Controlled registry · 37 records · seven object classes

Inspect the evidence without flattening the object type.

The tracker is an editorial registry, not a capacity leaderboard. Each record keeps its own scope, C-state handling, unit basis, source controls, public-record gap and condition for reopening.

Review all records Read the control method

Registry control plane

Coverage that helps editors see what is controlled — and what is not.

Counts below describe record governance, not capacity, market share or project realization.

Records in view
37
Typed objects only
Exact state handling
21
Single bounded project state
Scoped handling
16
Composite, framework or non-project
Latest verification
Archive cutoff, not live monitoring

Record-control coverage

  • Source IDs37/37
  • Reopen triggers37/37
  • Unit-basis fields37/37
  • Public-gap fields37/37
  • Profile routes37/37

Four-register governance

  1. R01
    Load

    Every figure remains attached to its raw wording, unit basis, state basis and geography.

    37 governed
  2. R02
    Supply

    Service, deliverability and generation pathways remain separate from load and compute operation.

    37 governed
  3. R03
    Money

    Capex, backlog, contracted power and revenue are never treated as interchangeable measures.

    37 governed
  4. R04
    AI-share

    Data-center activity is not converted into AI-only activity without a source-stated allocation.

    37 governed

For record owners

Five controls must move together when a record changes.

  1. Object scopeConfirm the record is still a project, phase, cohort, forecast, framework, disclosure or dependency.
  2. State basisChange a C-state only when the cited evidence establishes that exact transition for the stated scope.
  3. Figure and unitPreserve raw wording, gross/net basis, geography, vintage and non-summability.
  4. Evidence controlsUpdate source IDs, public gaps and contrary or negative findings where applicable.
  5. Reopen conditionClose or replace the trigger that justified review; do not silently overwrite it.

Publication boundary

One registry does not mean one denominator.

CLM-0038 · interpretation

Pass 02 did not locate a unified authoritative public registry that reconciles all U.S. data-center projects through announcement, request, approval, construction, energization, commissioning, operation, utilization, and economic output; the project ledger is a bounded evidence sample, not a national census.

Claim ceiling
Bounded sample only; no national project count or aggregate operating MW.
Evidence
Tier B · HIGH for absence from searched public sources; not proof none exists
Locator
National data limitations and large-load forecasting literature; search protocol recorded in Pass 02 metadata
Linked sources
SRC-0023SRC-0060

17 records

Projects

Named site records whose state, quantitative basis and public-record gap can be assessed at project level.

Open focused view

PS-0014P2

Stargate Shackelford County site

Shackelford County, Texas

State handling

C2

Exact project state

Recorded figure

Contained in 5.5 GW multi-site group; no site allocation

Portfolio planned capacity, non-allocable
Open record
Evidence controls and maintenance notes
Record scope
Named site
State basis
Site named in company announcement; higher public state not established in Pass 02
AI connection
Direct OpenAI Stargate AI infrastructure
Confidence
HIGH site announcement / LOW implementation
Public-record gap
Land control, permits, service/interconnection, construction and site capacity
Source controls
1 source ID ·SRC-0065
Reopen condition
OIR-0019
Aggregation policy
Not summable with other tracker figures.
Stewardship desk
Project & campus evidence desk
Review posture
High-priority evidence watch · 54 days old at edition

Open review-queue entry

PS-0015P2

Stargate Doña Ana County site

Doña Ana County, New Mexico

State handling

C2

Exact project state

Recorded figure

Contained in 5.5 GW multi-site group; no site allocation

Portfolio planned capacity, non-allocable
Open record
Evidence controls and maintenance notes
Record scope
Named site
State basis
Site named in company announcement; higher public state not established in Pass 02
AI connection
Direct OpenAI Stargate AI infrastructure
Confidence
HIGH site announcement / LOW implementation
Public-record gap
Land control, permits, service/interconnection, construction and site capacity
Source controls
1 source ID ·SRC-0065
Reopen condition
OIR-0019
Aggregation policy
Not summable with other tracker figures.
Stewardship desk
Project & campus evidence desk
Review posture
High-priority evidence watch · 54 days old at edition

