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$300B is unallocated across the Stargate programme; the illustrative even split over the seven named campuses is flagged non-counting.","correction_class":"attribution_correction","date":"2026-09-05","decision_date":"2026-09-05","detail":"v5 set site_id=flagship-stargate-abilene on the whole $300B. The announcement names seven campuses and publishes no split. v6 records $300B as unallocated across the Stargate programme, with an illustrative even split flagged as non-counting. A later OpenAI release and Reuters reporting support the $300B/five-year basis, so the annualized figure remains in the default total.","evidence_note":"The original July OpenAI page supports the 4.5GW expansion but not the $300B/five-year basis. Later OpenAI primary reporting explicitly ties that July 4.5GW agreement to a partnership exceeding $300B over the next five years, and Reuters independently reports a $300B Oracle compute purchase over roughly five years. The false companion citation remains visible, but the combined support is sufficient under the coverage-first policy; this correction therefore affects allocation only, not the default total.","id":"c-2026-09-05-stargate-abilene","previous_assertion":"The whole $300B OpenAI-Oracle Stargate expansion sat at one site, flagship-stargate-abilene.","severity":"material","source_ids":["src-79ea255c98","src-5c52157929","src-8e4e447461"],"summary":"The $300B OpenAI-Oracle Stargate expansion is no longer attributed to Abilene.","unknown_reason":null},{"affected_default_total":false,"affects":["cipher-aws-5-5b"],"as_of":"2026-09-05","corrected_assertion":"The $5.5B is attributed to Black Pearl, the site named in the record's own note.","correction_class":"attribution_correction","date":"2026-09-05","decision_date":"2026-09-05","detail":"The v5 record carried site_id=cipher-mining-barber-lake-texas while its own note says 'Black Pearl, 300MW'.","evidence_note":"No source cited: the recorded evidence is the v5 record contradicting itself — its site_id against its own note 'Black Pearl, 300MW'. Attribution only, so no money figure changed and the default total is unaffected.","id":"c-2026-09-05-cipher-aws","previous_assertion":"The $5.5B Cipher-AWS agreement was attributed to cipher-mining-barber-lake-texas.","severity":"material","source_ids":[],"summary":"Cipher-AWS $5.5B moved from Barber Lake to Black Pearl.","unknown_reason":null},{"affected_default_total":false,"affects":["stargate-sb-energy-openai-1-2gw"],"as_of":"2026-09-05","corrected_assertion":"The leg is attributed to the 1.2GW Milam County (Freebird) campus.","correction_class":"attribution_correction","date":"2026-09-05","decision_date":"2026-09-05","detail":"v5 site_id was flagship-stargate-abilene; the transaction is the 1.2GW Milam County campus.","evidence_note":"No source cited: the recorded text names no document, and the affected deal carries two recorded sources, so neither can be singled out without guessing — the deal record holds both. Attribution only, so the default total is unaffected.","id":"c-2026-09-05-sb-energy-milam","previous_assertion":"The Stargate/SB Energy equity leg was attributed to flagship-stargate-abilene.","severity":"material","source_ids":[],"summary":"Stargate/SB Energy equity leg moved from Abilene to Milam County (Freebird).","unknown_reason":null},{"affected_default_total":false,"affects":["coreweave-openai-plus-6-5b"],"as_of":"2026-09-05","corrected_assertion":"The $6.5B is unallocated across the CoreWeave portfolio; the release names no campus.","correction_class":"attribution_correction","date":"2026-09-05","decision_date":"2026-09-05","detail":"The release says 'CoreWeave US DCs'. No campus is named, so the money is unallocated across the CoreWeave portfolio.","evidence_note":"The quoted release ('CoreWeave US DCs') resolves to the single source recorded on the affected deal, CoreWeave's own announcement. Attribution only, so the default annualized total is unchanged.","id":"c-2026-09-05-coreweave-openai-denton","previous_assertion":"The $6.5B CoreWeave-OpenAI expansion was attributed to Denton, TX.","severity":"material","source_ids":["src-9ef8f8d5c7"],"summary":"CoreWeave-OpenAI $6.5B expansion de-attributed from Denton TX.","unknown_reason":null},{"affected_default_total":false,"affects":["nebius-meta-deal"],"as_of":"2026-09-05","corrected_assertion":"$12B of dedicated capacity is counted as committed and $27B is carried as a with_options scenario; neither is attributed to Independence, because the coverage names Independence MO and Vineland NJ with no split.","correction_class":"evidence_reclassification","date":"2026-09-05","decision_date":"2026-09-05","detail":"Coverage names Independence MO and Vineland NJ with no split, and describes $12B dedicated capacity plus a $15B option. v6 counts $12B as committed and carries $27B as a with_options scenario.","evidence_note":"Two changes in one record, classed by the one that moves money: the $15B option leaves the committed base scenario. The de-attribution leg rides along. Both corrected figures are committed_spend carrying no term, so they reach the contracted-TCV headline — which did change — and not the default annualized total, which did not. No source cited: the text says 'coverage' and the affected deal carries two recorded sources.","id":"c-2026-09-05-nebius-meta-split","previous_assertion":"$27B of the Meta-Nebius agreement was counted as committed and attributed to Independence, MO.","severity":"material","source_ids":[],"summary":"Meta-Nebius $27B de-attributed from Independence, and the committed leg reduced to $12B.","unknown_reason":null},{"affected_default_total":true,"affects":[],"as_of":"2026-09-05","corrected_assertion":"The $1.26T headline is retired: annualized obligations are the headline and every other category is reported separately.","correction_class":"methodology_correction","date":"2026-09-05","decision_date":"2026-09-05","detail":"It summed 20-year lease TCVs, chip orders, financings and equity. v6 headlines annualized obligations and reports every other category separately. See V6_DECISION_LOG.md D2.","evidence_note":"No source cited, and none applies: this is a methodology decision, recorded as V6_DECISION_LOG.md D2. It defines what the default total is, so the published default changed by construction.","id":"c-2026-09-05-headline-unit","previous_assertion":"A single $1.26T headline was published, summing 20-year lease TCVs, chip orders, financings and equity into one number.","severity":"methodology","source_ids":[],"summary":"The $1.26T headline is retired.","unknown_reason":null},{"affected_default_total":false,"affects":["nvidia-hut8-beacon-point-19-6b","anthropic-lambda-nvidia-35b"],"as_of":"2026-09-05","corrected_assertion":"Beacon Point is a separate site: the two $19.6B leases attach to it specifically, and portfolio capacity is not published as its capacity.","correction_class":"attribution_correction","date":"2026-09-05","decision_date":"2026-09-05","detail":"The ledger tracks West Dallas / River Bend / Beacon Point as one row; two $19.6B leases attach to Beacon Point specifically, so portfolio capacity cannot be read as that site's capacity.","evidence_note":"No source cited: the evidence is the ledger's own portfolio row set against the two leases already recorded against Beacon Point, and the affected deals carry several sources each. 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Not double-counted with nvidia-hut8-beacon-point-19-6b: that is the real-estate layer, this is the compute-service layer.","v5":{"bucket":null,"deal_type":"compute_lease","gw":0.35,"site_id":null,"value_raw":35000000000,"value_usd":"$35B"},"value_fact_ids":["vf-0221","vf-0222"]},{"agreement_date":null,"amendment_date":null,"announced_date":"2026-07-17","announced_date_precision":"day","as_of":"2026-09-05","company_ids":["anthropic","meta"],"confidence":"MEDIUM","confidence_note":null,"construction_date":null,"contract_ids":["anthropic-meta-10b-talks--c1"],"counts_in_totals":false,"curated":true,"deal_class":"capacity","disclosed_date":null,"duplicate_of":null,"energization_date":null,"expansion_date":null,"financing_date":null,"headline":"Anthropic (potential tenant) → Meta (potential lessor)","headline_eligible":true,"id":"anthropic-meta-10b-talks","in_window":true,"location_text":"El Paso, Texas, USA (Meta campus)","monetary_site_ids":[],"not_counted_reason":"reported/not signed — fails commitment prong","related_to":[],"rollup_of":[],"scope":"single_site","service_end_date":null,"service_start_date":null,"signed_date":null,"site_ids":[],"source_ids":["src-47f3ab1264"],"status":"reported","summary":"Talks reported; no signed contract confirmed; Meta positioning El Paso capacity for Anthropic sublease","v5":{"bucket":"reported_unsigned","deal_type":"compute_lease","gw":null,"site_id":null,"value_raw":10000000000,"value_usd":"~10B"},"value_fact_ids":["vf-0133"]},{"agreement_date":null,"amendment_date":null,"announced_date":"2026-08-26","announced_date_precision":"day","as_of":"2026-09-05","company_ids":["anthropic","nscale","nvidia"],"confidence":"HIGH","confidence_note":null,"construction_date":null,"contract_ids":["anthropic-nscale-45b--c1"],"counts_in_totals":true,"curated":true,"deal_class":"capacity","disclosed_date":null,"duplicate_of":null,"energization_date":null,"expansion_date":null,"financing_date":null,"headline":"Anthropic → Nscale","headline_eligible":true,"id":"anthropic-nscale-45b","in_window":true,"location_text":"UK + US campuses (Arctic-linked buildout)","monetary_site_ids":[],"not_counted_reason":null,"related_to":[{"deal_id":"nscale-3b-credit-facilities","relation":"upstream_funding"},{"deal_id":"nscale-900m-buildout","relation":"upstream_funding"}],"rollup_of":[],"scope":"multi_site","service_end_date":null,"service_start_date":null,"signed_date":null,"site_ids":[],"source_ids":["src-1d9e89961c","src-0bf1c87441","src-aea3af39ad","src-db33ed8733"],"status":"signed","summary":"6-year compute agreement; 460MW of Vera Rubin capacity (Forbes). 