SAVRN Research · Living watchlist
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.
Tracked projects
344
delayed, cancelled, or under review
Local restrictions
1150
county, city, township measures
Utility actions
272
PUC dockets and statements
Active lawsuits
63
filed or in progress
Stalled since Jan 2024
$170B+
across 20 states (Carbon Direct)
Q1 2026 delayed / cancelled
$130B
75 projects (Fortune)
ERCOT capacity at risk
49.8 GW
$8B–$15B revenue (BNEF)
Transformer lead time
128 wks
large power, average
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.
32,382
Total queue rows
4,445 GW
Total capacity requested
46
Rows flagged data center
92
Large-load / DC studies
By status
Withdrawn15,338
IA signed8,099
Active4,163
Unknown2,003
Other1,978
Study706
Suspended95
By source, ISO and utility
PJM9,263
Alliant Energy6,968
MISO3,873
CAISO2,281
Dominion Energy VA2,178
NYISO2,148
ERCOT2,003
ISO-NE1,751
SPP1,028
Ameren Illinois146
AEP Indiana Michigan91
Consumers Energy88
Evergy Kansas88
AEP PSO80
AEP Ohio72
We Energies58
PacifiCorp56
AEP SWEPCO47
Evergy Missouri40
El Paso Electric39
AEP APCo34
MidAmerican Energy32
Ameren Missouri18
Browse a section below. Download the full dataset (JSON) or review all sources and citations.
Filings and disclosures
SEC filings with delay or moratorium disclosure language, plus investor press releases and material news on record for watchlist issuers. Newest first.
| Ticker | Form | Date | Filing |
|---|---|---|---|
| FRMI | DEF 14A | 2026-10-02 | Fermi America DEF 14A: ith TensorWave, and to obtain adequate credit support for our obligations thereunder, on acceptable terms or at all; • the anticipated revenues to be generated under the lease with TensorWave, anticipated… |
| VDTA | S-1 | 2026-10-02 | Vertical Data Inc. Full-text match: data center interconnection delay |
| EMAT | 8-K | 2026-10-01 | Miami, Florida Full-text match: data center behind-the-meter |
| WHK | S-1 | 2026-10-01 | WhiteHawk Minerals Corp. Full-text match: data center curtailment |
| PWCM | 8-K | 2026-09-30 | POWERCOMPUTE, INC. Full-text match: data center curtailment |
| PNW | 8-K | 2026-09-30 | PINNACLE WEST CAPITAL CORP Full-text match: data center large load |
| ZONE | 8-K | 2026-09-30 | Zone Frontier Inc. Full-text match: data center colocation megawatts |
| BIAI | S-1/A | 2026-09-29 | Bitari Inc Full-text match: data center moratorium |
| UEC | 10-K | 2026-09-29 | URANIUM ENERGY CORP Full-text match: data center curtailment |
| SGLY | 10-K | 2026-09-29 | Singularity Future Technology Ltd. Full-text match: data center interconnection delay |
| IDT | 10-K | 2026-09-29 | IDT CORP Full-text match: data center interconnection delay |
| ADRX | 424B4 | 2026-09-28 | ADARx Pharmaceuticals, Inc. Full-text match: data center curtailment |
| PAAC | 8-K | 2026-09-28 | Proem Acquisition Corp. I Full-text match: data center interconnection delay |
| ROZE | 424B4 | 2026-09-28 | ROZE AI INC. Full-text match: data center interconnection delay |
| ZONE | 10-K | 2026-09-28 | Zone Frontier Inc. Full-text match: data center interconnection delay |
| XLAB | 10-K | 2026-09-28 | Exascale Labs Holdings Inc. Full-text match: data center interconnection delay |
| DTB | 8-K | 2026-09-28 | DTE ENERGY CO Full-text match: data center behind-the-meter |
| CWEN | 8-K | 2026-09-28 | Bates County, Missouri 8-K (1.01 material definitive agreement, 9.01 exhibits): Swan Solar is developing and constructing a solar photovoltaic generating facility, with an approximate installed capacity of 650 megawatts, in Bates County,… |
| AEE | 8-K | 2026-09-28 | Ameren 8-K (8.01 other events): r develop, which could result from a variety of factors, including failures in system reliability, failure to implement our investment plans or disagreement with those plans, failure to protect… |
| BACC | 8-K | 2026-09-25 | Blue Acquisition Corp/Cayman Full-text match: data center curtailment |
| AESI | 8-K | 2026-09-25 | Atlas Energy Solutions Inc. Full-text match: data center power purchase |
| MARA | 8-K | 2026-09-25 | MARA Holdings 8-K (1.01 material definitive agreement): The Milestone consisting of Seller’s retention of a minority interest in the Site upon execution of a data center lease with a third-party tenant is unchanged. |
| CLSK | 8-K | 2026-09-25 | Sandersville, Georgia 8-K (1.01 material definitive agreement, 2.03 direct financial obligation): CSDC Finance intends to use the net proceeds from the offering to (1) finance the remaining cost of the Sandersville Facility, a data center… |
| DCI | 10-K | 2026-09-25 | DONALDSON Co INC Full-text match: data center curtailment |
| NB | 10-K | 2026-09-25 | NIOCORP DEVELOPMENTS LTD Full-text match: data center lease kW |
| VYLR | 8-K | 2026-09-25 | Vylor Inc. Full-text match: data center curtailment |
| EMAT | S-1/A | 2026-09-24 | Evolution Metals & Technologies Corp. Full-text match: data center lease kW |
| SHPH | 10-Q | 2026-09-24 | Shuttle Pharmaceuticals Holdings, Inc. Full-text match: data center power purchase |
| BYOP | S-1/A | 2026-09-24 | KiNRG, Inc. Full-text match: data center large load |
| CNTM | S-1/A | 2026-09-23 | ConnectM Technology Solutions, Inc. Full-text match: data center interconnection delay |
| SEI | 8-K | 2026-09-22 | Solaris Energy Infrastructure, Inc. Full-text match: data center behind-the-meter |
| VRHID | S-1/A | 2026-09-22 | Veri MedTech Holdings, Inc. Full-text match: data center curtailment |
| PUMP | 8-K | 2026-09-22 | ProPetro Holding Corp. Full-text match: data center behind-the-meter |
| S-1/A | 2026-09-21 | ADARx Pharmaceuticals, Inc. Full-text match: data center curtailment |
|
| NUAI | 8-K | 2026-09-21 | New ERA Energy & Digital, Inc. Full-text match: data center power purchase agreement |
| CNTM | S-1/A | 2026-09-21 | ConnectM Technology Solutions, Inc. Full-text match: data center interconnection delay |
| OURA | S-1/A | 2026-09-21 | Oura Inc. Full-text match: data center curtailment |
| SBE | S-1/A | 2026-09-21 | SB Energy, Inc. Full-text match: data center moratorium |
| RIME | 8-K | 2026-09-21 | Algorhythm Holdings, Inc. Full-text match: data center behind-the-meter |
| GRDX | 10-Q/A | 2026-09-18 | GridAI Technologies Corp. Full-text match: data center power purchase |
| BLSM | 10-Q | 2026-09-18 | BlossomHill Therapeutics, Inc. Full-text match: data center curtailment |
| S-1 | 2026-09-18 | NSCALE Ltd Full-text match: data center power purchase agreement |
|