Open review-queue entry

PS-0016P2

Stargate Wisconsin site

Wisconsin, locality not normalized in Pass 02

State handling

C2

Exact project state

Recorded figure

Contained in portfolio statement; no site allocation

Portfolio planned capacity, non-allocable
Open record
Evidence controls and maintenance notes
Record scope
Named state-level site
State basis
Company update identifies Wisconsin; site-specific higher state not established
AI connection
Direct OpenAI Stargate AI infrastructure
Confidence
MEDIUM
Public-record gap
Locality, land, permits, utility path, construction and capacity allocation
Source controls
1 source ID ·SRC-0065
Reopen condition
OIR-0019
Aggregation policy
Not summable with other tracker figures.
Stewardship desk
Project & campus evidence desk
Review posture
High-priority evidence watch · 54 days old at edition

Open review-queue entry

PS-0017P2

Stargate Lordstown site

Lordstown, Ohio

State handling

C12

Exact project state

Recorded figure

Contained with Milam in up-to-1.5 GW pair; no site allocation

Paired future capacity, not current load
Open record
Evidence controls and maintenance notes
Record scope
Named site
State basis
Company announcement states SoftBank broke ground
AI connection
Direct OpenAI Stargate AI infrastructure
Confidence
MEDIUM-HIGH construction assertion / LOW quantity
Public-record gap
Permits, service path, progress, energized and commissioned quantity
Source controls
1 source ID ·SRC-0065
Reopen condition
OIR-0019
Aggregation policy
Not summable with other tracker figures.
Stewardship desk
Project & campus evidence desk
Review posture
High-priority evidence watch · 54 days old at edition

Open review-queue entry

PS-0018P2

Stargate Milam County site

Milam County, Texas

State handling

C2

Exact project state

Recorded figure

Contained with Lordstown in up-to-1.5 GW pair; no site allocation

Paired future capacity, not current load
Open record
Evidence controls and maintenance notes
Record scope
Named site
State basis
Company announcement names powered-infrastructure development; no construction proof in inspected record
AI connection
Direct OpenAI Stargate AI infrastructure
Confidence
HIGH announcement / LOW implementation
Public-record gap
Land/control instrument, permits, energy deliverability, construction and capacity allocation
Source controls
1 source ID ·SRC-0065
Reopen condition
OIR-0019
Aggregation policy
Not summable with other tracker figures.
Stewardship desk
Project & campus evidence desk
Review posture
High-priority evidence watch · 54 days old at edition

Open review-queue entry

PS-0020P2

Meta Richland Parish data center / Hyperion

Richland Parish, Louisiana

State handling

C12

Exact project state

Recorded figure

Future multi-GW/company capacity phrases; basis and completed quantity unspecified

Future company capacity statement, not operating load
Open record
Evidence controls and maintenance notes
Record scope
Campus under construction
State basis
Groundbreaking December 2024 and ongoing construction company disclosures
AI connection
Directly presented as next-generation AI infrastructure
Confidence
MEDIUM-HIGH construction / LOW capacity basis
Public-record gap
Permits, electrical basis, phase allocation, energization and commissioning
Source controls
2 source IDs ·SRC-0069SRC-0070
Reopen condition
OIR-0019
Aggregation policy
Not summable with other tracker figures.
Stewardship desk
Project & campus evidence desk
Review posture
High-priority evidence watch · 54 days old at edition

Open review-queue entry

PS-0021P2

Meta Lebanon data center

Lebanon, Indiana

State handling

C12

Exact project state

Recorded figure

At least 1 GW future-site phrase may apply; site allocation/basis not established

Basis unspecified; no capacity counted
Open record
Evidence controls and maintenance notes
Record scope
Named site under construction
State basis
Company portfolio update lists project under construction
AI connection
Meta AI infrastructure context; site-specific AI share not quantified
Confidence
MEDIUM
Public-record gap
Site-specific power basis, construction milestones, energization and commissioning
Source controls
1 source ID ·SRC-0069
Reopen condition
OIR-0019
Aggregation policy
Not summable with other tracker figures.
Stewardship desk
Project & campus evidence desk
Review posture
High-priority evidence watch · 54 days old at edition

Open review-queue entry

PS-0022P2

Meta El Paso data center

El Paso, Texas

State handling

C12

Exact project state

Recorded figure

At least 1 GW future-site phrase may apply; site allocation/basis not established

