{
 "meta": {
  "updated": "2026-11-05",
  "schema_version": "1.0",
  "publisher": "The MW Desk",
  "license_note": "Rows with provenance 'moratorium-nation' derive from the Moratorium Nation dataset by Michael J. Bommarito (CC BY 4.0), https://github.com/mjbommar/moratorium-data-2026, current through 2026-09-23. MW Desk curated rows were read on 2026-11-05.",
  "disclaimer": "Research, not legal advice. Statuses change; confirm with the jurisdiction's own record."
 },
 "total": [
  {
   "text": "Amazon, Alphabet, Meta, Microsoft, and SpaceX are on track for about $803B-$828B of 2026 capex (all capital spending, not only AI), per a Business Insider tally of guidance (Oct 2026).",
   "sources": [
    {
     "title": "Business Insider: AI hyperscalers expected to spend up to $828B in 2026",
     "url": "https://www.businessinsider.com/amazon-alphabet-meta-microsoft-spacex-capex-ai-spending-total-2026-10",
     "date": "2026-10",
     "accessed": "2026-11-05"
    }
   ],
   "uncertain": false
  }
 ],
 "companies": [
  {
   "id": "amazon",
   "name": "Amazon / AWS",
   "kind": "Hyperscaler",
   "capex": [
    {
     "text": "Guided 2026 cash capex to about $220B and expects 'meaningfully more' in 2027 (Q3 call, Oct 29, 2026).",
     "sources": [
      {
       "title": "CNBC: Amazon Q3 2026 earnings report",
       "url": "https://www.cnbc.com/2026/10/29/amazon-amzn-q3-earnings-report-2026.html",
       "date": "2026-10-29",
       "accessed": "2026-11-05"
      },
      {
       "title": "CNBC: AI buildout hits snag as Google and Microsoft hold capex forecasts",
       "url": "https://www.cnbc.com/2026/10/29/microsoft-google-ai-capex-estimates.html",
       "date": "2026-10-29",
       "accessed": "2026-11-05"
      }
     ],
     "uncertain": false
    }
   ],
   "sites": [
    {
     "state": "PA",
     "site": "Salem Twp (Susquehanna) and other sites",
     "detail": "Part of a $20B Pennsylvania plan (2025)",
     "status": "Under construction",
     "sources": [
      {
       "title": "Amazon: plans to invest $20B in Pennsylvania to expand cloud infrastructure",
       "url": "https://www.aboutamazon.com/news/aws/amazon-pennsylvania-investment-cloud-infrastructure-ai-innovation",
       "date": "2025-06",
       "accessed": "2026-11-05"
      }
     ],
     "uncertain": false
    },
    {
     "state": "PA",
     "site": "Homer City (Indiana County)",
     "detail": "Filed a 10-year, 2,200-acre plan next to a 4.5 GW gas plant",
     "status": "Planned",
     "sources": [
      {
       "title": "Inside the Datacenter: AWS files a ten-year, 2,200-acre data center plan at Homer City",
       "url": "https://insidethedatacenter.com/articles/aws-homer-city-campus/",
       "date": "2026-09",
       "accessed": "2026-11-05"
      }
     ],
     "uncertain": true
    },
    {
     "state": "NC",
     "site": "Richmond County",
     "detail": "$10B campus next to Duke's Smith Energy Complex",
     "status": "Announced",
     "sources": [
      {
       "title": "Amazon: to invest $10B in North Carolina to expand cloud infrastructure and advance AI",
       "url": "https://www.aboutamazon.com/news/aws/aws-investment-north-carolina-ai-cloud-infrastructure",
       "date": "2025-06",
       "accessed": "2026-11-05"
      }
     ],
     "uncertain": false
    },
    {
     "state": "IN",
     "site": "Northern Indiana (New Carlisle area)",
     "detail": "$15B on top of $11B. NIPSCO GenCo contract reported up to 2,400 MW by 2032",
     "status": "Under construction / expanding",
     "sources": [
      {
       "title": "Amazon: to invest $15 billion in Indiana for new data centers",
       "url": "https://www.aboutamazon.com/news/company-news/amazon-15-billion-indiana-data-centers",
       "date": "2026-11-05",