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Anthropic takes all available Colossus 1 capacity.","v5":{"bucket":null,"deal_type":"compute_lease","gw":null,"site_id":"xai-colossus-memphis-tn","value_raw":40000000000,"value_usd":"~$40B+"},"value_fact_ids":["vf-0229","vf-0230","vf-0231","vf-0232"]},{"agreement_date":null,"amendment_date":null,"announced_date":"2026-07-06","announced_date_precision":"day","as_of":"2026-09-05","company_ids":["anthropic","terawulf"],"confidence":"HIGH","confidence_note":null,"construction_date":null,"contract_ids":["anthropic-terawulf-19b--c1"],"counts_in_totals":true,"curated":true,"deal_class":"capacity","disclosed_date":null,"duplicate_of":null,"energization_date":null,"expansion_date":null,"financing_date":null,"headline":"Anthropic → TeraWulf (landlord)","headline_eligible":true,"id":"anthropic-terawulf-19b","in_window":true,"location_text":"Hawesville, Kentucky, USA","monetary_site_ids":[],"not_counted_reason":null,"related_to":[],"rollup_of":[],"scope":"single_site","service_end_date":null,"service_start_date":null,"signed_date":null,"site_ids":["terawulf-hawesville-ky"],"source_ids":["src-d4f92356da"],"status":"signed","summary":"20-yr lease; TeraWulf pivoting from bitcoin mining.","v5":{"bucket":null,"deal_type":"compute_lease","gw":null,"site_id":null,"value_raw":19000000000,"value_usd":"~$19B / 20yr"},"value_fact_ids":["vf-0363","vf-0364"]},{"agreement_date":null,"amendment_date":null,"announced_date":"2026-08-04","announced_date_precision":"day","as_of":"2026-09-05","company_ids":["anthropic","bitdeer","volta"],"confidence":"HIGH","confidence_note":null,"construction_date":null,"contract_ids":["anthropic-volta-10b--c1"],"counts_in_totals":true,"curated":true,"deal_class":"capacity","disclosed_date":null,"duplicate_of":null,"energization_date":null,"expansion_date":null,"financing_date":null,"headline":"Anthropic → Volta Infra Holdings","headline_eligible":true,"id":"anthropic-volta-10b","in_window":true,"location_text":"Tydal, Norway (Bitdeer hydro campus)","monetary_site_ids":[],"not_counted_reason":null,"related_to":[],"reviewed_checked_at":"2026-11-06","reviewed_context_warning":"The inherited Anthropic identification is a low-confidence secondary report. 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no value in either PR — entirely analyst-derived estimate.","v5":{"bucket":null,"deal_type":"chip_order","gw":null,"site_id":null,"value_raw":50000000000,"value_usd":"est. $50B (analysts; $50-100B range)"},"value_fact_ids":["vf-0384","vf-0385"]},{"agreement_date":null,"amendment_date":null,"announced_date":"2025-11","announced_date_precision":"month","as_of":"2026-09-05","company_ids":["iren","microsoft"],"confidence":"HIGH","confidence_note":"Historical imported record retained for coverage; not qualified for the current contractual headline.","construction_date":null,"contract_ids":["microsoft-iren-9-7b--c1"],"counts_in_totals":true,"curated":true,"deal_class":"capacity","disclosed_date":null,"duplicate_of":null,"energization_date":null,"expansion_date":null,"financing_date":null,"headline":"Microsoft → IREN","headline_eligible":false,"id":"microsoft-iren-9-7b","in_window":false,"location_text":"Childress, Texas, USA (IREN 750MW campus)","monetary_site_ids":["iren-childress-texas"],"not_counted_reason":null,"related_to":[],"rollup_of":[],"scope":"single_site","service_end_date":null,"service_start_date":null,"signed_date":null,"site_ids":["iren-childress-texas"],"source_ids":["src-1fbf8083ef","src-099d102d2c"],"status":"delivering","summary":"5-yr $9.7B; $1.94B prepay; Microsoft accepted Horizon 1 (50MW) Aug 13 2026 — acceptance logged as milestone, deal itself is Nov 2025.","v5":{"bucket":"context","deal_type":"compute_lease","gw":0.05,"site_id":"iren-childress-texas","value_raw":9700000000,"value_usd":"$9.7B"},"value_fact_ids":["vf-0176","vf-0177","vf-0178"]},{"agreement_date":null,"amendment_date":null,"announced_date":"2025-09","announced_date_precision":"month","as_of":"2026-09-05","company_ids":["microsoft","nebius"],"confidence":"HIGH","confidence_note":null,"construction_date":null,"contract_ids":["microsoft-nebius-19-4b--c1"],"counts_in_totals":true,"curated":true,"deal_class":"capacity","disclosed_date":null,"duplicate_of":null,"energization_date":null,"expansion_date":null,"financing_date":null,"headline":"Microsoft → Nebius","headline_eligible":true,"id":"microsoft-nebius-19-4b","in_window":false,"location_text":"Nebius US data centers","monetary_site_ids":[],"not_counted_reason":null,"related_to":[],"rollup_of":[],"scope":"portfolio","service_end_date":null,"service_start_date":null,"signed_date":null,"site_ids":[],"source_ids":["src-fdc2150231"],"status":"signed","summary":"Component of Microsoft's $33B neocloud commitments (alongside CoreWeave ~$10B, Nscale, Lambda). 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This is not blanket campus approval.","unknowns":["Municipal zoning ordinance and conditions have not been reviewed.","Current local moratorium status is not established.","Permit scope must be checked before attributing approval to later expansion phases."],"use_status":"local_use_unverified"},{"authority":"Wisconsin DNR for air permits; Village of Mount Pleasant for local approvals","checked_at":"2026-11-06","events":[{"checked_at":"2026-11-06","date":"2026-06-12","document_date":null,"effective_date":null,"event":"Registry shows construction permit 25-MIN-113 and FESOP 25230249A-F05 as Active, with June 12 decision dates.","event_date":"2026-06-12","expiry_date":null,"id":"mount-pleasant-active-air","scope":"Microsoft facility FID 252302490","source_ids":["permit-wi-mount-pleasant-registry"],"status":"active_registry"},{"checked_at":"2026-11-06","date":"2026-08-18","document_date":null,"effective_date":null,"event":"DNR received FESOP 25230249A-F06 application; current registry status is Requested.","event_date":"2026-08-18","expiry_date":null,"id":"mount-pleasant-f06","scope":"Revision, not an issued replacement","source_ids":["permit-wi-mount-pleasant-registry"],"status":"requested"},{"checked_at":"2026-11-06","date":"2026-10-23","document_date":null,"effective_date":null,"event":"DNR received construction application 26-MIN-096; current registry status is Requested.","event_date":"2026-10-23","expiry_date":null,"id":"mount-pleasant-26-min-096","scope":"New construction permit application","source_ids":["permit-wi-mount-pleasant-registry"],"status":"requested"}],"id":"jurisdiction-mount-pleasant-wi","jurisdiction":"Village of Mount Pleasant, Racine County, Wisconsin","jurisdiction_match_note":"Official registry names Microsoft Mount Pleasant and gives a site address; exact Fairwater phase relationship requires parcel/phase reconciliation.","jurisdiction_match_status":"verified_named_site","moratorium_status":"unknown","review_flags":["phase_scope_review"],"site_id":"msft-fairwater-mount-pleasant-wi","source_ids":["permit-wi-mount-pleasant-registry"],"summary":"The DNR air registry shows active permits and separate new applications at 4800 90th Street. Requested revisions must not be presented as issued permits or applied to every Microsoft expansion campus.","unknowns":["Final documents and exact equipment scope of each air permit remain to be inspected.","Site-plan, building approvals, current zoning, and moratorium status have not been established.","Do not extend 4800 90th Street permit findings to all Durand Avenue or International Drive expansion parcels."],"use_status":"local_use_unverified"},{"authority":"California Energy Commission (SPPE); City of San Jose (local land use)","checked_at":"2026-11-06","events":[{"checked_at":"2026-11-06","date":"2022-07-14","document_date":"2022-07-14","effective_date":null,"event":"CEC lists adoption-order filing for the San Jose Data Center SPPE; project status is Exempted.","event_date":"2022-07-14","expiry_date":null,"id":"san-jose-sppe","scope":"CEC jurisdiction only, not local building/land-use permits","source_ids":["permit-ca-san-jose-cec"],"status":"adopted_exemption"}],"id":"jurisdiction-san-jose-ca","jurisdiction":"City of San Jose, Santa Clara County, California","jurisdiction_match_note":"CEC explicitly names Microsoft and 1657 Alviso-Milpitas Road in San Jose.","jurisdiction_match_status":"verified_named_site","moratorium_status":"unknown","review_flags":["exemption_scope_review"],"site_id":"microsoft-alviso-san-jose-ca","source_ids":["permit-ca-san-jose-cec","permit-ca-san-jose-local-review"],"summary":"Microsoft received a Small Power Plant Exemption in CEC docket 19-SPPE-04. Local permit approval remains a separate question.","unknowns":["Conditional use permit CP23-016 final disposition and conditions not inspected.","Current building, air, and other environmental approvals not established.","Current city moratorium status not established."],"use_status":"local_review_not_determined"},{"audience_note":"Public may attend, first-come limited seating; no public comments at this evidentiary hearing.","authority":"Mississippi DEQ Permit Board (air and stormwater); local zoning authority not independently reviewed","checked_at":"2026-11-06","events":[{"checked_at":"2026-11-06","continuation":{"condition":"Only if necessary, following the regular Permit Board meeting beginning at 09:00.","date":"2026-11-10","time_local":null},"date":"2026-11-09","document_date":null,"effective_date":null,"event":"MDEQ evidentiary hearing for air permit 0680-00119 starts November 9 at 09:00 local in Jackson; possible continuation November 10 after the regular 09:00 Board meeting.","event_date":"2026-11-09","expiry_date":null,"id":"mzx-psd-hearing","scope":"Associated power site; possible continuation November 10","source_ids":["permit-ms-mzx-hearing","review-ms-mzx-hearing"],"status":"scheduled","time_local":"09:00","timezone":"America/Chicago"},{"checked_at":"2026-11-06","date":"2026-08-18","document_date":null,"effective_date":"2026-08-18","event":"Project Tulane, 2400 Stateline Road West, has MSR109819 construction stormwater coverage in enSearch.","event_date":"2026-08-18","expiry_date":"2027-01-31","id":"mzx-tulane-stormwater","scope":"Separate physical site from Stanton Road","source_ids":["permit-ms-mzx-tulane-stormwater"],"status":"coverage_issued"},{"checked_at":"2026-11-06","date":"2026-03-11","document_date":"2026-03-11","effective_date":null,"event":"Final PSD air construction permit 0680-00119 issued for MZX Tech LLC at 2875 Stanton Road.","event_date":"2026-03-11","expiry_date":null,"id":"mzx-final-psd-issued","instrument_number":"0680-00119","scope":"Power plant air equipment only","source_ids":["followup-ms-mzx-final-psd","followup-ms-mzx-ai12592"],"status":"issued_under_hearing_review"},{"checked_at":"2026-11-06","date":"2026-09-14","document_date":"2026-09-14","effective_date":null,"event":"MDEQ certificate records modification of MSR109658 coverage for 42 acres at Tulane Project Duke Phase 8–9; current standing remains disputed by conflicting registry fields.","event_date":"2026-09-14","expiry_date":"2027-01-31","id":"mzx-stormwater-modification-20260914","instrument_number":"MSR109658","scope":"Construction stormwater for the named power-site project, not campus air approval or verified completion.","source_ids":["depth-mzx-stormwater-original-20251010","depth-mzx-stormwater-mod-20260313","depth-mzx-stormwater-mod-20260914"],"status":"historical_modification_document_current_status_conflict"}],"id":"jurisdiction-southaven-ms","jurisdiction":"City of Southaven, DeSoto County, Mississippi","jurisdiction_match_note":"Official records confirm Southaven addresses but do not resolve the legacy combined Colossus 2 campus identity.","jurisdiction_match_status":"verified_regulated_sites_campus_mapping_uncertain","moratorium_status":"unknown","next_event":{"continuation":{"condition":"Only if necessary, following the regular Permit Board meeting beginning at 09:00.","date":"2026-11-10","time_local":null},"date":"2026-11-09","event":"Permit Board evidentiary hearing","location":"Mississippi DEQ, 515 East Amite Street, Jackson, Mississippi","status":"officially_scheduled","time_local":"09:00","timezone":"America/Chicago","timezone_basis":"Inferred from Jackson, Mississippi venue; notice states local clock time without timezone abbreviation."