SAVRN Trackers · United States
U.S. Power Supply Chain & Demand
The U.S. power system from equipment order to household bill, state by state. The map ties the generation pipeline, grid operators, data center demand, the state jobs report, electricity prices and local policy into one record, built from EIA, BLS, BEA, Census and the SAVRN trackers. Every state and DC has its own page.
Rebuilt 2026-10-08 · refreshed weekly
Planned generation
288.5 GW
98.7 GW under construction or built
Interconnection queue
2,061 GW
active requests, end-2025
Data centers identified
4,761
SAVRN Data Center Map
Construction jobs
8.364M
all-time high, Sep 2026
Residential prices up
48 of 51
jurisdictions, YTD July 2026
Local measures
1,235
moratoria and restrictions
The finding
What the build-out changed in the U.S. economy
The data center build-out is no longer a forecast. It is in the national accounts. BEA traced part of the upward revision to second-quarter growth to nonresidential structures, mainly data centers, and construction employment passed its 2006 record. The gains reach past the server halls: construction employment is above its 2019 level in 42 of the 48 states where BLS publishes it, and electrical contractor employment grew in 46 of 48, led by Idaho (+66.6%), Arizona (+52.3%), Maine (+44.1%). The cost side is just as measurable. Residential prices rose in 48 of 51 jurisdictions this year, gas turbines take about five years from order to delivery, and factory employment overall is still below 2019 (above it in only 16 of 51). Each state page below shows where its economy sits on that ledger.
Data center construction
9.6×
its August 2019 level: an $85.0B annual rate in August 2026, a record
GDP growth
50.2%
of year-over-year real GDP growth in Q2 2026 came from technology investment, data center construction included
Construction jobs
8.364M
an all-time high in September 2026, above the 2006 housing peak
Grid equipment factories
446,300
electrical equipment manufacturing jobs, the most since February 2004
Electricity use
4,195B kWh
a record in 2025, with commercial sales on track to pass residential for the first time
Utility capital
$238.8B
utility capital spending planned for 2026, up from $204.1B in 2025
Section 02 · States
State by state
Every state and DC. Each tile opens a page with the state's generation pipeline, grid operator, data center demand, jobs report, prices and policy record.
AlabamaNon-RTO (utility-run)1.9 GW planned · 0.1 GW building+3.6% residential price18 local measures · 5 on Delay WatchlistOpen page ↗
AlaskaNon-RTO (utility-run)0.0 GW planned · 0.0 GW building+5.0% residential price3 local measures · 1 on Delay WatchlistOpen page ↗
ArizonaNon-RTO (utility-run)15.4 GW planned · 6.6 GW building+0.9% residential price6 local measures · 8 on Delay WatchlistOpen page ↗
ArkansasMISO6.2 GW planned · 3.5 GW building+8.0% residential price13 local measures · 5 on Delay WatchlistOpen page ↗
CaliforniaCAISO20.0 GW planned · 8.1 GW building+2.5% residential price48 local measures · 9 on Delay WatchlistOpen page ↗
ColoradoNon-RTO (utility-run)6.6 GW planned · 3.1 GW building+8.0% residential price25 local measures · 6 on Delay WatchlistOpen page ↗
ConnecticutISO-NE0.6 GW planned · 0.1 GW building-7.7% residential price6 local measures · 3 on Delay WatchlistOpen page ↗
DelawarePJM0.2 GW planned · 0.1 GW building+6.6% residential price4 local measures · 2 on Delay WatchlistOpen page ↗DCDistrict of ColumbiaPJM0.0 GW planned · 0.0 GW building+17.8% residential price0 local measures · 0 on Delay WatchlistOpen page ↗
FloridaNon-RTO (utility-run)2.5 GW planned · 2.3 GW building+1.8% residential price45 local measures · 6 on Delay WatchlistOpen page ↗
GeorgiaNon-RTO (utility-run)6.9 GW planned · 0.8 GW building+4.5% residential price60 local measures · 14 on Delay WatchlistOpen page ↗