| VRHID | S-1/A | 2026-09-18 | Veri MedTech Holdings, Inc. Full-text match: data center curtailment |
| ETRA | 424B4 | 2026-09-18 | Electra Therapeutics, Inc. Full-text match: data center curtailment |
| FCCN | S-1/A | 2026-09-18 | SPECTRAL CAPITAL Corp Full-text match: data center moratorium |
| HIVE | 8-K | 2026-09-17 | HIVE Digital Technologies Ltd. Full-text match: data center curtailment |
| FEAM | 10-K | 2026-09-17 | 5E Advanced Materials, Inc. Full-text match: data center interconnection delay |
| NMAD | 8-K/A | 2026-09-17 | NOMAD POWER SOLUTIONS, INC. Full-text match: data center interconnection delay |
| HCWC | 8-K | 2026-09-17 | HEALTHY CHOICE WELLNESS CORP. Full-text match: data center interconnection delay |
| HIVE | 8-K | 2026-09-16 | HIVE Digital Technologies Ltd. Full-text match: data center curtailment |
| IHT | 10-Q | 2026-09-16 | INNSUITES HOSPITALITY TRUST Full-text match: data center ground lease |
| ALMU | 10-K | 2026-09-16 | Aeluma, Inc. Full-text match: data center curtailment |
| APUR | 8-K | 2026-09-16 | Aperture AC Full-text match: data center moratorium |
| S-1/A | 2026-09-15 | KiNRG, Inc. Full-text match: data center large load |
|
| BIAI | S-1/A | 2026-09-15 | Bitari Inc Full-text match: data center large load |
| FSHP | 8-K | 2026-09-15 | Flag Ship Acquisition Corp Full-text match: data center moratorium |
| ETRA | S-1/A | 2026-09-14 | Electra Therapeutics, Inc. Full-text match: data center curtailment |
| ANY | 8-K | 2026-09-14 | Sphere 3D Corp. Full-text match: data center moratorium |
| D | 8-K | 2026-09-14 | DOMINION ENERGY, INC Full-text match: data center large load |
| UROY | 10-Q | 2026-09-14 | Uranium Royalty Corp. Full-text match: data center interconnection delay |
| VRHID | S-1/A | 2026-09-14 | Veri MedTech Holdings, Inc. Full-text match: data center curtailment |
| NEE | 8-K | 2026-09-14 | NEXTERA ENERGY INC Full-text match: data center large load |
| ZSQR | 8-K | 2026-09-14 | Z Squared Inc. Full-text match: data center interconnection delay |
| S-1/A | 2026-09-14 | ADARx Pharmaceuticals, Inc. Full-text match: data center curtailment |
|
| SLNH | 8-K | 2026-09-14 | Soluna Holdings 8-K (7.01 Regulation FD disclosure, 9.01 exhibits): issued a press release announcing that ERCOT has conditionally classified its 100 MW Project Dorothy campus as Base Load in Batch Zero. |
| WYFI | 8-K | 2026-09-14 | WhiteFiber, Inc. Full-text match: data center capacity agreement |
| AIB | 8-K | 2026-09-11 | AIB Data Centers Inc. Full-text match: data center moratorium |
| IOND | 8-K | 2026-09-11 | Ionic Digital Inc. Full-text match: data center large load |
| APUR | 8-K | 2026-09-11 | Aperture AC Full-text match: data center interconnection agreement |
| OKLO | 424B5 | 2026-09-11 | Oklo 424B5: For example, we have signed non-binding letters of intent with Equinix, Diamondback Energy, and Prometheus Hyperscale (formerly Wyoming Hyperscale). |
| EGAN | 10-K | 2026-09-10 | EGAIN Corp Full-text match: data center curtailment |
| VIP | 8-K | 2026-09-10 | Vulcan Infrastructure & Power Inc. Full-text match: data center moratorium |
| AIB | 8-K | 2026-09-10 | AIB Data Centers Inc. Full-text match: data center lease kW |
| VST | 424B5 | 2026-09-10 | Vistra 424B5: Vistra’s generation fleet totals approximately 44,000 megawatts of generation capacity powered by a diverse portfolio, including natural gas, nuclear, coal, solar and battery energy storage facilities. |
| CNP | 8-K | 2026-09-09 | CENTERPOINT ENERGY INC Full-text match: data center moratorium |
| 8-K | 2026-09-09 | Blue Laser Fusion, Inc. Full-text match: data center lease kW |
|
| BRZE | 10-Q | 2026-09-09 | Braze, Inc. Full-text match: data center interconnection delay |
| NWE | 8-K | 2026-09-09 | NorthWestern Energy Group, Inc. Full-text match: data center large load |
| VST | S-3ASR | 2026-09-09 | Vistra S-3ASR: Our generation fleet totals approximately 44,000 megawatts of generation capacity powered by a diverse portfolio, including natural gas, nuclear, coal, solar, and battery energy storage facilities. |
| AMT | 424B5 | 2026-09-09 | American Tower 424B5: We also hold other telecommunications infrastructure, fiber and property interests that we lease primarily to communications service providers and third-party tower operators and we also hold a portfolio of… |
| HNUC | S-1/A | 2026-09-08 | Holtec Nuclear Corp Full-text match: data center large load |
| OBDC | 8-K | 2026-09-08 | Blue Owl Capital Corp Full-text match: data center moratorium |
| EMAT | S-1 | 2026-09-08 | Evolution Metals & Technologies Corp. Full-text match: data center lease kW |
| MESH | 8-K | 2026-09-08 | Meshflow Acquisition Corp Full-text match: data center large load |
| CBDW | 8-K | 2026-09-08 | Lufkin, Texas Full-text match: data center behind-the-meter |
| SLNH | 8-K | 2026-09-08 | Soluna Holdings 8-K (7.01 Regulation FD disclosure, 9.01 exhibits): The Company has energized the final 14 MW at Project Kati 1, completing the 83 MW site, and has been notified that ERCOT has conditionally classified the full 166 MW… |
| PNW | 8-K | 2026-09-04 | PINNACLE WEST CAPITAL CORP Full-text match: data center large load |
| WEC | 8-K | 2026-09-04 | WEC ENERGY GROUP, INC. Full-text match: data center power purchase |
| S-1 | 2026-09-04 | ADARx Pharmaceuticals, Inc. Full-text match: data center curtailment |
|
| S-1/A | 2026-09-04 | SB Energy, Inc. Full-text match: data center interconnection delay |
|
| MTRX | 10-K | 2026-09-03 | MATRIX SERVICE CO Full-text match: data center interconnection delay |
| S-1 | 2026-09-03 | Oura Inc. Full-text match: data center curtailment |
|
| LTGO | 10-Q | 2026-09-03 | Latigo Biotherapeutics, Inc. Full-text match: data center curtailment |
| PL | 10-Q | 2026-09-03 | Planet Labs PBC Full-text match: data center interconnection delay |
| LHSW | 424B4 | 2026-09-03 | Lianhe Sowell International Group Ltd Full-text match: data center interconnection delay |
| PHR | 10-Q | 2026-09-03 | Phreesia, Inc. Full-text match: data center moratorium |
| ZS | 10-K | 2026-09-03 | Zscaler, Inc. Full-text match: data center interconnection delay |
| FCEL | 8-K | 2026-09-02 | FUELCELL ENERGY INC Full-text match: data center power purchase |
| FCEL | 10-Q | 2026-09-02 | FUELCELL ENERGY INC Full-text match: data center lease kW |
| MOVE | 8-K | 2026-09-02 | Corvex, Inc. Full-text match: data center moratorium |
| VRT | 8-K | 2026-09-02 | Vertiv Holdings Co Full-text match: data center behind-the-meter |
