Insights
Power, chips, money, water and electricity prices at the largest AI sites.
Power online
12.6 GW today. Dashed line = scheduled.
Capital cost of capacity online
Chips plus buildings and power equipment, 2025 dollars
Who makes the chips
Share of installed compute (H100-equivalents) at tracked sites
- Nvidia7.8M · 66%
- Google2.8M · 24%
- Amazon1.2M · 10%
Who owns the most compute
H100-equivalents running at sites each company owns
- Google3.5M
- Meta2.6M
- Microsoft1.7M
- Amazon1.5M
- SpaceX (xAI)1.4M
- Oracle1M
- CoreWeave705K
- QTS Data Centers600K
- AI XPV Platform293K
- Core4272K
Biggest power draws
Running now (solid) vs. planned (light)
- Microsoft Fairwater Wisconsin369 MW / 2.3 GW
- Anthropic-Amazon New Carlisle1 GW / 1.9 GW
- OpenAI Stargate New Mexico0 MW / 1.8 GW
- Meta Hyperion0 MW / 1.6 GW
- Colossus 2946 MW / 1.5 GW
- OpenAI Stargate Shackelford0 MW / 1.4 GW
- QTS Cedar Rapids0 MW / 1.1 GW
- Meta Prometheus471 MW / 1 GW
- Goodnight0 MW / 1 GW
- OpenAI Stargate Michigan0 MW / 988 MW
Power here means electricity used by the computers. Cooling and other losses add roughly 10–30% more.
Where it is going (US)
Planned power by state, at full build-out
- Texas6.5 GW
- Wisconsin3.2 GW
- Indiana3 GW
- Ohio2.9 GW
- New Mexico2 GW
- Tennessee2 GW
- Iowa1.8 GW
- Louisiana1.6 GW
- Mississippi1.5 GW
- Virginia1.4 GW
- Nebraska995 MW
- Michigan988 MW
How much is built
Satellite-measured sites: running vs. still to build
- Operational (35)6.6 + 0 GW
- Expanding (25)6.1 + 7.6 GW
- Under construction (17)0 + 12.9 GW
Energy suppliers named
Ranked by planned power of the sites they serve
- Entergy2.5 GW · 2 sites
- WE Energies2.3 GW · 1 site
- American Electric Power1.8 GW · 2 sites
- Bloom Energy1.8 GW · 1 site
- Williams1.6 GW · 3 sites
- Alliant Energy1.1 GW · 1 site
- Serena1 GW · 1 site
- Dominion Energy658 MW · 3 sites
- Georgia Power636 MW · 1 site
- MLGW340 MW · 1 site
Most sites have no energy supplier on public record yet.
Home electricity prices in the top AI states
Average residential price, August 2026 vs. August 2025. States ranked by planned AI data center power.
| State | Planned AI power | Existing data centers mapped | Home price now | A year earlier | Change |
|---|---|---|---|---|---|
| Texas | 6.5 GW | 166 | 15.9¢ | 15.4¢ | +3.3% |
| Wisconsin | 3.2 GW | 13 | 19.4¢ | 18.4¢ | +5.3% |
| Indiana | 3 GW | 18 | 17.0¢ | 16.2¢ | +5.0% |
| Ohio | 2.9 GW | 79 | 19.4¢ | 17.6¢ | +10.4% |
| New Mexico | 2 GW | 13 | 16.5¢ | 16.0¢ | +3.3% |
| Tennessee | 2 GW | 23 | 13.4¢ | 13.1¢ | +2.5% |
| Iowa | 1.8 GW | 42 | 17.1¢ | 15.5¢ | +10.2% |
| Louisiana | 1.6 GW | 5 | 12.9¢ | 12.6¢ | +2.5% |
| Mississippi | 1.5 GW | 8 | 14.4¢ | 13.6¢ | +6.0% |
| Virginia | 1.4 GW | 366 | 17.6¢ | 15.8¢ | +11.3% |
| U.S. average | 18.2¢ | 17.6¢ | +3.4% |
Prices: U.S. Energy Information Administration, Electric Power Monthly (public domain). Existing data centers: OpenStreetMap via PNNL. This puts numbers side by side; it does not show that data centers caused any price change, which depends on fuel costs, grid investment, weather and regulation.
Water use (estimated)
Million gallons per day. Modeled from cooling equipment, not metered; few operators publish per-site water use.
| Project | Location | Now | At build-out | Planned power |
|---|---|---|---|---|
| Anthropic-Amazon New Carlisle | New Carlisle, IN | 21 | 21 | 1.9 GW |
| Google Pryor (North) | Pryor, OK | 2.283 | 2.283 | 368 MW |
| Google New Albany | New Albany, OH | 0.966 | 0.966 | 333 MW |
| AWS Berwick | Berwick, PA | 0.129 | 0.129 | 169 MW |
| Google Omaha | Omaha, NE | 0.088 | 0.088 | 395 MW |
| Google Papillion | Papillion, NE | 0.088 | 0.088 | 237 MW |
| Meta Kuna | Kuna, ID | 0.07 | 0.07 | 152 MW |
| OpenAI Stargate New Mexico | Santa Teresa (Doña Ana County), NM | 0 | 0.02 | 1.8 GW |
Sites with an estimate of zero (closed-loop or air-cooled designs) are left out.
Major compute and infrastructure deals
Disclosed = announced by the companies or in filings · Reported = press reports only · Letter of intent = not binding
| Date | Buyer | Supplier | What | GW | Value | Basis | Details |
|---|---|---|---|---|---|---|---|
| Aug 1, 2026 | Anthropic | Nscale | Data center capacity | 0.46 | $45B | Reported | About $45B for 460 MW in West Virginia, per press reports. vktr.com |
| May 20, 2026 | Anthropic | SpaceX (xAI) | GPU cluster (Colossus) | — | $45B | Reported | Anthropic uses capacity at the Colossus sites in Memphis; ~$45B value reported, not disclosed. valueaddvc.com |
| Apr 20, 2026 | Anthropic | Amazon (AWS) | Trainium capacity | 5 | $100B | Reported | Up to 5 GW of new capacity; the >$100B over 10 years value is from press reports. anthropic.com |
| Apr 6, 2026 | Anthropic | Google, Broadcom | TPUs | 3.5 | — | Reported | Multi-gigawatt TPU expansion starting 2027; the ~3.5 GW figure is from press reports. anthropic.com |
| Feb 24, 2026 | Meta | AMD | GPUs (Instinct) | 6 | — | Disclosed | Definitive multi-year agreement to deploy up to 6 GW of AMD Instinct GPUs (AMD 8-K). sec.gov |
| Nov 18, 2025 | Anthropic | Microsoft, NVIDIA | Cloud capacity + investment | 1 | $30B | Disclosed | Anthropic commits to $30B of Azure compute, up to 1 GW; NVIDIA to invest up to $10B and Microsoft up to $5B in Anthropic. anthropic.com |
| Nov 12, 2025 | Anthropic | Fluidstack | Data centers | — | $50B | Disclosed | $50B for custom data centers in Texas and New York, sites coming online through 2026. anthropic.com |
| Nov 3, 2025 | OpenAI | Amazon (AWS) | Cloud capacity (NVIDIA GPUs) | — | $38B | Disclosed | $38B multi-year agreement for AWS capacity with hundreds of thousands of NVIDIA GPUs. openai.com |
Deal sizes are not additive: letters of intent, options and multi-year commitments overlap. Last reviewed Nov 14, 2026.