Basis unspecified; no capacity counted
Open record
Evidence controls and maintenance notes
Record scope
Named site under construction
State basis
Company portfolio update lists project under construction
AI connection
Meta AI infrastructure context; site-specific AI share not quantified
Confidence
MEDIUM
Public-record gap
Site-specific power basis, construction milestones, energization and commissioning
Source controls
1 source ID ·SRC-0069
Reopen condition
OIR-0019
Aggregation policy
Not summable with other tracker figures.
Stewardship desk
Project & campus evidence desk
Review posture
High-priority evidence watch · 54 days old at edition

Open review-queue entry

PS-0023P2

Meta Tulsa data center

Tulsa, Oklahoma

State handling

C12

Exact project state

Recorded figure

At least 1 GW future-site phrase may apply; site allocation/basis not established

Basis unspecified; no capacity counted
Open record
Evidence controls and maintenance notes
Record scope
Named site under construction
State basis
Company portfolio update lists project under construction
AI connection
Meta AI infrastructure context; site-specific AI share not quantified
Confidence
MEDIUM
Public-record gap
Site-specific power basis, construction milestones, energization and commissioning
Source controls
1 source ID ·SRC-0069
Reopen condition
OIR-0019
Aggregation policy
Not summable with other tracker figures.
Stewardship desk
Project & campus evidence desk
Review posture
High-priority evidence watch · 54 days old at edition

Open review-queue entry

PS-0024P1

Meta Kansas City data center

Kansas City, Missouri

State handling

C17

Exact project state

Recorded figure

UNKNOWN — PUBLIC EVIDENCE NOT LOCATED

No public measured operating MW
Open record
Evidence controls and maintenance notes
Record scope
Existing operating campus
State basis
Company states facility is operational and serving traffic
AI connection
Meta data-center infrastructure; AI-specific workload share not public in inspected source
Confidence
MEDIUM-HIGH state / LOW quantity
Public-record gap
Operating load, IT capacity, AI share, utilization, customer use and economics
Source controls
1 source ID ·SRC-0071
Reopen condition
OIR-0020
Aggregation policy
Not summable with other tracker figures.
Stewardship desk
Project & campus evidence desk
Review posture
Critical evidence watch · 54 days old at edition

Open review-queue entry

PS-0025P1

xAI Colossus

Memphis, Tennessee

State handling

C17

Exact project state

Recorded figure

200,000 H100 GPUs; operating MW unknown

Accelerator count only; no MW conversion
Open record
Evidence controls and maintenance notes
Record scope
Operating compute cluster
State basis
Company current page states 200,000 H100 GPUs in one interconnected cluster
AI connection
Direct AI training/inference infrastructure
Confidence
MEDIUM state/count assertion / LOW power and utilization
Public-record gap
Dated configuration, measured load, supporting infrastructure, utilization and economic output
Source controls
1 source ID ·SRC-0072
Reopen condition
OIR-0020
Aggregation policy
Not summable with other tracker figures.
Stewardship desk
Project & campus evidence desk
Review posture
Critical evidence watch · 54 days old at edition

Open review-queue entry

PS-0026P2

Google Mesa data center

Mesa, Arizona

State handling

Multiple exact scoped state assertions; no flattened badge

Multiple scoped assertions

Recorded figure

No normalized public power quantity

No capacity counted
Open record
Evidence controls and maintenance notes
Record scope
Named site
State basis
Current company locations page says in development after historical 2025 operational target
AI connection
Google compute infrastructure; AI-specific share not public in inspected sources
Confidence
HIGH disclosed delay relative to objective / LOW cause
Public-record gap
Cause, revised completion date, construction/energization milestones and site load
Source controls
2 source IDs ·SRC-0073SRC-0074
Reopen condition
OIR-0021
Aggregation policy
Not summable with other tracker figures.
Stewardship desk
Project & campus evidence desk
Review posture
High-priority evidence watch · 54 days old at edition

Open review-queue entry

PS-0027P2

Google Meitner energy center and data center

Gray and Roberts Counties, Texas

State handling

Multiple exact scoped state assertions; no flattened badge

Multiple scoped assertions

Recorded figure

No normalized public site capacity in inspected record

No capacity counted
Open record
Evidence controls and maintenance notes
Record scope
Announced data center plus co-located generation concept
State basis
Company announcement identifies location and intended co-located generation
AI connection
Company AI/cloud infrastructure context
Confidence
HIGH announcement / LOW implementation
Public-record gap
Land control, permits, generation/interconnection, contracts, construction and delivery
Source controls
1 source ID ·SRC-0075
Reopen condition
OIR-0019
Aggregation policy
Not summable with other tracker figures.
Stewardship desk
Project & campus evidence desk
Review posture
High-priority evidence watch · 54 days old at edition

