SAVRN Research · Capital Atlas · Minnesota

Minnesota Data Center Investment Tracker

Name: Minnesota Data Center Investment and Capital-at-Risk Record
Creator: SAVRN
Published: 2026-08-24
License: https://creativecommons.org/licenses/by/4.0/

Minnesota carries 3 named site commitments, set against 31 projects blocked, delayed or restricted, 5 cancelled or blocked and 19 delayed or under moratorium, as of October 8, 2026.

Updated October 8, 2026 3 named sites 31 blocked, delayed or restricted 0 financing transactions 70 sources

Minnesota

2 capital providers on record

Named sites

Site-level commitments the atlas records in Minnesota

Disclosed capital floor

n.a.

Sum of sites with a stated dollar figure. Sites without one are listed, not counted

Disclosed capacity

n.a.

Sum of sites with a stated megawatt figure

Blocked, delayed or restricted

$15.3B of announced capital in those projects

Who is investing

Who is investing in data centers in Minnesota?

The named commitments in Minnesota carry no disclosed dollar figure yet. The record is Alphabet / Google, Cerebras Systems.

Alphabet / Google 2 sites Cerebras Systems 1 site

Named sites

Named data center sites in Minnesota

Each row is one site-level commitment with its capital provider, the figure the source states, and the status the source gives it. Capital is shown as one compact figure; the verbatim wording is in the row's sources.

Site	Capital provider	Place	Capital	MW	Status
Minneapolis datacenter Q2 2025	Cerebras Systems	Minneapolis	n.a.	n.a.	announced
Project Skyway, Pine Island TRO dated May 22; investment announced in February	Alphabet / Google with Ryan Cos.	Pine Island	n.a.	n.a.	halted
Proposed Google hyperscale data center, Hermantown Council reimbursement agreements approved 6 July 2026; DNR comments September 2026; updated AUAR adopted unanimously by the city council, reported Monday 5 October 2026 (WDIO); project approval pending	Alphabet / Google with Mortenson Development, Minnesota Power, City of Hermantown	Hermantown, St. Louis County	n.a.	n.a.	proposed

Capital at risk

Blocked, delayed or restricted in Minnesota

Every project in Minnesota on the atlas's capital-at-risk record: the action taken, who took it, and the announced capital affected. Restarts and reversals are recorded with the same weight as blocks.

