Data Centers
Aterio field notes and analysis from the team behind the data.
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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
Data Center Analyst at aterio.io
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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
Industrial Developments Analyst at aterio.io
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
Data Analyst at aterio.io
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
Data Analyst at aterio.io
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
Energy Analyst at Aterio
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
Energy Analyst at aterio.io
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
Research at Aterio
Micron's $100 Billion Megafab Breaks Ground in Clay, New York: What the Satellite Imagery Shows
Micron's $100B Clay megafab broke ground, but satellite imagery shows only cleared land, and Fab 1's first output just slipped to 2030.
Fayad Chowdhury
Industrial Developments Analyst at aterio.io
Red Butte: BrightNight Becomes the Data-Center Developer on Its Own 1.5 GW Utah Site
BrightNight's Red Butte would power a 1.5 GW Utah AI data center entirely on-site, but a 180-day county moratorium has put it on hold.
Jordan Pin
Energy Analyst at aterio.io
Colossus 1: xAI’s Ambitious 500 MW Energy Deployment
xAI’s Colossus 1 data center in Memphis, Tennessee has become one of the largest energy consumers among AI facilities in the United States. The project was built under strong opposition from the local community and has advanced rapidly in its power development. Today, the facility combines grid supply, on-site natural gas turbines, and battery storage to reach a combined capacity of nearly 500 MW, well above typical hyperscale data center power levels. Its expansion is happening alongside other xAI projects in the region, like the nearby Macroharder campus, raising questions about how rapidly AI infrastructure can scale, even within constrained energy systems.
Ana Valencia
Data Analyst
Crusoe's Project Jade Data Center Campus Gets Approval in Cheyenne, Wyoming
Crusoe’s Project Jade is a planned 1.8 GW, five building data center campus near Cheyenne, Wyoming, approved by Laramie County alongside Tallgrass’ adjacent 2.7 GW gas power plant.
Daud Shiraz
Data Analyst at aterio.io
Stargate Files for Phase 3 Expansion in Abilene
Crusoe has filed plans for two new 336 MW data center buildings at the Stargate campus in Abilene, kicking off Phase 3 and expanding the project far beyond its initial eight-building design.
Daud Shiraz
Data Analyst at aterio.io
Google’s $40 Billion Expansion + Securing Third-Party Capacity
Google’s new $40B Texas investment signals a sharp expansion in its data center strategy. Analysis of state permits, environmental filings, and Texas Comptroller data shows two self-built campuses advancing in Haskell County, a redesigned hyperscale project emerging in Armstrong County, and more than 1.08 GW of third-party-delivered capacity tied to Google across Skybox and Rowan developments. Combined with the potential Goodnight Campus footprint, Google’s Texas pipeline approaches 2.8 GW—far exceeding its recent build cycles and highlighting a clear shift toward faster, developer-supported growth.
Aterio Research Team
Research at Aterio