| FNGR | S-1 | 2026-09-01 | FingerMotion, Inc. Full-text match: data center large load |
| S-1 | 2026-09-01 | SB Energy, Inc. Full-text match: data center moratorium |
|
| FRVO | 8-K | 2026-09-01 | Fervo Energy Co Full-text match: data center power purchase |
| RBRK | 10-Q | 2026-09-01 | Rubrik, Inc. Full-text match: data center interconnection delay |
| IOND | 10-Q | 2026-09-01 | Ionic Digital Inc. Full-text match: data center power purchase |
| SYTN | S-1/A | 2026-08-31 | Syntiant Corp. Full-text match: data center moratorium |
| TXNM | 424B5 | 2026-08-31 | TXNM Energy (PNM Resources) 424B5: ansmission, distribution, and other projects, including uncertainty related to regulatory approvals and cost recovery, the ability of counterparties to meet their obligations under certain arrangements… |
| EOSE | S-3ASR | 2026-08-31 | Eos Energy Enterprises S-3ASR: These applications are increasingly relevant as overall electricity demand continues to rise, including incremental load growth associated with the expansion of artificial intelligence (“AI”), high-performance… |
| FNGR | 8-K | 2026-08-28 | FingerMotion, Inc. Full-text match: data center behind-the-meter |
| QMLS | 10-Q/A | 2026-08-28 | QumulusAI, Inc. Full-text match: data center colocation megawatts |
| CORZ | 8-K | 2026-08-27 | Utility agreements supporting Core Scientific data center sites Core Scientific entered a Credit Agreement on August 25, 2026 with JPMorgan Chase Bank as administrative and collateral agent, providing a senior secured revolving credit facility of up to $100.0 million and a letter… |
| IREN | 10-K | 2026-08-27 | IREN Ltd Full-text match: data center power purchase agreement |
| BTDR | 6-K | 2026-08-26 | Tydal, Norway AI/HPC campus; A102 and A201 facilities, Malaysia Bitdeer's July 2026 operations update reports a $4.7 billion, sixteen-year AI and HPC data center lease for its Tydal, Norway campus, with potential total contract value reaching $8.0 billion through a one-time… |
| WYFI | 8-K/A | 2026-08-26 | WhiteFiber 8-K/A (9.01 exhibits): (the “Company”), through its wholly owned subsidiary, Enovum Data Centers Corp., a Canadian corporation, that was described under Item 1.01 of the Original 8-K. |
| QMLS | 10-Q | 2026-08-25 | QumulusAI, Inc. Full-text match: data center colocation megawatts |
| CBDW | 8-K | 2026-08-25 | 1606 CORP. Full-text match: data center behind-the-meter |
| FNGR | 8-K | 2026-08-25 | FingerMotion, Inc. Full-text match: data center behind-the-meter |
| GRDX | S-1/A | 2026-08-24 | GridAI Technologies Corp. Full-text match: data center behind-the-meter |
| HNUC | S-1/A | 2026-08-24 | SMR-300-powered Full-text match: data center power purchase agreement |
| SLNH | DEF 14A | 2026-08-24 | Soluna Holdings DEF 14A: Golding's career is focused on building Internet, Cloud, And AI infrastructure for enterprises, colocation providers, hyperscale clouds, and the emerging AI ecosystem. |
| S-1 | 2026-08-21 | Bitari Inc Full-text match: data center power purchase agreement |
|
| S-1 | 2026-08-21 | CoVolt Power, Inc. Full-text match: data center behind-the-meter |
|
| WYFI | 8-K | 2026-08-21 | WhiteFiber 8-K (1.01 material definitive agreement, 2.03 direct financial obligation, 3.02 unregistered sale of equity, 8.01 other events, 9.01 exhibits): The remaining net proceeds from the Offering are expected to be used… |
| XEL | 8-K | 2026-08-20 | Xcel Energy 8-K (8.01 other events): uction; rising energy prices and fuel costs; qualified employee workforce and third-party contractor factors; reputational impacts of actions by employees, directors or third-parties; our… |
| PLMK | 8-K | 2026-08-20 | Powered Full-text match: data center power purchase agreement |
| SHAZ | S-1/A | 2026-08-20 | SharonAI Holdings Inc. Full-text match: data center behind-the-meter |
| HVII | 8-K | 2026-08-20 | Hennessy Capital Investment Corp. VII Full-text match: data center power purchase agreement |
| DUOT | 8-K | 2026-08-19 | DUOS TECHNOLOGIES GROUP, INC. Full-text match: data center behind-the-meter |
| DUOT | 10-Q | 2026-08-19 | DUOS TECHNOLOGIES GROUP, INC. Full-text match: data center colocation megawatts |
| GPUS | 10-Q | 2026-08-19 | Dowagiac, Michigan Full-text match: data center colocation megawatts |
| CHRN | 10-K | 2026-08-19 | ChronoScale Holdings Corp Full-text match: data center colocation megawatts |
| AZIO | 10-Q | 2026-08-18 | AZIO AI HOLDINGS, INC. Full-text match: data center behind-the-meter |
| SHAZ | S-1/A | 2026-08-18 | SharonAI Holdings Inc. Full-text match: data center behind-the-meter |
| WEC | 8-K | 2026-08-18 | WEC Energy Group 8-K (1.01 material definitive agreement): On, August 14, 2026, Wisconsin Electric Power Company (“WEPCO”) entered into a Power Purchase Agreement ("PPA") with Nextera Energy Point Beach LLC (“NEPB”) to purchase 86% of… |
| EVRG | 424B5 | 2026-08-17 | Evergy 424B5: These risks, uncertainties and other factors include, but are not limited to: • economic and weather conditions and any impact on sales, prices and costs; • significant changes in the demand for electricity,… |
| BKH | 8-K | 2026-08-17 | BLACK HILLS CORP /SD/ Full-text match: large load tariff |
| NUAI | 8-K | 2026-08-17 | New ERA Energy & Digital, Inc. Full-text match: data center power purchase agreement |
| DUOT | 8-K | 2026-08-17 | DUOS TECHNOLOGIES GROUP, INC. Full-text match: data center colocation megawatts |
| VIP | 8-K | 2026-08-17 | Vulcan Infrastructure & Power Inc. Full-text match: data center behind-the-meter |
| WYFI | 8-K | 2026-08-17 | WhiteFiber 8-K (1.01 material definitive agreement, 7.01 Regulation FD disclosure, 9.01 exhibits): (the “Company”), through its wholly owned subsidiary, Enovum Data Centers Corp., a Canadian corporation (the “Buyer”), and Unifi… |
| ORCL | news | 2026-08-17 | Oracle drops lawsuit challenging Wisconsin data center credit rules Litigation over data center tariffs, Port Washington project |
| NVDA | news | 2026-08-17 | OpenAI to lease Ohio data center backed by NVIDIA guarantee NVIDIA lease and power payment guarantee for AI data center |
| FRMI | 10-Q | 2026-08-14 | Project Matador, Amarillo, Texas (private-grid AI data center and nuclear/gas power campus) Fermi disclosed that Texas's evolving regulatory environment for data centers, including SB6, NOGRR 282, and NPRR 1308, and Governor Abbott's August 3, 2026 directive for PUCT/ERCOT to audit data centers advancing… |