},"permit_scope":{"equipment_authorized_count":41,"equipment_type":"Natural-gas simple-cycle turbines with SCR and oxidation catalyst","instrument":"0680-00119","issued_date":"2026-03-11","scope_note":"Air-pollution construction authority only; permit expressly requires other approvals including zoning. This count is permitted equipment, not verified installed units or campus IT capacity.","source_ids":["followup-ms-mzx-final-psd"]},"review_flags":["campus_powerplant_conflation","physical_vs_mailing_address","upcoming_hearing","registry_status_conflict"],"site_id":"xai-colossus-2-southaven-ms","source_ids":["depth-mzx-stormwater-mod-20260313","depth-mzx-stormwater-mod-20260914","depth-mzx-stormwater-original-20251010","followup-ms-mzx-ai12592","followup-ms-mzx-final-psd","permit-ms-mzx-hearing","permit-ms-mzx-tulane-stormwater","review-ms-mzx-hearing"],"stormwater_record_review":{"activity_id":"GNP20260001","agency_interest_id":"12592","certificate_coverage_date":"2026-03-13","certificate_modification_date":"2026-09-14","current_status":"unresolved_registry_document_conflict","disturbed_acres":42,"general_permit_expiry_date":"2027-01-31","historical_date_note":"Original and March-modified certificates show October 10, 2025 as initial coverage; September certificate gives March 13, 2026. Preserve these as source-specific fields rather than silently overwriting.","location_as_stated":{"lat":34.980556,"lon":-90.039444,"scope":"Location on the regulatory certificate, not a surveyed parcel boundary or reconciled compute-campus pin."},"named_project":"MZX Tech LLC, Tulane Project Duke Phase 8–9","permit_number":"MSR109658","receiving_stream":"Horn Lake Creek","source_ids":["depth-mzx-stormwater-original-20251010","depth-mzx-stormwater-mod-20260313","depth-mzx-stormwater-mod-20260914"]},"summary":"MDEQ issued the Stanton Road power-site air construction permit March 11. Its evidentiary hearing is November 9, with November 10 continuation only if necessary. Separate Stateline Road construction-stormwater coverage does not establish blanket campus approval.","unknowns":["Hearing outcome, actual turbine installation/operation, and current compliance remain unverified.","Local zoning, building approvals, and moratorium status are not established.","MSR109658 has a September 14 modification certificate, but the live registry lists it both under active coverages and as Coverage Terminated on that date. No termination, supersession, or later clarification document was retrieved; current legal standing remains unresolved.","Distinct campus, power-plant, and mailing-address identities must remain separate."],"use_status":"campus_identity_review_required"},{"authority":"City of Independence City Council","checked_at":"2026-11-06","events":[{"checked_at":"2026-11-06","date":"2026-07-06","document_date":"2026-07-06","effective_date":null,"event":"City announced approval of a 180-day moratorium on certain new data-center/BESS applications; Nebius is explicitly excluded.","event_date":"2026-07-06","expiry_date":null,"id":"independence-moratorium","scope":"New projects not already in the formal process; Nebius exclusion explicit","source_ids":["permit-mo-independence-moratorium","permit-mo-independence-faq"],"status":"adopted_site_excluded"}],"id":"jurisdiction-independence-mo","jurisdiction":"City of Independence, Jackson County, Missouri","jurisdiction_match_note":"The City of Independence explicitly identifies the Nebius project and its moratorium exclusion.","jurisdiction_match_status":"verified_named_site","moratorium_status":"adopted_explicit_site_exclusion","review_flags":["legacy_id_state_mismatch"],"site_id":"nbis-independence-ks","source_ids":["permit-mo-independence-moratorium","permit-mo-independence-faq"],"summary":"City records a 180-day new-application moratorium approved July 6, 2026, and explicitly says it does not apply to the Nebius project. Do not mark this campus halted by that pause.","unknowns":["Exact effective and expiration dates from the enacted ordinance have not been reviewed.","Later zoning amendments and individual permits require separate verification.","Legacy ID ends in ks even though official city is Missouri; preserve ID for joins but correct display geography."],"use_status":"project_not_barred_by_cited_moratorium"},{"authority":"City of Denton City Council","checked_at":"2026-11-06","events":[{"checked_at":"2026-11-06","date":"2026-10-27","document_date":"2026-10-27","effective_date":null,"event":"October 27 first reading of proposed moratorium ID 26-1606; official staff report says no Council action was required.","event_date":"2026-10-27","expiry_date":null,"id":"denton-moratorium-first-reading","scope":"City data-center development; exact final scope and exceptions unverified","source_ids":["permit-tx-denton-oct27-agenda","review-tx-denton-file1606","review-tx-denton-staff1606"],"status":"proposed"},{"checked_at":"2026-11-06","date":"2026-10-13","document_date":"2026-10-27","effective_date":"2026-10-27","event":"Separate data-center Development Code amendments adopted, according to October 27 city staff report.","event_date":"2026-10-13","expiry_date":null,"id":"denton-ddc-amendments-adopted","scope":"Development Code amendments, not moratorium","source_ids":["review-tx-denton-staff1606"],"status":"adopted_reported_by_official_staff"},{"checked_at":"2026-11-06","date":"2026-12-01","document_date":"2026-10-27","effective_date":null,"event":"Staff schedules second reading and Council consideration of proposed moratorium. Final agenda/time not yet verified.","event_date":"2026-12-01","expiry_date":null,"id":"denton-moratorium-second-reading","scope":"Possible adoption consideration, not effective date","source_ids":["review-tx-denton-staff1606"],"status":"planned_in_official_staff_report"}],"id":"jurisdiction-denton-tx","jurisdiction":"City of Denton, Denton County, Texas; ETJ scope requires parcel confirmation","jurisdiction_match_note":"Official staff report identifies an existing approved Core Scientific HPC/AI project on city-owned leased land. Exact parcel, CoreWeave phase mapping, and proposed-moratorium applicability still require reconciliation.","jurisdiction_match_status":"city_policy_verified_site_parcel_unverified","moratorium_status":"proposed_no_adoption_verified","next_event":{"caveat":"Recheck the final meeting agenda before treating the date/time as fixed.","date":"2026-12-01","event":"Second reading and Council consideration of moratorium","status":"planned_in_official_staff_report","time_local":null,"timezone":"America/Chicago"},"review_flags":["agenda_not_adoption","campus_applicability_unknown"],"separate_adopted_rule":{"effective_date":"2026-10-27","event_date":"2026-10-13","executed_ordinance_reviewed":false,"status":"adoption_and_effective_date_confirmed_by_official_staff","summary":"Separate Development Code amendments require SUPs where data centers are allowed and add setbacks, cooling and study requirements; they must not be conflated with the proposed moratorium."},"site_id":"coreweave-denton-tx","source_ids":["permit-tx-denton-hearing-notice","permit-tx-denton-oct27-agenda","review-tx-denton-file1606","review-tx-denton-staff1606"],"summary":"Moratorium remains proposed in verified records; staff plans December 1 second reading and adoption consideration. Separate Development Code changes were adopted October 13 and effective October 27, according to the official staff report.","unknowns":["Final moratorium adoption, effective date, final duration, exceptions, and site-specific applicability remain unverified.","Executed Development Code ordinance text still needs review; adoption and effective dates are confirmed by the city staff report.","Exact Core Scientific/CoreWeave parcel and tenant/phase mapping require reconciliation."],"use_status":"parcel_use_unverified"},{"authority":"New Mexico Environment Department Air Quality Bureau; county local land-use scope not verified","checked_at":"2026-11-06","events":[{"checked_at":"2026-11-06","date":"2026-04-27","document_date":null,"effective_date":null,"event":"NMED received YGI Microgrid NSR 10883 application.","event_date":"2026-04-27","expiry_date":null,"id":"jupiter-nsr-application","scope":"Associated power-generation facility","source_ids":["permit-nm-jupiter-public-notice"],"status":"application_received"},{"checked_at":"2026-11-06","date":"2026-07-29","document_date":null,"effective_date":null,"event":"NMED public page labels NSR 10883 permit documents as drafts dated July 29.","event_date":"2026-07-29","expiry_date":null,"id":"jupiter-draft","scope":"Not an issued permit","source_ids":["permit-nm-jupiter-public-notice"],"status":"draft"},{"checked_at":"2026-11-06","date":"2026-11-05","document_date":"2026-11-05","effective_date":null,"event":"NMED current-actions list retains NSR 10883 under review.","event_date":"2026-11-05","expiry_date":null,"id":"jupiter-current-pending","scope":"Power site, not IT capacity or blanket campus construction authority","source_ids":["permit-nm-jupiter-current-review"],"status":"under_review"}],"id":"jurisdiction-dona-ana-nm","jurisdiction":"Doña Ana County, New Mexico; YGI Microgrid associated with Project Jupiter","jurisdiction_match_note":"NMED explicitly labels the YGI Microgrid page Project Jupiter and lists Doña Ana County.","jurisdiction_match_status":"project_association_verified_local_boundary_unverified","moratorium_status":"unknown","review_flags":["power_site_not_campus","draft_not_issued","hearing_schedule_unverified"],"site_id":"stargate-dona-ana-county-nm","source_ids":["permit-nm-jupiter-public-notice","permit-nm-jupiter-current-review"],"summary":"The Project Jupiter-associated YGI Microgrid air permit is under review in NMED’s November 5 registry. Posted July 29 documents remain labeled draft. This does not determine all data-center building approvals.","unknowns":["Latest hearing schedule requires fresh docket review; do not treat older September notice as current.","Litigation, water authorization, and campus construction approvals are separate questions.","Exact municipality, parcel boundaries, and local land-use authority remain unverified."],"use_status":"campus_local_use_unverified"},{"authority":"Trenton voters / City of