HawaiiNon-RTO (utility-run)0.5 GW planned · 0.1 GW building+12.7% residential price2 local measures · 0 on Delay WatchlistOpen page ↗
IdahoNon-RTO (utility-run)1.0 GW planned · 0.4 GW building+12.0% residential price4 local measures · 4 on Delay WatchlistOpen page ↗
IllinoisPJM7.8 GW planned · 2.9 GW building+10.7% residential price28 local measures · 16 on Delay WatchlistOpen page ↗
IndianaMISO5.4 GW planned · 1.6 GW building+7.4% residential price40 local measures · 21 on Delay WatchlistOpen page ↗
IowaMISO1.1 GW planned · 0.3 GW building+5.0% residential price31 local measures · 5 on Delay WatchlistOpen page ↗
KansasSPP2.4 GW planned · 0.6 GW building+6.2% residential price24 local measures · 6 on Delay WatchlistOpen page ↗
KentuckyNon-RTO (utility-run)3.3 GW planned · 1.6 GW building+8.8% residential price44 local measures · 6 on Delay WatchlistOpen page ↗
LouisianaMISO11.3 GW planned · 0.7 GW building+5.9% residential price3 local measures · 1 on Delay WatchlistOpen page ↗
MaineISO-NE0.6 GW planned · 0.1 GW building+9.2% residential price24 local measures · 3 on Delay WatchlistOpen page ↗
MarylandPJM0.0 GW planned · 0.0 GW building+13.6% residential price31 local measures · 6 on Delay WatchlistOpen page ↗
MassachusettsISO-NE0.7 GW planned · 0.3 GW building-0.3% residential price17 local measures · 4 on Delay WatchlistOpen page ↗
MichiganMISO5.2 GW planned · 3.5 GW building+8.8% residential price91 local measures · 10 on Delay WatchlistOpen page ↗
MinnesotaMISO1.8 GW planned · 0.9 GW building+4.2% residential price25 local measures · 19 on Delay WatchlistOpen page ↗
MississippiMISO4.6 GW planned · 2.2 GW building+9.1% residential price1 local measure · 1 on Delay WatchlistOpen page ↗
MissouriMISO3.8 GW planned · 1.5 GW building+5.9% residential price21 local measures · 5 on Delay WatchlistOpen page ↗
MontanaNon-RTO (utility-run)1.2 GW planned · 0.1 GW building+11.3% residential price5 local measures · 2 on Delay WatchlistOpen page ↗
NebraskaSPP2.1 GW planned · 0.1 GW building+7.2% residential price23 local measures · 2 on Delay WatchlistOpen page ↗
NevadaNon-RTO (utility-run)6.7 GW planned · 2.3 GW building+2.6% residential price11 local measures · 5 on Delay WatchlistOpen page ↗
New HampshireISO-NE0.0 GW planned · 0.0 GW building+15.2% residential price5 local measures · 1 on Delay WatchlistOpen page ↗
New JerseyPJM0.0 GW planned · 0.0 GW building+8.7% residential price108 local measures · 4 on Delay WatchlistOpen page ↗
New MexicoNon-RTO (utility-run)4.0 GW planned · 1.5 GW building+2.8% residential price12 local measures · 5 on Delay WatchlistOpen page ↗
New YorkNYISO7.1 GW planned · 3.3 GW building+13.0% residential price35 local measures · 6 on Delay WatchlistOpen page ↗
North CarolinaNon-RTO (utility-run)2.1 GW planned · 0.9 GW building+9.0% residential price62 local measures · 14 on Delay WatchlistOpen page ↗
North DakotaSPP2.7 GW planned · 0.2 GW building+7.4% residential price5 local measures · 1 on Delay WatchlistOpen page ↗
OhioPJM3.4 GW planned · 1.8 GW building+13.0% residential price105 local measures · 11 on Delay WatchlistOpen page ↗
OklahomaSPP5.6 GW planned · 2.7 GW building+7.8% residential price15 local measures · 9 on Delay WatchlistOpen page ↗
OregonNon-RTO (utility-run)7.8 GW planned · 0.5 GW building+1.4% residential price7 local measures · 7 on Delay WatchlistOpen page ↗
PennsylvaniaPJM6.5 GW planned · 0.3 GW building+12.5% residential price36 local measures · 24 on Delay WatchlistOpen page ↗
Rhode IslandISO-NE0.7 GW planned · 0.7 GW building-1.1% residential price5 local measures · 1 on Delay WatchlistOpen page ↗
South CarolinaNon-RTO (utility-run)2.2 GW planned · 0.2 GW building+7.6% residential price22 local measures · 6 on Delay WatchlistOpen page ↗
South DakotaSPP0.4 GW planned · 0.1 GW building+10.3% residential price4 local measures · 2 on Delay WatchlistOpen page ↗