Project	Developer	Jurisdiction	Action	Capital
Farmington Technology Park (Tract) litigation Nov 29 2025; resident coalition withdrew its suit 9 September 2026, township suit continues	Tract	Farmington, Dakota County	Denver-based Tract's 340-acre, up-to-12-building, 2.5M-sq-ft campus (~$5B at full buildout) on former golf-course/school land. Residents sued on technical and later environmental grounds; MCEA joined as party. On 9 September 2026 the Coalition for Responsible Data Center Development announced it is withdrawing its lawsuit against the city of Farmington, the Farmington School District and Tract Land Development, with chair Cathy Johnson stating that the merits remain valid but the ongoing high costs of litigation are no longer sustainable by the few residents who have personally shouldered the legal costs. Castle Rock Township's companion lawsuit against Farmington, challenging a breach of the Orderly Annexation Agreement, is unaffected and continues. This is a withdrawal on cost, not a ruling on the merits, and it removes one of the two challenges facing the project.	$5.0B
Geronimo Power Nobles County denied April 21, 2026	Geronimo Power	Nobles County	Nobles County (MN) Board of Commissioners voted 3-2 on April 21, 2026 to deny a zoning change that would have allowed Geronimo Power's proposed $4 billion, ~640-acre data center campus on farmland near Worthington	$4.0B
Geronimo Power data center campus (agricultural preservation zoning change denied) denied Planning Commission recommendation 8 April 2026; County Board denial 21 April 2026	Geronimo Power	Nobles County Board of Commissioners	The Nobles County Board of Commissioners voted 3-2 on Tuesday 21 April 2026 to reject a zoning text change that would have allowed data centers as a conditional use on agricultural preservation land. The vote blocks, for now, Geronimo Power's US$4 billion data center complex planned on about 950 acres of farmland east of Reading and north of Worthington. The Planning and Zoning Commission had recommended against the change on 8 April 2026. Geronimo's president said the company would step back and consider other options in the region.	~$4.0B
Amazon/AWS City of Becker cancelled May 23, 2025	Amazon/AWS	City of Becker	Amazon planned a multibillion-dollar data center near the Xcel Sherco coal-fired power plant in Becker, proposing 250 diesel backup generators.	$1.0B
Meta Rosemount (UMore Park) paused Oct 31 2025	Jimnist LLC (Meta subsidiary)	Rosemount, Dakota County	Planning Commission approved the site plan, but the City Council paused final action until after Dec 20 pending completion of a required 5-year Alternative Urban Areawide Review (AUAR) update. Board of Regents approved a $39.7M land sale to Jimnist LLC; Xcel Energy filing put Meta's minimum investment at $700M.	$700M
Google / Microsoft Minnesota (Statewide) cancelled March 12, 2026	Google / Microsoft	Minnesota (Statewide)	Bipartisan bill HF4077/SF4379 to ban local government officials from signing NDAs with data center developers is advancing through both chambers.	$650M
Amazon Becker data center (near Sherco) paused Pause disclosed 23 May 2025	Amazon	City of Becker	Becker City Administrator Greg Lerud said on Friday 23 May 2025 that Amazon told the city it was suspending its development activities in Minnesota, including the roughly 350-acre site it bought in 2024 near the Sherco coal plant. An Amazon spokesperson said the company continues to evaluate the Becker location but is redirecting resources to projects that can deliver capacity more quickly, citing uncertainty. Amazon plans to keep owning the property. The pause came as Minnesota lawmakers debated added regulation of large data centers and their sales tax exemption on electricity.	n.a.
Apple Valley data center moratorium moratorium Enacted July 2026	n.a.	Apple Valley	Apple Valley, Minnesota, enacted a local data center moratorium or ban, recorded in SAVRN's moratorium tracker as dated July 2026. One-year moratorium on new data center development; follows denial of 1M sq ft proposal. The measure runs to 9 July 2027.	n.a.
Carlton County data center moratorium moratorium Enacted August 2026	n.a.	Carlton County	Carlton County, Minnesota, enacted a local data center moratorium or ban, recorded in SAVRN's moratorium tracker as dated August 2026. One-year interim ordinance, unanimous, effective immediately; bars approval of new data center development in every county township, including crypto mining and AI compute. Directs the planning commission to study whether county regulation is needed, with a progress report due back to the board by February 2027. The measure runs to 24 August 2027.	n.a.
Carver data center moratorium moratorium Enacted April 2026	n.a.	Carver	Carver, Minnesota, enacted a local data center moratorium or ban, recorded in SAVRN's moratorium tracker as dated April 2026. 1-year moratorium, unanimous. Proactive, no pending data center project at time of vote. The measure runs to 6 April 2027.	n.a.
Eagan Capital data center moratorium challenge litigation Moratorium 17 February 2026; suit 15 June 2026	Eagan Capital LLC	City of Eagan	The Eagan City Council adopted an interim data center moratorium on 17 February 2026, running through 17 February 2027. Eagan Capital sued the city on 15 June 2026, arguing only the Minnesota Public Utilities Commission may regulate electricity demand, and seeks to void the moratorium plus damages over $50,000. The city said it will defend the moratorium, noting the company had installed trailer-mounted chillers without permits, which led to denial of an interim use permit.	n.a.
Elk River one-year data center moratorium (zoning amendment rejected, applications withdrawn) moratorium Zoning amendment rejected 6 July 2026; moratorium approved 3 August 2026; one year; single outlet	n.a.	Elk River City Council	The Elk River City Council unanimously approved a one-year moratorium on new data center development on 3 August 2026, prohibiting all data center applications while staff draft regulations. On 6 July 2026 the council had unanimously rejected a zoning amendment that would have allowed data centers as a conditional use in Light Industrial districts, and the applicant then formally withdrew its requests for the zoning amendment and a conditional use permit. Staff said the council can end the moratorium early once regulations are ready.	n.a.