Trenton; Butler County BOE certifies vote","checked_at":"2026-11-06","events":[{"checked_at":"2026-11-06","date":"2026-03-30","document_date":"2026-04-13","effective_date":null,"event":"Prologis industrial site plan at 3000 Arnold Brown Industrial Drive approved 4-0, as recorded in April 13 packet.","event_date":"2026-03-30","expiry_date":null,"id":"trenton-prologis-siteplan","scope":"Prologis site only; do not transfer this approval to AWS annexation","source_ids":["permit-oh-trenton-siteplan"],"status":"approved_historical"},{"checked_at":"2026-11-06","date":"2026-11-03","document_date":"2026-11-03","effective_date":null,"event":"Official election-night page reports Issue 17 Yes 3,541 and No 903, all 8 precincts. Certification and effective date not verified.","event_date":"2026-11-03","expiry_date":null,"id":"trenton-issue17-vote","scope":"City charter construction restriction; project applicability not determined","source_ids":["permit-oh-trenton-election","review-oh-boe-unofficial","review-oh-trenton-legal-ad"],"status":"passed_unofficial"}],"id":"jurisdiction-trenton-oh","jurisdiction":"City of Trenton, Butler County, Ohio; AWS annexation territory requires separate boundary review","jurisdiction_match_note":"Primary city documents identify both a Prologis site-plan case and separate AWS annexation discussions.","jurisdiction_match_status":"city_policy_verified_campus_identity_review","moratorium_status":"ballot_restriction_passed_uncertified","next_event":null,"next_event_note":"No verified upcoming data-center or applicability hearing found in the inspected city records. November 9 Planning Commission agenda contains no data-center item.","restriction":{"comparison":"greater_than","effective_date":null,"energy_scope":"Any energy source or combination","metric":"aggregate monthly demand or peak load","parcel_scope":"Single parcel or contiguous, adjacent, or otherwise aggregated parcels","self_executing_text":true,"subject":"Construction of data centers as defined by the amendment","threshold_mw":25},"review_flags":["uncertified_result","effective_date_unknown","distinct_project_conflation","post_vote_legal_review"],"site_id":"aws-trenton-ohio","source_ids":["permit-oh-trenton-aws-annexation","permit-oh-trenton-ballot-text-secondary","permit-oh-trenton-election","permit-oh-trenton-nov6-applicability","permit-oh-trenton-siteplan","review-oh-boe-unofficial","review-oh-trenton-court","review-oh-trenton-legal-ad","review-oh-trenton-nov5-agenda","review-oh-trenton-nov9-pc"],"summary":"Issue 17 passed 3,541–903 in explicitly unofficial results. The BOE legal notice verifies a self-executing charter construction restriction for defined data centers with demand or peak load greater than 25 MW. Effective date and application to underway Prologis construction remain unresolved; AWS annexation is separate.","unknowns":["Certified result and operative effective date have not been verified.","Whether the restriction reaches already-approved or underway Prologis construction remains unresolved.","AWS annexation territory and Prologis campus require separate mapping and legal applicability review.","No cancellation, permit revocation, or post-election ruling on project-specific applicability has been established."],"use_status":"post_vote_applicability_unsettled"},{"authority":"Michigan EGLE Water Resources Division; Saline Township for local land use","checked_at":"2026-11-06","events":[{"checked_at":"2026-11-06","date":"2026-07-23","document_date":null,"effective_date":null,"event":"EGLE public notice opened for proposed new-use NPDES permit MI0060445; stated initial comment period ended August 24.","event_date":"2026-07-23","expiry_date":null,"id":"saline-wastewater-public-notice","scope":"Related Digital wastewater treatment plant, not all campus approvals","source_ids":["permit-mi-saline-egle-hearing"],"status":"proposed"},{"checked_at":"2026-11-06","date":"2026-10-21","document_date":null,"effective_date":null,"event":"Official indexed notice scheduled a hearing on proposed MI0060445. Holding/outcome not independently established.","event_date":"2026-10-21","expiry_date":null,"id":"saline-wastewater-hearing","scope":"Proposed wastewater permit","source_ids":["permit-mi-saline-egle-hearing"],"status":"historical_scheduled_notice"}],"id":"jurisdiction-saline-township-mi","jurisdiction":"Saline Township, Washtenaw County, Michigan; not City of Saline","jurisdiction_match_note":"Full official indexed EGLE notice names Saline Township and location between Willow and Case roads.","jurisdiction_match_status":"verified_official_index_named_site","moratorium_status":"unknown","review_flags":["direct_source_unavailable","proposed_not_issued","city_township_distinction"],"site_id":"stargate-saline-township-mi","source_ids":["permit-mi-saline-egle-hearing","permit-mi-saline-township-register"],"summary":"Official indexed EGLE notice identifies a proposed wastewater-discharge permit MI0060445 and October 21 hearing for the Related Digital plant in Saline Township. Final disposition is unknown. Township local approvals require review of the consent judgment.","unknowns":["Direct EGLE event URL now 404; final permit outcome must be checked in MiEnviro.","Consent judgment text and current local industrial moratorium/exemptions have not been reviewed.","City of Saline policies must not be attached to Saline Township."],"use_status":"consent_judgment_review_required"},{"authority":"Local zoning/building authority not yet established; do not use Madison County rules","checked_at":"2026-11-06","events":[],"id":"jurisdiction-madison-rockingham-nc","jurisdiction":"Madison, Rockingham County, North Carolina; exact zoning authority pending parcel review","jurisdiction_match_note":"Rockingham County identifies WhiteFiber 96-acre Madison campus; Nscale identifies same-size partner-run Madison campus; SEC exhibit connects Nscale to Enovum NC-1.","jurisdiction_match_status":"county_verified_municipal_boundary_unverified","moratorium_status":"unknown","review_flags":["wrong_county_corrected","zoning_authority_unresolved"],"site_id":"nscale-madison-county-nc","source_ids":["permit-nc-rockingham-campus","permit-nc-nscale-madison-identity","permit-nc-nscale-enovum-msa"],"summary":"The legacy Madison County label is wrong for the matched 96-acre Nscale/WhiteFiber NC-1 campus: primary sources identify Madison in Rockingham County. Permit and local restriction status remain unknown.","unknowns":["Exact parcel and municipal/ETJ boundaries must be checked before assigning zoning authority.","Current zoning, building, air, wastewater permits, and moratorium status remain unverified.","Do not transfer Madison County or City of Madison Wisconsin restrictions to this campus."],"use_status":"unknown"},{"authority":"City of Tulsa for local zoning and building permits; Oklahoma DEQ for the separately identified emergency-engine registration","checked_at":"2026-11-06","coverage_label":"Partial local-permitting evidence; phase-specific limits remain","coverage_scope":"municipal_permitting_partial","events":[{"checked_at":"2026-11-06","date":"2026-01-29","document_date":"2026-01-29","effective_date":null,"event":"DEQ acknowledges Atmoss emergency-engine PBR 2026-0025-O, facility 25311.","event_date":"2026-01-29","expiry_date":null,"id":"tulsa-atmoss-engine-registration","scope":"Atmoss emergency-engine registration only. The acknowledgment does not identify exact equipment count, campus phase or parcel, and is not proof of installed equipment, operating data-center capacity or IT MW.","source_ids":["newpermit-atmoss-pbr-20260129"],"status":"issued_registration"},{"checked_at":"2026-11-06","date":"2026-03-25","date_basis":"March 25 adoption is reported retrospectively by the October 16 staff report in the November 4 packet, not established from an executed ordinance.","document_date":"2026-10-16","effective_date":null,"event":"Staff reports adopted data-center moratorium, excepting Project Anthem Phases I and II.","event_date":"2026-03-25","expiry_date":"2026-12-31","expiry_date_basis":"December 31 is the staff-reported end date; executed ordinance and later amendments unverified.","id":"tulsa-moratorium-adoption","scope":"City building-permit moratorium with staff-described phase/property-specific Anthem exceptions. The unsigned attachment describes Phase I exhibits and Phase II only if appropriately zoned; executed exception text remains unverified. Not campus-wide permit clearance or cancellation.","source_ids":["newpermit-tulsa-zca41-20261104"],"status":"adopted_staff_confirmed"},{"checked_at":"2026-11-06","date":null,"date_basis":"Withdrawal is reported in the October 16 staff report; exact withdrawal day is unknown.","document_date":"2026-10-16","effective_date":null,"event":"Z-7851 Phase II rezoning was withdrawn before commission decision.","event_date":null,"expiry_date":null,"id":"tulsa-anthem-phase2-withdrawal","scope":"Phase II zoning application only; not Phase I campus cancellation.","source_ids":["newpermit-tulsa-zca41-20261104"],"status":"withdrawn"},{"checked_at":"2026-11-06","date":"2026-05-20","date_basis":"May 20 is the printed hearing date on the staff report, not proof of a decision or permit issuance.","document_date":"2026-05-20","effective_date":null,"event":"Staff report for the scheduled May 20 hearing recommends conditional accelerated building-permit release for Anthem.","event_date":null,"expiry_date":null,"id":"tulsa-anthem-release-recommendation","scope":"Approximately 339.11-acre IL tract; this staff report alone does not establish commission action, building-permit issuance or IDP completion. The separate approved minutes establish the limited commission decision, not this staff report.","source_ids":["newpermit-tulsa-anthem-release-20260520"],"status":"staff_recommendation_only"},{"checked_at":"2026-11-06","date":"2026-11-04","date_basis":"Packet date; work-session outcome and an adopted ZCA-41 ordinance were not verified.","document_date":"2026-11-04","effective_date":null,"event":"November 4-dated work-session packet proposes revised data-center zoning.","event_date":null,"expiry_date":null,"id":"tulsa-zca41-work-session","scope":"ZCA-41, not adopted law.","source_ids":["newpermit-tulsa-zca41-20261104"],"status":"proposed"},{"checked_at":"2026-11-06","date":"2026-05-20","date_basis":"Commission meeting May 20, 2026; minutes approved June 17, 2026. The latter is minutes approval, not publication or a new project decision.","document_approval_date":"2026-06-17","document_date":"2026-05-20","effective_date":null,"event":"TMAPC approves the Anthem preliminary subdivision plat extension to August 7, 2027, 6-0.","event_date":"2026-05-20","expiry_date":"2027-08-07","expiry_date_basis":"August 7, 2027 is the extended preliminary-plat date recorded in the minutes, not a campus permit expiry; subsequent changes remain