       "accessed": "2026-11-05"
      },
      {
       "title": "DataCenterData: IURC Cause 46322, NIPSCO GenCo special contract for Amazon data centers",
       "url": "https://datacenterdata.com/insights/policy/a/in-iurc-cause-46322-nipsco-genco-amazon-special-contract/",
       "date": "2026-11-05",
       "accessed": "2026-11-05"
      }
     ],
     "uncertain": true
    },
    {
     "state": "MS",
     "site": "Mississippi",
     "detail": "$25B data center plan",
     "status": "Announced",
     "sources": [
      {
       "title": "Amazon: to invest $25 billion in Mississippi data centers",
       "url": "https://www.aboutamazon.com/news/company-news/amazon-25-billion-mississippi-data-centers",
       "date": "2026-11-05",
       "accessed": "2026-11-05"
      }
     ],
     "uncertain": false
    }
   ]
  },
  {
   "id": "microsoft",
   "name": "Microsoft",
   "kind": "Hyperscaler",
   "capex": [
    {
     "text": "Trimmed its 2026 capex forecast to $170B from $175B. CFO Amy Hood said GPU supplier delays push some capacity into 1H 2027, when she expects capex to accelerate (as reported Oct 29, 2026).",
     "sources": [
      {
       "title": "CNBC: AI buildout hits snag as Google and Microsoft hold capex forecasts",
       "url": "https://www.cnbc.com/2026/10/29/microsoft-google-ai-capex-estimates.html",
       "date": "2026-10-29",
       "accessed": "2026-11-05"
      }
     ],
     "uncertain": false
    }
   ],
   "sites": [
    {
     "state": "WI",
     "site": "Fairwater, Mount Pleasant",
     "detail": "First facility completed Jun 2026. A second adjacent facility is due 2028",
     "status": "Operating",
     "sources": [
      {
       "title": "Microsoft: completes construction on first datacenter facility in Mount Pleasant, Wisconsin",
       "url": "https://news.microsoft.com/source/2026/06/23/microsoft-completes-construction-on-first-datacenter-facility-in-mount-pleasant-wisconsin/",
       "date": "2026-06-23",
       "accessed": "2026-11-05"
      }
     ],
     "uncertain": false
    },
    {
     "state": "GA",
     "site": "Fairwater, Atlanta",
     "detail": "AI datacenter linked to Wisconsin as an 'AI superfactory'",
     "status": "Operating (since Oct 2025)",
     "sources": [
      {
       "title": "Microsoft: From Wisconsin to Atlanta, Microsoft connects datacenters to build its first AI superfactory",
       "url": "https://news.microsoft.com/source/features/ai/from-wisconsin-to-atlanta-microsoft-connects-datacenters-to-build-its-first-ai-superfactory/",
       "date": "2025-11",
       "accessed": "2026-11-05"
      }
     ],
     "uncertain": false
    },
    {
     "state": "TX",
     "site": "Barstow (Nscale)",
     "detail": "About 230 MW in use. Declined an option for more capacity",
     "status": "Operating / option declined",
     "sources": [
      {
       "title": "DCD: Microsoft declined option for expanded compute contract in Texas with Nscale",
       "url": "https://www.datacenterdynamics.com/en/news/microsoft-declined-option-for-expanded-compute-contract-in-texas-with-nscale/",
       "date": "2026-11-05",
       "accessed": "2026-11-05"
      }
     ],
     "uncertain": false
    },
    {
     "state": "IA",
     "site": "West Des Moines",
     "detail": "Multiple campuses on MidAmerican (aggregator figures)",
     "status": "Operating / building",
     "sources": [
      {
       "title": "Clean Energy Districts of Iowa: Data centers in Iowa resource hub (aggregator)",
       "url": "https://www.cleanenergydistricts.org/data-centers-in-iowa-resource-hub",
       "date": "2026-11-05",
       "accessed": "2026-11-05"
      }
     ],
     "uncertain": true
    }
   ]
  },
  {
   "id": "google",
   "name": "Alphabet / Google",