Open review-queue entry

PS-0030P2

AWS Northern Indiana campus

Northern Indiana

State handling

Multiple exact scoped state assertions; no flattened badge

Multiple scoped assertions

Recorded figure

$11B planned investment

Planned capex, not capacity
Open record
Evidence controls and maintenance notes
Record scope
Announced campus
State basis
Official state announcement; exact current site and implementation state not verified in Pass 02
AI connection
Official announcement ties campus to cloud and generative AI growth
Confidence
HIGH announcement / LOW current state
Public-record gap
Site boundary, long-term energy agreement, permits, construction and power
Source controls
1 source ID ·SRC-0077
Reopen condition
OIR-0019
Aggregation policy
Not summable with other tracker figures.
Stewardship desk
Project & campus evidence desk
Review posture
High-priority evidence watch · 54 days old at edition

Open review-queue entry

PS-0031P2

AWS Richmond County North Carolina campus

Richmond County, North Carolina

State handling

C12

Exact project state

Recorded figure

Part of $10B announced North Carolina investment; no site MW

Capex portfolio; no capacity counted
Open record
Evidence controls and maintenance notes
Record scope
Named campus under construction
State basis
Company project hub records groundbreaking October 30, 2025
AI connection
Directly tied to AI/cloud infrastructure announcement
Confidence
MEDIUM-HIGH
Public-record gap
Site power, contracts, permits, construction progress and energization
Source controls
2 source IDs ·SRC-0078SRC-0080
Reopen condition
OIR-0019
Aggregation policy
Not summable with other tracker figures.
Stewardship desk
Project & campus evidence desk
Review posture
High-priority evidence watch · 54 days old at edition

Open review-queue entry

PS-0033P2

AWS Warren County Mississippi campus

Warren County, Mississippi

State handling

Multiple exact scoped state assertions; no flattened badge

Multiple scoped assertions

Recorded figure

$3B announced investment

Announced capex, not capacity
Open record
Evidence controls and maintenance notes
Record scope
Announced campus
State basis
Company announcement identifies county and investment plan
AI connection
AWS cloud/AI infrastructure context
Confidence
HIGH announcement / LOW implementation
Public-record gap
Site, land, permits, construction, power and capacity
Source controls
1 source ID ·SRC-0081
Reopen condition
OIR-0019
Aggregation policy
Not summable with other tracker figures.
Stewardship desk
Project & campus evidence desk
Review posture
High-priority evidence watch · 54 days old at edition

Open review-queue entry

PS-0036P1

Vantage Lighthouse campus

Port Washington, Wisconsin

State handling

C12

Exact project state

Recorded figure

No public operating MW normalized

Construction/permit state; land area not capacity
Open record
Evidence controls and maintenance notes
Record scope
Named campus
State basis
Wisconsin DNR states campus is under construction; multiple permits/plans documented
AI connection
Data-center campus; AI-specific use not established
Confidence
HIGH C12 / LOW C14+
Public-record gap
Electrical delivery, occupancy, commissioning, IT installation, customer use and utilization
Source controls
1 source ID ·SRC-0133
Reopen condition
OIR-0038
Aggregation policy
Not summable with other tracker figures.
Stewardship desk
Project & campus evidence desk
Review posture
Critical evidence watch · 54 days old at edition

Open review-queue entry

6 records

Campuses and phases

Campus, phase and contractual power records where scope boundaries prevent double counting or false state inheritance.

Open focused view

PS-0001P2

Susquehanna / AWS Data Campus contractual power arrangement

Pennsylvania / PJM

State handling

C10 ceiling

Exact project state

Recorded figure

Earlier ISA context up to 150 MW behind each of two units; revised AWS PPA up to 1,920 MW through 2042

Contractual maximum MW under different arrangements/vintages; not energized or average load
Open record
Evidence controls and maintenance notes
Record scope
Named campus / generation-customer contractual record
State basis
Revised front-of-the-meter AWS PPA transitioned April 2026; physical delivery and campus operation not established
AI connection
Documented as data-center/AI-related in FERC record context
Confidence
HIGH for current contractual disclosure; NONE for C14–C20
Public-record gap
Detailed delivery profile, campus energization, utilization and economics not public
Source controls
3 source IDs ·SRC-0008SRC-0010SRC-0161
Reopen condition
OIR-0051
Aggregation policy
Not summable with other tracker figures.
Stewardship desk
Project & campus evidence desk
Review posture
High-priority evidence watch · 54 days old at edition

