[ { "id": "coreweave-crawley-lgw16-us-mega-clusters", "project_name": "Crawley LGW16 & US Mega-Clusters", "company_name": "CoreWeave", "company_id": "coreweave", "operational_phase": "Operational", "energized_mw": 550.0, "energized_raw": "550 MW (50 MW UK, 500 MW US)", "speculative_mw": 1000.0, "speculative_raw": "1,000+ MW non-binding pipeline", "regulatory_dockets": [ "UKPN DNO Interconnect", "Planning Permission CR/2025/0122/FUL" ], "category": "AI Compute & Neocloud", "accountable_leaders": [ "Michael Intrator (CEO)", "Sachin Jain (COO)" ], "delivery_operators": [ "Brian Venturo (CTO)", "Chen Goldberg (EVP Eng)", "Ben Richardson (MD Intl)" ] }, { "id": "crusoe-energy-lancium-clean-campus-abilene", "project_name": "Lancium Clean Campus Abilene", "company_name": "Crusoe Cloud", "company_id": "crusoe-cloud", "operational_phase": "Commissioning / Active", "energized_mw": 206.0, "energized_raw": "206 MW (Phase 1)", "speculative_mw": 1000.0, "speculative_raw": "1,000 MW speculative master plan", "regulatory_dockets": [ "PUCT Docket No. 55999", "ERCOT Large Flexible Load Queue" ], "category": "AI Compute & Neocloud", "accountable_leaders": [ "Chase Lochmiller (CEO)", "Cully Cavness (COO)" ], "delivery_operators": [ "Patrick McGinn (VP DC Ops)" ] }, { "id": "helix-digital-infrastructure-greenfields-platform-assembly", "project_name": "Greenfields (Platform Assembly)", "company_name": "Helix Digital Infrastructure", "company_id": "helix-digital-infrastructure", "operational_phase": "Pre-construction / Planning", "energized_mw": 0.0, "energized_raw": "0 MW", "speculative_mw": 0.0, "speculative_raw": "$10B private equity target", "regulatory_dockets": [ "KKR SEC Form ADV Part 2A", "Delaware Entity 10188924" ], "category": "AI Compute & Neocloud", "accountable_leaders": [ "Adam Selipsky (CEO)", "Waldemar Szlezak (CIO)" ], "delivery_operators": [ "Jonathan Lin (EVP DC Strat)", "Kleber Costa (EVP Power)" ] }, { "id": "crux-ai-infrastructure-project-alpha-tpu-campus", "project_name": "Project Alpha TPU Campus", "company_name": "Crux AI", "company_id": "crux-ai", "operational_phase": "Design / Pre-construction", "energized_mw": 0.0, "energized_raw": "0 MW", "speculative_mw": 500.0, "speculative_raw": "500 MW speculative target ($22B unverified debt)", "regulatory_dockets": [ "Delaware File 10244812", "Google Cloud Lease Indenture" ], "category": "AI Compute & Neocloud", "accountable_leaders": [ "Benjamin Treynor Sloss (CEO)" ], "delivery_operators": [ "Alan Duong (CDO)" ] }, { "id": "meta-compute-east-el-paso-hyperscale-campus", "project_name": "East El Paso Hyperscale Campus", "company_name": "Meta Compute", "company_id": "meta-compute", "operational_phase": "Under Construction (Phase 1)", "energized_mw": 440.0, "energized_raw": "440 MW (Contracted IT load)", "speculative_mw": 1000.0, "speculative_raw": "560 MW expansion (to 1 GW total vision)", "regulatory_dockets": [ "PUCT Docket No. 59076", "El Paso City Chapter 380 Agreement" ], "category": "AI Compute & Neocloud", "accountable_leaders": [ "Santosh Janardhan (Co-Lead)", "Daniel Gross (Co-Lead)" ], "delivery_operators": [ "Rachel Peterson (VP DC Strat)", "Dina Powell McCormick (Pres)" ] }, { "id": "nscale-nordscale-narvik-ai-campus-skoglund", "project_name": "Narvik