Aterio monthly · Published
US Data Centers, June 2026
May activity showed continued expansion in AI-focused data center infrastructure, with major hyperscale operators and infrastructure investors advancing new partnerships, construction milestones, land acquisitions, and large-scale power-backed campuses.
The month also highlighted the growing divide between announced capacity and execution risk. Several projects moved into visible construction or site preparation, while others faced local policy challenges, including the rejection of a proposed campus in Cleveland.
Strategic AI Infrastructure Partnerships
#01Blackstone and Google Launch TPU Cloud Infrastructure JV
Blackstone and Google have formed a joint venture to build a dedicated TPU cloud platform, combining Google’s AI hardware and software stack with Blackstone’s infrastructure capital. The partnership is designed to expand enterprise access to dedicated AI compute capacity as demand for specialized AI infrastructure continues to grow.
Large-Scale AI Campus Development
#02Beacon Point Advances 1 GW Campus in Nueces County (TX)
Beacon Point is developing a 525-acre hyperscale data center campus in Nueces County, Texas, with approved capacity reaching 1 GW. Approximately 700 MW is targeted by Q1 2027, with the remaining 300 MW planned by Q4 2028. The first two phases represent an estimated $17B investment.
Related Digital Identified Behind Google’s $15B Missouri Campus (MO)
Related Digital has been identified as the developer for Google’s planned $15B data center campus in Montgomery County, Missouri. The project spans more than 900 acres and includes two 741,000 sq ft data center buildings, along with supporting infrastructure.
Construction Progress and Campus Expansion
#04Vertical Construction Begins at Stargate Michigan Campus (MI)
Vertical construction has commenced on Building 1 of Related Digital’s 1.4 GW Michigan campus, part of the Stargate initiative serving Oracle and OpenAI. The milestone marks a transition from site preparation into vertical development at one of the largest AI-focused campuses in the Midwest.
- #05
Microsoft-Backed Expansion Progresses at Stargate–Abilene (TX)
May 2026 satellite imagery confirms land staging and grading activity for Buildings 9 and 10 at Crusoe’s Stargate–Abilene campus in Texas. The two facilities, recently secured by Microsoft, are each planned at 738,382 sq ft and approximately 336 MW, adding roughly 672 MW of new capacity.
- #06
Bell Breaks Ground on 300 MW AI Campus in Saskatchewan (SK)
Aterio can confirm through satellite imagery that Bell has broken ground on its planned 300 MW AI data center campus in Sherwood, Saskatchewan, with site clearing beginning in late April. The development is expected to support Cerebras’ AI infrastructure needs as the company enters public markets.
Land Acquisition and Future Development
#07Amazon Acquires 1,300 Acres in Bastrop County (TX)
Amazon has acquired a 1,300-acre property in Bastrop County, Texas, positioning the site for potential future data center development. Detailed campus plans, building counts, and power capacity have not yet been disclosed.
Project Status and Policy Outcomes
#08Cleveland Rejects Lakeland Equity Group Data Center Proposal (OH)
Cleveland City Council rejected Lakeland Equity Group’s proposed $1.6B hyperscale data center campus in Slavic Village. The project called for three two-story buildings totaling 150 MW of capacity across the former Morabito Enterprises site. The decision halts a project that had been under review as Cleveland considered broader policy restrictions on data center development.
May developments highlight how AI infrastructure growth is increasingly being shaped by partnerships, power availability, and execution timelines. Google, Microsoft, Amazon, Blackstone, Related Digital, Crusoe, Beacon Point, and Bell all advanced projects tied to large-scale compute demand.
At the same time, the Cleveland rejection shows that local approval remains a key constraint, even as hyperscale and AI-driven demand continues to expand. As more projects move from announcement to construction, tracking real-world progress remains critical to understanding where capacity is actually coming online.
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