AI Data Center Opportunity Intelligence

Early-phase build, design and decision-window intelligence

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AI Data Center Project Portfolio

Facility / Project Records Tracked
120
States / Regions Represented
37
Under-Construction Records
43
Announced / Planned Records
44
Records with Cooling Architecture Identified
7
High Engagement Priority Records
5
Identified EPC/GC Contacts
15
EPC/GC Companies Represented
4
Construction Status Distribution
Records by State / Region
Engagement Priority Distribution — Records with Available Data Only
Engagement Priority Coverage: 7 of 120 records
Portfolio Summary
FacilityCityStateOwner / OperatorConstruction StatusPlanned IT LoadGo-Live InformationCooling ArchitectureRack Power DensityLiquid-Cooling Adoption ProbabilityCDU Deployment TimingEngagement PriorityEPC / General ContractorLocal Permitting Constraint / Risk
Vantage Data Centers – Frontier AI Mega-CampusShackelford County (near Albany / Abilene)TexasVantage Data CentersUnder construction; first building targeted H2 2026 with schedule-slippage risk1,400 MW / 1.4 GW campus capacityH2 2026 target for first building; (range Q4 2026–2027)Hybrid — liquid-to-liquid/direct-to-chip cooling for next-generation high-density GPU workloads, combined with CRAH-based air cooling and outside-air economization for residual loads60–115 kW/rack campus average; designed to accommodate 250 kW+ racks90–95% probability; model assumes 70–90% of racks ultimately liquid cooledQ4 2025–Q3 2026 for first building; Q1 2027 onward for subsequent buildings
High
Kiewit Corporation and Turner ConstructionHigh
Applied Digital – Polaris Forge 2 AI CampusHarwood / Cass County, North Dakota (existing location retained; public-source validation limited)North DakotaApplied Digital CorporationUnder construction / broken ground; initial 200 MW expected online in 2026 and full capacity in 2027200 MW initial leased capacity at Polaris Forge 2Partial initial operation/energization targeted late 2026; full first-phase operation targeted early 2027Direct-to-Chip dominant — proprietary direct liquid cooling is paired with waterless/free-cooling heat rejection60–110 kW/rack95%+ probability; model assumes 80–95% of racks liquid cooledQ4 2025–Q2 2026 for first delivery; Q3 2026–Q1 2027 for later capacity
High
Mortenson and Adolfson & Peterson Construction and Century BuildersHigh
DataBank – Red Oak AI CampusRed Oak (South Dallas; Ellis County)TexasDataBank; Oracle identified as tenant for first four buildings via Texas tax-exemption listFinanced and under construction for first four buildings; first building expected Q3 2026; fourth by end-2027240 MW first four buildings; 480 MW full eight-building campusQ3 2026 first building; first four buildings by end-2027Hybrid — direct-to-chip liquid cooling is planned for high-density halls, with material chilled-water CRAH/air-cooled capacity retained for network, storage and other loads60–100 kW/rack average; liquid-ready halls support 100 kW+ cabinets90–95% probability; model assumes 60–80% of racks liquid cooledQ4 2025–Q2 2026 for the first building; Q3 2026–Q2 2027 for the remaining committed buildings
High
Rogers-O’Brien Construction and Yates ConstructionHigh
Microsoft Fairwater AI Datacenter CampusMount Pleasant (Racine County)WisconsinMicrosoftOperational / post-launch; Fairwater 1 reported online by April 2026 with continuing noise mitigationNot availableEquipment startup began April 2026; Fairwater 1 fully operational June 2026Direct-to-Chip dominant — more than 90% of capacity uses closed-loop liquid cooling integrated directly into servers, with the remaining traditional-server capacity using outdoor air120–140 kW/rack>95% probability; Microsoft confirms more than 90% of facility capacity uses closed-loop liquid coolingInitial deployment and commissioning occurred during Q2 2025–Q2 2026; expansion-related cooling packages likely Q3 2026–Q2 2027
Medium