Former Star Tribune printing facility data center (North Loop) withdrawn Withdrawal confirmed by the city on 11 September 2026	Legacy Investing	City of Minneapolis	Virginia-based Legacy Investing withdrew its land use application for a 20 MW data center at the former Star Tribune printing facility in Minneapolis's North Loop, a city spokesperson confirmed on 11 September 2026. The proposal drew heavy opposition from North Loop residents over environmental impacts and doubts about job creation. Minneapolis City Council had passed a six-month ban on data centers larger than 350,000 square feet in May 2026. The Star Tribune still owns the site.	n.a.
Google Hermantown data center (Project Loon) litigation Environmental review suit filed November 2025; zoning and open meeting suit filed 29 April 2026; updated AUAR adopted, reported 5 October 2026	Google (Mortenson Development)	St. Louis County District Court / City of Hermantown	The citizens' group Stop the Hermantown Data Center sued the City of Hermantown in St. Louis County District Court on 29 April 2026, alleging the city improperly amended its 2045 comprehensive plan and rezoned the Adolph neighborhood for the data center, and violated the open meeting law by closing three meetings. The group asks the court to vacate the plan and undo the rezoning the council approved in October 2025. A separate suit filed in November 2025 with the Minnesota Center for Environmental Advocacy alleges the project's environmental review was inadequate. No ruling in either case was found in the sources reviewed, and the project still needs city council approval. The Hermantown City Council voted unanimously, as reported on 5 October 2026, to adopt the updated Alternative Urban Areawide Review for the proposed data center, which was first adopted in October 2025 and redone and finalized in August 2026. The Stop the Hermantown Data Center group said residents had asked for a full Environmental Impact Statement instead.	n.a.
Hastings one-year data center moratorium moratorium Approved 17 August 2026; one year	n.a.	City of Hastings City Council	The Hastings City Council approved a one-year moratorium on data center development after a public hearing at its Monday 17 August 2026 meeting. The interim ordinance stops the city from accepting, reviewing or issuing data center permits while staff study the facilities and prepare regulations on location and operation. Community Development Director John Hinzman said the zoning code does not define data centers or address their impacts.	n.a.
Le Sueur County 12-month data center moratorium (townships and unincorporated areas) moratorium Announced late May 2026 (reported 4 June 2026); 12 months; single outlet	n.a.	Le Sueur County Board	Le Sueur County announced at the end of May 2026 a moratorium on new data center proposals in its townships and unincorporated communities. County Administrator Joe Martin said the moratorium lasts 12 months, that no data center has been proposed and that the board wanted to be proactive on water and electricity impacts.	n.a.
Lonsdale one-year data center moratorium moratorium Passed 30 April 2026 (the Thursday eight days after a 22 April Capitol hearing); one year; single outlet	n.a.	Lonsdale City Council	The Lonsdale City Council passed an ordinance on Thursday 30 April 2026 restricting the location, establishment or construction of data centers within the city for one year. City staff said the interim ordinance, recommended by the city attorney, also bars applications for zoning amendments for data centers. Council members cited unanswered questions on water and energy use and developers asking officials to sign nondisclosure agreements.	n.a.
Minneapolis data center moratorium moratorium Approved May 2026, six months	n.a. (city-wide action)	City of Minneapolis	The Minneapolis City Council approved a six-month interim moratorium on new data center development in May 2026, which does not require the mayor's signature. Downtown data centers with less than 350,000 sq ft of new or expanded space are exempt. Council supporters said the pause allows the city to write permanent regulations.	n.a.
Minnetrista data center moratorium moratorium Enacted August 2026	n.a.	Minnetrista	Minnetrista, Minnesota, enacted a local data center moratorium or ban, recorded in SAVRN's moratorium tracker as dated August 2026. One-year moratorium and study on data centers; preemptive, no applications received. The measure runs to 3 August 2027.	n.a.
Monticello Industrial Area data center environmental review lawsuit (Monticello Tech LLC) litigation Suit filed 25 February 2026; single outlet	Monticello Tech LLC	Wright County District Court / City of Monticello	The Minnesota Center for Environmental Advocacy filed suit on 25 February 2026 in Wright County District Court (Case No. 86-CV-26-1130) against the City of Monticello and Monticello Tech LLC, the developer behind a proposed 550-acre industrial site in Monticello Township. The suit challenges the city's approval of an Alternative Urban Areawide Review tied to possible data center development and asks the court to reverse the approval and require more environmental review. MCEA said it did not seek an injunction and the filing does not pause city processes. No formal data center site application had been submitted.	n.a.
North Mankato 12-month data center moratorium moratorium Adopted 21 September 2026; 12 months, renewable for one year	n.a.	North Mankato City Council	After a public hearing on Monday 21 September 2026, the North Mankato City Council unanimously adopted a 12-month moratorium on data centers, during which no new data centers may be built and the city will not accept, review, process or approve applications. The ordinance authorizes a study of local impacts and of how other communities regulate data centers, and can be renewed for another year. The council had tabled the item on 3 August 2026.	n.a.
Oppidan City of North Mankato litigation August 1, 2025	Oppidan	City of North Mankato	Oppidan halted its data center project citing lengthy permitting for diesel generators.	n.a.