   "kind": "Hyperscaler",
   "capex": [
    {
     "text": "Held its 2026 capex guide at $195B-$205B (Q3 report, Oct 28, 2026).",
     "sources": [
      {
       "title": "CNBC: AI buildout hits snag as Google and Microsoft hold capex forecasts",
       "url": "https://www.cnbc.com/2026/10/29/microsoft-google-ai-capex-estimates.html",
       "date": "2026-10-29",
       "accessed": "2026-11-05"
      }
     ],
     "uncertain": false
    }
   ],
   "sites": [
    {
     "state": "WY",
     "site": "Laramie County",
     "detail": "$17B. 702 MW Bloom fuel cells with CCS contracted via AEP. Air-cooled",
     "status": "Announced Nov 5, 2026",
     "sources": [
      {
       "title": "Google: Our data center investment in Wyoming (Laramie County, 702 MW fuel cells)",
       "url": "https://blog.google/innovation-and-ai/infrastructure-and-cloud/global-network/wyoming-data-center/",
       "date": "2026-11-05",
       "accessed": "2026-11-05"
      }
     ],
     "uncertain": false
    },
    {
     "state": "WY",
     "site": "Project Tembo (former Jade), Cheyenne",
     "detail": "2.7 GW campus. Google took over after Crusoe exited",
     "status": "Development",
     "sources": [
      {
       "title": "Cowboy State Daily: Partner pulling out doesn't slow huge 2.7GW Cheyenne Project Jade",
       "url": "https://cowboystatedaily.com/2026/06/11/partner-pulling-out-doesnt-slow-huge-2-7gw-cheyenne-project-jade-data-center/",
       "date": "2026-06-11",
       "accessed": "2026-11-05"
      },
      {
       "title": "DCD: Google is customer behind 2.7GW data center campus near Cheyenne, Wyoming",
       "url": "https://www.datacenterdynamics.com/en/news/google-is-customer-behind-27gw-data-center-campus-near-cheyenne-wyoming/",
       "date": "2026",
       "accessed": "2026-11-05"
      }
     ],
     "uncertain": false
    },
    {
     "state": "OK",
     "site": "Tulsa County 'Project Clydesdale'",
     "detail": "506 acres, with an OCC notice of intent on Oct 15, 2026, plus a $9B Oklahoma plan",
     "status": "Under construction",
     "sources": [
      {
       "title": "Oklahoma Corporation Commission: Data center notice of intent, Google, Tulsa County",
       "url": "https://oklahoma.gov/content/dam/ok/en/occ/documents/pu/data-center-act/notice-of-intent-submissions/2026-10-15-google-tulsa-county.pdf",
       "date": "2026-10-15",
       "accessed": "2026-11-05"
      },
      {
       "title": "Google: new $9 billion investment in Oklahoma",
       "url": "https://blog.google/company-news/inside-google/company-announcements/google-american-innovation-oklahoma/",
       "date": "2026-11-05",
       "accessed": "2026-11-05"
      }
     ],
     "uncertain": false
    },
    {
     "state": "AR",
     "site": "Arkansas (Entergy)",
     "detail": "$4B plan. The amended Entergy contract adds 350 MW of batteries",
     "status": "PSC hearing Jan 2027",
     "sources": [
      {
       "title": "Google: new $4 billion investment in Arkansas",
       "url": "https://blog.google/company-news/inside-google/company-announcements/google-american-innovation-arkansas/",
       "date": "2026-11-05",
       "accessed": "2026-11-05"
      },
      {
       "title": "Utility Dive: Entergy makes progress on Arkansas data center, reports strong Q3 sales",
       "url": "https://www.utilitydive.com/news/entergy-makes-progress-on-arkansas-data-center-reports-strong-q3-sales/873873/",
       "date": "2026-11-05",
       "accessed": "2026-11-05"
      }
     ],
     "uncertain": false
    },
    {
     "state": "KY",
     "site": "Hawesville (TeraWulf Justified)",
     "detail": "Credit backstop for a 480 MW campus leased to Anthropic",
     "status": "Under construction",
     "sources": [
      {