unverified.","id":"tulsa-anthem-plat-extension-approval","scope":"Preliminary subdivision plat extension only, per staff recommendation. Not building-permit issuance, final plat approval or current IDP completion.","source_ids":["review-tulsa-may20-minutes-2026"],"status":"approved_historical_scope_limited"},{"checked_at":"2026-11-06","date":"2026-05-20","date_basis":"Commission meeting May 20, 2026; minutes approved June 17, 2026. The latter is minutes approval, not publication or a new project decision.","document_approval_date":"2026-06-17","document_date":"2026-05-20","effective_date":null,"event":"TMAPC approves accelerated building-permit release for Anthem per submitted plans, 6-0.","event_date":"2026-05-20","expiry_date":null,"id":"tulsa-anthem-accelerated-release-approval","scope":"Commission authorization; actual building-permit issuance and IDP completion still unverified.","source_ids":["review-tulsa-may20-minutes-2026"],"status":"approved_historical_scope_limited"}],"id":"jurisdiction-tulsa-ok","jurisdiction":"City of Tulsa, Oklahoma","jurisdiction_match_note":"City staff identifies Meta as Project Anthem, and the municipal report identifies Atmoss LLC as property owner. The DEQ acknowledgment names Atmoss Data Center in Tulsa, Wagoner County, but does not establish the specific campus phase, equipment inventory or parcel. No exact map point is inferred.","jurisdiction_match_status":"verified_named_site","moratorium_status":"adopted_with_site_exceptions_staff_confirmed","next_event":{"caveat":"November 4 staff cover memo says scheduled. Final hearing agenda, local time and location were not inspected. February 2027 effectiveness is conditional, not fixed.","checked_at":"2026-11-06","date":"2026-12-02","event":"ZCA-41 Planning Commission hearing","location":null,"scope":"Proposed data-center zoning amendment; scheduled consideration does not establish adoption.","source_ids":["newpermit-tulsa-zca41-20261104"],"status":"scheduled_by_staff_memo","time_local":null,"timezone":"America/Chicago","timezone_basis":"Geographic timezone context, not a published hearing clock time or verified offset."},"review_flags":["tulsa-executed-moratorium-unverified","tulsa-december-hearing-agenda-unverified","tulsa-atmoss-engine-phase-unverified"],"site_id":"meta-tulsa-ok","source_ids":["newpermit-tulsa-zca41-20261104","newpermit-tulsa-anthem-release-20260520","newpermit-atmoss-pbr-20260129","newpermit-tulsa-moratorium-unsigned-final","review-tulsa-may20-minutes-2026"],"summary":"City staff reports a March 25 moratorium through December 31 with phase/property-limited Project Anthem exceptions; executed ordinance and current amendments remain unverified. Approved minutes record limited May 20 plat-extension and accelerated-release decisions, not actual building-permit issuance or IDP completion. Phase II rezoning was withdrawn; ZCA-41 remains proposed. Atmoss emergency-engine registration has unresolved phase/equipment/parcel applicability and does not prove operation.","unknowns":["Executed moratorium ordinance, effective/publication date, exact phase/property exceptions and any subsequent amendment remain unverified. Phase II is not blanket permission to build.","Current building-permit issuance, IDP completion and phase-specific emergency-engine/parcel applicability remain unverified.","Final December 2 hearing agenda, time/location, actual hearing outcome and any adopted ZCA-41 text remain unverified."],"use_status":"limited_commission_decisions_recorded_phase_two_rezoning_withdrawn"},{"authority":"Arkansas Public Service Commission for the electric-service agreement; municipal land-use and Arkansas DEQ environmental review are separate","checked_at":"2026-11-06","coverage_label":"Utility regulatory only; local permitting unreviewed","coverage_scope":"utility_service_only","events":[{"checked_at":"2026-11-06","date":"2025-12-04","document_date":"2025-12-04","effective_date":null,"event":"APSC Order 9 approves the original Entergy/Attitude Capital electric-service agreement without modification.","event_date":"2025-12-04","expiry_date":null,"id":"westmemphis-original-src-approval","scope":"Original SRC in docket 25-055-P only, not the October 2026 service expansion, municipal/environmental permissions or energized capacity. Certain requested related ratemaking treatment was denied and investment-tax-credit treatment deferred.","source_ids":["newpermit-westmemphis-apsc-order9-20251204"],"status":"approved_historical_scope_limited"}],"id":"jurisdiction-west-memphis-ar","jurisdiction":"City of West Memphis, Crittenden County, Arkansas","jurisdiction_match_note":"APSC names Google/Attitude Capital and a new hyperscale campus in the City of West Memphis. Groot environmental records are held separately pending a primary identity/parcel bridge.","jurisdiction_match_status":"verified_named_site_utility_only","moratorium_status":"unknown","next_event":null,"review_flags":["westmemphis-local-permits-unverified","westmemphis-groot-identity-unverified"],"site_id":"google-west-memphis-ar","source_ids":["newpermit-westmemphis-apsc-order9-20251204"],"summary":"APSC approved the original Entergy/Attitude Capital (Google) electric-service agreement on December 4, 2025. This utility-only dossier does not establish local land-use or environmental clearance, later expansion approval or energized IT capacity. It is not approval of every requested related ratemaking or tax treatment.","unknowns":["Local zoning, building permits and any moratorium remain unreviewed.","Later service-expansion approvals and contract terms are not established by this original redacted order.","Groot permit-to-Google identity and parcel/phase match require a primary bridge."],"use_status":"local_use_unverified"}],"lifecycle_events":[{"axis":"commercial","contract_id":"stargate-expansion-4-5gw--c1","date":"2025-07-22","deal_id":"stargate-expansion-4-5gw","id":"le-stargate-2025-07-22-announced","source_ids":["src-79ea255c98"],"state":"announced"},{"axis":"commercial","contract_id":"stargate-expansion-4-5gw--c1","date":"2025-07-22","deal_id":"stargate-expansion-4-5gw","id":"le-stargate-2025-07-22-agreement","source_ids":["src-79ea255c98"],"state":"agreement_signed"},{"axis":"disclosure","contract_id":"stargate-expansion-4-5gw--c1","date":"2025-09-10","deal_id":"stargate-expansion-4-5gw","id":"le-stargate-2025-09-10-reuters","source_ids":["src-8e4e447461"],"state":"reported"},{"axis":"disclosure","contract_id":"stargate-expansion-4-5gw--c1","date":"2025-09-23","deal_id":"stargate-expansion-4-5gw","id":"le-stargate-2025-09-23-openai","source_ids":["src-5c52157929"],"state":"reported"}],"meta":{"allocation_review":{"approved":8,"inherited_candidates":3},"as_of":"2026-09-21","base_site_count":34,"counts":{"allocations":84,"capacity":90,"companies":56,"contracts":65,"corrections":8,"counterparties":147,"deals":58,"excluded_financing":6,"excluded_jurisdictions":1,"financing":22,"financing_contracts":1,"hardware":8,"jurisdictions":12,"lifecycle_events":4,"recent_changes":61,"repayments":2,"reviews":178,"site_groups":15,"sites":68,"sources":425,"value_facts":102},"credits":{"ai-receipts-ledger":{"name":"AI Receipts site ledger"},"epoch-ai":{"name":"Epoch AI Data Centers dataset","url":"https://epoch.ai/data/data-centers","licence":"CC BY 4.0","licence_url":"https://creativecommons.org/licenses/by/4.0/","modifications":"Normalized and combined with dated corrections and scope qualifications. No endorsement implied."}},"deals_as_of":"2026-09-05","evidence_coverage":{"sites_with_power_evidence":19,"sites_with_refreshed_events":46,"sites_with_selection_evidence":21,"sites_without_sources":0,"sites_without_timeline":0},"financial_as_of":"2026-10-18T00:52:18.992121+00:00","financing_coverage":{"deal_context_records":7,"excluded_provisional_records":6,"fixture_records_imported":0,"reviewed_research_additions":8,"source_matched_records":15},"latest_evidence_check":"2026-11-06","limitations":["Curated, dated coverage, not a market census or live feed.","Source-backed does not mean every assertion was independently verified.","Company, portfolio, campus and IT capacity scopes must not be combined.","Permitting is preliminary screening, not legal advice."],"location_coverage":{"off_map":41,"provisional_markers":27,"verified_parcels":0},"methodology":"Dated factual research with source citations, explicit scope and uncertainty. Not universally verified.","publication":{"audience":"public","public_release_approved":true,"reason":"Owner-authorized factual public export; source archives and excerpts excluded."},"schema_version":"1.1.0-public","source_as_of":{"deals":"2026-09-05","financing":"2026-10-18T00:52:18.992121+00:00","sites":"2026-09-21"},"source_counts":{"allocations":84,"capacity":90,"companies":55,"contracts":65,"corrections":8,"counterparties":147,"deals":58,"financing":7,"hardware":8,"lifecycle_events":4,"site_groups":15,"sites":47,"sources":116,"value_facts":102},"audience":"public","public_release_approved":true,"audience_note":"Public factual research snapshot. Source citations and uncertainty retained; raw research and source archives excluded."},"recent_changes":[{"checked_at":"2026-11-06","date":"2026-11-06","date_basis":"November 6 company disclosure; September 30 operating snapshot. Future delivery windows are targets, not completion events.","detail":"TeraWulf reports 102 MW revenue-generating critical IT as of September 30 and separately 336 MW under construction at Lake Mariner. CB-4 phased delivery and rent commencement target Q4 2026; CB-5 phased delivery targets early 2027. No per-building decomposition of the 102 MW is established. Earlier imported building arithmetic and target wording remain in history, not the current conclusion.","event_date":"2026-09-30","evidence_status":"verified_primary","id":"selection-change-lakemariner-scope-20261106","kind":"source_scope_correction","site_id":"terawulf-lake-mariner-ny","source_ids":["selection-terawulf-q3-20261106"],"title":"Lake Mariner operating basis and phased guidance clarified"},{"checked_at":"2026-11-06","date":"2026-11-06","date_basis":"Research correction date; underlying source events retain their own dates.","detail":"City and pleading distinguish power plant, Stateline building, and Memphis Colossus 2; no revenue reassignment implied.","evidence_status":"verified_primary","fields":["identity_review_status","mw_planned"],"id":"post-southaven-split","kind":"evidence_correction","site_id":"xai-colossus-2-southaven-ms","source_ids":["post-southaven-city-20260107","post-xai-complaint-20260414"],"title":"Flag multiple Southaven physical projects"},{"checked_at":"2026-11-06","date":"2026-11-06","date_basis":"Research correction date; underlying source events retain their own dates.","detail":"November 2 deck states 18 MW critical IT