Oppidan Hampton data center paused Reported mid-November 2025	Oppidan	City of Hampton	Excelsior-based Oppidan paused work on data center projects in Hampton and North Mankato, citing the time required for the state to permit backup generators, the Minnesota Star Tribune reported in November 2025. The company continued to advance a separate data center in Apple Valley.	n.a.
Pine County six-month data center moratorium moratorium Adopted 7 July 2026; six months	n.a.	Pine County Board of Commissioners	The Pine County Board of Commissioners adopted an interim ordinance on 7 July 2026 authorizing a six-month moratorium on data center developments. The ordinance directs the county Zoning Board to study data center regulations and make recommendations. Commissioner Roger Nelson proposed cutting the length from 12 months to six, saying it could be extended if needed. The board had held an informational session on data centers on 30 June.	n.a.
Pine Island data center (Project Skyway) court halt Suit October 2025; injunction 22 May 2026; Attorney General comments on the Xcel and Google agreement filed with the PUC 1 October 2026	Ryan Companies (developer); Google (end user)	Goodhue County District Court / City of Pine Island	The Minnesota Center for Environmental Advocacy sued the City of Pine Island and Ryan Companies in October 2025, arguing the Project Skyway environmental review covered a generic technology center rather than the Google data center. On 22 May 2026 Goodhue County District Judge Patrick Biren enjoined all construction and pre-construction activity, finding MCEA likely to succeed on the merits, with a $2,000 bond. The court also denied the city and developer's request to rule the review adequate. The case has moved to discovery, and the next hearing is reported for 22 February 2027. Separately, on Thursday 1 October 2026 Minnesota Attorney General Keith Ellison filed comments with the Minnesota Public Utilities Commission arguing that Xcel Energy has not shown its agreement to power Google's Pine Island data center is reasonable, in the public interest or compliant with the state law that assigns all costs of very large customers to those customers, and that other ratepayers could bear millions of dollars, and possibly more than a billion dollars, in extra costs.	n.a.
Plymouth 12-month moratorium on data centers over 50,000 square feet moratorium Approved unanimously 8 September 2026; 12 months	n.a.	City of Plymouth City Council	The Plymouth City Council unanimously approved an interim ordinance on 8 September 2026 prohibiting the location, establishment and operation of data centers larger than 50,000 square feet for 12 months. The moratorium fills a gap in city zoning while staff study data centers. Council had directed staff to draft the ordinance at an August work session. The city has one data center, operating since 1991.	n.a.
QLevr Carmen Avenue data center (moratorium carve-out) approved after delay Carve-out approved 3-1 on 14 September 2026; major site plan approved 28 September 2026	QLevr LLC	City of Inver Grove Heights	Inver Grove Heights City Council voted 3-1 at its Monday meeting (14 September 2026) to exempt QLevr LLC's proposed data center from the one-year citywide moratorium the council adopted 3-2 in June 2026. QLevr had sued the city in Dakota County District Court in July 2026 calling the moratorium unlawful, and its attorneys offered to dismiss the suit without damages if the project was carved out; the city attorney cited potential liability of at least $20 million against $1 million of insurance. The council is set to vote on the major site plan on 28 September 2026. The moratorium remains in place for all other data center projects. The underlying one-year citywide moratorium was approved 3-2 on 26 June 2026, after QLevr had threatened legal action if the project was put on hold. Residents also filed a petition with more than 700 signatures seeking an environmental assessment worksheet. On Monday 28 September 2026 the City Council approved the major site plan for the data center, which KARE 11 describes as 55,000 square feet, covering architecture, landscaping, light output and parking. The one-year moratorium remains in effect for all other data center projects in the city.	n.a.
St. Joseph (Minnesota) one-year data center moratorium moratorium Reported 11 May 2026; one year; adoption date not stated; single outlet	n.a.	City of St. Joseph	The city of St. Joseph is placing a one-year moratorium on data centers, Mayor Adam Scepaniak told WJON in a report published 11 May 2026. He said the city's industrial park is in a wetland area and the city will use the pause to research data centers. The vote date and ordinance number are not given in the source.	n.a.
Waite Park data center moratorium moratorium Enacted January 2026	n.a.	Waite Park	Waite Park, Minnesota, enacted a local data center moratorium or ban, recorded in SAVRN's moratorium tracker as dated January 2026. 1-year moratorium on data center development, unanimous. Exempts telecom shelters under 300 sq ft. Staff to study impacts and draft regulations. The measure runs to 4 May 2027 and applies at a threshold of 300 sq ft.	n.a.
Woodbury one-year data center moratorium moratorium Approved 23 September 2026; up to one year	n.a.	Woodbury City Council	The Woodbury City Council approved a moratorium on 23 September 2026 on new data centers and expansion beyond existing approvals, giving the city up to a year to study water use, electricity demand, noise and zoning. The ordinance blocks related rezonings, comprehensive plan amendments, conditional use permits, variances and applications, and the council broadened it to building, electrical and right-of-way permits. The city said it has no active data center applications; existing facilities include two IronGate sites and a Medtronic facility.	n.a.
Wright County data center moratorium moratorium Enacted May 2026	n.a.	Wright County	Wright County, Minnesota, enacted a local data center moratorium or ban, recorded in SAVRN's moratorium tracker as dated May 2026. Emergency 1-year moratorium (Ord. 26-2), unanimous. Applies to unincorporated areas only. Moratorium Workgroup formed Jun 16 to evaluate environmental, fiscal, infrastructure, and land use considerations. The measure runs to 19 May 2027.	n.a.