AI Campus (Skoglund)", "company_name": "Nscale Global Holdings Ltd.", "company_id": "nscale-global-holdings-ltd", "operational_phase": "Operational / Scaling", "energized_mw": 230.0, "energized_raw": "230 MW (Sub-station allocation)", "speculative_mw": 300.0, "speculative_raw": "300 MW Nordic pipeline", "regulatory_dockets": [ "NVE Anleggskonsesjon 202504821-6", "Vattenfall PPA" ], "category": "AI Compute & Neocloud", "accountable_leaders": [ "Josh Payne (CEO)", "Stian Jenssen (Chair Nordscale)" ], "delivery_operators": [ "David Power (CTO)", "Sam Huckaby (Pres DC)" ] }, { "id": "nebius-group-m\u00e4nts\u00e4l\u00e4-ai-infrastructure-campus", "project_name": "M\u00e4nts\u00e4l\u00e4 AI Infrastructure Campus", "company_name": "Nebius Group N.V.", "company_id": "nebius-group-nv", "operational_phase": "Operational", "energized_mw": 75.0, "energized_raw": "75 MW (Connected IT load)", "speculative_mw": 125.0, "speculative_raw": "125 MW European pipeline", "regulatory_dockets": [ "Finnish AVI Permit ESAVI/14298/2023", "Nivos Oy Contract" ], "category": "AI Compute & Neocloud", "accountable_leaders": [ "Arkady Volozh (CEO)" ], "delivery_operators": [ "Andrey Korolenko (Infra Lead)", "Mikhail Mokrushin (Arch)", "Juuso Vesanen (Site Dir)" ] }, { "id": "groq-groqcloud-distributed-lpu-colocation-fleet", "project_name": "Distributed LPU Colocation Fleet", "company_name": "Groq", "company_id": "groq", "operational_phase": "Operational", "energized_mw": 12.0, "energized_raw": "12 MW", "speculative_mw": 0.0, "speculative_raw": "$20B unverified licensing rumor", "regulatory_dockets": [ "SEC Form 10-Q (NVIDIA Corp Note 14)", "Equinix Master Lease" ], "category": "AI Compute & Neocloud", "accountable_leaders": [ "Adam Winter (CEO Groq)" ], "delivery_operators": [ "Jonathan Ross (Founder -> NVIDIA Fellow)" ] }, { "id": "terawulf-fluidstack-lake-mariner-campus-cb-1-to-cb-5", "project_name": "Lake Mariner Campus (CB-1 to CB-5)", "company_name": "Fluidstack", "company_id": "fluidstack", "operational_phase": "Operational / Expanding", "energized_mw": 160.0, "energized_raw": "160 MW (CB-1/2 operational, CB-5 contracted)", "speculative_mw": 340.0, "speculative_raw": "340 MW Lake Mariner site ceiling", "regulatory_dockets": [ "SEC Form 10-Q / 8-K", "NYISO Zone A Interconnect" ], "category": "AI Compute & Neocloud", "accountable_leaders": [ "Paul Prager (CEO TeraWulf)", "Nazar Yasin (CEO Fluidstack)" ], "delivery_operators": [ "Sean Farrell (SVP BD TeraWulf)" ] }, { "id": "iren-childress-campus-horizon-1-3", "project_name": "Childress Campus (Horizon 1-3)", "company_name": "IREN", "company_id": "iren", "operational_phase": "Operational", "energized_mw": 350.0, "energized_raw": "350 MW (Substations energized)", "speculative_mw": 2000.0, "speculative_raw": "2,000 MW Sweetwater ERCOT Queue", "regulatory_dockets": [ "SEC Form 20-F", "ERCOT Project 54224 Interconnection Study" ], "category": "AI Compute & Neocloud", "accountable_leaders": [ "Daniel Roberts (Co-CEO)", "Will Roberts (Co-CEO)" ], "delivery_operators": [ "Belgacem Chariag (COO)", "Denis Skrinnikoff (VP Eng)" ] }, { "id": "coreweave-crawley", "project_name": "CoreWeave Crawley", "company_name": "Digital Realty (Landlord) / CoreWeave (Tenant)", "company_id": "digitalbridge-and-relevant-operating-platforms-unresolved", "location": "Crawley, West Sussex, UK", "operational_phase": "Contracted / Active", "energized_mw": 24.0, "energized_raw": "24 MW critical IT load (Phase 1)", "speculative_mw": 0.0, "speculative_raw": "0 MW", "regulatory_dockets": [ "Crawley Borough Council Local Plan CR/2023/0482/FUL", "Policies EC1-EC3" ], "category": "Data Center Infrastructure", "accountable_leaders": [], "delivery_operators": [ "Anthony Caracino (Global Construction)", "Paula Cogan (Head of EMEA)" ] }, { "id": "digital-park-fechenheim", "project_name": "Digital Park Fechenheim", "company_name": "Digital Realty EMEA / Mainova AG (Heat Off-taker)", "company_id": "interxion-digital-realty-emea", "location": "Frankfurt am Main, Hesse, Germany", "operational_phase": "Contracted / Active", "energized_mw": 30.0, "energized_raw": "30 MW IT load; 20 MW heat export", "speculative_mw": 0.0, "speculative_raw": "0 MW", "regulatory_dockets": [ "BGBl. 2023 I Nr. 309 (EnEfG)", "RP Darmstadt BImSchG Permits", "Mainova Contract" ], "category": "Data Center Infrastructure", "accountable_leaders": [], "delivery_operators": [ "Volker Ludwig (MD DACH)", "Chris Sharp (CTO)" ] }, { "id": "vantage-frankfurt-ii-fra2-fra21", "project_name": "Vantage Frankfurt II (FRA2 / FRA21)", "company_name": "Vantage Data Centers EMEA / Syna Grid", "company_id": "vantage-data-centers-emea", "location": "Raunheim, Hesse, Germany", "operational_phase": "Contracted / Active", "energized_mw": 40.0, "energized_raw": "40 MW IT load energized (Phase 1; 56 MW total)", "speculative_mw": 0.0, "speculative_raw": "0 MW", "regulatory_dockets": [ "Bebauungsplan Nr. 56 der Stadt Raunheim", "RP Darmstadt BImSchG 621/4" ], "category": "Data Center Infrastructure", "accountable_leaders": [], "delivery_operators": [ "David Howson (President EMEA)", "Michael Fr\u00e4nkle (COO EMEA)" ] }, { "id": "vantage-fra32-backup-generation", "project_name": "Vantage FRA32 Backup Generation", "company_name": "Vantage Data Centers FRA32 GmbH", "company_id": "vantage-data-centers-fra32-gmbh", "location": "Raunheim, Hesse, Germany", "operational_phase": "Contracted / Active", "energized_mw": 154.0, "energized_raw": "154 MW fuel thermal capacity (FWL; 20 NDMA gens)", "speculative_mw": 0.0, "speculative_raw": "0 MW", "regulatory_dockets": [ "RP Darmstadt Bescheid Az. RPDA-Dez. IV/Da 43.18-53e 621/4", "BNetzA MaStR" ], "category": "Data Center Infrastructure", "accountable_leaders": [], "delivery_operators": [ "Michael Fr\u00e4nkle (COO EMEA)", "David Howson (President EMEA)" ] }, { "id": "equinix-xscale-london-ld11x-ld13x", "project_name": "Equinix xScale London (LD11x & LD13x)", "company_name": "Equinix EMEA / GIC xScale Joint Venture", "company_id": "equinix-emea-xscale-jvs", "location": "Slough, Berkshire, UK", "operational_phase": "Contracted / Active", "energized_mw": 20.0, "energized_raw": "20 MW critical IT load (LD11x 10 MW; LD13x 10 MW)", "speculative_mw": 0.0, "speculative_raw": "0 MW", "regulatory_dockets": [ "Slough Trading Estate Simplified Planning Zone (SPZ)", "SEC 10-Q Note 6" ], "category": "Data Center Infrastructure", "accountable_leaders": [], "delivery_operators": [ "Bruce Owen (EVP Global Markets; ex-Pres. EMEA)", "Raouf Abdel (EVP