TennesseeNon-RTO (utility-run)4.0 GW planned · 1.1 GW building+4.9% residential price38 local measures · 7 on Delay WatchlistOpen page ↗
TexasERCOT94.2 GW planned · 31.7 GW building+5.7% residential price25 local measures · 32 on Delay WatchlistOpen page ↗
UtahNon-RTO (utility-run)3.8 GW planned · 1.0 GW building+3.4% residential price10 local measures · 3 on Delay WatchlistOpen page ↗
VermontISO-NE0.1 GW planned · 0.0 GW building+6.6% residential price3 local measures · 0 on Delay WatchlistOpen page ↗
VirginiaPJM7.4 GW planned · 3.6 GW building+13.1% residential price13 local measures · 58 on Delay WatchlistOpen page ↗
WashingtonNon-RTO (utility-run)3.6 GW planned · 0.4 GW building+13.0% residential price21 local measures · 4 on Delay WatchlistOpen page ↗
West VirginiaPJM0.9 GW planned · 0.0 GW building+0.8% residential price0 local measures · 2 on Delay WatchlistOpen page ↗
WisconsinMISO4.9 GW planned · 1.2 GW building+5.4% residential price49 local measures · 11 on Delay WatchlistOpen page ↗
WyomingNon-RTO (utility-run)7.2 GW planned · 3.6 GW building+7.8% residential price2 local measures · 4 on Delay WatchlistOpen page ↗Ranking
Ranking
Section 03 · Supply chain
Upstream: equipment lead times and backlogs
Order-by date = required in-service date minus lead time.
Manufacturers and contractors on record
| Tier | Company | Segment | What the record says | |
|---|---|---|---|---|
| Generation OEM | GE Vernova | Heavy-duty & aeroderivative gas turbines | Gas turbine backlog plus slot reservations 116 GW (53 GW backlog + 63 GW slot reservations); expects at least 125 GW by year-end 2026; 2030 output mostly contracted, more than half of 2031 contracted | |
| Generation OEM | GE Vernova | Company-wide | Total backlog $176 billion, roughly evenly split between equipment and services | |
| Generation OEM | GE Vernova | Gas turbine manufacturing | $160 million Greenville, SC investment; output 55 units/yr rising to 70–80 heavy-duty units/yr; combined-cycle lead times ~3.5 years (2023) to ~5 years, up to 7 | |
| Generation OEM | Siemens Energy | Gas turbines | Gas turbine backlog ~69 GW; ~15 GW of orders in the quarter; lead times three years or more; large-turbine output 35 units plus 15 more in 2027; medium turbines 80 to 100 by 2028 | |
| Generation OEM | Siemens Energy | Grid Technologies | Grid Technologies backlog €51 billion | |
| Generation OEM | Siemens Energy | US manufacturing | $1 billion U.S. manufacturing investment incl. large power transformers in North Carolina and gas turbine components in FL, AL, NY, TX | |
| Grid equipment OEM | Siemens Energy | Large power transformers (Charlotte, NC) | $421 million North Carolina expansion creating 500 jobs, building on $150 million announced Feb 2024 | |
| Generation OEM | Mitsubishi Heavy Industries | Large-frame gas turbines | Large-frame gas turbine backlog 35 GW (23 GW a year earlier); deliveries 2028–2030; plans to double capacity | |
| Generation OEM | Doosan Enerbility | Large-frame gas turbines | U.S. order for seven 380 MW-class gas turbines; deliveries monthly from May 2029 | |
| Generation OEM | Baker Hughes | Industrial gas turbines | Order for 76 NovaLT16 turbines (~1.3 GW) for data center and oil & gas power (Dynamis) | |
| Generation OEM | Caterpillar | Reciprocating engines, gensets, Solar Turbines | Record order backlog $72 billion at end of Q2 2026, +92% y/y; 59% deliverable within 12 months | |
| Generation OEM | Wärtsilä | Reciprocating gas engines | Announced U.S. orders include 790 MW (Texas), 412 MW (Ohio) and 282 MW (Oct 5 2026) | |
| Generation OEM | INNIO (Jenbacher) | Reciprocating gas engines | 450 MW firm order for J624 containerized engines for U.S. behind-the-meter data center power, booked Q3 2026 | |
| Generation OEM | INNIO (Jenbacher) | Reciprocating gas engines | 1.1 GW gas engine order for a major data center campus, booked Q2 2026 | |
