SAVRN Research · Capital Atlas · Oklahoma

Oklahoma Data Center Investment Tracker

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

Oklahoma carries 11 named site commitments worth at least $37.0B in disclosed capital, set against 20 projects blocked, delayed or restricted, 6 cancelled or blocked and 14 delayed or under moratorium, as of October 8, 2026.

Updated October 8, 2026 11 named sites 20 blocked, delayed or restricted 3 financing transactions 78 sources

Oklahoma

10 capital providers on record

Named sites

Site-level commitments the atlas records in Oklahoma

Disclosed capital floor

$37.0B

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

Disclosed capacity

1,543 MW

Sum of sites with a stated megawatt figure

Blocked, delayed or restricted

$800M of announced capital in those projects

Who is investing

Who is investing in data centers in Oklahoma?

The largest disclosed commitments in Oklahoma are n.a. (Project Thunderbird data center campuses, ~$35.0B); Beltline Energy (Beltline Energy Yukon data center, $1.0B); Meta Platforms (Meta Tulsa Data Center (Project Anthem), Fair Oaks Industrial Innovation Park, ≥$1.0B). Together the 11 named sites here carry a disclosed floor of $37.0B; sites with no dollar figure are listed but not counted.

Meta Platforms 1 site · $1.0B Alphabet / Google 1 site Cerebras Systems 1 site Core Scientific 1 site Lambda (Lambda Labs) 1 site

Named sites

Named data center sites in Oklahoma

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
Project Thunderbird data center campuses	n.a. with Plainsmen Holdings	Enid, Garfield County	~$35.0B	n.a.	announced
Beltline Energy Yukon data center Land sale approved 4-1 in August 2025; recall petition filed June 2026; recall petition certified 4 August 2026	Beltline Energy with City of Yukon (land seller)	Yukon, Canadian County	$1.0B	n.a.	proposed
Meta Tulsa Data Center (Project Anthem), Fair Oaks Industrial Innovation Park Meta named as the user 21 April 2026 (press conference, reported by KJRH); county assignment follows the taxing entities named in the Tax Incentive District plan (Wagoner County, Catoosa Public Schools)	Meta Platforms with PartnerTulsa, Timber Wolf (park developer)	Tulsa, Wagoner	≥$1.0B	n.a.	under construction
Muskogee HPC data center groundbreaking November 18, 2024	Core Scientific with Port Muskogee	Muskogee	n.a.	1,500	construction
Host Digital Project Facility (Northeast Oklahoma) Lease signed 7 August 2026; merger closed 17 September 2026	Host Digital Inc.	n.a.	n.a.	43	development
Beale Infrastructure Claremore data center Revenue commitments announced 28 August 2026; reported 30 August 2026; single-outlet report (KJRH)	Beale Infrastructure with City of Claremore	Claremore, Rogers County	n.a.	n.a.	announced
Lambda data center, MidAmerica Industrial Park (south section) Announced by Lambda and MidAmerica Industrial Park (company release dated 27 September 2026; officials briefed press Friday 25 September 2026 per Tulsa World)	Lambda (Lambda Labs) with MidAmerica Industrial Park, Grand River Dam Authority (power), Cloverleaf Infrastructure (site readiness)	Chouteau, Mayes County	n.a.	n.a.	announced
Oklahoma City datacenter Q3 2025	Cerebras Systems	Oklahoma City	n.a.	n.a.	announced
Okmulgee AI data center Open house reported 21 July 2026	Fluidstack	Okmulgee, Okmulgee County	n.a.	n.a.	planned
Project Clydesdale data center campus, near Cherokee Industrial Park Announced 19 August 2026	Alphabet / Google with Beale Infrastructure, Public Service Company of Oklahoma, Tulsa Regional Chamber	Unincorporated Tulsa County, west of Owasso, Tulsa County	n.a.	n.a.	under construction
Scale Datacenter campus (former Chesapeake Energy campus) Legislative interim study testimony late September 2026; reported Tuesday 6 October 2026 (StateImpact Oklahoma via KGOU); single outlet	Scale Datacenter	Oklahoma City, Oklahoma County	n.a.	n.a.	operating