Policy context

What governs a data center in Minnesota

Minnesota (2025 data center law, Special Session Chapter 12)state

Qualified large-scale data centers: at least 25,000 sq ft and $250 million of construction and IT investment within 60 months after 30 June 2025; special water permit conditions above 100 million gallons a year of consumptive use; effective 15 June 2025 except where noted. Conditions and fees, not a moratorium

Minnesota's 2025 data center law (SSHF16/SSSF19, 2025 First Special Session Chapter 12; passed the House 85-43 and the Senate 40-26 in the one-day special session ending 10 June 2025 and took effect 15 June 2025) directs the Public Utilities Commission to create a new customer class of very large customers and to approve any electric service agreement between such a customer and a utility, ensuring that none of its costs, including stranded costs, fall on other customers and that its supply meets the state's renewable, solar and carbon-free standards. Each utility must offer a voluntary clean energy and capacity tariff to commercial and industrial customers that pays the full cost of new resources. Large-scale data centers pay an annual fee scaled to forecast peak demand into an energy conservation account used for low-income utility programs. Permitting is coordinated through DEED's Business First Stop program, consumptive water use above 100 million gallons a year triggers special permit conditions, and construction workers must be paid prevailing wage. The law extended the sales tax exemption on IT equipment and software to 35 years while ending the exemption on electricity, and requires green building certification within three years or repayment of the exemption.

The policy layer for Minnesota lives in three companion references: the Minnesota Data Center Moratorium Tracker for every state measure and local moratorium on record, the Water Tracker for the water rules that touch a site, and the Grid Operator Watchlist for the large-load rules of the RTO or utility that decides whether it can energize.

Next door

States next door

Wisconsin

4 sites · $37.0B disclosed

45 blocked, delayed or restricted

Iowa

3 sites · $7.0B disclosed

22 blocked, delayed or restricted

North Dakota

6 sites · $26.9B disclosed

4 blocked, delayed or restricted

South Dakota

1 site

6 blocked, delayed or restricted

On the map

Data centers in Minnesota

The US Data Center Map identifies 120 facilities run by 42 operators in Minnesota, each one placed from primary sources and listed by city and by operator, with this atlas record beside it.