| Generation OEM | INNIO (Jenbacher) | Reciprocating gas engines | VoltaGrid agreement for 1.5 GW of behind-the-meter generation including 300 Jenbacher engines | |
| Generation OEM | Bloom Energy | Solid-oxide fuel cells | Oracle partnership up to 2.8 GW (1.2 GW contracted); delivered an operational system to Oracle in 55 days vs a 90-day schedule | |
| Generation OEM | FuelCell Energy | Carbonate fuel cells | Committed backlog $1.3 billion plus $2.4 billion awarded capacity backlog (Fit Energy option up to 350 MW); first data center capacity reservation agreement | |
| Generation OEM | FuelCell Energy | Carbonate fuel cells | 500 MW Torrington capacity expansion fully funded ($200–275 million); production rate rising toward 100 MW/yr | |
| Generation OEM | Westinghouse Electric | AP1000 nuclear reactors | DOE conditional commitment of $17.5 billion in loans for long-lead items for up to 10 AP1000 reactors; U.S. partnership targeting at least $80 billion of new reactors | |
| Generation OEM | First Solar | Thin-film PV modules | Five U.S. factories (OH x3, AL, LA) with 17+ GW/yr collective capacity when fully operational | |
| Generation OEM | Fluence Energy | Battery energy storage systems | Record backlog ~$6.4 billion; production behind expectations at new U.S. contract manufacturing sites | |
| Grid equipment OEM | Hitachi Energy | Power transformers, HV equipment | $528 million transformer factory in Mississippi (production 2029) plus $457 million South Boston, VA; ~$1.5 billion total U.S. transformer commitments | |
| Grid equipment OEM | Hyosung Heavy Industries | 765 kV transformers; HV breakers | Memphis, TN plant (765 kV-capable); breaker JV with Quanta in Canonsburg, PA up to 800 kV | |
| Grid equipment OEM | HD Hyundai Electric | Power transformers | Montgomery, AL plant expansion | |
| Grid equipment OEM | Prolec GE Waukesha | Power transformers | $140 million Goldsboro, NC expansion creating 330 jobs | |
| Grid equipment OEM | Virginia Transformer Corp. | Power transformers 2–500 MVA | New 600,000 sq ft Muscle Shoals, AL plant, 1,100 jobs; Rincon, GA expansion +50% capacity | |
| Grid equipment OEM | ERMCO | Distribution transformers | New 566,000 sq ft Maricopa County, AZ facility, 500+ jobs; first plant west of the Mississippi | |
| Grid equipment OEM | Eaton | Switchgear, transformers, modular power | $242+ million North Little Rock, AR modular enclosure plant, 1,200 jobs | |
| Grid equipment OEM | Eaton | Switchgear | New 370,000 sq ft Omaha-area switchgear facility, production 2027 | |
| Grid equipment OEM | Eaton | Three-phase transformers | Jonesville, SC three-phase transformer plant; hiring from 2027 for 700 jobs | |
| Grid equipment OEM | Eaton | U.S. footprint | $2.9 billion planned U.S. investment through 2030 | |
| Grid equipment OEM | Schneider Electric | Switchgear, UPS, PDUs | More than 20 U.S. supply-chain facilities certified NEMA Make it American | |
| Grid equipment OEM | ABB | Electrification, MV/LV equipment | More than $14 billion invested in the U.S. over 15 years; $120 million in two sites (Mar 2025) for data center and utility demand | |
| Grid equipment OEM | Powell Industries | MV switchgear, power control rooms | Backlog $2.4 billion (+69% y/y); record $934 million orders in the quarter | |
| Materials | Cleveland-Cliffs | Grain-oriented electrical steel (GOES) | Sole U.S. GOES producer; $200 million Butler, PA project (with $75 million DOE award) to raise GOES output up to 25% by early 2028 | |
| Cable | Southwire | Wire and cable | $256 million investment in Starkville, MS operations | |
| Cable | Prysmian; Nexans; NKT | HV subsea/land cable | High-voltage subsea cable capacity reported booked through 2029 | |
| EPC / contractor | Quanta Services | Utility T&D, generation EPC | Record total backlog $53.4 billion; RPO $33.6 billion | |
| EPC / contractor | MasTec | Power delivery, clean energy, pipeline | Record 18-month backlog $21.4 billion (+30% y/y) | |