Capital at risk

Blocked, delayed or restricted in Oklahoma

Every project in Oklahoma 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
Project Atlas cancelled January 19, 2026	Beale Infrastructure	Coweta	In Coweta, Oklahoma, Beale Infrastructure's $800M Project Atlas proposed 295 acres for an Amazon/AWS data center with 400MW capacity.	$800M
Broken Arrow data center moratorium moratorium Enacted June 2026	n.a.	Broken Arrow	Broken Arrow, Oklahoma, enacted a local data center moratorium or ban, recorded in SAVRN's moratorium tracker as dated June 2026. 6-month moratorium on accepting land use development applications for data centers, unanimous, to 31 December 2026 with an option to extend six more months; includes an appeal route to the Board of Adjustment. City studying power, water, noise, traffic and state tax exemptions. The measure runs to 31 December 2026.	n.a.
Cherokee Nation (tribal and trust lands) ban on hyperscale data centers moratorium Adopted August 2026	n.a.	Cherokee Nation (tribal and trust lands)	Principal Chief Chuck Hoskin Jr. announced on Aug. 10, 2026 that the Cherokee Nation will not permit hyperscale data centers on tribally owned or trust lands, and will not consider reservation projects without tribal consultation. A task force survey found 64% of ~1,600 citizens opposed.	n.a.
Cherokee Nation hyperscale data center ban moratorium Announced 10 August 2026	n.a.	Cherokee Nation Reservation (tribal and trust land)	Principal Chief Chuck Hoskin Jr. announced on 10 August 2026 that the Cherokee Nation is barring hyperscale data center development on tribally owned and trust land, following the report of the Principal Chief's Task Force on Data Centers. The task force surveyed nearly 1,600 citizens, of whom 64% opposed hyperscale data centers on the reservation and 14% favored them. For non-tribal land within the reservation, the Nation stated it will not support projects absent consultation with the tribal government and citizenry addressing cultural and natural resource concerns and including community engagement.	n.a.
Cheyenne and Arapaho Tribes three-year data center ban on tribal lands moratorium Approved 261-83 on 3 October 2026; ban runs to October 2029	n.a.	Cheyenne and Arapaho Tribal Council	At its annual tribal council meeting on Saturday 3 October 2026, the Cheyenne and Arapaho Tribal Council, open to any enrolled member over 18, voted 261-83 for a resolution banning data center facilities on tribal lands until October 2029 so the tribe can study their impacts. Gov. Reggie Wassana had argued for data centers on tribal property, saying developers had pitched sites and per capita payments could follow. Cherokee Nation, the Seminole Nation of Oklahoma and the Kickapoo Tribe of Oklahoma have imposed similar bans.	n.a.
Choctaw data center moratorium moratorium Enacted July 2026	n.a.	Choctaw	Choctaw, Oklahoma, enacted a local data center moratorium or ban, recorded in SAVRN's moratorium tracker as dated July 2026. 12-month moratorium on data centers; preemptive, no developers had submitted plans; only one nay vote "out of principle". The measure runs to 21 July 2027.	n.a.
Edmond temporary data center moratorium moratorium Approved unanimously 8 June 2026; through 31 December 2026	n.a.	City of Edmond	The Edmond City Council voted unanimously to adopt a temporary moratorium on data center construction and to study how data centers could affect the city. The moratorium took effect immediately and ends 31 December 2026. Vice Mayor Barry Moore said he had seen data center fights divide other communities. Council members said they wanted more research time rather than a permanent ban.	n.a.
Fluidstack Okmulgee data center floodplain development permit denied Denial reported 28 August 2026; explained to county commissioners 31 August 2026; resubmission not confirmed	Fluidstack (applicant Three Rivers Manufacturing)	Okmulgee County Floodplain Administration	The Okmulgee County Floodplain Administration denied without prejudice a floodplain development permit application for the proposed Fluidstack Okmulgee Data Center, citing missing information and conflicting conclusions in the engineering documents. The county said the determination is not a rejection of the project on its merits; the application was returned as incomplete so that applicant Three Rivers Manufacturing can address six identified deficiencies and resubmit. County Emergency Management Director Jeffrey Moore explained the decision to the Board of Commissioners on 31 August 2026.	n.a.
JRE Strategies Ardmore data center withdrawn Withdrawal reported 16 March 2026; planning commission 7-0 against in February 2026; single outlet	JRE Strategies LLC	City of Ardmore	The Ardmore planning and zoning commission voted 7-0 in February 2026 against rezoning 6.74 acres from single family residential to light industrial, after neighbors and the Noble Foundation objected. The developer then withdrew its application before the city commission vote, as reported on 16 March 2026.	n.a.
JRE Strategies LLC Ardmore cancelled March 16, 2026	JRE Strategies LLC	Ardmore	JRE Strategies LLC withdrew its data center proposal after the Ardmore, Oklahoma, Planning Commission voted 7-0 against rezoning 6.74 acres from single-family residential to light industrial.	n.a.
Kickapoo Tribe of Oklahoma data center moratorium moratorium Enacted July 2026	n.a.	Kickapoo Tribe of Oklahoma	Kickapoo Tribe of Oklahoma, Oklahoma, enacted a local data center moratorium or ban, recorded in SAVRN's moratorium tracker as dated July 2026. Business Committee formally declared opposition to construction and operation of data centers on tribal lands; not compatible with long-term vision for sustainable development. The measure has no end date by design.	n.a.
