Executive summary
The U.S. AI data-center buildout continues to be defined by one binding constraint: power. As of Nov 12, 2026, we track 1,547 data-center facilities mapped from OpenStreetMap across 46 states, 449.5 GW of total U.S. grid demand across 7 ISO/RTO markets (~67% of U.S. load; data centers are a growing share, not the whole), and 641 data-center–related legislative items across 45 states plus 56 federal. On the frontier, Epoch AI tracks 96 leading-edge data centers totaling roughly 15.1 GW of power.
Geographic concentration remains extreme: Virginia leads with 342 mapped facilities, and the top five states account for the bulk of activity. The leading generation source on the grid right now is Natural Gas at 42.5%. Policy is the emerging variable — moratoriums, zoning, and ratepayer-impact bills are rising across states as communities weigh the load growth.
Facilities & geography
Top states by mapped data-center facilities (OpenStreetMap, ODbL):
| State | Facilities | Share |
|---|---|---|
| Virginia | 342 | 22.1% |
| Texas | 140 | 9.0% |
| Oregon | 133 | 8.6% |
| California | 111 | 7.2% |
| Ohio | 90 | 5.8% |
| Washington | 65 | 4.2% |
| Arizona | 61 | 3.9% |
| Iowa | 59 | 3.8% |
| Illinois | 51 | 3.3% |
| New Jersey | 48 | 3.1% |
Power & grid demand
Live electricity demand by ISO/RTO (EIA), totaling 449.5 GW across 7 markets. The California ISO daily peak is roughly 28.7 GW.
| ISO / RTO | Demand (GW) |
|---|---|
| PJM | 93.6 |
| MISO | 76.2 |
| ERCOT | 48.6 |
| SPP | 32.4 |
| CAISO | 21.4 |
| NYISO | 16.4 |
| ISO-NE | 13.6 |
U.S. generation mix (share of output):
| Source | Share |
|---|---|
| Natural Gas | 42.5% |
| Nuclear | 18.8% |
| Coal | 16% |
| Wind | 8.9% |
| Solar | 5.8% |
| Hydro | 5.2% |
| Other | 2.8% |
Policy landscape
641 tracked data-center bills across 45 states and 56 federal items (LegiScan, CC BY). States with the most activity:
| State | Tracked bills |
|---|---|
| Virginia | 62 |
| New Jersey | 52 |
| Michigan | 51 |
| Pennsylvania | 50 |
| Minnesota | 32 |
| Illinois | 30 |
| New York | 22 |
| Texas | 21 |
Capital & companies
Recent tracked deals, financings, and PPAs:
| Company | Event | Date |
|---|---|---|
| Orbital / Anthropic | Redwire Pivoted to Orbital Computing Right as Anthropic Said It Wants Gigawat… | 2026-11-12 |
| Microsoft | Microsoft Vows to Pay Its Own Way to Power Data Centers | 2026-11-11 |
| — | BloombergNEF warned data center gas plants could raise U.S. power emissions 10% | 2026-11-11 |
| Google’s Utah Deal Puts Geothermal Power on the Data Center Map | 2026-11-11 | |
| Scale AI | Consortium to develop 400MW hyperscale AI data center in Oman | 2026-11-11 |
| — | FuelCell Energy Advances AI Data Center Power With New Testbed | 2026-11-11 |
| — | Kraft Group is proposing a $16 billion data center campus in a small Massachu… | 2026-11-11 |
| — | AI datacentres plan on-site power stations on huge scale despite climate risk… | 2026-11-11 |
Recent SEC filings referencing data centers (EDGAR):
| Company | Form | Date |
|---|---|---|
| CoreWeave, Inc. CRWV | 10-Q | 2026-11-12 |
| IRON MOUNTAIN INC IRM | 8-K | 2026-11-05 |
| Core Scientific, Inc./tx | 10-Q | 2026-11-05 |
| IREN Ltd IREN | 8-K | 2026-11-05 |
| Core Scientific, Inc./tx | 8-K | 2026-11-05 |
| IRON MOUNTAIN INC IRM | 10-Q | 2026-11-05 |
| Hut 8 Corp. HUT | 8-K | 2026-11-04 |
| TERAWULF INC. WULF | 8-K | 2026-11-04 |
Frontier compute
The largest known frontier data centers by reported power capacity (Epoch AI, CC BY 4.0); Epoch also tracks 3,708 notable AI models:
| Facility | Operator | MW | Country |
|---|---|---|---|
| Anthropic-Amazon New Carlisle | Amazon | 1,037 | United States |
| Colossus 2 | xAI | 946 | United States |
| OpenAI Stargate Abilene | Oracle | 824 | United States |
| Microsoft Fairwater Atlanta | Microsoft | 636 | United States |
| DayOne Nusajaya | — | 473 | Malaysia |
| Meta Prometheus | Meta | 471 | United States |
| DayOne Kempas | — | 422 | Malaysia |
| Microsoft Fairwater Wisconsin | Microsoft | 369 | United States |
| Google Pryor (North) | 368 | United States | |
| Colossus 1 | xAI | 340 | United States |
Methodology & sources
This report is generated from the same data behind the live dashboards, aggregated from available public sources and proprietary data feeds: facility locations from OpenStreetMap (ODbL); electricity demand and generation mix from the U.S. EIA; legislation from LegiScan (CC BY); deals, equities, and SEC filings via market-data and EDGAR feeds; and frontier-compute figures from Epoch AI (CC BY 4.0). Figures reflect the data as of Nov 12, 2026 and update as the underlying sources refresh. See the full methodology. This report is informational only and not investment advice — see our disclaimer.