| COHR | 10-K | 2026-08-14 | COHERENT CORP. Full-text match: data center capacity agreement |
| HIVE | 10-Q | 2026-08-14 | HIVE Digital Technologies Ltd. Full-text match: data center power purchase agreement |
| 10-Q | 2026-08-14 | StratCap Digital Infrastructure REIT, Inc. Full-text match: data center ground lease |
|
| AGPU | 10-Q | 2026-08-14 | Axe Compute Inc. Full-text match: data center colocation megawatts |
| FRMI | 8-K | 2026-08-14 | Fermi Inc. Full-text match: data center behind-the-meter |
| DGXX | 10-Q | 2026-08-14 | Digi Power X Inc. Full-text match: data center colocation megawatts |
| BGDE | 10-Q | 2026-08-14 | Big Digital Energy, Inc. Full-text match: data center behind-the-meter |
| NUAI | 10-Q/A | 2026-08-14 | New ERA Energy & Digital, Inc. Full-text match: data center behind-the-meter |
| NUAI | 10-Q | 2026-08-14 | New ERA Energy & Digital, Inc. Full-text match: data center behind-the-meter |
| GEDC | 10-Q | 2026-08-14 | TerraVolt Holdings, Inc. Full-text match: data center behind-the-meter |
| BSAI | 10-Q | 2026-08-14 | BLUSKY AI INC. Full-text match: data center ground lease |
| JTAI | 10-Q | 2026-08-14 | Jet.AI Inc. Full-text match: data center behind-the-meter |
| VIP | 10-Q | 2026-08-14 | Underwood, North Dakota Full-text match: data center behind-the-meter |
| EDGM | 10-Q | 2026-08-14 | Edgemode, Inc. Full-text match: data center power purchase agreement |
| RIOT | 8-K | 2026-08-14 | Riot Platforms 8-K (1.01 material definitive agreement, 2.03 direct financial obligation): The proceeds of the Facility are intended to fund the purchase of long-lead equipment and related project equipment, and certain other… |
| CORZ | 8-K | 2026-08-14 | Core Scientific reports update on merger with CoreWeave CoreWeave acquisition of Core Scientific |
| BTBT | 10-Q | 2026-08-13 | Bit Digital 10-Q: For the three months ended June 30, 2026 and 2025, the GPU server lease expense amounted to $ 5.6 million and $ 3.7 million, respectively and for the six months ended June 30, 2026 and 2025, the GPU server lease… |
| SLNH | 10-Q | 2026-08-13 | Soluna Holdings 10-Q: The strategic pipeline contract relates to potential renewable energy datacenters that fit in the alignment of the Company structure to expand operations of the Company’s new focus in their business. |
| IREN | 8-K | 2026-08-13 | IREN delivers Horizon 1 50MW AI data center to Microsoft at Childress Texas Texas AI data center delivery milestone |
| IREN | news | 2026-08-13 | IREN delivers Horizon 1 to Microsoft and achieves NVIDIA exemplar cloud status on GB300 NVL72 Texas AI cloud deployment milestone |
| CRWV | 10-Q | 2026-08-12 | CoreWeave data center delivery / delayed data center site amortization CoreWeave's Q2 2026 10-Q defines a 'delayed data center site amortization date' in its credit facility terms for data center sites that did not meet certain delivery requirements by a specified date, confirming… |
| DUK | 424B5 | 2026-08-12 | Duke Energy 424B5: customer usage due to cost pressures from inflation, tariffs, or fuel costs, worsening economic health of our service territories, reductions in customer usage patterns, or lower than anticipated load growth,… |
| TLN | 8-K/A | 2026-08-12 | Lawrenceburg, Indiana 8-K/A (9.01 exhibits): ment and Plan of Merger (the “Merger Agreement”) with affiliates of Energy Capital Partners (“ECP”), pursuant to which the Company acquired all of the equity interests of certain affiliates of… |
| CEPL | 10-Q | 2026-08-12 | Capstone Energy Plus (formerly Capstone Green Energy) 10-Q: For example, on July 14, 2026, New York State Governor Kathy Hochul signed an executive order barring the construction of new hyperscale data centers using 50 megawatts or more of power for up to one year in the… |
| NNE | 10-Q | 2026-08-12 | NANO Nuclear Energy 10-Q: These include growth in AI data centers, industrial reshoring, and broader electrification, all driving a significant need for clean and reliable power, energy sustainability and independence, and climate… |
| WYFI | 10-Q | 2026-08-12 | WhiteFiber 10-Q: OTHER CURRENT ASSETS, NET Other current assets were comprised of the following: June 30, 2026 December 31, 2025 Funds held in escrow $ 4,384 $ 4,000 Prepaid consulting service expenses 336 1,260 Deferred contract… |
| RIOT | 10-Q | 2026-08-10 | Corsicana Facility and Rockdale Facility, Texas (ERCOT interconnection) Riot disclosed that on August 3, 2026 Texas Governor Abbott directed the PUCT and ERCOT to conduct a comprehensive audit of all data center projects advancing through ERCOT's interconnection process, which could delay… |
| DUK | 424B5 | 2026-08-10 | Duke Energy 424B5: customer usage due to cost pressures from inflation, tariffs, or fuel costs, worsening economic health of our service territories, reductions in customer usage patterns, or lower than anticipated load growth,… |
| VST | 10-Q | 2026-08-10 | Vistra 10-Q: The Helix Fund will seek to invest in and manage assets critical to enabling artificial intelligence (AI), including hyperscale data center development and operations; baseload and flexible power generation;… |
| PLUG | 10-Q | 2026-08-10 | Plug Power 10-Q: Data Centers, LLC (filed as Exhibit 10.2 to Plug Power Inc.’s Current Report on Form 8-K filed on July 13, 2026 and incorporated by reference herein) 10.4* First Amendment to Purchase and Sale Agreement, dated as… |
| BW | 10-Q | 2026-08-10 | Babcock & Wilcox Enterprises 10-Q: This improvement is primarily due to the increasing need for electricity from fossil fuels driven by the demand from AI, data centers and expanding economies. |
| RIOT | 8-K | 2026-08-10 | Riot Platforms 8-K (2.02 results of operations, 8.01 other events, 9.01 exhibits): The information included in Exhibit 99.1 under the heading “191 IT MW Data Center Lease with a Leading Frontier AI Lab at Rockdale” shall be… |
| RIOT | 8-K | 2026-08-10 | $9.1B AI lease at Rockdale + Q2 2026 results |
| BTDR | 6-K | 2026-08-10 | Bitdeer reports unaudited second quarter 2026 results with AI cloud and HPC leasing update Q2 results, AI cloud and HPC leasing, Rockdale Texas |
| META | news | 2026-08-10 | Abbott data center agreement with Meta appears to have no impact on Northeast El Paso project Texas standards and incentive exposure for El Paso campus |
| PPL | 10-Q | 2026-08-07 | PPL Corporation 10-Q: (Blackstone Infrastructure) have formed a joint venture, Invitium Energy, LLC (Invitium), to build, own and operate new electricity generation stations to power data centers in Pennsylvania under long-term energy… |