delivered.","event_date":"2026-11-02","evidence_status":"verified_primary","fields":["mw_live"],"id":"post-blackpearl-18","kind":"evidence_correction","site_id":"cipher-black-pearl-tx","source_ids":["post-cipher-deck-20261102"],"title":"Quantify Black Pearl delivered capacity"},{"checked_at":"2026-11-06","date":"2026-11-06","date_basis":"Research correction date; underlying source events retain their own dates.","detail":"Colorado City confirmed; 207 MW contracted critical IT / 300 MW gross; 39 MW expansion was announced November 2025.","evidence_status":"verified_primary","fields":["location","mw_planned","events"],"id":"post-barber-identity","kind":"evidence_correction","site_id":"cipher-mining-barber-lake-texas","source_ids":["post-cipher-expansion-20251120","post-cipher-amendment-20260925","post-cipher-10q-20261102"],"title":"Resolve Barber Lake identity and capacity"},{"checked_at":"2026-11-06","date":"2026-11-06","date_basis":"Research correction date. Historical source, document, operating-snapshot and target dates retain their separate scopes in the cited claims.","detail":"Remove generation-as-IT and unsupported zero-live readings. Preserve source-specific fuel-cell design and draft figures, limited proposed EPE service, pending permit scope and unresolved gas-supply dependencies; no capacity availability or clearance inferred.","event_date":null,"evidence_status":"verified_primary_scope_review","id":"next-gap-change-stargate-dona-ana-county-nm","kind":"source_scope_correction","site_id":"stargate-dona-ana-county-nm","source_ids":["nextgap-jupiter-oracle-direct-20260427","nextgap-jupiter-nsr10883-part-a-draft-20260729","nextgap-jupiter-oracle-epe-proposal-20261013","nextgap-jupiter-oracle-output-refinement-20261015","permit-nm-jupiter-current-review"],"title":"Project Jupiter generation separated from IT"},{"checked_at":"2026-11-06","date":"2026-11-06","date_basis":"Research correction date. Historical source, document, operating-snapshot and target dates retain their separate scopes in the cited claims.","detail":"The 750 MW campus figure is gross planned power, not accepted customer IT. Historical connection availability, Horizon 1 acceptance, Horizon 2–4 contractual grace periods and later portfolio ARR guidance remain distinct.","event_date":null,"evidence_status":"verified_primary_scope_review","id":"next-gap-change-iren-childress-texas","kind":"source_scope_correction","site_id":"iren-childress-texas","source_ids":["breadth-iren-10k-20260827","next-iren-childress-aep-20240724","pass3-iren-q1fy27-20261105"],"title":"Childress gross power and contractual timing separated"},{"checked_at":"2026-11-06","date":"2026-11-06","date_basis":"Research correction date. Historical source, document, operating-snapshot and target dates retain their separate scopes in the cited claims.","detail":"Remove the unsupported zero-live inference. Keep the announced MW definition unverified and distinguish unsigned draft-reported preparatory work from completed construction or current commercial availability. The announced up-to-$6B equipment commitment is an upper bound, not a $6B+ floor or exact construction-capex amount; generic numeric capex is withheld.","event_date":null,"evidence_status":"verified_primary_scope_review","id":"next-gap-change-crwv-lancaster-pa","kind":"source_scope_correction","site_id":"crwv-lancaster-pa","source_ids":["nextgap-lancaster-cba-draft-202511","nextgap-coreweave-lancaster-announcement-20250715"],"title":"Lancaster unknowns and preparatory-work scope corrected"},{"checked_at":"2026-11-06","date":"2026-11-06","date_basis":"Research correction date. Historical source, document, operating-snapshot and target dates retain their separate scopes in the cited claims.","detail":"The later SEC disclosure gives first-half 2028 expected delivery for the single 210 MW building. Earlier Q1 guidance is retained in history, not treated as a confirmed customer deadline.","event_date":null,"evidence_status":"verified_primary_scope_review","id":"next-gap-change-applied-digital-delta-forge-2-al","kind":"source_scope_correction","site_id":"applied-digital-delta-forge-2-al","source_ids":["pass2-apld-10q-20261007"],"title":"Delta Forge 2 delivery window updated"},{"checked_at":"2026-11-06","date":"2026-11-06","date_basis":"Research-check date. Underlying documents and events retain their own dates; no new approval is inferred.","detail":"City staff reports a March 25 moratorium through December 31 with phase/property-limited Project Anthem exceptions; executed ordinance and current amendments remain unverified. Approved minutes record limited May 20 plat-extension and accelerated-release decisions, not actual building-permit issuance or IDP completion. Phase II rezoning was withdrawn; ZCA-41 remains proposed. Atmoss emergency-engine registration has unresolved phase/equipment/parcel applicability and does not prove operation.","event_date":null,"evidence_status":"primary_source_scope_reviewed","id":"newpermit-review-meta-tulsa-ok","kind":"permitting_evidence","site_id":"meta-tulsa-ok","source_ids":["newpermit-tulsa-zca41-20261104","newpermit-tulsa-anthem-release-20260520","newpermit-atmoss-pbr-20260129","newpermit-tulsa-moratorium-unsigned-final","review-tulsa-may20-minutes-2026"],"title":"Tulsa phase-limited permitting evidence reviewed"},{"checked_at":"2026-11-06","date":"2026-11-06","date_basis":"Research-check date. Underlying documents and events retain their own dates; no new approval is inferred.","detail":"APSC approved the original Entergy/Attitude Capital (Google) electric-service agreement on December 4, 2025. This utility-only dossier does not establish local land-use or environmental clearance, later expansion approval or energized IT capacity. It is not approval of every requested related ratemaking or tax treatment.","event_date":"2025-12-04","evidence_status":"primary_source_scope_reviewed","id":"newpermit-review-google-west-memphis-ar","kind":"permitting_evidence","site_id":"google-west-memphis-ar","source_ids":["newpermit-westmemphis-apsc-order9-20251204"],"title":"West Memphis original electric-service approval reviewed"},{"checked_at":"2026-11-06","date":"2026-11-06","date_basis":"Research correction date; underlying company FAQ is undated.","detail":"Nebius explicitly confirms the DataOne relationship. Preserve exact legal-entity and enforcement-scope uncertainty, clear the inherited facility-operator label, and retain unverified coordinates unchanged.","evidence_status":"verified_primary_company_description","fields":["company_roles","operator_company_id","relationship_summary","entity_association_warning","location_identity","capacity_evidence_warning","source_ids"],"id":"identity-change-vineland-roles-20261106","kind":"correction","site_id":"nbis-vineland-nj","source_ids":["identity-nebius-vineland-partners-20261106"],"title":"Vineland provider and compute tenant distinguished"},{"checked_at":"2026-11-06","date":"2026-11-06","date_basis":"Research correction date; source events occurred June 29, July 9 and September 17.","detail":"City originals establish different physical scopes; unsigned Amazon tenancy provision retained as a draft lead, not executed relationship.","evidence_status":"verified_primary","fields":["identity","stage","location"],"id":"depth-trenton-physical-scope","kind":"identity_review","site_id":"aws-trenton-ohio","source_ids":["depth-trenton-bza-20260727","depth-trenton-appeal-20260629","depth-trenton-draft-20260709","depth-trenton-adoption-20260723","depth-trenton-withdrawal-20261001","permit-oh-trenton-siteplan"],"title":"Separate Prologis property from annexation"},{"checked_at":"2026-11-06","date":"2026-11-06","date_basis":"Direct-access review date; underlying issuer disclosure is November 5.","detail":"Directly inspected issuer slide 9 reports Denton shows approximately 260 MW leased and 260 MW billable customer power. Billing infrastructure capacity is not metered IT draw or GPU utilization.","event_date":"2026-11-05","evidence_status":"verified_primary","id":"breadth-direct-change-coreweave-denton-tx","kind":"evidence_access_update","site_id":"coreweave-denton-tx","source_ids":["breadth-corz-deck-direct-20261105"],"title":"Denton billing receipt directly inspected"},{"checked_at":"2026-11-06","date":"2026-11-06","date_basis":"Direct-access review date; underlying issuer disclosure is November 5.","detail":"Directly inspected issuer slide 9 reports Approximately 485 MW billing across the Core Scientific portfolio. This is not a single-campus allocation. Billing infrastructure capacity is not metered IT draw or GPU utilization.","event_date":"2026-11-05","evidence_status":"verified_primary","id":"breadth-direct-change-core-scientific-portfolio-site","kind":"evidence_access_update","site_id":"core-scientific-portfolio-site","source_ids":["breadth-corz-deck-direct-20261105"],"title":"Core Scientific portfolio billing receipt directly inspected"},{"checked_at":"2026-11-06","date":"2026-11-06","date_basis":"Direct-access review date; underlying issuer disclosure is November 5.","detail":"Directly inspected issuer slide 9 reports Muskogee shows approximately 70 MW CoreWeave leased and billing; separate AMD leases/reservations are not this operating billing measure. Billing infrastructure capacity is not metered IT draw or GPU utilization.","event_date":"2026-11-05","evidence_status":"verified_primary","id":"breadth-direct-change-core-scientific-muskogee-ok","kind":"evidence_access_update","site_id":"core-scientific-muskogee-ok","source_ids":["breadth-corz-deck-direct-20261105"],"title":"Muskogee billing receipt directly inspected"},{"checked_at":"2026-11-06","date":"2026-11-05","detail":"Microsoft accepted Horizon 1, the first 50 MW critical-IT deployment under the four-phase Childress agreement. Horizon 2–4 remain late-stage construction; IREN continues air-cooled retrofits at Childress.","evidence_status":"verified_primary","fields":["delivery_target","last_verified","legacy_event_warning","mw_live","mw_live_basis","mw_live_value","source_ids","stage_raw"],"id":"pass3-iren-childress-texas","kind":"research_refresh","site_id":"iren-childress-texas","source_ids":["pass3-iren-horizon1-20260813","pass3-iren-q1fy27-20261105"],"title":"Clarify Childress delivered AI capacity"},{"checked_at":"2026-11-06","date":"2026-11-05","detail":"Core Scientific reports approximately 260 MW leased and billing at Denton, with the CoreWeave phase substantially complete.","evidence_status":"verified_primary","fields":["last_verified","mw_live","mw_live_basis","mw_live_value","mw_planned","mw_planned_basis","mw_planned_value","note","source_ids"],"id":"pass3-coreweave-denton-tx","kind":"research_refresh","site_id":"coreweave-denton-tx","source_ids":["pass3-corz-deck-20261105"],"title":"Refresh Denton landlord billing evidence"},{"checked_at":"2026-11-06","date":"2026-11-05","detail":"Core Scientific reports 485 MW billing