Aterio monthly · Published
US Data Centers, May 2026
April activity reflected continued expansion in AI-focused data center infrastructure across the United States, with hyperscale operators advancing new campus approvals, construction starts, land acquisitions, and power strategies.
Power availability and generation strategy remained a major theme throughout the month, with developers increasingly pairing campuses with dedicated natural gas, solar, fuel cell, and potential nuclear-backed infrastructure to support large-scale AI compute growth.
Construction Progress and Campus Expansion
#01Meta Expands Eagle Mountain Campus (UT)
Meta is expanding its Eagle Mountain data center campus, with satellite imagery confirming active construction activity. The expansion is supported by a new natural gas power plant being developed by Williams.
- #02
Amazon Begins Construction at Hobart Campus (IN)
Amazon has started construction on its Hobart data center campus in Indiana. The campus is planned for six buildings totaling approximately 1.7M sq ft and roughly 400 MW of capacity. March 2026 satellite imagery confirms large-scale site clearing marking the start of development.
Large-Scale AI Infrastructure and Power Development
#032 GW Socorro Campus With Hybrid Power Strategy (NM)
A proposed 2 GW data center campus in Socorro, New Mexico is being paired with a planned 10 GW solar farm and potential SMR integration. The project remains early stage with no formal application filed, though developers are targeting construction this year alongside a projected four-to-five-year buildout timeline.
- #04
Oracle Fuel Cell-Powered Campus (NM)
Oracle plans to power its New Mexico data center campus using up to 2.45 GW of Bloom Energy systems, replacing traditional turbines and diesel generators. The design would enable a single-campus microgrid while reducing NOx emissions by approximately 92%.
Campus Approvals and New Development
#05Project Sail Approved in Georgia (GA)
Coweta County commissioners approved Project Sail in a 3–2 vote, enabling an 829-acre campus comprising nine buildings totaling approximately 4.34M sq ft and roughly 900 MW of capacity. Atlas Development is leading the estimated $1.7B investment.
- #06
Google-Backed $8B Georgia Campus (GA)
Google has been identified as the end user behind a Georgia data center project leveraging an existing industrial site with 50 MW of in-place power, scalable to approximately 400 MW. Total investment is estimated around $8B.
Land Acquisition and Regional Expansion
#07Google Acquires Michigan City Campus (IN)
Google has acquired a data center campus in Michigan City, Indiana from Phoenix Michigan City Investors LLC, with plans to invest approximately $832M into the site.
- #08
Crusoe Expands Across West Texas (TX)
Crusoe is pursuing AI data center campuses across Nolan, Stonewall, and Kent counties in West Texas, signaling a broader multi-site regional expansion strategy.
- #09
Core Scientific Expands to 1.5 GW Pipeline
Core Scientific is scaling its development pipeline to approximately 1.5 GW, with around 1.0 GW available for lease. Initial operations are expected in 2027, supported by an additional 200 acres secured for development.
April developments highlight continued acceleration in large-scale AI infrastructure, with operators increasingly tying new campuses to dedicated power generation and long-term energy strategies.
Natural gas, fuel cells, solar, and potential nuclear integration are becoming increasingly central to how hyperscale campuses are planned, particularly as developers pursue larger multi-gigawatt deployments across emerging regions.
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