| CEPL | 424B5 | 2026-08-07 | Capstone Energy Plus (formerly Capstone Green Energy) 424B5: is a leading provider of behind-the-meter clean energy solutions for industrial and commercial operations, along with solutions designed for the next generation of artificial intelligence (“AI”) and data center… |
| OKLO | 10-Q | 2026-08-07 | Oklo 10-Q: Right of First Refusal Liability On February 16, 2024, the Company entered into a letter of intent (the “LOI”) with an unrelated third party (the “third party”) for the purchase of power from the Company’s… |
| DLR | press | 2026-08-07 | Digital Realty Welcomes Abbott Initiative |
| DLR | press | 2026-08-07 | Digital Realty welcomes Governor Abbott initiative for responsible Texas data center investment Texas oversight, ERCOT, grid reliability commitment |
| AMZN | news | 2026-08-07 | Amazon confirmed as backer of 7.65 GW private gas power plant for Texas data centers Texas behind-the-meter gas power for AI data centers |
| CLSK | 10-Q | 2026-08-06 | Sandersville, Georgia HPC data center (Sandersville Lease) and Texas ERCOT interconnection sites CleanSpark disclosed the August 3, 2026 letter from Texas Governor Greg Abbott directing ERCOT and the PUCT to audit all data centers advancing through the ERCOT interconnection process before they can proceed, plus… |
| MARA | 10-Q | 2026-08-06 | MARA behind-the-meter data center sites (Texas) MARA's 10-Q references the ERCOT/CenterPoint 'Batch Zero' large-load interconnection review process affecting timing for its behind-the-meter data center power arrangements in Texas. |
| EVRG | 10-Q | 2026-08-06 | Evergy 10-Q: 18.6 37.1 ( 10.4 ) Transmission 6.1 5.9 12.4 13.3 Other 0.7 ( 0.1 ) 3.4 2.5 Total revenue from contracts with customers $ 436.4 $ 425.1 $ 824.4 $ 775.3 Other operating revenues 52.3 46.1 109.7 123.6 Operating… |
| SRE | 10-Q | 2026-08-06 | Sempra 10-Q: Some of these plans, as well as the increase in data centers and other large load customers throughout the state, have been the subject of heightened engagement from the public and state and local officials… |
| BKH | 10-Q | 2026-08-06 | Black Hills 10-Q: Wyoming Electric entered into a generation reservation agreement with a prospective data center customer who will provide refundable advances totaling $377 million under the agreement maturing August 31, 2026. |
| CWEN | 424B5 | 2026-08-06 | Clearway Energy 424B5: Federal Energy Regulatory Commission (“FERC”) because they own or operate FERC jurisdictional facilities, including certain generation interconnection facilities and various “paper” facilities, such as wholesale… |
| 8-K | 2026-08-06 | Oncor Electric Delivery 8-K (2.02 results of operations, 7.01 Regulation FD disclosure, 9.01 exhibits): severe weather events, natural disasters or wildfires; cyber-attacks on Oncor or Oncor’s third-party vendors; changes in expected ERCOT… |
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| 10-Q | 2026-08-06 | Oncor Electric Delivery 10-Q: This follows ERCOT’s implementation of a PUCT-approved, system-wide approach to sequence large load customer interconnection requests (loads of 75 MW or greater) in a recurring batch interconnection framework,… |
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| ORA | 10-Q | 2026-08-06 | Ormat Technologies 10-Q: • In February 2026, we entered into a long-term geothermal portfolio PPA to supply up to 150MW of new geothermal capacity to support Google’s data center energy needs, through NV Energy’s Clean Transition Tariff… |
| CEG | 10-Q | 2026-08-06 | Freestone County, Texas 10-Q: New Data Center Facility at Freestone Energy Center In the first quarter of 2026, we signed a new 380 MW agreement with Dallas-based CyrusOne, a leading global data center developer and operator, to connect and… |
| WULF | 10-Q | 2026-08-05 | Cayuga Site, Lansing, New York (HPC data center development) TeraWulf disclosed that in July 2026 New York Governor Kathy Hochul issued Executive Order No. 62, temporarily pausing certain discretionary permits and approvals for covered data center projects, directly implicating… |
| NI | 10-Q | 2026-08-05 | NIPSCO data center contracts with Google/Alphabet (ADS Contract) NiSource's 10-Q discloses material dependence on performance under its 'ADS Contract' data center agreement with Alphabet subsidiary ADS, warning that any decision by ADS or Alphabet to terminate or reduce committed… |
| TLN | 10-Q | 2026-08-05 | Talen Energy 10-Q: In October 2025, DOE directed the FERC to consider reforms to expedite and facilitate how large loads interconnect to the interstate transmission system. |
| EOSE | 10-Q | 2026-08-05 | Eos Energy Enterprises 10-Q: It addresses long duration, response driven use cases across data centers, military bases, manufacturing facilities and critical infrastructure, supported by a domestic FEOC compliant supply chain. |
| SMR | 10-Q | 2026-08-05 | NuScale Power 10-Q: We are positioning ourselves to support the potential next phase of the collaboration between TVA and ENTRA1 which is contingent on the execution of one or more purchase power agreements between ENTRA1 and TVA In… |
| BTDR | 6-K | 2026-08-05 | Bitdeer reports AI and HPC colocation lease at Tydal Norway AI/HPC colocation lease |
| CIFR | 10-Q | 2026-08-04 | Odessa Facility, Texas (Luminant Lease Agreement) and 700MW HPC hyperscaler pipeline across Texas/Ohio Cipher disclosed that operations require approval from Oncor, AEP, and/or ERCOT to energize each data center, and that deposits with Oncor and AEP for interconnection infrastructure are contingent on energizing sites… |
| WEC | 10-Q | 2026-08-04 | WEC Energy large-scale data center customer projects (Wisconsin) WEC Energy Group's 10-Q lists project termination, cancellation, or delay by data center and other large-scale customers as an explicit risk factor, alongside public opposition to data centers and failure to garner… |
| HUT | 10-Q | 2026-08-04 | Hut 8 site-level ERCOT interconnection exposure Hut 8's Q2 2026 10-Q incorporates by reference its annual report risk factor discussion regarding potential impacts from evolving data center regulatory and tax abatement scrutiny across its jurisdictions, without new… |
| PEG | 10-Q | 2026-08-04 | Public Service Enterprise Group 10-Q: In July 2026, Governor Sherrill also signed the Data Center Fair Share Act into law. |
