Aterio monthly · Published

US Data Centers, November 2026

October saw continued expansion in large-scale U.S. data center development, with major projects advancing through construction, new filings, and power infrastructure planning across Texas, Wisconsin, Kansas, Utah, Missouri, and Colorado.

Power availability remained a central theme, with proposed nuclear-powered campuses, on-site natural gas generation, and new transmission infrastructure shaping development plans. Meanwhile, satellite imagery confirmed construction progress at several hyperscale sites, even as permitting and grid connection challenges created uncertainty around activation timelines.

10 highlights
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  1. #01

    Valar Atomics Plans 9.6 GW Nuclear-Powered Project Beehive (UT)

    Valar Atomics is planning Project Beehive near Wellington, Utah, across more than 9,000 acres of Bureau of Land Management (BLM) land. The proposal includes approximately 9.6 GW of on-site nuclear generation, with the BLM reviewing the application. Construction could begin as early as late 2026, with full buildout targeted for 2032.

  2. #02

    QTS Plans 1.2 GW Caprock Campus in Midland (TX)

    Air permit filings indicate QTS Data Centers is planning the Caprock Campus in Midland, Texas, comprising four 300 MW data center buildings totaling approximately 1.2 GW. The development would be powered by on-site natural gas generation, with phased activation targeted from late 2029 through September 2030.

  3. #03

    11-Building Aerotropolis Campus Proposed in Aurora (CO)

    Aerotropolis Industrial Development, LLC has submitted a site plan for an 11-building data center campus in Aurora, Colorado, totaling approximately 2.83M sq ft of planned development. No end user has been disclosed.

  4. #04

    Amazon Explores 15-Building Campus Near Danville (MO)

    Amazon is exploring a second AWS data center campus near Danville in Montgomery County, Missouri, with 15 proposed buildings across approximately 890 acres. The project remains in early planning, with land acquisition still pending.

  5. #05

    Microsoft Wisconsin 2 Campus Revised to Seven Buildings (WI)

    Microsoft's Wisconsin 2 campus in Mount Pleasant has been revised from nine to seven data center buildings, with three currently under construction. Aterio's latest satellite imagery confirms vertical construction on Building 1, alongside foundation work and land grading on Buildings 2 and 3.

  6. #06

    xAI Begins Grading on Second 500 MW Building in Brownsville (TX)

    Aterio satellite imagery confirms land grading and leveling have begun on the second 500 MW building at xAI's 1 GW, two-building campus in Brownsville, Texas. Vertical construction and roof installation are underway on the first building, with activation targeted for Q2 2028.

  7. #07

    Construction Begins at Soluna's Project Dorothy 3A (TX)

    Aterio satellite imagery confirms construction has begun at Project Dorothy 3A in Whitney, Texas, a joint venture between Soluna and Applied Digital, which holds 51% ownership. Phase 1 includes approximately 75 MW gross capacity and 50 MW of critical IT load on a 397-acre site. ChronoScale is the intended tenant, with GPU deliveries expected in February–March 2027. The broader Dorothy 3 campus is marketed at up to 300 MW.

  8. #08

    Grading Underway at Digital Realty's 600 MW Astra North Campus (KS)

    Aterio satellite imagery confirms land grading and leveling at Digital Realty's Astra North Campus in De Soto, Kansas. The 281-acre first phase includes two buildings totaling 600 MW. Building 1 (105 MW) is approved, with completion targeted for April 2029, while Building 2 (495 MW) remains under site plan review. Evergy power service is targeted for September 2028, ramping to 600 MW by 2031. The broader 1,440-acre campus is planned to reach 2 GW.

  9. #09

    ERCOT Recommends Conditional Approval for AWS Campus at Comanche Peak (TX)

    ERCOT has recommended conditional approval by the Public Utility Commission of Texas for a net metering arrangement connecting Amazon's proposed 1,200 MW AWS campus in Glen Rose, Somervell County, with the 2,400 MW Comanche Peak nuclear plant. The proposed energization schedule begins at 100 MW in Q4 2027, reaches 800 MW by Q4 2029, and scales to the full 1,200 MW by Q4 2031.

  10. #10

    Oracle's 1.3 GW Project Lighthouse Faces Transmission Approval Setback (WI)

    Wisconsin regulators have returned the transmission line application for Oracle's approximately 1.3 GW Project Lighthouse campus, developed by Vantage Data Centers in Port Washington, as incomplete. While data center buildings are under construction, the campus cannot be energized until the required transmission line is approved and built, adding uncertainty to its planned power delivery timeline.

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