       "title": "DCD: Google to serve as credit backstop for TeraWulf data center in Kentucky",
       "url": "https://www.datacenterdynamics.com/en/news/google-to-serve-as-credit-backstop-for-terawulf-data-center-in-kentucky/",
       "date": "2026-11-05",
       "accessed": "2026-11-05"
      }
     ],
     "uncertain": false
    },
    {
     "state": "IA",
     "site": "Cedar Rapids",
     "detail": "Transmission service energized (Alliant)",
     "status": "Under construction",
     "sources": [
      {
       "title": "Alliant Energy Q2 2026 earnings call transcript (StockAnalysis)",
       "url": "https://stockanalysis.com/stocks/lnt/transcripts/659145-q2-2026/",
       "date": "2026-08",
       "accessed": "2026-11-05"
      }
     ],
     "uncertain": false
    },
    {
     "state": "MN",
     "site": "Pine Island",
     "detail": "Reported 780 MW",
     "status": "Development",
     "sources": [
      {
       "title": "Citizens Utility Board of Minnesota: the latest on MN data centers (Pine Island, Hermantown)",
       "url": "https://cubminnesota.org/latest-mn-data-centers-pine-island-hermantown",
       "date": "2026-11-05",
       "accessed": "2026-11-05"
      }
     ],
     "uncertain": true
    }
   ]
  },
  {
   "id": "meta",
   "name": "Meta",
   "kind": "Hyperscaler",
   "capex": [
    {
     "text": "Guided 2026 capex to $135B-$145B, raising the low end from $130B. No 2027 figure given (Q3 2026).",
     "sources": [
      {
       "title": "CNBC: AI buildout hits snag as Google and Microsoft hold capex forecasts",
       "url": "https://www.cnbc.com/2026/10/29/microsoft-google-ai-capex-estimates.html",
       "date": "2026-10-29",
       "accessed": "2026-11-05"
      },
      {
       "title": "Business Insider: AI hyperscalers expected to spend up to $828B in 2026",
       "url": "https://www.businessinsider.com/amazon-alphabet-meta-microsoft-spacex-capex-ai-spending-total-2026-10",
       "date": "2026-10",
       "accessed": "2026-11-05"
      }
     ],
     "uncertain": false
    }
   ],
   "sites": [
    {
     "state": "LA",
     "site": "Hyperion, Richland Parish",
     "detail": "Multi-GW AI campus. Entergy's generation plan for it has an LPSC vote due next month",
     "status": "Under construction",
     "sources": [
      {
       "title": "Utility Dive: Entergy makes progress on Arkansas data center, reports strong Q3 sales",
       "url": "https://www.utilitydive.com/news/entergy-makes-progress-on-arkansas-data-center-reports-strong-q3-sales/873873/",
       "date": "2026-11-05",
       "accessed": "2026-11-05"
      },
      {
       "title": "Meta: US data center locations",
       "url": "https://datacenters.atmeta.com/us-locations/",
       "date": "2026-11-05",
       "accessed": "2026-11-05"
      }
     ],
     "uncertain": false
    },
    {
     "state": "OH",
     "site": "Prometheus, New Albany",
     "detail": "About 1 GW AI cluster (aggregator)",
     "status": "Operating (first phase)",
     "sources": [
      {
       "title": "Inside the Datacenter: Every data center in Ohio (aggregator)",
       "url": "https://insidethedatacenter.com/articles/ohio-data-centers/",
       "date": "2026-11-05",
       "accessed": "2026-11-05"
      }
     ],
     "uncertain": true
    }
   ]
  },
  {
   "id": "oracle",
   "name": "Oracle (OCI)",
   "kind": "Hyperscaler",
   "capex": [
    {
     "text": "Kept FY2027 capex guidance at $90B-$95B after $28.5B of Q1 capex (Q1 FY27, Sep 10, 2026).",
     "sources": [
      {
       "title": "Oracle: Q1 FY2027 results (investor release)",
       "url": "https://investor.oracle.com/investor-news/news-details/2026/Oracle-Announces-Q1-Results-Driven-by-Triple-Digit-Growth-in-Cloud-Infrastructure-Revenues/default.aspx",
       "date": "2026-09",