| DUK | 10-Q | 2026-08-04 | Duke Energy 10-Q: Demand associated with data center development remains a significant contributor to projected load growth. |
| PNW | 10-Q | 2026-08-04 | Pinnacle West Capital 10-Q: SAI, SAI is a private corporation that manufactures electrical switchgear equipment used by data centers. |
| AES | 10-Q | 2026-08-04 | AES Corporation 10-Q: iana's plan to develop and construct specific transmission network upgrades and enhancements required to serve the increasing demand, including seeking approval of a construction service agreement and an electric… |
| PNW | 424B5 | 2026-08-04 | Pinnacle West Capital 424B5: lt in increased competition; • variations in demand for electricity, including those due to weather, seasonality (including large increases in ambient temperatures), the general economy or social conditions,… |
| NRG | 10-Q | 2026-08-04 | NRG Energy 10-Q: Senate Bill 6, On June 20, 2025, the Governor of Texas signed SB 6 into law, which includes various provisions that concern how both ERCOT, transmission and distribution utilities, and power generation companies… |
| MARA | 8-K | 2026-08-04 | MARA Holdings 8-K (5.02 officer or director changes, 7.01 Regulation FD disclosure, 9.01 exhibits): Novak is a recognized leader in hyperscale data center development and digital infrastructure innovation. |
| AEE | 10-Q | 2026-08-03 | Ameren 10-Q: 44 Table of Contents In 2026, Ameren Missouri executed electric service agreements with large load customers under its modified large primary service tariff that was approved in 2025, representing 2.8 gigawatts… |
| ETR | 10-Q | 2026-07-31 | Meta Platforms data center project, Richland Parish, Louisiana (Entergy Louisiana electric service agreement) Entergy's 10-Q discloses that in June 2026 intervenors in a Louisiana Public Service Commission (LPSC) proceeding sought a subpoena of Meta Platforms to obtain information about its data center project's investment,… |
| D | 10-Q | 2026-07-31 | Loudoun County, Virginia data center cluster ('Data Center Alley') Dominion Energy's 10-Q specifically names Loudoun County, Virginia as a concentration risk for data center-driven demand growth, warning about the ability to obtain regulatory, environmental, and other permits to… |
| LNT | 10-Q | 2026-07-31 | Alliant Energy 10-Q: In the third quarter of 2025, WPL entered into an electric service agreement with a customer who expected to build a data center in WPL’s service territory. |
| TXNM | 10-Q | 2026-07-31 | TXNM Energy (PNM Resources) 10-Q: On February 6, 2026, the PUCT adopted Rule 25.370, which requires the power demands of large load customers of 75 MW or more, to be incorporated into ERCOT’s Regional Transmission Plan and resource adequacy… |
| POR | 10-Q | 2026-07-31 | Portland General Electric 10-Q: HB 3546 also directed the OPUC to require that electric companies serving data centers enter into a contract for services with such customer under terms and conditions specified 47 Table of Contents by the law. |
| HE | 8-K | 2026-07-31 | Hawaiian Electric Industries 8-K (1.01 material definitive agreement): (Kalaeloa), entered into a Power Purchase Agreement for Firm Capacity Renewable Dispatchable Generation (New PPA). |
| DLR | 10-Q | 2026-07-31 | Digital Realty Trust Q2 2026 Form 10-Q, quarterly report with data center portfolio and development Dallas metro and Texas development exposure |
| AMZN | 10-Q | 2026-07-31 | Amazon.com Q2 2026 Form 10-Q, quarterly report with elevated data center capital expenditures AWS data center buildout and capex |
| XEL | 10-Q | 2026-07-30 | Xcel Energy data center customer tariffs (multi-state) Xcel Energy's 10-Q discusses new data center-specific tariffs including minimum demand/revenue requirements and termination or exit fees, designed to ensure data center customers pay the incremental costs to serve… |
| AEP | 10-Q | 2026-07-30 | American Electric Power 10-Q: ERCOT expects to provide load ramp information to eligible Batch Zero projects in April 2027, enabling large load customers to determine whether to proceed with an interconnection agreement and reserve its… |
| SO | 10-Q | 2026-07-30 | Southern Company 10-Q: Since 2023, the traditional electric operating companies have contracts with new data centers and other large load customers covering approximately 11 gigawatts of electric load, with each contract individually… |
| META | 10-Q | 2026-07-30 | Meta Platforms Q2 2026 Form 10-Q, quarterly report with data center and AI capital expenditures Data center capex and El Paso venture context |
| APLD | 10-K | 2026-07-29 | Applied Digital HPC data center campuses (Texas/North Dakota development pipeline) Applied Digital's 10-K risk factors note that governmental authorities have historically imposed moratoria on data center development citing energy usage concerns, and that lessees may terminate leases if construction… |
| MSFT | 10-K | 2026-07-29 | Microsoft fiscal 2026 Form 10-K, annual report with cloud and AI infrastructure spending Data center capital commitments and lease disclosures |
| CORZ | 10-Q | 2026-07-28 | Core Scientific data center delivery to CoreWeave Core Scientific's 10-Q addresses ERCOT interconnection timing risk and community opposition to data center development as factors that could delay conversion of its Texas sites into HPC colocation capacity for… |
| BE | 10-Q | 2026-07-28 | New York hyperscale data center moratorium (statewide) Bloom Energy's 10-Q dedicates a section to 'Increasing Opposition to Data Center Development,' citing the July 2026 New York executive order creating a moratorium on new hyperscale data centers and temporarily pausing… |
| CMS | 10-Q | 2026-07-28 | CMS Electric Supply Plan / Michigan data center load growth CMS Energy's 10-Q flags risk that regulatory action could prohibit, delay, or impair implementation of its Electric Supply Plan, and that anticipated demand growth from data center expansion may not materialize as… |
| CORZ | 8-K | 2026-07-28 | Core Scientific and AMD announce infrastructure partnership for up to 2.5 GW including Texas Pecos and Hunt… Texas AMD AI data center leases |
| META | press | 2026-07-28 | Meta announces strategic venture with BlackRock to develop El Paso Texas data center Texas AI data center, 1 GW, over 10 billion dollar investment |
| GOOGL | 10-Q | 2026-07-23 | Alphabet Q2 2026 Form 10-Q, quarterly report with technical infrastructure investment Data center capex and buildout |