Walsh ConstructionMedium
Digital Realty – Silicon Valley SJC37 Data CenterSanta ClaraCaliforniaDigital Realty Trust, Inc.Completed shell; no equipment installed; idle awaiting Silicon Valley Power upgrades48 MW critical IT loadNo firm go-live; 2028 earliest / may sit empty for yearsAir — the delivered base shell uses conventional chilled-water/air cooling with N+2 cooling redundancy60–115 kW/rack if an AI fit-out proceeds; currently no installed IT racks30–50% probability; model assumes 20–40% of potential racks liquid cooled in an eventual AI fit-outEarliest likely CDU specification Q3–Q4 2027; deployment Q1–Q4 2028, subject to tenant and power availability
Medium
Schuff SteelHigh
Stargate – Lighthouse Campus (OpenAI / Oracle / Vantage)Port Washington (near Milwaukee)WisconsinVantage Data Centers as developer/operator; Oracle cloud operator; OpenAI anchor AI compute partnerUnder development / announced; completion scheduled for 2028902 MW critical IT load for Lighthouse. The 4.5 GW figure refers to the broader Oracle/OpenAI/Vantage Stargate collaboration2028 scheduled completionHybrid — combined liquid-to-liquid/direct-to-chip cooling for next-generation GPU workloads and air cooling for residual loads, supported by closed-loop chilled water60–115 kW/rack campus average90–95% probability; model assumes 65–85% of racks liquid cooledSpecification and initial orders likely Q4 2026–Q2 2027; phased deployment Q3 2027–Q4 2028
High
Whiting-Turner, The Weitz Company and Turner–McCarthy JVHigh
Meta Hyperion / Richland Parish Data Center CampusRichland Parish / Holly Ridge area (near Rayville & Delhi)LouisianaMeta Platforms, Inc.; Hyperion JV with funds managed by Blue Owl CapitalUnder construction and expanded; Meta announced expansion to 5 GW and >$50B investment in July 20265,000 MW / 5 GW compute capacity planned2030 target for original large buildout; expanded 5 GW schedule not fully disclosedHybrid — direct-to-rack/direct-to-chip liquid cooling is planned for high-density AI systems, with residual air cooling for network, storage and non-liquid-cooled systems60–115 kW/rack campus average; individual GB200-class racks can reach approximately 140 kW95%+ probability; model assumes 70–90% of AI racks liquid cooledExpansion packages likely Q3 2026–Q4 2028 for initial Hyperion halls; later 5 GW phases from Q1 2029 onward
High
Mortenson / Turner Construction / DPR Construction. US Engineering and Faith Technologies as mechanical / electrical trade partnersHigh
Poolside Project Horizon AI Campus (West Texas)Pecos County (Longfellow Ranch), West TexasTexas (TX)Poolside (Owner/Developer); CoreWeave (Anchor tenant & operational partner for Phase‑1)Announced / Planned2,000 MW (2 GW) total campus; Phase‑1 250 MW (option +500 MW); behind‑the‑meter natural‑gas generation with SCR & battery storagePhase‑1 (250 MW) target: Q1 2027; campus built in 8×250 MW phases; near‑term GB300 cluster from Dec 2025 (via CoreWeave)Not availableNot availableNot availableNot available
Not available
DPR Construction, Holder/TurnerNot available
Solstice & Equinox AI SystemsLemont (Argonne campus)Illinois (IL)Owner/Operator: U.S. Dept. of Energy – Argonne National Laboratory (Argonne Leadership Computing Facility); Industry partners: NVIDIA & OracleAnnounced / Planned150-200 MWEquinox delivery: 1H 2026; Solstice: TBD (DOE/NVIDIA to announce)Not availableNot availableNot availableNot available
Not available
U.S. Dept. of Energy – Argonne National LaboratoryNot available
Anthropic–Fluidstack AI Data Center (Texas)AbernathyTexas (TX)Anthropic (owner/operator)Announced / Planned168 MWFirst sites go live in 2026 (phased)Not availableNot availableNot availableNot available
Not available
Not availableNot available
Anthropic–Fluidstack AI Data Center (New York)Lake MarinerNew York (NY)Anthropic (owner/operator)Announced / Planned360 MWFirst sites go live in 2026 (phased)Not availableNot availableNot availableNot available
Not available
Not availableNot available
