The AI Data-Centre Map: Who Is Building What, and How Much Is Real

The Business Engineer ยท Premium analysis

The AI Data-Centre Map: Who Is Building What, and How Much Is Real

Data as of 2026-10-22 ยท updated monthly ยท every row sourced
The answer
The AI build-out is mostly paper megawatts. Across 31 named projects in our coverage, 24 carry a stated capacity; by our arithmetic they add up to about 59.0 GW as stated (mixing operating, contracted and planned capacity, so the figure is an upper bound on what exists). Of those, the sources describe only 3 as operational or in production (about 0.5 GW, our arithmetic). The rest are planned, contracted, optioned or in talks. The biggest named sites are Meta's Hyperion (toward 5 GW) and Prometheus (~1 GW), SpaceX/xAI's Memphis footprint (over 2 GW as reported) and Microsoft's Indiana campus (~1.1 GW of added supply). Power is the binding constraint: Nscale's Essex site has no grid connection expected until the 2030s, and utilities are now building generation for single customers (Black Hills 564 MW for Google; NiSource ~1,100 MW for Microsoft).
Named AI Data-Centre Projects by Stated Capacity (MW, as sourced)

The tracker: first 5 of 31 rows

ProjectCapacityStatusMoneySource
Meta: Prometheus, New Albany, Ohioroughly 1 gigawatt (2026)
company claims
first phase complete (per Meta); size of the first phase not statedโ€”Engineering at Meta
Meta: Hyperion, Richland Parish, Louisianascaling toward 5 gigawatts
company claims
planned (per Meta)โ€”Engineering at Meta
Amazon: AWS, 16 US states44 gigawatts
reported
under development (per source)โ€”Business Insider, citing Cleanview Research
SpaceX/xAI: Memphis-area sites (Colossus)compute footprint exceeding 2 GW (as reported)
reported
two built, two under construction (per source)โ€”Melvin (@MelvinInvests)
Tesla: Cortex 1 and Cortex 2, Texasmore than 105 MW + more than 120 MW; plans 400 MW by year end
company claims
both in production (per Tesla)โ€”Tesla Q3 2026 Update
For Business Engineer subscribers
The full analysis: all 31 sourced rows, 3 charts, and what it means
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Analysis by Gennaro Cuofano ยท The Business Engineer. News coverage: ai-nvidia-microsoft-group-gives-uk-12-months-to-defuse-backl

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