Luther data center moratorium moratorium Enacted June 2026	n.a.	Luther	Luther, Oklahoma, enacted a local data center moratorium or ban, recorded in SAVRN's moratorium tracker as dated June 2026. Town board ordinance pausing new rezoning applications and specific-use permit requests for data centers through 31 December 2026, and restricting approvals of applications already filed, while the town revises zoning for data centers and battery storage. Aimed at Beltline Energy's proposed development, which the board discussed the same night without acting on it. The meeting drew a crowd large enough to be moved outdoors. The measure runs to 31 December 2026 and covers rezoning requests.	n.a.
Mvskoke Technology and Innovation Park (Looped Square Ranch data center) rejected Failed 4-11 on 15 November 2025	Muscogee (Creek) Nation (tribal legislation NCA 25-077)	Muscogee (Creek) Nation National Council	NCA 25-077, the bill to establish the Mvskoke Technology and Innovation Park and develop a data center at Looped Square Ranch, failed 4-11 at the National Council's 15 November 2025 regular session. It had passed a joint committee 8-1 on 19 August 2025 and was postponed from the 25 October session. Critics called the bill vague on resource use; citizens protested outside before the vote.	n.a.
Norman data center moratorium moratorium Enacted June 2026	n.a.	Norman	Norman, Oklahoma, enacted a local data center moratorium or ban, recorded in SAVRN's moratorium tracker as dated June 2026. One-year moratorium on approving permits for data centers within city limits, unanimous; press reports the suspension runs to 9 June 2027. Mayor said no specific proposal prompted it. The measure runs to 9 June 2027.	n.a.
Oklahoma City data center moratorium moratorium Approved unanimously, announced 21 April 2026; in effect until 31 December 2026 or earlier on adoption of zoning amendments	n.a.	Oklahoma City Council	The Oklahoma City Council unanimously approved a temporary moratorium that halts the acceptance of new applications and the processing and issuance of rezonings and permits for the construction or expansion of data centers, announced by the city on 21 April 2026. It took effect immediately and runs until 31 December 2026, or earlier if the council approves zoning code amendments on data centers. Two pending data center rezoning cases were exempted.	n.a.
Project Atlas data center (Coweta) withdrawn Withdrawn 30 March 2026	Beale Infrastructure	City of Coweta	Beale Infrastructure confirmed on Monday 30 March 2026 that it was withdrawing its Project Atlas data center in Coweta after months of resident opposition; the planning commission had earlier voted against the project. The city said no data center item would be on the 6 April 2026 council agenda. Beale said it would continue to pursue projects elsewhere in Oklahoma.	n.a.
Project Open Sky data center (Cloverleaf Infrastructure) delayed Fifth postponement 28 September 2026; next consideration 26 October 2026 (KOCO)	Cloverleaf Infrastructure	City of Piedmont	On Monday 28 September 2026 the Piedmont City Council postponed its decision on the rezoning for Cloverleaf Infrastructure's Project Open Sky for the fifth time in nearly five months, after Mayor Kurt Mayabb broke a 2-2 tie to continue the item because a council member was absent. The council had also delayed the vote two weeks earlier. Cloverleaf has expanded its offer of voluntary buyouts to homeowners within a quarter mile of the site, up from 500 feet, amid opposition from nearby residents. KOCO reports the council will revisit the zoning at its next meeting on 26 October 2026.	n.a.
Seminole Nation of Oklahoma data center moratorium moratorium Enacted January 2026	n.a.	Seminole Nation of Oklahoma	Seminole Nation of Oklahoma, Oklahoma, enacted a local data center moratorium or ban, recorded in SAVRN's moratorium tracker as dated January 2026. General Council voted 24-0 for indefinite moratorium on AI data center development on tribal lands. Bars any inquiries or development concerning data centers of any size. Triggered by startup NDA request. The measure has no end date by design.	n.a.
Shawnee temporary data center moratorium moratorium Approved, reported 19 August 2026; through end of 2027	n.a.	City of Shawnee	Shawnee city commissioners approved a temporary moratorium on new data centers that took effect immediately and runs through the end of 2027. Officials said the pause gives time to study potential data center developments and update city regulations before accepting proposals. The vote count was not reported.	n.a.
Tulsa nine-month data center moratorium (Project Anthem exempt) moratorium Approved unanimously 25 March 2026; runs through 31 December 2026	n.a.	Tulsa City Council	On Wednesday 25 March 2026 the Tulsa City Council voted unanimously to pause new data center construction for nine months, through 31 December 2026. Councilor Laura Bellis had sought a one-year moratorium and amended it to nine months. The measure pauses processing and approval of new data center building permits within city limits while the planning office reviews how data centers are classified in the zoning code. It exempts the first and second phases of Project Anthem in east Tulsa and does not affect Project Clydesdale, already under construction in north Tulsa.	n.a.