| CLSK | 8-K | 2026-07-14 | CleanSpark secures twenty year Sandersville Georgia data center lease and Texas 885 MW portfolio letter of… data center lease and Texas power portfolio LOI |
| CLSK | press | 2026-07-14 | CleanSpark secures twenty year lease with high investment grade global technology company for data center in… data center lease and Texas portfolio LOI |
| MARA | 8-K | 2026-07-09 | MARA reports Volt Texas acquisition of Texas site with 2,000 MW power capacity subject to ERCOT approval Texas data center site, ERCOT interconnection |
| ORCL | 10-K | 2026-06-22 | Oracle Cloud Infrastructure data center expansion pipeline Oracle's 10-K explicitly warns that government-imposed limits or moratoria on data center construction in a given market could hinder its ability to execute expansion plans, citing delays across design, engineering,… |
| HIVE | 10-K | 2026-06-02 | HIVE data center sites in Canada, Sweden, and Paraguay HIVE's 10-K warns that securing power interconnection agreements and permits for its data centers may be delayed, denied, or become cost-prohibitive due to regulatory processes, and that community opposition to siting… |
| GOOGL | news | 2026-05-26 | Court halts construction on Google Pine Island Minnesota data center Litigation, temporary restraining order over environmental review |
| IREN | 10-Q | 2026-05-08 | IREN Texas and British Columbia data center sites IREN's 10-Q flags 'large load interconnection' risk factors tied to ERCOT-region development, echoing the broader Texas regulatory scrutiny of data center interconnection queues affecting its Childress buildout. |
| CIFR | 10-Q | 2026-05-05 | Cipher Texas/Ohio 4.4GW pipeline sites Cipher's Q1 2026 10-Q reiterates 'large load interconnection' as a specific named risk category for its Texas and Ohio pipeline of 4.4GW across seven sites, noting substation and grid interconnection advancement as… |
| APLD | 8-K | 2026-05-05 | Applied Digital reports completion of financing tied to CoreWeave North Dakota data center lease AI data center lease financing |
| BTDR | 20-F | 2026-04-30 | Bitdeer US data center / ASIC hosting facilities Bitdeer's annual report references ERCOT interconnection exposure for its Texas hosting operations amid heightened regulatory scrutiny of large-load data center interconnection requests in the state. |
| MARA | 8-K | 2026-04-30 | MARA reports transaction with FTAI Infrastructure for 485 MW co-located data center power asset data center power asset transaction |
| BE | press | 2026-04-27 | Oracle, BorderPlex and Bloom Energy to power Project Jupiter with fuel cell technology On-site fuel cell power replacing gas turbines for Texas data center |
| APLD | 10-Q | 2026-04-08 | Applied Digital data center campuses (construction supply chain) Applied Digital disclosed that global supply logistics delays affecting power and cooling equipment for HPC/AI data centers have been, and may continue to be, impacted by tariffs, extending construction timelines. |
| GOOGL | news | 2026-04-07 | Google to use natural gas to power off grid data center in Armstrong County Texas Behind-the-meter gas power, Texas, Crusoe Goodnight campus |
| BITF | 10-K | 2026-03-31 | Panther Creek, Nesquehoning, Pennsylvania (PJM interconnection) and Magog, Quebec lease termination Bitfarms (now Keel Infrastructure) disclosed PJM's 2025 Regional Transmission Expansion Plan indicates transmission enhancements needed to serve new data center power demand could take more than five years, and… |
| GREE | 10-K | 2026-03-31 | Greenidge/Vulcan data center and power generation facilities (New York, Texas) Greenidge (now Vulcan Infrastructure & Power) references general data center construction and permitting delay risk in its 10-K following its corporate rebrand and pivot toward broader infrastructure/power generation… |
| BTBT | 10-K | 2026-03-27 | WhiteFiber subsidiary data centers (MTL-1, MTL-2, MTL-3 Montreal; North Carolina) Bit Digital's 10-K, discussing its WhiteFiber subsidiary, disclosed that development delays could arise from zoning and permitting requirements, and specifically from local community resistance or protests in response… |
| WYFI | 10-K | 2026-03-26 | WhiteFiber Montreal (MTL-1/2/3) and North Carolina data centers WhiteFiber's 10-K states its data center operations are currently limited to Montreal, Canada, with North Carolina coming online, and discloses that development activities face delays from zoning and permitting… |
| MSFT | news | 2026-03-24 | Microsoft to rent Abilene Texas data center dropped by OpenAI and Oracle Texas Stargate-adjacent lease, capacity reshuffle |
| ORCL | news | 2026-03-06 | Oracle and OpenAI end plans to expand flagship Abilene Texas data center Texas Stargate expansion abandoned |
| CORZ | 10-K | 2026-03-02 | Core Scientific HPC/AI data center conversions (Texas colocation sites); Texas Senate Bill 6 Core Scientific disclosed that Texas enacted Senate Bill 6 in June 2025, introducing significant new requirements for large-load electricity customers exceeding 75MW in ERCOT, including new obligations to contribute to… |
| CRWV | 10-K | 2026-03-02 | Third-party-provided data centers (widely reported to involve Core Scientific) CoreWeave's 10-K explicitly discloses delays announced in November 2025 regarding delivery of certain data centers to be provided by a third-party data center provider, warning that failure by third-party providers to… |
| WULF | 10-K | 2026-02-27 | Justified Data Campus (up to 480MW gross power availability) TeraWulf's 10-K describes construction of the Justified Data Campus HPC/AI data center, noting the buildout is subject to site planning and phased construction beginning in 2026 extending through 2027, dependent on… |
| VST | 10-K | 2026-02-27 | Vistra nuclear/gas generation serving data center large-load customers (ERCOT and PJM) Vistra's 10-K discusses risks tied to serving large-load data center customers, including project termination, cancellation, or delay risk, and the need for regulatory approval of new tariffs designed to allocate… |
| HUT | 10-K | 2026-02-25 | Hut 8 HPC data center sites (Texas/North America) Hut 8's 10-K risk factors cite tax abatement scrutiny and local moratoria as increasing constraints on new data center development in jurisdictions where the company operates. |
