Data Centers
Aterio field notes and analysis from the team behind the data.
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Aterio’s Report on US Data Center developments, June, 2025
In May, satellite imagery analyzed by Aterio provided critical visibility into the actual progress and delays across major U.S. data center campuses. While many projects continue on schedule or ahead of pace, others are showing signs of strategic pause or reassessment
Sergio Toro
Chief Executive at aterio.io
How much power will data centers in Texas need by 2030?
How much power will data centers in Texas need by 2030? According to Aterio’s latest forecast, demand will reach 12.12 GW — up from 4.71 GW in 2025. That’s a 7.41 GW increase in just five years — enough to power 6 million homes.
Sergio Toro
Chief Executive at aterio.io
From 2023 to 2026: AWS Accelerates Indiana’s Largest Data Center Build
With 16 facilities now under simultaneous construction, Aterio satellite data confirms AWS is accelerating toward 1 GW well ahead of early projections.
Aterio Research Team
Research at Aterio
Stargate Phase 2 – Abilene, TX: Aterio's Construction Update
Phase 2 adds six hyperscale buildings with distinctive architecture and rapid development pace—captured via satellite imagery and construction updates analyzed by the Aterio team.
Aterio Research Team
Research at Aterio
How Big Is Virginia’s Role in the Future of Cloud and AI Infrastructure?
Virginia is home to the highest concentration of data centers in the U.S., with 729 facilities and over 150 million square feet of space powering everything from hyperscale cloud operations to AI workloads. As demand for digital infrastructure surges, global investors are tracking energy capacity, development trends, and growth hotspots like Fredericksburg and Prince William County — making Virginia a focal point in the future of data and power.
Aterio Research Team
Research at Aterio
Aterio’s Report on US Data Center developments, April, 2025
Discover Aterio’s March 2025 US Data Center Insights: 178 new announcements, major hyperscaler moves, and over 1,200 MW of planned capacity. Key highlights include Google’s $3B expansion in Oklahoma, Skybox’s 25% share of total capacity, STACK’s steady growth, and $100B in AI infrastructure investments from leading firms like BlackRock and NVIDIA.
Javier Reyes
Data Analyst at aterio.io
Microsoft to invest $765 Millions in two new Data Centers in Texas
Microsoft is expanding its Texas data center footprint with SAT89 and SAT90, two 244,700 sq. ft. facilities near San Antonio. The $765 million investment will bring Microsoft’s total owned capacity in the region to 5.7+ million sq. ft., with operations expected to begin before Q4 2028.
Javier Reyes
Data Analyst at aterio.io
Where the Money Flows: $325B Data Center Boom Fuels Cloud, AI, and Behind-the-Meter Innovations
This blog delves into the monumental $325 billion CAPEX surge by hyperscalers such as Amazon, Meta, Microsoft, and Google, highlighting where the capital is flowing in today’s tech landscape. It examines how these investments are being channeled into massive data center construction, advanced hardware like GPUs for AI and cloud services, and innovative behind-the-meter energy solutions designed to overcome grid constraints. Additionally, the blog explores the impressive pipeline of over 47 million square feet already in development, with an additional 80+ million square feet announced for future projects.
Javier Reyes
Data Analyst at aterio.io
Blackstone Strategic Investment Acquiring the Potomac Energy Center
The Potomac Energy Center, a 774 MW natural gas power plant in Loudoun County, Virginia, recently acquired by Blackstone, highlights the growing intersection of energy and digital infrastructure. Situated in “Data Center Alley,” which hosts 25% of the U.S.’s data center capacity, this plant is strategically located within a 2-mile radius of 11 operational data centers and 21 hyperscale facilities projected to launch in the next seven years.
Javier Reyes
Data Analyst at aterio.io
How Much Power Would a Data Center with 30,000 GPUs Consume in a year?
This blog explores the energy consumption and costs associated with a data center housing 30,000 GPUs, using the NVIDIA DGX SuperPOD with H100 GPUs as a benchmark. With a PUE of 1.15 and an 80% utilization rate, the data center consumes approximately 35.2 MW of power, resulting in an annual electricity cost of $25.35 million. Energy alone accounts for a significant 30-40% of total operating costs (TOC), emphasizing the importance of optimizing efficiency to manage the financial and environmental impact of modern AI and HPC infrastructure.
Javier Reyes
Data Analyst at aterio.io
20 MW data center consumes enough electricity to power approximately 16,500 average U.S. homes
20 MW data center consumes enough electricity to power approximately 16,500 average U.S. homes
Sergio Toro
Chief Executive at aterio.io
It costs $1 Billion to Transmit 1,000 MW
Dominion Energy recently estimated that upgrading its regional transmission infrastructure to handle an additional 10,000 megawatts (MW) of demand will cost around $10 billion. That means each 1,000 MW requires approximately $1 billion in investment.
Aterio Research Team
Research at Aterio