Focused tracker view · 8 records

Regional cohorts

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

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
8
Typed objects only
Exact state handling
3
Single bounded project state
Scoped handling
5
Composite, framework or non-project
Latest verification
Archive cutoff, not live monitoring

Record-control coverage

  • Source IDs8/8
  • Reopen triggers8/8
  • Unit-basis fields8/8
  • Public-gap fields8/8
  • Profile routes8/8

Four-register governance

  1. R01
    Load

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

    8 governed
  2. R02
    Supply

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

    8 governed
  3. R03
    Money

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

    8 governed
  4. R04
    AI-share

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

    8 governed

Controlled records

Regional cohorts registry

Open a profile for the complete state basis, source IDs, public-record gap and reopening condition.

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