Ops)" ] }, { "id": "equinix-xscale-frankfurt-fr9x-fr11x", "project_name": "Equinix xScale Frankfurt (FR9x & FR11x)", "company_name": "Equinix EMEA / GIC xScale JV / Friesstra\u00dfe", "company_id": "equinix-emea-xscale-jvs", "location": "Frankfurt am Main, Hesse, Germany", "operational_phase": "Contracted / Active", "energized_mw": 30.0, "energized_raw": "30 MW critical IT load", "speculative_mw": 0.0, "speculative_raw": "0 MW", "regulatory_dockets": [ "RP Darmstadt Dezernat IV/Da BImSchG Approvals", "SEC Form 10-Q Note 6" ], "category": "Data Center Infrastructure", "accountable_leaders": [], "delivery_operators": [ "Raouf Abdel (EVP Ops)", "Bruce Owen (EVP Global Markets)" ] }, { "id": "qts-meta-el-paso-campus-phase-i", "project_name": "QTS / Meta El Paso Campus Phase I", "company_name": "QTS Realty Trust / Wurldwide LLC (Meta) / EPE", "company_id": "qts-realty-trust-llc", "location": "El Paso, Texas, US", "operational_phase": "Contracted / Active", "energized_mw": 440.0, "energized_raw": "440 MW contracted power ramp", "speculative_mw": 0.0, "speculative_raw": "0 MW", "regulatory_dockets": [ "PUCT Docket No. 59076 (McCloud 366 MW CCN)", "PUCT Docket 56903 (HLFLP)" ], "category": "Data Center Infrastructure", "accountable_leaders": [], "delivery_operators": [ "David Robey (Co-CEO)", "Tag Greason (Co-CEO)", "Lane Anderson (CDO)" ] }, { "id": "aligned-ashburn-campus-iad01iad02", "project_name": "Aligned Ashburn Campus (IAD01/IAD02)", "company_name": "Aligned Data Centers / Dominion Energy", "company_id": "aligned-data-centers", "location": "Ashburn, Virginia, US", "operational_phase": "Contracted / Active", "energized_mw": 120.0, "energized_raw": "120 MW critical IT load", "speculative_mw": 0.0, "speculative_raw": "0 MW", "regulatory_dockets": [ "Virginia SCC Case Nos. PUR-2022-00045 & PUR-2024-00032", "PJM DOM Queue" ], "category": "Data Center Infrastructure", "accountable_leaders": [], "delivery_operators": [ "Michael Morris (CDO)", "Billie Haggard (CFOO)" ] }, { "id": "aligned-phoenix-campus-phx01", "project_name": "Aligned Phoenix Campus (PHX01)", "company_name": "Aligned Data Centers / Salt River Project", "company_id": "aligned-data-centers", "location": "Chandler, Arizona, US", "operational_phase": "Contracted / Active", "energized_mw": 120.0, "energized_raw": "120 MW critical IT load", "speculative_mw": 0.0, "speculative_raw": "0 MW", "regulatory_dockets": [ "Salt River Project High-Voltage Interconnection Agreement" ], "category": "Data Center Infrastructure", "accountable_leaders": [], "delivery_operators": [ "Michael Morris (CDO)", "Billie Haggard (CFOO)", "Earl Keisling (Inventor)" ] }, { "id": "cyrusone-frankfurt-sossenheim", "project_name": "CyrusOne Frankfurt Sossenheim", "company_name": "CyrusOne Europe (FRA1-FRA4, FRA6)", "company_id": "cyrusone", "location": "Frankfurt am Main, Hesse, Germany", "operational_phase": "Contracted / Active", "energized_mw": 90.0, "energized_raw": "90 MW critical IT load", "speculative_mw": 0.0, "speculative_raw": "0 MW", "regulatory_dockets": [ "RP Darmstadt Dezernat IV/Da BImSchG Immissionsschutz Permits" ], "category": "Data Center Infrastructure", "accountable_leaders": [], "delivery_operators": [ "John Hatem (CEO)", "Andreas Paduch (MD