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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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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

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