Eagle Mountain Data Center CampusEagle Mountain (Utah County)Utah (UT)Meta Platforms, Inc.Operational~300 MWInitial operations July 2021; two-building expansion announced Sept/Oct 2022 adding ~2 million sq ftNot availableNot availableNot availableNot available
Not available
Layton ConstructionNot available
Prometheus Hyperscale Wyoming CampusEvanstonWyomingPrometheus HyperscaleUnder Construction1200 MW2026Not availableNot availableNot availableNot available
Not available
Layton Construction for initial Wyoming Hyperscale/Aspen Mountain phase; Burns & McDonnell and other engineersNot available
Colossus data centerMemphisTennesseexAIOperational250-300 MWBuilt (2025) and operating; expansion ongoingNot availableNot availableNot availableNot available
Not available
xAI-ledNot available
Stargate Abilene AI Data Center CampusAbileneTexasCrusoe (developer); Oracle (cloud infrastructure beneficiary/operator context); linked to OpenAI Stargate expansionOperational8 buildings × ~150 MW each = 1,200 MW total campus; The initial phase, comprising two buildings at 200+ megawatts with expansion to 1.2 GWPhase 1 live/energizing reported in 2025; multi-phase expansion into 2026Not availableNot availableNot availableNot available
Not available
Crusoe Energy, Mortenson and Primoris Services CorporationNot available
Texas Critical Data CenterEctor CountyTexasNew Era Energy & Digital / Texas Critical Data Centers LLCUnder constructionInitial Phase: 100 MWPhase 1: 2026 First 100 MW: within 12 months of fundingNot availableNot availableNot availableNot available
Not available
Holder Construction/JE DunnNot available
Texas Critical Data CenterEctor CountyTexasTexas Critical Data Centers( Sharon AI and New era Helium)Under constructionPhase 2: 150 MW Long-run framing: 1+ GW hyperscale developmentFull 250 MW: 2026 following 6 months after phase 1 completionNot availableNot availableNot availableNot available
Not available
Holder Construction/JE DunnNot available
Cloud Burst Data CenterHays and Guadalupe CountyTexasCloudBurst Data CentersAnnounced / PlannedOverall: 1200 MW Phase 1: 50 MWPhase 1: Q4 2026Not availableNot availableNot availableNot available
Not available
eVOLVE (Evolve) as design-build partnerNot available
Duos Edge AIAbileneTexasDuos TechnologiesUnder construction850 MW2025Not availableNot availableNot availableNot available
Not available
Duos owner-led modular edge integratorNot available
Project Matador HyperGrid AI CampusAmarilloTexasFermi AmericaAnnounced / PlannedInitial Phase: 1 GW Overall: 11 GWTargeted 1 GW by late 2026; longer-term phased rampNot availableNot availableNot availableNot available
Not available
Hyundai E&CNot available
Meta New Albany Data Center (Prometheus)New AlbanyOhioMeta (Sidecat LLC affiliate)Under construction200 MW (2× 200 MW sites planned)2026Not availableNot availableNot availableNot available
Not available
Will-Power (Williams Co.), Turner Construction CompanyNot available
Crusoe Lancium Clean CampusAbileneTexasCrusoe Energy SystemsAnnounced / Planned200 (Phase 1), up to 1,2002026Not availableNot availableNot availableNot available
Not available
DPR Construction vertical GC; Mortenson electrical/power EPCNot available
Greenidge Dresden FacilityDresdenNew YorkGreenidge Generation HoldingsOperational106 MW2020Not availableNot availableNot availableNot available
Not available
Greenidge Generation Holdings Inc.Not available
Homer City Energy Campus (AI DC)Homer CityPennsylvaniaHomer City Redevelopment / Kiewit (partner)Under construction4.5 GW2027Not availableNot availableNot availableNot available
Not available
KiewitNot available
Doswell BTM Data Center Supply ProjectAshlandVirginiaLSP Digital InfrastructureAnnounced / Planned~300 MW (60 MW X 5)Phase 1: 2026Not availableNot availableNot availableNot available
Not available
Not Publicly Disclosed (LS Power / LSP Digital Infrastructure affiliate development context)Not available
120 records
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