and 1,120 MW contracted across its portfolio; AMD/neocloud deliveries begin in 2027.","evidence_status":"verified_primary","fields":["last_verified","mw_live","mw_live_basis","mw_live_value","mw_planned","mw_planned_basis","mw_planned_value","name","power_status","source_ids","stage","stage_raw","ticker"],"id":"pass3-core-scientific-portfolio-site","kind":"research_refresh","site_id":"core-scientific-portfolio-site","source_ids":["pass3-corz-10q-20261105"],"title":"Source Core Scientific portfolio metrics"},{"checked_at":"2026-11-06","date":"2026-11-05","detail":"Polaris DS acquisition closes for about $444.3M cash, adding adjacent land, substation and up-to-440 MW utility rights. Filed earnings deck shows approximately 70 MW billing at Muskogee; a separate approximately 82 MW AMD lease remains future delivery.","evidence_status":"verified_primary","fields":["last_verified","legacy_event_warning","mw_live","mw_live_basis","mw_live_value","mw_planned","mw_planned_basis","mw_planned_value","power_status","source_ids","stage","stage_raw"],"id":"pass3-core-scientific-muskogee-ok","kind":"research_refresh","site_id":"core-scientific-muskogee-ok","source_ids":["pass3-corz-10q-20261105","pass3-corz-deck-20261105"],"title":"Update Muskogee billable phase"},{"checked_at":"2026-11-06","date":"2026-11-05","detail":"Latest results classify Sweetwater 2 as early development rather than live data-center capacity.","evidence_status":"verified_primary","id":"new-iren-sweetwater-2-tx","kind":"new_site_record","site_id":"iren-sweetwater-2-tx","source_ids":["pass3-iren-q1fy27-20261105"],"title":"IREN Sweetwater 2 added from primary sources"},{"checked_at":"2026-11-06","date":"2026-11-05","detail":"Latest results confirm liquid-cooled data-center construction at Sweetwater 1.","evidence_status":"verified_primary","id":"new-iren-sweetwater-1-tx","kind":"new_site_record","site_id":"iren-sweetwater-1-tx","source_ids":["pass3-iren-q1fy27-20261105"],"title":"IREN Sweetwater 1 added from primary sources"},{"checked_at":"2026-11-06","date":"2026-11-05","detail":"Quarterly update reports early-stage development at Kiowa.","evidence_status":"verified_primary","id":"new-iren-kiowa-ok","kind":"new_site_record","site_id":"iren-kiowa-ok","source_ids":["pass3-iren-q1fy27-20261105"],"title":"IREN Kiowa Campus added from primary sources"},{"checked_at":"2026-11-06","date":"2026-11-05","detail":"Issuer identifies 185 MW AMD direct contract at Pecos with initial delivery targeted H1 2027.","evidence_status":"verified_primary","id":"new-core-scientific-pecos-tx","kind":"new_site_record","site_id":"core-scientific-pecos-tx","source_ids":["breadth-corz-deck-direct-20261105"],"title":"Core Scientific Pecos / Cottonwood Campus added from primary sources"},{"checked_at":"2026-11-06","date":"2026-11-05","detail":"Issuer reports approximately 65 MW leased and billing at Marble, with completed buildout indicated.","evidence_status":"verified_primary","id":"new-core-scientific-marble-nc","kind":"new_site_record","site_id":"core-scientific-marble-nc","source_ids":["breadth-corz-deck-direct-20261105"],"title":"Core Scientific Marble Campus added from primary sources"},{"checked_at":"2026-11-06","date":"2026-11-05","detail":"Issuer lists 110 MW direct AMD lease and targets initial delivery in H1 2028.","evidence_status":"verified_primary","id":"new-core-scientific-hunt-county-tx","kind":"new_site_record","site_id":"core-scientific-hunt-county-tx","source_ids":["breadth-corz-deck-direct-20261105"],"title":"Core Scientific Hunt County Campus added from primary sources"},{"checked_at":"2026-11-06","date":"2026-11-05","detail":"Issuer targets combined Dalton CoreWeave completion in early 2027. Published ~75 MW billing covers multiple Dalton campuses and is not assigned to Dalton 4.","evidence_status":"verified_primary","id":"new-core-scientific-dalton-4-ga","kind":"new_site_record","site_id":"core-scientific-dalton-4-ga","source_ids":["breadth-corz-deck-direct-20261105"],"title":"Core Scientific Dalton 4 Campus added from primary sources"},{"checked_at":"2026-11-06","date":"2026-11-04","detail":"Issuer reports PSC approval of up to 482 MW service from Big Rivers and Kenergy; approval is specific to the electric-service agreement. Google credit support and Fluor EPC executed; phased ready-for-service schedule runs late 2027 through Q2 2028.","evidence_status":"verified_primary","fields":["aliases","capex","capex_usd","delivery_target","financing_status","last_verified","location","mw_live","mw_live_value","mw_planned","mw_planned_basis","mw_planned_value","name","power_status","source_ids","ticker"],"id":"pass3-terawulf-hawesville-ky","kind":"research_refresh","site_id":"terawulf-hawesville-ky","source_ids":["pass3-terawulf-anthropic-20260706","pass3-terawulf-credit-20261104","pass3-terawulf-psc-20260824"],"title":"Refresh Justified identity and execution"},{"checked_at":"2026-11-06","date":"2026-11-04","detail":"Halls remain under construction; energization is not operating AI capacity.","evidence_status":"verified_primary","fields":["stage","stage_raw","mw_live","mw_live_value","mw_live_basis","power_status","delivery_target","source_ids","last_verified"],"id":"pass2-change-hut8-river-bend-la","kind":"update","site_id":"hut8-river-bend-la","source_ids":["pass2-hut-q3-20261104"],"title":"River Bend substation energized"},{"checked_at":"2026-11-06","date":"2026-11-04","detail":"Separate 704 MW IT lease scope from 1,000 MW utility buildout.","evidence_status":"verified_primary","fields":["stage","stage_raw","mw_live","mw_live_value","mw_live_basis","mw_planned","mw_planned_value","mw_planned_basis","power_status","delivery_target","lease_summary","source_ids","last_verified"],"id":"pass2-change-hut8-beacon-point-tx","kind":"update","site_id":"hut8-beacon-point-tx","source_ids":["pass2-hut-q3-20261104"],"title":"Beacon Point delivery targets updated"},{"checked_at":"2026-11-06","date":"2026-11-04","detail":"Lease becomes binding after approval conditions; announced 910 MW phased AI campus with about $28B initial revenue.","evidence_status":"verified_primary","id":"new-riot-corsicana-tx","kind":"new_site_record","site_id":"riot-corsicana-tx","source_ids":["depth-riot-q3-20261104"],"title":"Riot Corsicana Campus added from primary sources"},{"checked_at":"2026-11-06","date":"2026-11-04","detail":"25 MW AMD delivered; 241 MW AI leased including future 191 MW Anthropic. Existing 700 MW campus power is mixed-use.","evidence_status":"verified_primary","fields":["delivery_target","financing_status","last_verified","mw_live","mw_live_basis","mw_live_value","mw_planned","mw_planned_basis","mw_planned_value","name","note","power_status","source_ids","stage","stage_raw","ticker"],"id":"depth-riot-rockdale-milestones","kind":"research_refresh","site_id":"riot-rockdale-tx","source_ids":["depth-riot-10q-20261104","depth-riot-q2-20260810","depth-riot-q3-20261104","depth-riot-rockdale-location"],"title":"Separate Rockdale AI delivery and mining power"},{"checked_at":"2026-11-06","date":"2026-11-03","detail":"NC-1 is in Rockingham County; 35 MW IT reported operating, with commissioning and financing work outstanding.","evidence_status":"verified_primary","fields":["name","location","stage","stage_raw","mw_live","mw_live_value","mw_live_basis","mw_planned","mw_planned_value","mw_planned_basis","power_status","lease_summary","financing_summary","legacy_event_warning","source_ids","last_verified"],"id":"pass2-change-nscale-madison-county-nc","kind":"correction","site_id":"nscale-madison-county-nc","source_ids":["pass2-whitefiber-nscale-20251218","pass2-nscale-ddtl-20260831","pass2-whitefiber-update-20261103","pass2-whitefiber-nc1-location"],"title":"Madison identity and operating capacity corrected"},{"checked_at":"2026-11-06","date":"2026-11-02","detail":"20-year total includes the $5.2B increment. Removed portfolio/other-campus MW from site display; corporate debt remains separate.","evidence_status":"verified_primary","fields":["mw_live","mw_live_value","mw_live_basis","mw_planned","mw_planned_value","mw_planned_basis","lease_summary","source_ids","legacy_event_warning","superseded_assertions"],"id":"verified-change-cipher-mining-barber-lake-texas","kind":"correction","site_id":"cipher-mining-barber-lake-texas","source_ids":["verified-cipher-20261102"],"title":"Barber Lake lease totals $9.1B"},{"checked_at":"2026-11-06","date":"2026-11-02","detail":"Partial operation is distinct from full campus completion; no new live MW number inferred.","evidence_status":"verified_primary","fields":["stage","stage_raw","mw_live","mw_live_value","mw_live_basis","power_status","source_ids"],"id":"verified-change-cipher-black-pearl-tx","kind":"update","site_id":"cipher-black-pearl-tx","source_ids":["verified-cipher-20261102"],"title":"Black Pearl begins delivery and rent"},{"checked_at":"2026-11-06","date":"2026-10-29","detail":"Xcel reports electric-service approval decision expected in early 2027.","evidence_status":"verified_primary","id":"new-google-pine-island-mn","kind":"new_site_record","site_id":"google-pine-island-mn","source_ids":["breadth-xcel-pineisland-20261029"],"title":"Google Pine Island Data Center (Project Skyway first phase) added from primary sources"},{"checked_at":"2026-11-06","date":"2026-10-28","detail":"Initial 20 MW agreement scoped; prospective financing stays uncommitted.","evidence_status":"verified_primary","fields":["stage","stage_raw","mw_live","mw_live_value","mw_live_basis","mw_planned","mw_planned_value","mw_planned_basis","lease_summary","financing_summary","source_ids","last_verified"],"id":"pass2-change-hyperscale-data-michigan","kind":"update","site_id":"hyperscale-data-michigan","source_ids":["pass2-hyperscale-newmark-20261028"],"title":"Michigan funding and AI phase clarified"},{"checked_at":"2026-11-06","date":"2026-10-22","date_basis":"Publication date of the Q3 filing; venture closing occurred in July, exact day not disclosed.","detail":"Q3 confirms July closing and $14B estimated Texas development costs. Exact El Paso identity comes from issuer July release.","evidence_status":"verified_primary","fields":["financial_category","site_allocation"],"id":"depth-meta-development-category","kind":"financial_scope","site_id":"meta-el-paso-texas","source_ids":["depth-meta-q3-20261022","depth-meta-elpaso-release-20260728"],"title":"Venture closing and development-cost category verified"},{"checked_at":"2026-11-06","date":"2026-10-21","detail":"Sustain SJ's notice names DataOne entities, Nebius Inc. and Northeast Precast. Record as a first-party notice and allegations, not a filed federal suit or adjudicated liability.","evidence_status":"verified_primary_notice_only","fields":["events","permitting","entity_association_warning"],"id":"identity-change-vineland-private-notice-20261021","kind":"permitting","site_id":"nbis-vineland-nj","source_ids":["identity-sustain-vineland-notice-20261021"],"title":"Separate