       "accessed": "2026-11-05"
      },
      {
       "title": "Business Insider: Oracle maintains its capex forecast",
       "url": "https://www.businessinsider.com/oracle-q1-2027-earnings-maintains-capex-forecast-reports-cloud-growth-2026-9",
       "date": "2026-09",
       "accessed": "2026-11-05"
      }
     ],
     "uncertain": false
    }
   ],
   "sites": [
    {
     "state": "TX",
     "site": "Abilene (Stargate)",
     "detail": "6 of 8 buildings delivered, 618 MW",
     "status": "Partially operating",
     "sources": [
      {
       "title": "Stargate.how: October status check, where every Stargate site stands",
       "url": "https://stargate.how/news/stargate-october-2026-tracker-update",
       "date": "2026-10-18",
       "accessed": "2026-11-05"
      }
     ],
     "uncertain": false
    },
    {
     "state": "TX",
     "site": "Shackelford County (Vantage Frontier)",
     "detail": "About 1.4 GW, 10 buildings",
     "status": "Under construction",
     "sources": [
      {
       "title": "Stargate.how: October status check, where every Stargate site stands",
       "url": "https://stargate.how/news/stargate-october-2026-tracker-update",
       "date": "2026-10-18",
       "accessed": "2026-11-05"
      }
     ],
     "uncertain": true
    },
    {
     "state": "WI",
     "site": "Port Washington (Vantage)",
     "detail": "Up to 1.3 GW. ATC transmission application restarted",
     "status": "Under construction",
     "sources": [
      {
       "title": "Stargate.how: October status check, where every Stargate site stands",
       "url": "https://stargate.how/news/stargate-october-2026-tracker-update",
       "date": "2026-10-18",
       "accessed": "2026-11-05"
      }
     ],
     "uncertain": false
    },
    {
     "state": "MI",
     "site": "Saline Twp 'The Barn'",
     "detail": "DTE 1,383 MW contracts under appeal",
     "status": "Under construction",
     "sources": [
      {
       "title": "Stargate.how: October status check, where every Stargate site stands",
       "url": "https://stargate.how/news/stargate-october-2026-tracker-update",
       "date": "2026-10-18",
       "accessed": "2026-11-05"
      }
     ],
     "uncertain": false
    },
    {
     "state": "NM",
     "site": "Do\u00f1a Ana County 'Project Jupiter'",
     "detail": "Force majeure notice Sep 24. No air permit for its microgrid",
     "status": "Under construction / at risk",
     "sources": [
      {
       "title": "Stargate.how: October status check, where every Stargate site stands",
       "url": "https://stargate.how/news/stargate-october-2026-tracker-update",
       "date": "2026-10-18",
       "accessed": "2026-11-05"
      }
     ],
     "uncertain": false
    }
   ]
  },
  {
   "id": "openai",
   "name": "OpenAI / Stargate",
   "kind": "AI lab",
   "capex": [
    {
     "text": "Stargate sites (with Oracle, SoftBank/SB Energy, and others) are tracked site by site. See the Oracle entry for the OCI-hosted sites.",
     "sources": [
      {
       "title": "Stargate.how: October status check, where every Stargate site stands",
       "url": "https://stargate.how/news/stargate-october-2026-tracker-update",
       "date": "2026-10-18",
       "accessed": "2026-11-05"
      }
     ],
     "uncertain": false
    },
    {
     "text": "Nov 2026: pledged to drop most NDAs with public officials, but only at sites OpenAI owns and operates.",
     "sources": [
      {
       "title": "DCD: OpenAI promises to drop NDAs and increase community transparency",
       "url": "https://www.datacenterdynamics.com/en/news/openai-promises-to-drop-ndas-and-increase-community-transparency-following-anti-data-center-wave/",
       "date": "2026-11-05",
       "accessed": "2026-11-05"
