Atlanta
The construction lead is real, but the political floor just moved. A governor-elect promising a statewide pause, plus 50+ local moratoria in force across Georgi…
RESEARCH PRODUCTS · NOVEMBER 2026
In-depth, sourced market reports for thirty US data center markets — plus a US overview that covers demand, power scarcity, queues, cancellations, legislation, liquid cooling, and the 2027 outlook. Written by The MW Desk research team. Not investment advice. Not a broker.
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Includes the national overview PDF and all thirty market reports in one package (updated November 2026 edition (overview + 30 markets; see bundle PDF for exact page count)). Master table of contents. Same files sold individually for $89 each.
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SAMPLE PAGES
Typical length: about 13–16 pages per market; US overview longer. Free snapshots (150–250 words + five key numbers) stay on each market page.
The construction lead is real, but the political floor just moved. A governor-elect promising a statewide pause, plus 50+ local moratoria in force across Georgi…
The municipal utilities insulate it somewhat (CPS is not an Oncor-style TDSP), but ERCOT's pause and the TCEQ halt still bind. Sub-75 MW deployments are the nea…
Duke is converting real ESAs, and AWS is anchored at Richmond County. Local pause counts are rising fast, so site-level entitlement risk is the gating item, not…
Cheap hydro is fully subscribed, there is a waitlist, and the incentive was narrowed.…
Hyperscale self-build with on-site power in a state with no local bans. One of the clearest 'speed to power' plays.…
There's no state incentive for new deals, a city moratorium is drafted, and ComEd is demanding money up front. The queue shrinking from 39 to 25 GW is healthy, …
The tariff squeezed out speculative load, so the queue is real now. But the ring towns around New Albany are voting bans in, the tax exemption is paused, and th…
This is the #1-ranked market, but new 75 MW+ loads are frozen at the grid level and a new governor wants a statutory moratorium. Existing energized and pre-audi…
Cold climate, stranded wind, a co-op willing to build for load, and voters who said yes. A rare tailwind market.…
The core city has paused through May 2027 and the tariff is unsettled. This is TJ's home market: field notes will add color here.…
A big eligible queue, but it is frozen like the rest of ERCOT. Gulf Coast gas supply is an advantage once the audit clears.…
The utility structures (GenCo) protect ratepayers and keep Amazon building, but the capital city closed its doors through 2027.…
Contracted, energizing load at Alliant and MidAmerican plus cheap wind. The rural local moratorium count is the main risk.…
Evergy is contracting real hyperscale load under a strict tariff, while rural Kansas voters are drawing hard lines.…
Local governments are negotiating rather than banning, but water politics and a no vote in Boulder City cap the upside.…
The largest single AI cluster build, now with a federal court constraint on its on-site power model.…
The rules are clear and costs fall on the customer, which is investable. The Minneapolis pause expires Nov 21, so watch whether it is extended.…
The biggest market is the most constrained. Only 10.8 MW is available, Loudoun has frozen applications for 12 months, there is a new per-kWh tax, and Dominion's…
New York has the first statewide pause in force, and New Jersey has new cost-allocation law and dozens of local moratoria (counts vary by tracker). This is a la…
TVA is pricing data centers separately, a new rules regime is live, and the moratorium window just closed.…
No new state incentive applications, and the public utility is discounting speculative load. Existing hyperscale campuses expand, but new entrants face worse ec…
Essentially sold out, data centers now pay more by law, and the core city is weighing a permanent cap. Growth shifts east (The Dalles, Umatilla/Morrow) onto pub…
There is massive co-located generation potential, but PA now has the strictest 'pay your own way' executive rules of any big market.…
The utilities are saying no in writing. APS made no new commitments for nearly three years, and SRP quotes 5 to 8 years for transmission. Phoenix capacity is no…
Signed ESAs concentrated at TRIC, a pro-development county, and self-build gas make Reno one of the few West markets adding real capacity. Watch water and NV En…
A state-backed 'Operation Gigawatt' posture plus a large-load statute that pushes costs onto the customer. Local transparency fights are emerging, but the state…
CEQA review now applies to every new data center from 2027 and cost-causation is in statute. Power is tight and expensive. Inventory is valuable, but new supply…
It avoids ERCOT's freeze, but not TCEQ's air-permit halt. The flagship developer is changing strategy.…
Hyperscaler under construction, SPP rather than ERCOT, and a state that rejected a moratorium.…
This is the largest delivered AI capacity in the US, but all of the incremental growth runs through ERCOT's audit and TCEQ air permits. Self-powered campuses ar…
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November 2026 edition. Figures are directional estimates from public sources cited in each report. Confirm with primary sources before acting.
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