Open review-queue entry

PS-0012P1

Stargate I / Crusoe Abilene initial phase

Abilene area, Taylor County, Texas

State handling

C17

Exact project state

Recorded figure

200+ MW design for initial phase; current operating MW unknown

Facility design power, not measured operating/average/IT load
Open record
Evidence controls and maintenance notes
Record scope
Initial two-building phase
State basis
Company states two buildings energized, racks installed and early training/inference workloads running
AI connection
Directly documented AI training and inference
Confidence
MEDIUM-HIGH state / LOW quantity
Public-record gap
Measured load, installed IT quantity, utilization, customer use, revenue/economic output
Source controls
2 source IDs ·SRC-0066SRC-0067
Reopen condition
OIR-0020
Aggregation policy
Not summable with other tracker figures.
Stewardship desk
Project & campus evidence desk
Review posture
Critical evidence watch · 54 days old at edition

Open review-queue entry

PS-0013P1

Crusoe Abilene full-campus expansion

Abilene area, Taylor County, Texas

State handling

Multiple exact scoped state assertions; no flattened badge

Multiple scoped assertions

Recorded figure

1.2 GW total campus design

Facility/site design power; total includes initial phase
Open record
Evidence controls and maintenance notes
Record scope
Total campus including initial phase
State basis
Six additional buildings described as under construction; 1.2 GW total design includes initial phase
AI connection
Directly documented AI infrastructure
Confidence
MEDIUM-HIGH construction / LOW completed quantity
Public-record gap
Phase-level permits, delivery, energization and commissioning quantities
Source controls
2 source IDs ·SRC-0067SRC-0066
Reopen condition
OIR-0019, OIR-0020
Aggregation policy
Not summable with other tracker figures.
Stewardship desk
Project & campus evidence desk
Review posture
Critical evidence watch · 54 days old at edition

Open review-queue entry

PS-0019P2

Microsoft Mount Pleasant data center campus

Mount Pleasant, Racine County, Wisconsin

State handling

C12

Exact project state

Recorded figure

No normalized public power quantity in inspected source

No capacity counted
Open record
Evidence controls and maintenance notes
Record scope
Multi-phase campus
State basis
Phase 1 near completion; Phase 2 construction; Phase 3 earthwork
AI connection
AI connection documented at company portfolio level; site-specific workload not yet counted
Confidence
MEDIUM-HIGH
Public-record gap
Energization, commissioning, IT installation, site load and workload
Source controls
1 source ID ·SRC-0068
Reopen condition
OIR-0019
Aggregation policy
Not summable with other tracker figures.
Stewardship desk
Project & campus evidence desk
Review posture
High-priority evidence watch · 54 days old at edition

Open review-queue entry

PS-0028P1

Google Jackson County existing data center campus

Jackson County, Alabama

State handling

C17

Exact project state

Recorded figure

UNKNOWN — PUBLIC EVIDENCE NOT LOCATED

No public measured operating MW
Open record
Evidence controls and maintenance notes
Record scope
Existing campus
State basis
Company states campus has operated since 2019; current locations page lists it as active
AI connection
Google compute infrastructure; AI-specific share not public
Confidence
MEDIUM-HIGH state / LOW quantity
Public-record gap
Operating MW, IT capacity, AI share, utilization and economic output
Source controls
2 source IDs ·SRC-0073SRC-0076
Reopen condition
OIR-0020
Aggregation policy
Not summable with other tracker figures.
Stewardship desk
Project & campus evidence desk
Review posture
Critical evidence watch · 54 days old at edition

Open review-queue entry

PS-0029P2

Google Jackson County 2026–2027 expansion

Jackson County, Alabama

State handling

C1

Exact project state

Recorded figure

$1.5B announced investment

Announced capex, not capacity
Open record
Evidence controls and maintenance notes
Record scope
Announced expansion of existing campus
State basis
$1.5B expansion announced June 2026; no implementation evidence in source
AI connection
Google AI/cloud infrastructure context
Confidence
HIGH announcement / LOW implementation
Public-record gap
Scope, permits, construction, energization, IT and capacity
Source controls
1 source ID ·SRC-0076
Reopen condition
OIR-0019
Aggregation policy
Not summable with other tracker figures.
Stewardship desk
Project & campus evidence desk
Review posture
High-priority evidence watch · 54 days old at edition

Open review-queue entry

8 records

Regional cohorts

Aggregated requests, utility testimony and local planning cohorts that cannot be represented as named projects.