      }
     ],
     "uncertain": false
    }
   ],
   "sites": [
    {
     "state": "TX",
     "site": "Milam County (SB Energy)",
     "detail": "Phase 1 'Freebird' was scheduled for Oct 15, 2026, with no in-service confirmation",
     "status": "Under construction",
     "sources": [
      {
       "title": "Stargate.how: October status check, where every Stargate site stands",
       "url": "https://stargate.how/news/stargate-october-2026-tracker-update",
       "date": "2026-10-18",
       "accessed": "2026-11-05"
      }
     ],
     "uncertain": false
    },
    {
     "state": "OH",
     "site": "Lordstown",
     "detail": "Roofing largely in place. First power estimated early 2027 (not a company commitment)",
     "status": "Under construction",
     "sources": [
      {
       "title": "Stargate.how: October status check, where every Stargate site stands",
       "url": "https://stargate.how/news/stargate-october-2026-tracker-update",
       "date": "2026-10-18",
       "accessed": "2026-11-05"
      }
     ],
     "uncertain": true
    },
    {
     "state": "OH",
     "site": "PORTS-Pike (Pike County)",
     "detail": "First 800 MW targeted for 2028",
     "status": "Contracted",
     "sources": [
      {
       "title": "Stargate.how: October status check, where every Stargate site stands",
       "url": "https://stargate.how/news/stargate-october-2026-tracker-update",
       "date": "2026-10-18",
       "accessed": "2026-11-05"
      }
     ],
     "uncertain": false
    },
    {
     "state": "GA",
     "site": "Project Camellia",
     "detail": "3.2 GW power contract running 2028-2032",
     "status": "Contracted",
     "sources": [
      {
       "title": "Stargate.how: October status check, where every Stargate site stands",
       "url": "https://stargate.how/news/stargate-october-2026-tracker-update",
       "date": "2026-10-18",
       "accessed": "2026-11-05"
      }
     ],
     "uncertain": true
    }
   ]
  },
  {
   "id": "anthropic",
   "name": "Anthropic",
   "kind": "AI lab",
   "capex": [
    {
     "text": "Its S-1/A shows about $895.4B of aggregate committed spend (purchase commitments and leases), substantially all compute and infrastructure, with about $447.5B expected before Dec 31, 2030.",
     "sources": [
      {
       "title": "Anthropic, PBC Form S-1/A (Amendment No. 1), filed with the SEC Nov 2, 2026",
       "url": "https://www.sec.gov/Archives/edgar/data/2130357/000162828026068676/anthropicpbc-sx1ax1.htm",
       "date": "2026-11-02",
       "accessed": "2026-11-05"
      }
     ],
     "uncertain": false
    },
    {
     "text": "$50B American AI infrastructure plan with Fluidstack in Texas and New York (announced Nov 2025).",
     "sources": [
      {
       "title": "Anthropic: invests $50 billion in American AI infrastructure (Fluidstack, Texas and New York)",
       "url": "https://www.anthropic.com/news/anthropic-invests-50-billion-in-american-ai-infrastructure",
       "date": "2025-11",
       "accessed": "2026-11-05"
      }
     ],
     "uncertain": false
    }
   ],
   "sites": [
    {
     "state": "KY",
     "site": "Hawesville (TeraWulf Justified)",
     "detail": "480 MW. $19B, 20-year lease. Google credit backstop. First building due 2027",
     "status": "Under construction",
     "sources": [
      {
       "title": "DCD: Google to serve as credit backstop for TeraWulf data center in Kentucky",
       "url": "https://www.datacenterdynamics.com/en/news/google-to-serve-as-credit-backstop-for-terawulf-data-center-in-kentucky/",
       "date": "2026-11-05",
       "accessed": "2026-11-05"
      }
     ],
     "uncertain": false
    },
    {
     "state": "LA",
     "site": "River Bend, West Feliciana Parish (Hut 8 / Fluidstack)",