| NVDA | 10-K | 2026-02-25 | Customer/partner AI data center build-outs dependent on Nvidia hardware NVIDIA's 10-K warns that power or water shortages, land or permitting constraints, or regulations limiting energy, water, or land availability could impair customers' ability to expand data center capacity and consume… |
| CIFR | 10-K | 2026-02-24 | Cipher 5.3GW data center portfolio across 11 sites (Texas and Ohio) Cipher's 10-K states its ~5.3GW portfolio across 11 sites is at various stages of interconnection, with 700MW of HPC facilities under development across three sites for hyperscaler tenants, and warns that community… |
| CEG | 10-K | 2026-02-24 | Crane Clean Energy Center (Three Mile Island Unit 1 restart) for Microsoft PPA Constellation's 10-K discloses that under its agreement, Microsoft will purchase the output of the restarted Crane Clean Energy Center (formerly Three Mile Island Unit 1, retired in 2019) to power its data centers,… |
| NRG | 10-K | 2026-02-24 | PJM region data center large-load interconnection studies NRG's 10-K discloses that all 13 PJM-region governors signed a Statement of Principles urging PJM to address revenue certainty for new generation and allocate new resource costs to data centers, and that project delays… |
| AMT | 10-K | 2026-02-24 | American Tower data centers segment (ground-up builds and expansions) American Tower's 10-K states that local authorities and community residents periodically oppose data center construction, which can delay or prevent new builds, and that power constraints, delays, and unfavorable… |
| DLR | 10-K | 2026-02-13 | Digital Realty global data center development pipeline Digital Realty's 10-K risk factors cite zoning and permitting delays, including public or government opposition, as risks that could delay completion of its global data center development pipeline (769 MW of projects… |
| IRM | 10-K | 2026-02-12 | Iron Mountain Global Data Center Business Iron Mountain's 10-K discloses that its Global Data Center Business is susceptible to regional/local power costs, shortages, and outages, and that connectivity interruptions or terminations could adversely affect its… |
| EQIX | 10-K | 2026-02-11 | Equinix global colocation/interconnection data center portfolio Equinix's 10-K risk factors discuss supply chain and procurement disruptions leading to construction delays, plus zoning, permitting, and community/government opposition risk affecting new data center construction… |
| BE | 10-K | 2026-02-09 | FERC/DOE large load co-located generation rulemaking Bloom Energy's 10-K discusses that grid constraints and permitting delays are extending time-to-power for traditional data center facilities and expansions, and that local moratoria, protests, or siting restrictions on… |
| RIOT | 8-K | 2026-01-16 | Riot acquires Rockdale land and signs first data center lease with AMD in Texas Rockdale Texas AMD data center lease |
| RIOT | news | 2026-01-16 | Riot announces fee simple acquisition of land and first data center lease with AMD at the Rockdale site Rockdale Texas AMD lease detail |
| BE | news | 2026-01-08 | American Electric Power agrees to deploy up to 1 GW of Bloom Energy fuel cells Utility-scale on-site power for data centers bypassing grid queue |
| AMZN | news | 2025-12-16 | Hobart Indiana officials sued by residents over rezoning for Amazon data center Litigation over data center rezoning |
| AMZN | news | 2025-12-02 | Amazon pulls out of Project Blue data center campus in Tucson Arizona Data center cancellation over water and power concerns |
| CLSK | 10-K | 2025-11-25 | Sandersville, Georgia HPC data center campus CleanSpark's 10-K risk factors warn that if it fails to complete the Sandersville facility on time under the Sandersville Lease, the customer may terminate the agreement, seek damages, or pursue other remedies, and… |
| NVDA | 10-Q | 2025-11-19 | NVIDIA Q3 fiscal 2026 Form 10-Q, quarterly report noting no assurance of definitive OpenAI agreements SEC risk disclosure on OpenAI data center commitment |
| IREN | 8-K | 2025-11-03 | IREN secures approximately 9.7 billion dollar AI cloud contract with Microsoft at Childress Texas Texas AI cloud contract with Microsoft |
| GOOGL | news | 2025-09-22 | Google withdraws proposed data center in Franklin Township Indiana after opposition Data center cancellation after community pushback |
| NVDA | press | 2025-09-22 | OpenAI and NVIDIA announce strategic partnership to deploy 10 gigawatts of NVIDIA systems Up to 100 billion dollar OpenAI data center investment |
| APLD | 8-K | 2025-08-29 | Applied Digital finalizes additional 150MW CoreWeave lease at Polaris Forge 1 Ellendale campus 150MW AI/HPC lease, North Dakota |
| IREN | 10-K | 2025-08-28 | Childress, Texas facility (Horizon 1 direct-to-chip liquid cooling deployment) IREN disclosed that ERCOT issued a July 23, 2025 market notice requesting information on voltage ride-through capabilities for data center and crypto-mining loads of 75MW or greater, to determine reliable… |
| APLD | 8-K | 2025-06-02 | Applied Digital announces 250MW AI data center lease with CoreWeave at Ellendale North Dakota 250MW AI/HPC lease, North Dakota |
| MSFT | news | 2025-03-21 | Microsoft halts work on future phases of Wisconsin Mount Pleasant data center Data center project pause and design reevaluation |
| TLN | EX-99.1 | 2025-02-27 | Susquehanna nuclear plant co-located data center campus (Pennsylvania) Talen's earnings materials reference its data center campus adjacent to the Susquehanna nuclear generating station and the interconnection/regulatory review process for co-located large loads that FERC and PJM were… |
| CORZ | press | 2025-02-26 | Core Scientific and CoreWeave announce 1.2 billion dollar expansion at Denton Texas site Denton Texas HPC expansion |
| RIOT | 8-K | 2025-01-21 | Riot Platforms launches formal evaluation of AI and HPC uses for remaining 600 MW at Corsicana Texas Corsicana Texas AI/HPC evaluation |
No matches.
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.
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.
Capital Atlas
Who is funding AI data centers: capital providers, named sites, financing transactions, and the blocked-and-delayed record, state by state and company by company.
Open the atlas →
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 this address →
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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