Open focused view

PS-0002P1

ERCOT large-load request cohort

Texas / ERCOT

State handling

C7 ceiling

Exact project state

Recorded figure

~410 GW aggregate request snapshot

Requested MW/GW; not approved, forecast, deliverable, energized, or average
Open record
Evidence controls and maintenance notes
Record scope
Aggregate request cohort, not project
State basis
Seeking interconnection
AI connection
Majority characterized as data centers in official presentation; AI-specific share not established
Confidence
HIGH for aggregate snapshot
Public-record gap
Project IDs, duplication, attrition, approval states
Source controls
2 source IDs ·SRC-0037SRC-0038
Reopen condition
OIR-0005
Aggregation policy
Not summable with other tracker figures.
Stewardship desk
Market systems desk
Review posture
Critical evidence watch · 55 days old at edition

Open review-queue entry

PS-0004P1

Northern Virginia/NOVEC data-center cohort

Northern Virginia

State handling

MIXED / PROJECT-LEVEL STATE NOT SEPARABLE

Mixed / non-separable

Recorded figure

1,408 MW served; 3,513 MW contracted in cited testimony

Utility-reported aggregate; period and project mapping require extraction
Open record
Evidence controls and maintenance notes
Record scope
Aggregate utility testimony
State basis
Utility testimony reports served and contracted aggregates
AI connection
Data-center cohort; AI-specific share unknown
Confidence
MEDIUM — interested-party testimony
Public-record gap
Project identity, meter basis, utilization, later updates
Source controls
1 source ID ·SRC-0052
Reopen condition
OIR-0008
Aggregation policy
Not summable with other tracker figures.
Stewardship desk
Market systems desk
Review posture
Critical evidence watch · 55 days old at edition

Open review-queue entry

PS-0005P2

Loudoun County data-center development cohort

Loudoun County, Virginia

State handling

MIXED / PROJECT-LEVEL STATE NOT SEPARABLE

Mixed / non-separable

Recorded figure

No normalized capacity in Pass 01
Open record
Evidence controls and maintenance notes
Record scope
Local land-use cohort
State basis
County standards and applications/approvals
AI connection
Data centers; AI-specific link project-dependent
Confidence
HIGH for land-use framework
Public-record gap
Project-level crosswalk to utility/operation
Source controls
2 source IDs ·SRC-0053SRC-0054
Reopen condition
OIR-0011
Aggregation policy
Not summable with other tracker figures.
Stewardship desk
Market systems desk
Review posture
High-priority evidence watch · 55 days old at edition

Open review-queue entry

PS-0006P2

Prince William Digital Gateway cohort

Prince William County, Virginia

State handling

Multiple exact scoped state assertions; no flattened badge

Multiple scoped assertions

Recorded figure

No capacity counted
Open record
Evidence controls and maintenance notes
Record scope
Local planning candidate
State basis
Intermediate appellate opinion held three rezonings void ab initio; further appeals pending; this is not a final cancellation or physical-state finding.
AI connection
Data-center development; AI-specific link not yet verified
Confidence
HIGH for current legal state / UNKNOWN for final disposition and physical state
Public-record gap
Final appellate outcome; any renewed local approvals; service, construction and operating states
Source controls
3 source IDs ·SRC-0055SRC-0120SRC-0121
Reopen condition
OIR-0033
Aggregation policy
Not summable with other tracker figures.
Stewardship desk
Market systems desk
Review posture
High-priority evidence watch · 54 days old at edition

Open review-queue entry

PS-0010P2

Hillsboro data-center cohort

Hillsboro, Oregon

State handling

MIXED / PROJECT-LEVEL STATE NOT SEPARABLE

Mixed / non-separable

Recorded figure

Local water metrics to normalize in Pass 05

Water/permit data, not compute capacity
Open record
Evidence controls and maintenance notes
Record scope
Local aggregate/candidate case
State basis
Water/incentive/work-session records
AI connection
Data centers; AI-specific link project-dependent
Confidence
HIGH source existence / LOW project normalization
Public-record gap
Permits, agreements, operations by site
Source controls
4 source IDs ·SRC-0056SRC-0057SRC-0058SRC-0059
Reopen condition
OIR-0011
Aggregation policy
Not summable with other tracker figures.
Stewardship desk
Market systems desk
Review posture
High-priority evidence watch · 55 days old at edition