Financing

Financing transactions tied to Oklahoma sites

Transactions the atlas ties to a named site in Oklahoma: joint ventures, project bonds, credit facilities, leases and power agreements. Amounts are as stated; overlapping commitments are never summed.

Parties	Instrument	Amount	Date	Site
Host Digital Inc. (formerly Healthy Choice Wellness Corp.) + Host Digital Infrastructure LLC + unnamed privately held cloud infrastructure company (tenant) Host Digital Infrastructure LLC signed a 15-year take-or-pay lease on 7 August 2026 with one of the world's largest privately held cloud infrastructure companies for 43 MW of critical IT load at a planned 45+ MW campus in Northeast Oklahoma, expected to be backstopped by an investment-grade technology company, with renewals to a 30-year total term and delivery expected in the first quarter of 2027. On 17 September 2026 Healthy Choice Wellness Corp. completed its merger with Host Digital Infrastructure LLC, renamed itself Host Digital Inc. and began trading as HOST on NYSE American on 18 September 2026. A preliminary prospectus supplement filed 17 September 2026 proposed a $17.5 million Class A share offering, not yet priced, and described a possible second Northeast Oklahoma site under a 12-year lease for about 16 MW (about $391 million base-term rent) that is not under contract. Project financing had not closed. Host Digital Inc. priced its underwritten offering of 2,187,500 Class A shares at $8.00 per share on 17 September 2026 and completed it on 21 September 2026 for gross proceeds of about $17.5 million, with Cantor Fitzgerald as lead book running manager; the company plans to use the net proceeds for data center investments and general corporate purposes without naming a project.	lease	≥$1.2B	Lease signed 7 August 2026; disclosed at merger close 17 September 2026	Host Digital Project Facility (Northeast Oklahoma)
Core Scientific + Polaris DS LLC Core Scientific completed its acquisition of Polaris DS LLC, securing approximately 440 MW of in-service gross grid-connected power used by Polaris under electric service agreements with Oklahoma Gas & Electric. The company reiterated its plan to scale its Muskogee campus to approximately 1.5 GW of gross power, or approximately 1.0 GW of leasable power. It said the next approximately 82 MW at Muskogee is on track for delivery to its customer beginning in the second half of 2027	acquisition	~$444M	Completed 14 August 2026	Muskogee HPC data center
Scale Datacenter Scale Datacenter CEO Trevor Francis told Oklahoma lawmakers in late September 2026 that the company is building a 100 MW power plant in the heart of Oklahoma City to run its data center facilities behind the meter, using generators imported from decommissioned power plants in Bulgaria. The company submitted air quality permit applications for the natural gas units to the Oklahoma DEQ in September 2026, which is conducting a technical review. Francis said the company employs 450 people and is also building a facility in southeast Oklahoma.	other	n.a.	CEO remarks to an Oklahoma legislative interim study in late September 2026; DEQ air permit applications filed September 2026; single outlet (KGOU/StateImpact)	Scale Datacenter campus (former Chesapeake Energy campus)

Policy context

What governs a data center in Oklahoma

Oklahoma (HB 2992 and SB 259)state

HB 2992 signed 11 May 2026, effective 1 July 2026; SB 259 signed 20 May 2026, effective 1 November 2026; ceremonial signing 6 August 2026. No MW threshold stated in the House release