Europe)" ] }, { "id": "cyrusone-dublin-grange-castle-south", "project_name": "CyrusOne Dublin (Grange Castle South)", "company_name": "CyrusOne Europe / EirGrid", "company_id": "cyrusone-europe", "location": "Clondalkin, Dublin, Ireland", "operational_phase": "Contracted / Active", "energized_mw": 45.0, "energized_raw": "45 MW critical IT load", "speculative_mw": 0.0, "speculative_raw": "0 MW", "regulatory_dockets": [ "An Bord Plean\u00e1la Board Order ABP-302813-18", "SDCC Ref. SD18A/0134" ], "category": "Data Center Infrastructure", "accountable_leaders": [], "delivery_operators": [ "John Hatem (CEO)", "Andreas Paduch (MD Europe)" ] }, { "id": "stack-americas-northern-virginia", "project_name": "STACK Americas Northern Virginia", "company_name": "STACK Americas / Dominion Energy Virginia", "company_id": "stack-americas", "location": "Manassas / Ashburn, Virginia, US", "operational_phase": "Contracted / Active", "energized_mw": 150.0, "energized_raw": "150 MW critical IT load", "speculative_mw": 0.0, "speculative_raw": "0 MW", "regulatory_dockets": [ "Virginia SCC Case Nos. PUR-2022-00045 & PUR-2025-00058", "Prince William SUP" ], "category": "Data Center Infrastructure", "accountable_leaders": [], "delivery_operators": [ "Matt VanderZanden (CEO Americas)", "Mike Casey (COO Americas)" ] }, { "id": "stack-emea-milan-siziano-campus", "project_name": "STACK EMEA Milan Siziano Campus", "company_name": "STACK EMEA (former Supernap Italia) / Terna", "company_id": "stack-americas", "location": "Siziano, Pavia, Italy", "operational_phase": "Contracted / Active", "energized_mw": 50.0, "energized_raw": "50 MW critical IT load", "speculative_mw": 0.0, "speculative_raw": "0 MW", "regulatory_dockets": [ "Regione Lombardia Regional Law May 2026", "Autorizzazione Unica (AU)" ], "category": "Data Center Infrastructure", "accountable_leaders": [], "delivery_operators": [ "Brian Cox (Interim CEO EMEA)", "Mike Casey (COO Americas)" ] }, { "id": "edgeconnex-dublin-ballymakaily-campus", "project_name": "EdgeConneX Dublin Ballymakaily Campus", "company_name": "EdgeConneX Inc. / EirGrid / EPA Ireland", "company_id": "edgeconnex", "location": "Lucan, Dublin, Ireland", "operational_phase": "Contracted / Active", "energized_mw": 50.0, "energized_raw": "50 MW IT load under construction; ~100 MW gas", "speculative_mw": 0.0, "speculative_raw": "0 MW", "regulatory_dockets": [ "An Bord Plean\u00e1la Appeal Decision (2025)", "EPA Ireland Industrial License" ], "category": "Data Center Infrastructure", "accountable_leaders": [], "delivery_operators": [ "Brian Green (EVP Ops & Eng)", "Randy Brouckman (CEO)" ] }, { "id": "cipher-black-pearl-compute-campus", "project_name": "Cipher Black Pearl Compute Campus", "company_name": "Cipher Digital Inc. / Amazon Data Services", "company_id": "cipher-digital-inc", "location": "Wink, Winkler County, Texas, US", "operational_phase": "Contracted / Active", "energized_mw": 216.0, "energized_raw": "216 MW IT load contracted; 300 MW gross", "speculative_mw": 0.0, "speculative_raw": "0 MW", "regulatory_dockets": [ "SEC Form 8-K/10-Q (15-Yr AWS Lease)", "PUCT Oncor Interconnect", "ERCOT LFL" ], "category": "Data Center Infrastructure", "accountable_leaders": [], "delivery_operators": [ "Tyler Page (CEO)", "VP Electrical Interconnection" ] } ]