Open review-queue entry

PS-0032P2

AWS Pennsylvania initial site cohort

Salem Township and Falls Township, Pennsylvania

State handling

C2

Exact project state

Recorded figure

Part of $20B planned Pennsylvania investment; no site allocation or MW

Portfolio capex, not capacity
Open record
Evidence controls and maintenance notes
Record scope
Two named initial sites within state portfolio
State basis
Company announcement names first sites; higher state not established in inspected source
AI connection
Directly tied to cloud and AI infrastructure
Confidence
HIGH site naming / LOW implementation
Public-record gap
Individual site control, approvals, service, construction and allocation
Source controls
1 source ID ·SRC-0079
Reopen condition
OIR-0019
Aggregation policy
Not summable with other tracker figures.
Stewardship desk
Market systems desk
Review posture
High-priority evidence watch · 54 days old at edition

Open review-queue entry

PS-0034P2

AWS Madison County Mississippi original campus cohort

Madison County, Mississippi

State handling

C12

Exact project state

Recorded figure

Prior $10B investment context; later statewide totals overlap

Portfolio capex, not capacity
Open record
Evidence controls and maintenance notes
Record scope
Two-campus cohort
State basis
Amazon states two campuses were being developed
AI connection
AWS cloud/AI infrastructure context
Confidence
MEDIUM company construction assertion / LOW phase allocation
Public-record gap
Individual site states, phase progress, power, energization and spend reconciliation
Source controls
2 source IDs ·SRC-0081SRC-0082
Reopen condition
OIR-0019
Aggregation policy
Not summable with other tracker figures.
Stewardship desk
Market systems desk
Review posture
High-priority evidence watch · 54 days old at edition

Open review-queue entry

PS-0035P2

AWS Mississippi 2026 expansion cohort

Madison County and Clinton, Mississippi

State handling

Multiple exact scoped state assertions; no flattened badge

Multiple scoped assertions

Recorded figure

$12B new component statements within $25B cumulative statewide plan

Planned capex with overlap; not capacity
Open record
Evidence controls and maintenance notes
Record scope
New expansion/retrofit cohort
State basis
State announcement identifies $11B Madison expansion and $1B Clinton retrofit; higher implementation state not established
AI connection
AWS cloud/AI infrastructure context
Confidence
HIGH announcement / LOW implementation and reconciliation
Public-record gap
Project boundaries, phase state, contracts, construction and power
Source controls
1 source ID ·SRC-0082
Reopen condition
OIR-0019
Aggregation policy
Not summable with other tracker figures.
Stewardship desk
Market systems desk
Review posture
High-priority evidence watch · 54 days old at edition

Open review-queue entry

1 record

Forecasts

Scenario- and vintage-bound projections that describe possible load rather than realized project progression.

Open focused view

PS-0003P1

PJM AEP-zone large-load forecast cohort

Ohio/PJM AEP zone

State handling

FORECAST — NO PROJECT C-STATE

No project state

Recorded figure

See 2026 forecast and FERC Figure 7

Forecast MW by year/zone
Open record
Evidence controls and maintenance notes
Record scope
Aggregate forecast cohort
State basis
PJM screened forecast adjustment
AI connection
Data-center/large-load category; AI share not established
Confidence
HIGH for forecast vintage
Public-record gap
Project-level mapping and realization
Source controls
3 source IDs ·SRC-0012SRC-0029SRC-0032
Reopen condition
OIR-0008
Aggregation policy
Not summable with other tracker figures.
Stewardship desk
Forecast & methods desk
Review posture
Critical evidence watch · 55 days old at edition

Open review-queue entry

3 records

Regulatory frameworks

Tariff, contract and process frameworks that define pathways without establishing participant outcomes.

