Nationwide Data Center Delay Watchlist
A continuously maintained, primary-sourced record of U.S. data center projects, jurisdictional actions, local restrictions, litigation, federal and utility dockets, public-company exposure, and securities filings affected by delay, moratorium, litigation, and grid constraint. Every entry links to its documented public source.
National interconnection queue
Every ISO plus vertically integrated utilities with a public row-level queue, as of 2026-09-28. The full row-level queue is refreshed weekly. ERCOT Batch Zero row-level classifications are not yet published per Market Notice M-A080326-01.
Browse a section below. Download the full dataset (JSON) or review all sources and citations.
Public companies
Publicly traded issuers with material exposure to tracked projects or jurisdictions, with links to SEC EDGAR and the most recent disclosure on record.
| Ticker | Company | Exposure | EDGAR | Most recent disclosure |
|---|---|---|---|---|
| DLR | Digital Realty Trust | Multi-tenant Texas exposure via Dallas metro; commented favorably on Abbott initiative Aug 7, 2026 | Filings ↗ | 2026-08-07 · press: Digital Realty Welcomes Abbott Initiative 3 on record |
| APLD | Applied Digital | Texas-heavy HPC portfolio | Filings ↗ | 2026-07-29 · 10-K: Applied Digital fiscal 2026 annual report covering AI data center buildout and risk… 4 on record |
| IREN | Iris Energy (IREN) | Childress, TX facility | Filings ↗ | 2026-08-13 · 8-K: IREN delivers Horizon 1 50MW AI data center to Microsoft at Childress Texas 3 on record |
| RIOT | Riot Platforms | Rockdale + Corsicana + Navarro, TX | Filings ↗ | 2026-08-10 · 8-K: $9.1B AI lease at Rockdale + Q2 2026 results 5 on record |
| MARA | Marathon Digital | Texas presence via various JVs | Filings ↗ | 2026-08-06 · 10-Q: MARA second quarter 2026 report disclosing ERCOT Batch Zero and August 3 2026 Texas… 3 on record |
| CLSK | CleanSpark | Texas operations, filed explicit moratorium disclosure | Filings ↗ | 2026-08-06 · 10-Q: CleanSpark third quarter fiscal 2026 report disclosing August 3 2026 Abbott directive… 3 on record |
| BTDR | Bitdeer | Texas mining-to-HPC transition | Filings ↗ | 2026-08-10 · 6-K: Bitdeer reports unaudited second quarter 2026 results with AI cloud and HPC leasing update 3 on record |
| CORZ | Core Scientific | TX HPC exposure; recent AMD AI datacenter pact | Filings ↗ | 2026-08-14 · 8-K: Core Scientific reports update on merger with CoreWeave 4 on record |
| BE | Bloom Energy | On-site power partner | Filings ↗ | 2026-07-28 · 10-Q: Bloom Energy Q2 2026 Form 10-Q, quarterly report with data center fuel cell agreements 3 on record |
| AMZN | Amazon (AWS) | Texas 7.65 GW gas plant + Hobart lawsuit + Tucson cancellation | Filings ↗ | 2026-08-07 · news: Amazon confirmed as backer of 7.65 GW private gas power plant for Texas data centers 4 on record |
| MSFT | Microsoft | Stargate/Abilene + Wisconsin cancellations | Filings ↗ | 2026-07-29 · 10-K: Microsoft fiscal 2026 Form 10-K, annual report with cloud and AI infrastructure spending 3 on record |
| GOOGL | Alphabet/Google | Armstrong TX (BTM) + Pine Island MN (litigation) + Indiana cancellation | Filings ↗ | 2026-07-23 · 10-Q: Alphabet Q2 2026 Form 10-Q, quarterly report with technical infrastructure investment 4 on record |
| META | Meta Platforms | TX facility reported near Austin (unverified) | Filings ↗ | 2026-08-10 · news: Abbott data center agreement with Meta appears to have no impact on Northeast El Paso… 3 on record |
| ORCL | Oracle | Abandoned TX site March 2026; Wisconsin lawsuit; Shackelford Cty delay | Filings ↗ | 2026-08-17 · news: Oracle drops lawsuit challenging Wisconsin data center credit rules 3 on record |
| NVDA | NVIDIA | OpenAI datacenter lease disclosure (10-Q Aug 17) | Filings ↗ | 2026-08-17 · news: OpenAI to lease Ohio data center backed by NVIDIA guarantee 3 on record |
Methodology and scope
This watchlist tracks U.S. data center projects, operators, and jurisdictional actions that carry a documented public paper trail: securities filings, regulatory dockets, litigation, government statements, utility filings, and trade press. It is maintained as a neutral reference. Entries are recorded as observed; the tracker does not rank projects or advocate an outcome.
- Status reflects the most recent public signal for each entry. Where a project continues on schedule, that is recorded as plainly as a delay.
- Capacity is shown in megawatts where reported, and left blank where not disclosed.
- Local restrictions, utility dockets, lawsuits, and federal actions are drawn from primary filings and reputable outlets, each linked to its source.
- The ERCOT queue snapshot is extracted directly from the ERCOT GIS Report.
- Signals are collected on a recurring basis and reconciled into a single source of truth before publication.
Every citation on one page: Sources and citations. Companion policy map: SAVRN Data Center Moratorium Tracker. Capital side: North American Data Center Capital Atlas. Founder essay: The Queue Was the Fiction.
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.
What is the Nationwide Data Center Delay Watchlist?
It is a continuously maintained, primary-sourced record of U.S. data center projects, jurisdictional actions, public-company exposure, and securities filings affected by delay, moratorium, litigation, and grid constraint. Each entry links to its documented public source, and it is maintained as a neutral reference.
How is a project's status determined?
Status reflects the most recent public signal for each entry: halted, delayed, cancelled, pending review, litigation active, audit paused, under appeal, or withdrawn. Where a project continues on schedule, that is recorded as plainly as a delay.
How are delay days measured?
Delay days are measured against the original announced target where available, or against the first documented delay date.
How often is the watchlist updated?
Signals are collected on a recurring basis from SEC EDGAR and trade-press feeds and reconciled into the single source of truth before publication.
How is this different from the Data Center Moratorium Tracker?
The Moratorium Tracker maps state and local policy measures. This watchlist tracks named projects, operators, public-company exposure, and securities filings, with delay status and cause for each. The two are companion references.
Nationwide Data Center Delay Watchlist
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