The Data Center Customer Ratepayer Protection Act of 2026 protects existing utility customers from infrastructure costs created by large users including data centers and requires developers to notify adjoining landowners, county commissioners and the Oklahoma Corporation Commission within 60 days of acquiring land. The Groundwater Modernization Act requires annual water-use reporting and bars data centers from using groundwater in open-air evaporative cooling without recirculation, requiring low-consumptive cooling such as closed-loop or immersion systems

The policy layer for Oklahoma lives in three companion references: the Oklahoma 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

Texas

106 sites · $200B disclosed

35 blocked, delayed or restricted

Missouri

10 sites · $27.2B disclosed

25 blocked, delayed or restricted

Colorado

6 sites · $455M disclosed

21 blocked, delayed or restricted

Kansas

5 sites · $10.9B disclosed

19 blocked, delayed or restricted

New Mexico

3 sites

10 blocked, delayed or restricted

Arkansas

2 sites · $10.6B disclosed

8 blocked, delayed or restricted

On the map

Data centers in Oklahoma

The US Data Center Map identifies 39 facilities run by 23 operators in Oklahoma, each one placed from primary sources and listed by city and by operator, with this atlas record beside it.

Oklahoma data centers

39 facilities · 23 operators

Map, locations, operators, rules

Oklahoma 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 Oklahoma

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

news9.comNews 9
enidnews.comEnid News & Eagle
kfor.comKFOR
projectthunderbird.comProject Thunderbird
journalrecord.comThe Journal Record, 11 June 2026
journalrecord.comThe Journal Record, 4 August 2026
koco.comKOCO, 28 July 2026
news9.comNews 9, 30 June 2026
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
investors.corescientific.comCore Scientific
finance.yahoo.comYahoo Finance, 14 August 2026
stocktwits.comStocktwits, 6 May 2026
sec.govCore Scientific release (Form 8-K Exhibit 99.1), 6 May 2026
investors.corescientific.comCore Scientific release, 6 May 2026
sec.govHost Digital Form 8-K Exhibit 99.1 (SEC)
kjrh.comKJRH
kjrh.comKJRH
lambda.aiLambda (company announcement), 27 September 2026
msn.comKOKH Fox 25 (via MSN), 27 September 2026
newson6.comNews On 6, 28 September 2026
tulsaworld.comTulsa World, 28 September 2026
cerebras.aiCerebras
krmg.comKRMG / FOX23
krmg.comKRMG / FOX23
kjrh.com2 News Oklahoma (KJRH)
krmg.comKRMG
newson6.comNews On 6
fox23.comFOX23
kgou.orgKGOU / StateImpact Oklahoma, 6 October 2026
datacenterdynamics.comdatacenterdynamics.com
tulsaflyer.orgtulsaflyer.org
okenergytoday.comokenergytoday.com
newson6.comnewson6.com
okenergytoday.comokenergytoday.com
tulsaflyer.orgtulsaflyer.org
newson6.comnewson6.com
krmg.comkrmg.com
basentinel.combasentinel.com
kgou.orgSource
cherokeephoenix.orgCherokee Phoenix
tribalbusinessnews.comTribal Business News
kgou.orgKGOU (Oklahoma Public Media Exchange)
newson6.comNews On 6
centraloklahomaweeklies.comcentraloklahomaweeklies.com
okenergytoday.comOklahoma Energy Today
okcfox.comKOKH Fox 25
henryettafree-lance.comHenryetta Free-Lance, 28 August 2026
yourokmulgee.comOkmulgee Times, 2 September 2026
okenergytoday.comOklahoma Energy Today
kxii.comkxii.com
kten.comkten.com
tulsaflyer.orgtulsaflyer.org
news9.comnews9.com
mvskokemedia.comMvskoke Media (19 November 2025)
news9.comnews9.com
okc.govCity of Oklahoma City
krmg.comKRMG
ktul.comKTUL
news9.comNews 9
yahoo.comKFOR via Yahoo News
news9.comNews 9
koco.comKOCO
nativenewsonline.netnativenewsonline.net
news9.comNews 9 (KWTV)
tulsaflyer.orgTulsa Flyer, 25 March 2026
ktul.comKTUL, 26 March 2026
sec.govHost Digital Form 8-K (SEC)
sec.govHost Digital preliminary prospectus supplement 424B5 (SEC)
sec.govHost Digital Form 8-K, 21 September 2026 (SEC)
sec.govHost Digital closing release, Exhibit 99.3 (SEC)
sec.govSEC EDGAR (Core Scientific press release, Ex. 99.1)
okhouse.govOklahoma House of Representatives

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 →