Minnesota data centers

120 facilities · 42 operators

Map, locations, operators, rules

Minnesota power and local economy

Generation, utilities and county records

Explore the power supply chain and local conditions behind the build-out

US Data Center Map

Every state, one page each

The national map and the operator directory

Sources

Sources for Minnesota

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

cerebras.aiCerebras
constructiondive.comConstruction Dive
mprnews.orgMPR News, 3 October 2026
northernnewsnow.comNorthern News Now
wdio.comWDIO
northernnewsnow.comNorthern News Now (Chamber resolution)
mprnews.orgMPR News
fox9.comFOX 9
wdio.comWDIO (council meeting)
wdio.comWDIO, 5 October 2026
govtech.comGovtech
startribune.comStartribune
blandinonbroadband.orgBlandin on Broadband
wctrib.comwctrib.com
dakotanewsnow.comdakotanewsnow.com
dglobe.comdglobe.com
mprnews.orgmprnews.org
startribune.comstartribune.com
dglobe.comdglobe.com
mprnews.orgmprnews.org
startribune.comstartribune.com
startribune.comstartribune.com
datacenterdynamics.comdatacenterdynamics.com
kstp.comKSTP
keyc.comkeyc.com
axios.comaxios.com
kvrr.comkvrr.com
fox9.comfox9.com
minnpost.comminnpost.com
hometownsource.comhometownsource.com
kaxe.orgkaxe.org
fox9.comfox9.com
cbsnews.comCBS Minnesota
mprnews.orgMPR News
hometownsource.comElk River Star News
mprnews.orgMPR News
klfdradio.comKLFD Radio
mprnews.orgMPR News (29 April 2026)
northernnewsnow.comNorthern News Now (29 April 2026)
hastingsjournal.newsHastings Journal
keyc.comKEYC
southernminn.comLonsdale Area News-Review
mprnews.orgMPR News
hometownsource.comhometownsource.com
hometownsource.comMonticello Times
mankatofreepress.comMankato Free Press
keyc.comKEYC
mankatofreepress.commankatofreepress.com
mncenter.orgmncenter.org
mncenter.orgmncenter.org
radiomankato.comradiomankato.com
businessnorth.comBusinessNorth (Minnesota Star Tribune excerpt)
pinecountynews.comPine County News
fox9.comFOX 9
mncenter.orgMinnesota Center for Environmental Advocacy
ag.state.mn.usMinnesota Attorney General's Office release, 1 October 2026
hometownsource.comSun Sailor (Hometown Source)
ccxmedia.orgCCX Media
mprnews.orgMPR News
kfgo.comKFGO
mprnews.orgMPR News
kare11.comKARE 11
msn.comKARE 11 via MSN
mix949.comWJON (via Mix 94.9)
stcloudlive.comstcloudlive.com
woodburynewsnet.orgWoodbury News Net
yahoo.comPioneer Press via Yahoo
wrightcountymn.govwrightcountymn.gov
house.mn.govMinnesota House Public Information Services (New Laws 2025)
house.mn.govMinnesota House Session Daily

Every state, one page each

Alabama 9 / 21 Alaska 1 / 1 Arizona 11 / 11 Arkansas 2 / 8 California 10 / 35 Colorado 6 / 21 Connecticut 0 / 6 Delaware 0 / 5 Florida 0 / 46 Georgia 23 / 57 Hawaii 0 / 0 Idaho 2 / 2 Illinois 10 / 35 Indiana 14 / 44 Iowa 3 / 22 Kansas 5 / 19 Kentucky 6 / 26 Louisiana 7 / 3 Maine 0 / 20 Maryland 1 / 22 Massachusetts 0 / 11 Michigan 4 / 55 Minnesota 3 / 31 Mississippi 7 / 5 Missouri 10 / 25 Montana 1 / 10 Nebraska 3 / 16 Nevada 8 / 12 New Hampshire 0 / 5 New Jersey 4 / 61 New Mexico 3 / 10 New York 6 / 21 North Carolina 10 / 45 North Dakota 6 / 4 Ohio 24 / 80 Oklahoma 11 / 20 Oregon 1 / 8 Pennsylvania 16 / 42 Rhode Island 0 / 5 South Carolina 6 / 20 South Dakota 1 / 6 Tennessee 6 / 26 Texas 106 / 35 Utah 11 / 12 Vermont 0 / 3 Virginia 33 / 50 Washington 9 / 22 Washington, DC 0 / 0 West Virginia 4 / 3 Wisconsin 4 / 45 Wyoming 11 / 5

Figures beside each state are named sites and blocked, delayed or restricted projects.

Part of the North American Data Center Capital Atlas, refreshed every Tuesday, Thursday and Saturday. Announced commitments overlap one another and overlap reported capital expenditure, so this page shows disclosed floors and never adds them into a single deployment figure. Informational, not investment or legal 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 →

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 →