AI Data Center Opportunity Intelligence

Early-phase build, design and decision-window intelligence

Filters:

AI Data Center Project Portfolio

Facilities Tracked
7
Known Headline Planned IT Capacity
7,790 MW
Excludes Microsoft Fairwater (not disclosed)
Under Construction / Development
5
Facilities with Expansion Signals
6
Identified EPC/GC Contacts
15
EPC/GC Companies Represented
4
High Permitting-Risk Facilities
6
Construction Status
Planned Capacity by Facility (MW)
Portfolio by State
Cooling Architecture Distribution
Hybrid
4
Direct-to-Chip
2
Air
1
Portfolio Summary
FacilityStateOwner / OperatorStatusHeadline MWCoolingGo-LiveEPC / GCPermit Risk
Vantage Data Centers – Frontier AI Mega-CampusTexasVantage Data Centers
Under Construction
1,400
Hybrid
H2 2026 target for first building; (range Q4 2026–2027)Kiewit Corporation and Turner Construction
High
Applied Digital – Polaris Forge 2 AI CampusNorth DakotaApplied Digital Corporation
Under Construction
200
Direct-to-Chip
Partial initial operation/energization targeted late 2026; full first-phase operation targeted early 2027Mortenson and Adolfson & Peterson Construction and Century Builders
High
DataBank – Red Oak AI CampusTexasDataBank; Oracle identified as tenant for first four buildings via Texas tax-exemption list
Under Construction
240
Hybrid
Q3 2026 first building; first four buildings by end-2027Rogers-O’Brien Construction and Yates Construction
High
Microsoft Fairwater AI Datacenter CampusWisconsinMicrosoft
Operational
Direct-to-Chip
Equipment startup began April 2026; Fairwater 1 fully operational June 2026Walsh Construction
Medium
Digital Realty – Silicon Valley SJC37 Data CenterCaliforniaDigital Realty Trust, Inc.
Shell Complete
48
Air
No firm go-live; 2028 earliest / may sit empty for yearsSchuff Steel
High
Stargate – Lighthouse Campus (OpenAI / Oracle / Vantage)WisconsinVantage Data Centers as developer/operator; Oracle cloud operator; OpenAI anchor AI compute partner
Under Development
902
Hybrid
2028 scheduled completionWhiting-Turner, The Weitz Company and Turner–McCarthy JV
High
Meta Hyperion / Richland Parish Data Center CampusLouisianaMeta Platforms, Inc.; Hyperion JV with funds managed by Blue Owl Capital
Under Construction
5,000
Hybrid
2030 target for original large buildout; expanded 5 GW schedule not fully disclosedMortenson / Turner Construction / DPR Construction. US Engineering and Faith Technologies as mechanical / electrical trade partners
High