     "detail": "245 MW initially, expansion options to about 1.245 GW",
     "status": "Development",
     "sources": [
      {
       "title": "DCD: Hut 8 signs 245MW capacity deal with Fluidstack in multi-gigawatt partnership with Anthropic",
       "url": "https://www.datacenterdynamics.com/en/news/hut-8-signs-245mw-capacity-deal-with-fluidstack-as-part-of-multi-gigawatt-partnership-with-anthropic/",
       "date": "2026-11-05",
       "accessed": "2026-11-05"
      }
     ],
     "uncertain": true
    },
    {
     "state": "TX",
     "site": "Texas (Fluidstack)",
     "detail": "Custom data centers. Exact sites not confirmed by Anthropic",
     "status": "Announced",
     "sources": [
      {
       "title": "Anthropic: invests $50 billion in American AI infrastructure (Fluidstack, Texas and New York)",
       "url": "https://www.anthropic.com/news/anthropic-invests-50-billion-in-american-ai-infrastructure",
       "date": "2025-11",
       "accessed": "2026-11-05"
      }
     ],
     "uncertain": true
    },
    {
     "state": "NY",
     "site": "New York (Fluidstack)",
     "detail": "Custom data centers. Exact site not confirmed by Anthropic",
     "status": "Announced",
     "sources": [
      {
       "title": "Anthropic: invests $50 billion in American AI infrastructure (Fluidstack, Texas and New York)",
       "url": "https://www.anthropic.com/news/anthropic-invests-50-billion-in-american-ai-infrastructure",
       "date": "2025-11",
       "accessed": "2026-11-05"
      }
     ],
     "uncertain": true
    }
   ]
  },
  {
   "id": "spacexai",
   "name": "SpaceXAI (xAI)",
   "kind": "AI lab",
   "capex": [
    {
     "text": "No public capex guidance found that we could verify.",
     "sources": [],
     "uncertain": true
    }
   ],
   "sites": [
    {
     "state": "TN",
     "site": "Colossus 2, Tulane Road, Memphis",
     "detail": "About 946 MW estimated IT power (Epoch estimate)",
     "status": "Operating / expanding",
     "sources": [
      {
       "title": "Epoch AI: Largest AI data centers ranked by power capacity, 2026",
       "url": "https://epoch.ai/graphs/largest-ai-data-centers-by-power-capacity",
       "date": "2026-11-05",
       "accessed": "2026-11-05"
      }
     ],
     "uncertain": true
    },
    {
     "state": "MS",
     "site": "Southaven",
     "detail": "41 permanent turbines (~1.2 GW) permitted by MS. A federal judge ruled turbines need air permits (Nov 2, 2026)",
     "status": "Operating / litigation",
     "sources": [
      {
       "title": "Mississippi Today: Federal judge rules Southaven data center gas turbines must have air permits",
       "url": "https://mississippitoday.org/2026/11/02/federal-judge-southaven-data-center-gas-turbines-must-have-air-permits/",
       "date": "2026-11-02",
       "accessed": "2026-11-05"
      },
      {
       "title": "Commercial Appeal: SpaceXAI, Southaven enter agreed order to remove temporary turbines",
       "url": "https://www.commercialappeal.com/story/money/business/development/2026/07/30/spacexai-southaven-enters-agreed-order-to-remove-temporary-turbines/91117131007/",
       "date": "2026-07-30",
       "accessed": "2026-11-05"
      }
     ],
     "uncertain": false
    },
    {
     "state": "MS",
     "site": "Two additional Mississippi campuses",
     "detail": "Expansion of Colossus 2",
     "status": "Announced",
     "sources": [
      {
       "title": "DCD: SpaceXAI launching two additional data center campuses in Mississippi to expand Colossus 2",
       "url": "https://www.datacenterdynamics.com/en/news/spacexai-launching-two-additional-data-center-campuses-in-mississippi-to-further-expand-colossus-2/",
       "date": "2026",
       "accessed": "2026-11-05"
      }
     ],
     "uncertain": false