| EPC / contractor | Primoris Services | Power generation, T&D | Record total backlog $13.9 billion; strong natural gas generation bookings | |
| EPC / contractor | MYR Group | Transmission & distribution | Record backlog $3.16 billion (+20% y/y) | |
| EPC / contractor | Bechtel; Kiewit | Generation EPC | Selected for Japan-backed $33 billion, 10 GW Ohio (Piketon/Pike County) power program for a data center; 9.2 GW natural gas | |
| EPC / contractor | Zachry Group | Combined-cycle EPC | EPC contracts for NiSource combined-cycle project (2,600 MW, Indiana) and Duke Energy Person County CC | |
| EPC / contractor | Burns & McDonnell | Combined-cycle EPC | EPC for NPPD $3.1 billion Princeton Road Station (online 2029; two Siemens F-class units) | |
| EPC / contractor | PCL Construction; Burns & McDonnell | Combined-cycle construction | $4 billion ~1.5 GW dual-unit combined-cycle plant for Basin Electric (ND), online from 2029 | |
| EPC / contractor | Kiewit | Natural gas generation EPC | Natural gas generation EPC market participant (company page) | |
| Materials | Transformer supply (U.S. market) | Power and distribution transformers | U.S. transformer supply deficit 30% in 2025 and 15% shortage in 2026; roughly 80% of U.S. supply imported | |
| Materials | Transformer supply (U.S. market) | Bulk-power equipment imports | EO 14421 (Aug 26, 2026) restricts foreign-adversary bulk-power equipment; Wood Mackenzie estimates more than $22 billion of imports affected | |
| Materials | Transformer supply (U.S. market) | Producer prices | PPI for electric power and specialty transformers +7.8% y/y, August 2026 | |
| Materials | Switchgear supply (U.S. market) | Producer prices | PPI for switchgear and switchboard apparatus +13.3% y/y, August 2026 | |
| Materials | Cleveland-Cliffs | Grain-oriented electrical steel (GOES) | Sole U.S. producer of GOES; about 85% of U.S. GOES imports come from South Korea | |
| Grid equipment OEM | Hitachi Energy | Small and medium power transformers (Gallman, MS) | $528 million Mississippi plant doubling U.S. small/medium transformer output; production 2029 | |
| Grid equipment OEM | HD Hyundai Electric | Power transformers (Montgomery, AL) | $200 million Alabama expansion | |
| Grid equipment OEM | Hyosung Heavy Industries | UHV transformers | $287 million of U.S. orders for UHV transformers | |
| Grid equipment OEM | Trench Group | Bushings, instrument transformers, reactors | Bushing lead times up to two years; company in sale process | |
| Grid equipment OEM | Powell Industries | MV switchgear, power control rooms | Fiscal Q3 2026 orders $934 million; backlog $2.4 billion | |
| Grid equipment OEM | ABB | Electrification | Q2 2026 Electrification orders $7.23 billion | |
| Grid equipment OEM | Eaton | MV switchgear (Bellevue, NE) | $30 million medium-voltage switchgear plant in Bellevue, Nebraska | |
| Grid equipment OEM | Siemens | Electrical equipment (Carolinas) | $165 million Carolinas manufacturing investment supporting data centers | |
| Generation OEM | Caterpillar | Engines, gensets, Solar Turbines | Backlog $72.1 billion at Q2 2026; turbine availability cited as back half of 2028 into 2029 | |
| Generation OEM | Cummins | High-horsepower engines and gensets | Adding about 20 GW of power-generation capacity | |
| Generation OEM | Generac | Large gensets | Amazon supply agreement of about $2.4 billion with deliveries in 2027–2028 | |
| Generation OEM | GE Vernova | Gas turbine slots | Firm gas backlog 53 GW plus 63 GW slot reservations; output 20 to 24 to 30 GW/yr; selling 2032 slots | |
| Generation OEM | Mitsubishi Power | Large-frame gas turbines | Orders stretch to 2030; about five-year delivery | |
| Generation OEM | U.S. large gas turbine orders by OEM | H1 2026 order count | H1 2026 U.S. large-turbine orders: GE Vernova 13, MHI 8, Doosan 7, Siemens Energy 1 | |
