US data center construction and power demand
What is being built, by whom, and how much power it will draw.
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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
How Former Bitcoin Miners Are Powering the AI Boom
Former Bitcoin miners are rapidly converting their power-rich mining campuses into AI data centers, leveraging existing grid connections, low-cost energy, and high-density infrastructure.
Daud Shiraz
Data Analyst at aterio.io
Inside the U.S. Hyperscaler Buildout: A Cycle Still Understated
Aterio’s latest analysis maps how U.S. hyperscalers are reshaping digital infrastructure. With nearly 500 active facilities and more than 1,000 additional projects, many still undisclosed, the scale of this buildout remains understated. Explore where capacity is concentrating, which states lead the next wave, and how this expansion is redefining U.S. investment geography.
Javier Reyes
Data Analyst at aterio.io
Massive Data Center Project Planned at Former Pennhurst State Hospital
A developer plans to turn the historic Pennhurst State Hospital in Pennsylvania into a 125-acre, 1.3M sq ft data center campus with five buildings and a substation. Once a mental institution, the site now faces public opposition as officials review the proposal that could transform it into a hub for AI and cloud infrastructure.
Daud Shiraz
Data Analyst at aterio.io
Where Are OpenAI’s Five New Hyperscale Campuses Being Built?
OpenAI just announced five Stargate-scale AI campuses across the U.S., but didn’t name them. Aterio did. From Texas to Wisconsin, here’s where they’re building, how fast, and what’s already under construction.
Aterio Research Team
Research at Aterio
Aterio’s Report on US Data Center developments, September, 2025
September 2025 Data Center Report: Over 10.5 GW in new projects were filed in August, including Meta’s $4.8B Domino expansion and Crusoe’s Goodnight Campus in Texas. The report highlights zoning setbacks in Virginia, AWS withdrawals in Arizona, and accelerating buildouts across rural America. Aterio tracks 2,157 announced facilities and 500 under construction.
Aterio Research Team
Research at Aterio
Crusoe Launches $29B Goodnight Campus in Claude, Mirroring OpenAI’s Stargate
Crusoe has begun construction on the $29B Goodnight Data Center Campus in Claude, TX, a seven-building, 1 GW+ project designed as a copy-exact twin of the Abilene “Stargate” campus tied to OpenAI. Phase 1 includes four 490k-sq-ft buildings totaling 530 MW, with tax abatements securing long-term downside protection. With filings also linking the site to Serena’s 265.5 MW Goodnight Wind Farm, and Bloomberg reporting Crusoe’s pursuit of a $10B valuation, the Claude build cements Crusoe’s reputation as the fastest-moving hyperscale developer in the U.S.
Aterio Research Team
Research at Aterio
Project Domino: Meta’s Midwestern $4.8 Billion AI Campus
Meta’s $4.8B Project Domino in Lebanon, Indiana marks a significant expansion of AI infrastructure in the Midwest. The plan includes over 4.6 million square feet of development, with 12 data center buildings and a dedicated AI-Network facility. Satellite imagery confirms that construction is expected to begin in late 2025. For global investors, Domino reflects Meta’s growing focus on high-density, AI-specific campuses in emerging inland markets like Indiana and Louisiana.
Aterio Research Team
Research at Aterio
In Just Two Weeks, Local Pushback Halts 2.3GW of Amazon Data Center Projects
Within two weeks, Amazon scrapped major data center projects in Virginia and Arizona after community opposition over noise, water use, and local impacts. Despite zoning and strong partners, both plans were pulled, shelving 2.37GW of capacity and $10B+ in investment. Demand remains high, but local dynamics now define timelines.
Aterio Research Team
Research at Aterio
DOE Accelerates Data Center Expansion on Federal Land—Key Sites Identified in 4 States
The U.S. Department of Energy is fast-tracking large-scale AI data centers on federal land, selecting four initial sites in Idaho, Tennessee, Kentucky, and South Carolina. Backed by accelerated permitting and strong energy infrastructure, these projects present early opportunities for investors to capitalize on AI-driven growth while reducing risk by co-locating near federally supported assets.
Aterio Research Team
Research at Aterio
Inside Meta’s Prometheus Campus Shift
Meta is reshaping data center development at its Prometheus Campus in New Albany, Ohio, with a new tent-style design built for AI workloads. These hurricane-proof structures slash deployment time and increase regional power demand—signaling critical shifts for energy, infrastructure, and supply chain investors tracking U.S. hyperscale expansion.
Aterio Research Team
Research at Aterio
Before the Headlines: A 3GW AI Data Center Campus Quietly Rises in Sulphur Springs, TX
MSB Global has broken ground on an $18.7B hyperscale AI data center campus in Sulphur Springs, TX, with 3GW of planned capacity and net-zero ambitions. While largely unreported by major media, the Matrix Campus signals a major shift in East Texas digital infrastructure. Aterio tracks developments like these using permits, utility data, and satellite imagery to help energy developers, investors, and enterprises act early.
Aterio Research Team
Research at Aterio