    }
   ]
  },
  {
   "id": "coreweave",
   "name": "CoreWeave",
   "kind": "Neocloud",
   "capex": [
    {
     "text": "Total contracted power of about 4.2 GW as of Aug 11, 2026, up from about 3.7 GW on Jun 30, 2026.",
     "sources": [
      {
       "title": "CoreWeave: continues to contract new compute capacity at higher prices (investor release)",
       "url": "https://investors.coreweave.com/news/news-details/2026/CoreWeave-Continues-to-Contract-New-Compute-Capacity-at-Higher-Prices/default.aspx",
       "date": "2026",
       "accessed": "2026-11-05"
      }
     ],
     "uncertain": false
    },
    {
     "text": "Credit stress: unsecured notes yielded about 15% in mid-October and 5-year CDS reached 1,145 bp. Q3 results are due Nov 10.",
     "sources": [
      {
       "title": "CNBC: CoreWeave's market confidence erodes as bond yields spike",
       "url": "https://www.cnbc.com/2026/10/21/coreweaves-market-confidence-erodes-as-bond-yields-spike-stock-sinks.html",
       "date": "2026-10-21",
       "accessed": "2026-11-05"
      }
     ],
     "uncertain": false
    }
   ],
   "sites": []
  },
  {
   "id": "neoclouds",
   "name": "Other neoclouds and developers",
   "kind": "Neocloud",
   "capex": [],
   "sites": [
    {
     "state": "AL",
     "site": "Lowndes County 'Project Red Clay' (Lambda)",
     "detail": "1 GW, potential 1.5 GW. Lambda says it will invest $33.1B. First operations targeted Q4 2028",
     "status": "Development",
     "sources": [
      {
       "title": "DCD: Lambda to develop four-building data center campus in Lowndes County, Alabama",
       "url": "https://www.datacenterdynamics.com/en/news/lambda-to-develop-four-building-data-center-campus-in-lowndes-county-alabama/",
       "date": "2026-11-05",
       "accessed": "2026-11-05"
      }
     ],
     "uncertain": false
    },
    {
     "state": "TX",
     "site": "Barstow (Nscale)",
     "detail": "Self-owned site. $3.5B Figure deal for Vera Rubin GPUs",
     "status": "Operating / expanding",
     "sources": [
      {
       "title": "DCD: Microsoft declined option for expanded compute contract in Texas with Nscale",
       "url": "https://www.datacenterdynamics.com/en/news/microsoft-declined-option-for-expanded-compute-contract-in-texas-with-nscale/",
       "date": "2026-11-05",
       "accessed": "2026-11-05"
      }
     ],
     "uncertain": false
    },
    {
     "state": "ND",
     "site": "Ellendale (Applied Digital Polaris Forge 1)",
     "detail": "Added 75 MW, path to 400 MW",
     "status": "Operating / expanding",
     "sources": [
      {
       "title": "DCD: Applied Digital adds 75MW of capacity at Ellendale campus in North Dakota",
       "url": "https://www.datacenterdynamics.com/en/news/applied-digital-adds-75mw-of-capacity-at-ellendale-data-center-campus-in-north-dakota/",
       "date": "2026",
       "accessed": "2026-11-05"
      }
     ],
     "uncertain": false
    },
    {
     "state": "TX",
     "site": "Abilene (Crusoe, developer)",
     "detail": "Stargate flagship developer. Exited Cheyenne Jade in Jun 2026",
     "status": "Partially operating",
     "sources": [
      {
       "title": "Stargate.how: October status check, where every Stargate site stands",
       "url": "https://stargate.how/news/stargate-october-2026-tracker-update",
       "date": "2026-10-18",
       "accessed": "2026-11-05"
      },
      {
       "title": "Cowboy State Daily: Partner pulling out doesn't slow huge 2.7GW Cheyenne Project Jade",
       "url": "https://cowboystatedaily.com/2026/06/11/partner-pulling-out-doesnt-slow-huge-2-7gw-cheyenne-project-jade-data-center/",
       "date": "2026-06-11",
       "accessed": "2026-11-05"
      }
     ],
     "uncertain": false
    }
   ]
  }
 ]
}