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Field notes on the US build out

Analysis of data centers, power and infrastructure from the team behind the data.

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Satellite view of the former Portsmouth Gaseous Diffusion Plant in Piketon, Ohio on June 24, 2026: the large white process buildings and paved yards of the existing plant at left, ringed by a perimeter road, with farmland, woodland and open fields covering the surrounding acreage where the PORTS Technology Campus is planned.
Data CentersPower Generation

SB Energy's 10 GW Ohio Campus Is Raising Capital Faster Than It Is Moving Dirt

SB Energy's 10 GW Piketon campus has a $250B Nvidia backstop in talks and no visible construction since its March groundbreaking.

Juan Felipe Hernandez

Juan Felipe Hernandez

Data Center Analyst at aterio.io

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Site construction plan from the TSMC Arizona CHIPS Act Draft Environmental Assessment: the 1,129-acre north Phoenix campus outlined in red along Loop 303 and West Carefree Highway, with fab buildings F21P1, F21P2 and F21P3 and support buildings outlined in purple, and a parking area marked for solar panels
SemiconductorsData Centers

TSMC's $265 Billion Arizona Gigafab: Three Fabs You Can See, Seven on Paper

TSMC's Arizona gigafab is now a $265 billion commitment, but just three of the ten announced fabs show construction on the ground.

Fayad Chowdhury

Fayad Chowdhury

Industrial Developments Analyst at aterio.io

Aerial view of a Microsoft data center campus surrounded by farmland, with rows of low white server buildings, backup generator yards and electrical substations under a cloudy sky.
Data CentersPower Generation

Microsoft Restarts the Three Ohio Campuses It Cancelled in 2025, Roughly 869 MW

Microsoft cancelled roughly 869 MW of Ohio data center capacity in April 2025, and all three Licking County campuses are now grading toward a 2029 target.

Javier Reyes

Javier Reyes

Data Analyst at aterio.io

Side-by-side satellite comparison of Microsoft's Boyd Farm data center campus in Catawba County, North Carolina, dated November 11, 2025 and February 10, 2026, with a new electrical substation cluster and freshly graded building pad in the south of the campus circled in the later image
Data CentersPower Generation

Microsoft Restarts Its Three Paused North Carolina Data Center Campuses, Up to 810 MW

Microsoft's three paused Catawba County data center campuses, up to 810 MW, are moving again, caught by Aterio's satellite imagery in early 2026.

Javier Reyes

Javier Reyes

Data Analyst at aterio.io

Site plan of the Tarboro Net Zero data center campus on aerial imagery, off Anaconda Road in Tarboro, North Carolina, showing the project area with two buildings, a chiller yard, an on-site generation yard, a BESS yard, and the Tarboro electric substation.
Data CentersPower Generation

Tarboro's 'Net Zero' Data Center Runs on Gas, and the Town Voted It Down 7-1

Tarboro's $6.4B 'Net Zero' data center runs on gas and an unproven carbon sponge, not solar, and the town rejected the permit 7-1.

Caio Cunha

Caio Cunha

Energy Analyst at Aterio

Site plan of Williams' Socrates North power plant in New Albany, Ohio, overlaid on satellite imagery in the OPSB staff report for case 25-0188-EL-BGN, showing rows of CAT 3520 reciprocating engines, Titan 130, Titan 250, and SGT-400 gas turbines, mobile SMT 130 units, transformers, C15 backup generators, a gas yard, control building, sound wall, fence line, and a temporary laydown yard off Green Chapel Road NW
Data CentersPower Generation

Socrates: Williams Is Building a 2 GW Off-Grid Power Fleet for Meta in New Albany, Ohio

Williams's Socrates is a 2.3 GW behind-the-meter power fleet for Meta in New Albany, Ohio: 1,486 MW of gas generation plus 838 MW / 1,676 MWh of storage.

Carlos Sarmiento

Carlos Sarmiento

Energy Analyst at aterio.io

Pléiades-Neo satellite image of Bell's AI Fabric data centre campus under construction in Sherwood, Saskatchewan, near Regina, on May 9, 2026, showing cleared and graded earth next to an existing SaskPower substation
Data CentersPower Generation

Satellite Imagery Confirms Bell's 300 MW AI Campus Is Under Construction in Saskatchewan

Bell's 300 MW Saskatchewan AI campus is 100% pre-sold, but its $12B headline is mostly tenant compute, not Bell's $1.7B.

Data Center Research Team

Data Center Research Team

Research at Aterio