.com[Reuters (via Yahoo Finance)](https://finance.yahoo.com/markets/stocks/articles/australias-digico-infrastructure-reit-sell-214840561.html) - crusoe.ai[Crusoe](https://www.crusoe.ai/resources/newsroom/crusoe-closes-series-d-funding) - datacenterdynamics.com[DCD](https://www.datacenterdynamics.com/en/news/cologix-gets-500m-investment-data-center-expansion/) - realassets.ipe.com[IPE Real Assets](https://realassets.ipe.com/calpers-invests-in-500m-data-centre-fund/45515.article) - datacenterdynamics.com[DCD](https://www.datacenterdynamics.com/en/news/lambda-in-talks-to-raise-350m-in-pre-ipo-funding-report/) - finance.yahoo.com[Bloomberg via Yahoo Finance](https://finance.yahoo.com/technology/ai/articles/ai-cloud-provider-lambda-in-talks-for-3-billion-pre-ipo-round-234205946.html) - pymnts.com[PYMNTS citing The Wall Street Journal, 6 October 2026](https://www.pymnts.com/news/investment-tracker/2026/lambda-targets-14-5-billion-valuation-in-final-pre-ipo-round/) - mubadala.com[Mubadala](https://www.mubadala.com/en/news/mubadala-invests-in-aligned-data-centers-a-pan-american-data-center-company) - pv-tech.org[PV Tech](https://www.pv-tech.org/zelestra-closes-us350-million-financing-at-203mw-pv-plant-in-indiana-backed-by-meta/) - pv-magazine-usa.com[pv magazine USA](https://pv-magazine-usa.com/2026/10/07/meta-backed-solar-project-on-reclaimed-indiana-coal-mine-secures-350-million/) - lacaisse.com[La Caisse](https://www.lacaisse.com/en/news/pressreleases/cdpq-supports-expansion-vantage-data-centers-quebec-city-campus) - finance.yahoo.com[WHAS11 via Yahoo Finance](https://finance.yahoo.com/technology/articles/louisville-based-developer-plans-9-144212137.html) - reuters.com[Reuters](https://www.reuters.com/technology/openai-softbank-each-commit-19-bln-stargate-data-center-venture-information-2025-01-23/) - lacaisse.com[La Caisse](https://www.lacaisse.com/en/news/pressreleases/digitalbridge-caisse-complete-acquisition-yondr-group) - lacaisse.com[La Caisse](https://www.lacaisse.com/en/news/pressreleases/ares-management-cdpq-schroders-capital-announce-eur-750-million-financing) - businesswire.com[Business Wire](https://www.businesswire.com/news/home/20260809882025/en/Anthropic-Macquarie-Asset-Management-and-GIC-Announce-Strategic-Partnership-to-Develop-Dedicated-Data-Center-Infrastructure-at-Scale) - lacaisse.com[La Caisse](https://www.lacaisse.com/en/news/pressreleases/caisse-invests-cad-240-million-advance-cologixs-ai-ready-mtl8-data-centre) - lacaisse.com[La Caisse](https://www.lacaisse.com/en/news/pressreleases/new-capital-commitment-cdpq-fengate-estruxture-data-centers) - macquarie.com[Macquarie](https://www.macquarie.com/au/en/about/news/2026/anthropic-mam-gic-data-centre-infrastructure-partnership.html) - finance.yahoo.com[Yahoo Finance (Business Wire)](https://finance.yahoo.com/markets/stocks/articles/kbra-publishes-preliminary-ratings-cologix-222200984.html) - compassdatacenters.com[Compass Datacenters](https://www.compassdatacenters.com/news/brookfield-infrastructure-and-ontario-teachers-to-acquire-compass-datacenters-from-redbird-capital-partners-and-azrieli-group/) ### Private equity and infrastructure: one page each [Antin Infrastructure Partners 0](https://savrn.com/data-center-capital-atlas/company/antin)[Apollo Global Management 0](https://savrn.com/data-center-capital-atlas/company/apollo)[Ares Management 2](https://savrn.com/data-center-capital-atlas/company/ares)[BlackRock / GIP / AI Infrastructure Partnership 0](https://savrn.com/data-center-capital-atlas/company/blackrock-gip-aip)[Blackstone 5](https://savrn.com/data-center-capital-atlas/company/blackstone)[Brookfield (BAM / Brookfield Infrastructure Partners) 2](https://savrn.com/data-center-capital-atlas/company/brookfield)[Copenhagen Infrastructure Partners 1](https://savrn.com/data-center-capital-atlas/company/cip)[DigitalBridge 5](https://savrn.com/data-center-capital-atlas/company/digitalbridge)[EQT 1](https://savrn.com/data-center-capital-atlas/company/eqt)[Global Infrastructure Partners (as a distinct platform) 0](https://savrn.com/data-center-capital-atlas/company/gip)[I Squared Capital 0](https://savrn.com/data-center-capital-atlas/company/i-squared)[IPI Partners / Blue Owl 1](https://savrn.com/data-center-capital-atlas/company/ipi-blue-owl)[KKR 3](https://savrn.com/data-center-capital-atlas/company/kkr)[Macquarie Asset Management 1](https://savrn.com/data-center-capital-atlas/company/macquarie-am)[Oaktree Capital Management 1](https://savrn.com/data-center-capital-atlas/company/oaktree)[Pensions & Sovereign Wealth Funds (CalPERS, CPPIB, CDPQ/La Caisse, OTPP, PSP, ADIA, GIC, Mubadala, MGX) 0](https://savrn.com/data-center-capital-atlas/company/pensions-swfs)[Silver Lake 0](https://savrn.com/data-center-capital-atlas/company/silver-lake)[Stonepeak 2](https://savrn.com/data-center-capital-atlas/company/stonepeak)[The Carlyle Group 2](https://savrn.com/data-center-capital-atlas/company/carlyle) The figure beside each provider is its count of named sites in the atlas. Part of the [North American Data Center Capital Atlas](https://savrn.com/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. [Open the watchlist →](https://savrn.com/data-center-delay-tracker) Moratorium Tracker The policy layer: every state measure and local moratorium mapped and cited, with one page per state. Open the tracker → Water Tracker Every federal, state, local and interstate water measure that touches a data center, plus a fifty-state water ledger. Open the water tracker → 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. Open the watchlist → 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. Open the permits tracker → 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. Open the scarcity tracker → Have a specific address? Site Intelligence reads all seven references against one location, county, utility and grid operator included, and cites every finding. [Check an address →](https://savrn.com/site-intelligence)