| Generation OEM | Ansaldo Energia | Heavy-duty gas turbines | Entering U.S. market amid equipment crunch; Siemens Energy 69 GW firm plus 26 GW reserved | |
| Generation OEM | Boom Supersonic (Superpower) | Aeroderivative turbines | Crusoe abandoned a $1.25 billion plan to use Boom turbines at AI data centers | |
| Generation OEM | Small gas turbines (market) | Aeroderivative and small industrial turbines | Aeroderivative lead times about 40 months; rising data-center cost impact | |
| Generation OEM | INNIO (Jenbacher, Waukesha) | Reciprocating gas engines | Q2 2026 backlog $6.6 billion | |
| Generation OEM | Everllence | Gas engines | 480 MW supply for an off-grid U.S. data center | |
| Generation OEM | Bloom Energy | Solid-oxide fuel cells | Q2 2026 revenue $1.065 billion; full-year 2026 guidance $3.9–4.2 billion | |
| Generation OEM | FuelCell Energy | Carbonate fuel cells | First data-center power agreement (Fit Energy) up to 380 MW | |
| Cable | Prysmian | Wire, cable, conduit | Atkore acquisition cleared U.S. antitrust review | |
| Cable | Prysmian | Wire, cable, conduit | Agreed to acquire Atkore for $3.8 billion; Atkore 10-15% of revenue from data centers | |
| Materials | Copper (LME) | Conductor input | LME three-month copper record intraday high $14,694/t on Sep 8, 2026 | |
| EPC / contractor | New-build gas plant cost (market) | Combined-cycle and peakers | New-build gas generation about $2.0 million per MW versus lower acquisition cost of operating plants |
Methodology
How this map is built
Each state record joins BEA state GDP, BLS LAUS, CES, QCEW and OEWS, EIA Electric Power Monthly and EIA-860M, PwC's 2026 data center study, NCSL incentive status, and the SAVRN Data Center Map, Moratorium Tracker, Delay Watchlist, Grid Operator Watchlist and Capital Atlas. Federal statistics are grade A. PwC (industry-commissioned, modeled) and SAVRN-compiled fields are grade B. Derived values are labeled. Null means the agency does not publish the figure. The record of truth is the typed state dataset, and the pages are generated from it on every weekly refresh. County pages add Census population, BLS county jobs, pay and unemployment, the EIA operating fleet with plants added and retired since 2019, and the utilities serving each county from EIA-861.
Questions
U.S. power, answered from the record
How much new generation is planned in the United States?
The August 2026 EIA-860M inventory lists 288.5 GW of planned generators across the 50 states and DC, 98.7 GW of it under construction or built and awaiting operation. Each state page lists its pipeline by technology and its largest planned units.
Why is new power slow to arrive?
Heavy-duty gas turbines now take about five years from order to delivery, large power transformers more than two years, and the median interconnection request takes more than five years to reach commercial operation. The lead-time table on this page carries each figure with its source.
Which states have the most data center load waiting in grid queues?
Ranked by data center load in tracked queues: Virginia (70,532 MW), Georgia (60,773 MW), Arizona (20,100 MW), New York (17,026 MW), Ohio (13,023 MW). Queue figures come from the SAVRN Grid Operator Watchlist.
Where are electricity prices rising fastest?
Residential prices rose year to date through July 2026 in 48 of 51 jurisdictions. The largest increases: District of Columbia (+17.8%), New Hampshire (+15.2%), Maryland (+13.6%), Virginia (+13.1%), New York (+13.0%) (EIA Electric Power Monthly).
Is the build-out creating jobs?
U.S. construction employment reached an all-time high of 8.364 million in September 2026, and electrical equipment manufacturing employment reached 446,300, its highest since February 2004 (BLS). Total manufacturing employment remains 1.1% below August 2019. Each state page carries its own payroll, industry and pay data.