AI Datacenters

Community research on the AI datacenter ecosystem — facilities, operators, capacity, power sources, water draw, suppliers, and energy deals. Add a facility you know about, verify what others submit.

Verified facilities
267
Capacity
57,283 MW
+43,910 MW planned
Top-3 operator share
44%
of tracked MW
Supplier links
148
96 companies

Anomalies that warrant review

descriptive flags · not editorial claims
Patterns warrant review, not accusations. These flags surface entries that deviate from peers or expose data gaps. They are descriptive, not editorial. Investigative judgments belong in published findings with sourcing and right of reply.

Permits granted unusually fast

0

Issued <14 days after application — verify regulatory process.

permit timing review

(awaiting Phase 6 seed)

Operators with 3+ ownership layers

0

Chain depth ≥3 — shell stacking signal.

ownership review

(awaiting Phase 6 seed)

Subsidies > $1M per claimed job

9

Disclosed subsidy ÷ claimed jobs exceeds $1M.

benefit-cost review

Facilities with no sources

1

Verified entries that lack any cited URL.

review provenance

No power source disclosed

5

No primary energy source recorded — can't assess emissions.

data gap

Stuck since announcement

1

Announced 5+ years ago, not yet operational, not cancelled.

verify status

Countries with high operator concentration

23

HHI ≥ 2500 — single operator dominates national MW.

market structure review

  • IL
  • AU
  • BE
  • MX
  • KR

Operators ≥30pp behind clean-energy commitment

17

Public commitment vs. actual carbon-free MW share.

claim verification

  • Amazon Web Services
  • Meta
  • QTS Data Centers
  • Oracle
  • Vantage Data Centers

Single-supplier dependency (3+ categories)

0

One vendor serves 3+ functional categories at the same site.

supply concentration review

Greenwash gap

commitment vs. actual carbon-free MW
OperatorCommitmentByActual carbon-freeGapStatus
Amazon Web Services100%202518.8%+81.2ppwide gapsrc ↗
Meta100%202015.5%+84.5ppwide gapsrc ↗
Microsoft100%202574%+26ppbehindsrc ↗
QTS Data Centers100%20255.1%+94.9ppwide gapsrc ↗
Oracle100%20250%+100ppwide gapsrc ↗
Google100%203081.9%+18.1ppclosesrc ↗
TeraWulf91%2024100%-9ppon tracksrc ↗
Switch100%201688.1%+11.9ppclosesrc ↗
Vantage Data Centers100%203025%+75ppwide gapsrc ↗
YTL Corporation100%2050100%0ppon tracksrc ↗
Aligned Data Centers100%20240%+100ppwide gapsrc ↗
Stack Infrastructure100%203011.8%+88.2ppwide gapsrc ↗
Naver100%20400%+100ppwide gapsrc ↗
Data4100%20300%+100ppwide gapsrc ↗
atNorth100%2020100%0ppon tracksrc ↗
Digital Realty100%20300%+100ppwide gapsrc ↗
SoftBank100%20300%+100ppwide gapsrc ↗
Verne100%2020100%0ppon tracksrc ↗
OVHcloud100%20250%+100ppwide gapsrc ↗
Equinix100%20300%+100ppwide gapsrc ↗
CyrusOne100%20300%+100ppwide gapsrc ↗
NTT Global Data Centers100%20400%+100ppwide gapsrc ↗
Hydro66100%2015100%0ppon tracksrc ↗
Telefónica Tech100%20300%+100ppwide gapsrc ↗
Scaleway100%20170%+100ppwide gapsrc ↗

Gap = commitment % − actual carbon-free MW % (solar/wind/hydro/geothermal/nuclear). Public commitments per operator press; actual derived from facility power-source field. Operator press claims and sourced facility data — community findings flow can dispute either side.

Concentration & dependency

Operator concentration by country

click a row to see operators + HHI explained
CountryOperatorsTop-3 %HHIStatus
IL1100%10000highly concentrated
AU4100%10000highly concentrated
BE1100%10000highly concentrated
MX4100%10000highly concentrated
KR3100%10000highly concentrated
JP7100%10000highly concentrated
ES3100%10000highly concentrated
AE3100%10000highly concentrated
IN6100%6450highly concentrated
FR897.5%6255highly concentrated
SA3100%6165highly concentrated
MY3100%5918highly concentrated

HHI bands: <1500 competitive, 1500–2500 moderate, ≥2500 high. US DOJ thresholds.

Single-supplier dependency

click to see which categories

No facilities meet the dependency threshold yet.

Facilities where one supplier serves 3+ categories — potential single-point dependency.

Operator ↔ supplier relationships

Bipartite graph · click nodes to focus

LOADING GRAPH…

Top operators by capacity

click row → see operator's facilities
OperatorSitesMWPlanned
Amazon Web Services323,9504,300
Meta211,0095,550
Microsoft351,1873,200
HUMAIN304,300
Tract203,300
QTS Data Centers56201,750
xAI22502,100

Top suppliers by facility coverage

click row → see supplier's facilities
SupplierFacilitiesCategories
NVIDIA181
Vertiv61
Mercury Engineering51
Skanska41
Mortenson31
Super Micro Computer31
Schneider Electric31

Power source mix

Countries — facilities × MW

Supplier categories

Power mix by top operator (MW, announced + planned)

Announcements vs. completions per year

AllAI onlyoperationalunder-constructionannouncedwith suppliers (1)include unverified

LOADING MAP…

4 facilitiesmatching focus