Open focused view

PS-0007P1

Georgia >100 MW large-load contract cohort

Georgia

State handling

Framework status with scoped C9/C10 only; participant states unknown

Framework-scoped

Recorded figure

>100 MW threshold for rule applicability

Customer contract threshold; not operating capacity
Open record
Evidence controls and maintenance notes
Record scope
Aggregate regulatory/contract cohort
State basis
PSC rule and contract dockets
AI connection
Data-center cohort; AI-specific share may vary
Confidence
HIGH framework / LOW project detail
Public-record gap
Redacted customer identities and terms
Source controls
3 source IDs ·SRC-0045SRC-0046SRC-0048
Reopen condition
OIR-0007
Aggregation policy
Not summable with other tracker figures.
Stewardship desk
Regulatory evidence desk
Review posture
Critical evidence watch · 55 days old at edition

Open review-queue entry

PS-0008P1

AEP Ohio data-center customer cohort

Ohio

State handling

Framework status with scoped C9/C10 only; participant states unknown

Framework-scoped

Recorded figure

See effective tariff threshold/terms in Pass 04

Tariff applicability, not capacity realization
Open record
Evidence controls and maintenance notes
Record scope
Tariff-defined customer cohort
State basis
PUCO order and tariff framework
AI connection
Data-center tariff; AI share not established
Confidence
HIGH framework / pending legal finality
Public-record gap
Customer identities, project states, full effective terms
Source controls
3 source IDs ·SRC-0041SRC-0042SRC-0044
Reopen condition
OIR-0007
Aggregation policy
Not summable with other tracker figures.
Stewardship desk
Regulatory evidence desk
Review posture
Critical evidence watch · 55 days old at edition

Open review-queue entry

PS-0009P2

SPP HILL participant cohort

SPP footprint

State handling

Framework status with scoped C9/C10 only; participant states unknown

Framework-scoped

Recorded figure

Tariff thresholds/process values; not operating load

Process eligibility, not operating load
Open record
Evidence controls and maintenance notes
Record scope
Process category
State basis
HILL/HILLGA processes effective; FERC accepted CHILLS effective July 1, 2026 subject to condition; no participant agreement or outcome inferred.
AI connection
Potentially includes data centers; project mix not public in Pass 01
Confidence
HIGH pathway / LOW participant outcomes
Public-record gap
Participant identities and results
Source controls
4 source IDs ·SRC-0033SRC-0034SRC-0035SRC-0165
Reopen condition
OIR-0053
Aggregation policy
Not summable with other tracker figures.
Stewardship desk
Regulatory evidence desk
Review posture
High-priority evidence watch · 54 days old at edition

Open review-queue entry

1 record

Company disclosures

Portfolio-level company metrics whose scope and definitions are controlled by the disclosing company.

Open focused view

PS-0037P2

CoreWeave active and contracted power portfolio

United States and international portfolio; site allocation not fully disclosed

State handling

Company-disclosed portfolio states; no site-level badge

Portfolio-scoped

Recorded figure

>850 MW active power; ~3.1 GW contracted power

Company-defined portfolio active and contracted power; not MW-IT, average consumption or utilized power
Open record
Evidence controls and maintenance notes
Record scope
Aggregate corporate portfolio, not a project
State basis
43 data centers and >850 MW active power at 2025-12-31; ~3.1 GW contracted for future deployment
AI connection
Direct AI cloud platform disclosure
Confidence
HIGH for company disclosure / LOW comparability
Public-record gap
Site allocation, metering boundary, average load, utilization and C20 economics
Source controls
1 source ID ·SRC-0155
Reopen condition
OIR-0049
Aggregation policy
Not summable with other tracker figures.
Stewardship desk
Corporate filings desk
Review posture
High-priority evidence watch · 54 days old at edition

Open review-queue entry

1 record

Technical dependencies

Technical or market conditions that may affect conversion but are not themselves infrastructure projects.

Open focused view

PS-0011P2

Arizona computational-load flexibility demonstration candidate

Arizona

State handling

UNKNOWN — PUBLIC EVIDENCE NOT LOCATED

Unknown public evidence

Recorded figure

No capacity counted
Open record
Evidence controls and maintenance notes
Record scope
Technical case candidate
State basis
Mentioned in official market review as a source lead; primary report not yet acquired
AI connection
Computational-load relevance; AI-specific transferability unverified
Confidence
LOW
Public-record gap
Primary report, protocol, measured performance, customer obligations
Source controls
1 source ID ·SRC-0012
Reopen condition
OIR-0009
Aggregation policy
Not summable with other tracker figures.
Stewardship desk
Technical systems desk
Review posture
High-priority evidence watch · 55 days old at edition

Open review-queue entry