Vineland notice of intent identified"},{"checked_at":"2026-11-06","date":"2026-10-19","detail":"Meta confirms first Prometheus phase completed and used to train frontier models.","evidence_status":"verified_primary","id":"new-meta-prometheus-new-albany-oh","kind":"new_site_record","site_id":"meta-prometheus-new-albany-oh","source_ids":["breadth-meta-prometheus-20261019"],"title":"Meta New Albany Data Center (Prometheus host campus) added from primary sources"},{"checked_at":"2026-11-06","date":"2026-10-19","detail":"Entergy announces expanded service agreement, targeting 2028 subject to regulatory approval.","evidence_status":"verified_primary","id":"new-google-west-memphis-ar","kind":"new_site_record","site_id":"google-west-memphis-ar","source_ids":["breadth-entergy-westmemphis-20261019"],"title":"Google West Memphis Data Center Campus added from primary sources"},{"checked_at":"2026-11-06","date":"2026-10-09","detail":"Municipal source supports project identity; no unsupported MW or closed-debt total added.","evidence_status":"verified_primary","fields":["stage","stage_raw","mw_live","mw_live_value","mw_planned","mw_planned_value","mw_planned_basis","financing_summary","source_ids","last_verified"],"id":"pass2-change-crusoe-warrenton-mo","kind":"update","site_id":"crusoe-warrenton-mo","source_ids":["pass2-warrenton-ch100-20261009"],"title":"Warrenton incentive terms documented"},{"checked_at":"2026-11-06","date":"2026-10-07","detail":"Removed Abilene pin. Willacy campus, Bitcoin Kati 1, and registered Kati II AI building remain separately scoped; actual construction is unknown.","evidence_status":"verified_primary","fields":["location","lat","lon","mw_live","mw_live_value","mw_live_basis","mw_planned","mw_planned_value","mw_planned_basis","stage","stage_raw","power_status","source_ids","legacy_event_warning","superseded_assertions"],"id":"verified-change-soluna-project-kati","kind":"correction","site_id":"soluna-project-kati","source_ids":["verified-tdlr-kati-20261007","verified-soluna-kati-20260908","verified-soluna-metrobloks-20260115"],"title":"Kati location corrected; AI phase kept separate"},{"checked_at":"2026-11-06","date":"2026-10-07","detail":"Center / Oliver County identified; 300 MW IT kept distinct from utility power and lease value.","evidence_status":"verified_primary","fields":["name","location","stage","mw_live","mw_live_value","mw_live_basis","mw_planned","mw_planned_value","mw_planned_basis","power_status","lease_summary","source_ids","last_verified"],"id":"pass2-change-applied-digital-pf3-nd","kind":"update","site_id":"applied-digital-pf3-nd","source_ids":["pass2-apld-pf3-20260520","pass2-apld-q1fy27-20261007","pass2-apld-10q-20261007"],"title":"Polaris Forge 3 gains primary timeline"},{"checked_at":"2026-11-06","date":"2026-10-07","detail":"October 7 issuer report targets initial PF2 operations by end of 2026, bringing North Dakota campuses to 300 MW delivered critical IT in aggregate. Exact initial PF2 MW is not separately stated; no 50 MW allocation is inferred.","evidence_status":"verified_primary","id":"new-applied-digital-polaris-forge-2-harwood-nd","kind":"new_site_record","review_revision_reason":"Remove inferred site capacity from the original new-site summary.","reviewed_checked_at":"2026-11-06","reviewed_source_ids":["pass2-apld-q1fy27-20261007"],"site_id":"applied-digital-polaris-forge-2-harwood-nd","source_ids":["pass2-apld-q1fy27-20261007"],"title":"Applied Digital Polaris Forge 2 added from primary sources"},{"checked_at":"2026-11-06","date":"2026-10-07","detail":"Latest fiscal results confirm construction at Delta Forge 2 in Alabama.","evidence_status":"verified_primary","id":"new-applied-digital-delta-forge-2-al","kind":"new_site_record","site_id":"applied-digital-delta-forge-2-al","source_ids":["pass2-apld-q1fy27-20261007"],"title":"Applied Digital Delta Forge 2 added from primary sources"},{"checked_at":"2026-11-06","date":"2026-10-07","detail":"Latest fiscal results confirm construction at Delta Forge 1 in Louisiana.","evidence_status":"verified_primary","id":"new-applied-digital-delta-forge-1-la","kind":"new_site_record","site_id":"applied-digital-delta-forge-1-la","source_ids":["pass2-apld-q1fy27-20261007"],"title":"Applied Digital Delta Forge 1 added from primary sources"},{"checked_at":"2026-11-06","date":"2026-10-02","detail":"Critical IT operating capacity increased; 400 MW remains contracted buildout, not additional operating supply.","evidence_status":"verified_primary","fields":["mw_live","mw_live_value","mw_live_basis","mw_planned","mw_planned_value","mw_planned_basis","source_ids"],"id":"verified-change-applied-digital-polaris-forge-1-ellendale-nd","kind":"update","site_id":"applied-digital-polaris-forge-1-ellendale-nd","source_ids":["verified-apld-20261002"],"title":"Polaris Forge 1 reaches 250 MW operational"},{"checked_at":"2026-11-06","date":"2026-10-01","detail":"Operating status upgraded without inventing live MW.","evidence_status":"verified_primary","fields":["stage","stage_raw","mw_live","mw_live_value","mw_live_basis","mw_planned","mw_planned_value","mw_planned_basis","financing_summary","source_ids","last_verified"],"id":"pass2-change-nscale-ward-county-tx","kind":"update","site_id":"nscale-ward-county-tx","source_ids":["pass2-nscale-ddtl-20260831","pass2-nscale-live-20261001"],"title":"Ward County now reports live AI service"},{"checked_at":"2026-11-06","date":"2026-10-01","detail":"Amended power agreements double contracted service to 1 GW; first 500 MW targets 2028 ramp, second 500 MW 2029.","evidence_status":"verified_primary","id":"new-terawulf-muskie-ky","kind":"new_site_record","site_id":"terawulf-muskie-ky","source_ids":["pass3-terawulf-muskie-20261005"],"title":"TeraWulf Muskie Data Campus added from primary sources"},{"checked_at":"2026-11-06","date":"2026-09-28","detail":"Crusoe identifies itself as developer of Google’s Armstrong County AI campus under construction.","evidence_status":"verified_primary","id":"new-google-crusoe-armstrong-tx","kind":"new_site_record","site_id":"google-crusoe-armstrong-tx","source_ids":["breadth-crusoe-armstrong-20260928"],"title":"Google / Crusoe Armstrong County AI Campus added from primary sources"},{"checked_at":"2026-11-06","date":"2026-09-22","date_basis":"State announcement date; the inspection occurred July 29. Association wording was narrowed by later research on November 6.","detail":"Nebius confirms DataOne as facility owner/operator and itself as compute tenant. The exact DEP-assessed legal entity, parcel match, current compliance and liability remain unresolved; the penalty is not attributed to Nebius. September 22 announced a historical penalty and generator findings, not a current blanket prohibition.","evidence_status":"primary_source_unverified_entity_match","fields":["source_ids"],"id":"verified-change-nbis-vineland-nj","kind":"permitting","review_revision_reason":"Later primary company and city evidence establishes campus roles, but does not resolve the inaccessible DEP order or liability.","reviewed_checked_at":"2026-11-06","reviewed_source_ids":["identity-nebius-vineland-partners-20261106","identity-vineland-determination-20260912","verified-nj-vineland-20260922"],"site_id":"nbis-vineland-nj","source_ids":["identity-nebius-vineland-partners-20261106","identity-vineland-determination-20260912","verified-nj-vineland-20260922"],"title":"Vineland DEP enforcement recorded"},{"checked_at":"2026-11-06","date":"2026-09-12","detail":"DataOne Vineland, LLC, Block 7503, Lot 35.01. August 17 approval is reported in September 12 notice. This is not all-permits clearance or proof of commissioning.","event_date":"2026-08-17","evidence_status":"verified_primary","fields":["permitting","location_identity","events"],"id":"identity-change-vineland-determination-20260912","kind":"permitting","site_id":"nbis-vineland-nj","source_ids":["identity-vineland-determination-20260912"],"title":"Vineland city notice confirms amended site plan"},{"checked_at":"2026-11-06","date":"2026-08-31","detail":"SB Energy filing describes a conditional residual-value guarantee capped at $105B for initial 4.25 GW IT at PORTS-Pike. This is not funded financing, a rent guarantee or the full potential campus.","evidence_status":"verified_primary","id":"allocation-disclosure-sb-energy-ports-pike-oh","kind":"financial_scope","site_id":"sb-energy-ports-pike-oh","source_ids":["alloc-sbenergy-s1-20260831"],"title":"Pike guarantee scope verified"},{"checked_at":"2026-11-06","date":"2026-08-04","date_basis":"Original announcement date; October 19 update corroborates unchanged base-term reporting.","detail":"Advertised 16-year $4.7B base term includes a no-fee termination right at year 10; geographical view exclusion remains independent of source quality.","evidence_status":"verified_primary","fields":["contract_terms","financial_scope"],"id":"depth-tydal-termination","kind":"contract_terms","site_id":"bitdeer-tydal-norway","source_ids":["depth-bitdeer-lease-20260804","depth-bitdeer-ops-20261019"],"title":"Tydal year-10 termination disclosed"},{"checked_at":"2026-11-06","date":"2026-08-04","detail":"Bitdeer announces a 121 MW IT Tydal colocation lease: $4.7B initial 16-year value, with an optional 24-year case of $8B. Norway is retained separately from the North America research focus.","evidence_status":"verified_primary","id":"allocation-disclosure-bitdeer-tydal-norway","kind":"financial_scope","site_id":"bitdeer-tydal-norway","source_ids":["alloc-bitdeer-tydal-20260804"],"title":"Tydal lease retained with geographic review"},{"checked_at":"2026-11-06","date":"2026-08-01","detail":"Boone Power describes a Meta/WVPA power arrangement with customer-funded infrastructure.","evidence_status":"verified_primary","id":"new-meta-lebanon-indiana","kind":"new_site_record","site_id":"meta-lebanon-indiana","source_ids":["breadth-boone-meta-20260801"],"title":"Meta Lebanon Data Center Campus added from primary sources"},{"checked_at":"2026-11-06","date":"2026-07-15","detail":"1 GW is grid-connected campus scale; actual construction commencement still unverified.","evidence_status":"verified_primary","fields":["stage","stage_raw","mw_live","mw_live_value","mw_live_basis","mw_planned","mw_planned_value","mw_planned_basis","power_status","legacy_event_warning","source_ids","last_verified"],"id":"pass2-change-crusoe-childress-tx","kind":"correction","site_id":"crusoe-childress-tx","source_ids":["pass2-crusoe-childress-20260715"],"title":"Childress gains scoped primary evidence"},{"checked_at":"2026-11-06","date":"2026-07-14","detail":"CleanSpark announces a 175 MW critical IT Sandersville infrastructure lease with approximately $6.6B base value over 20 years. Extension value and Texas LOI are separate.","evidence_status":"verified_primary","id":"allocation-disclosure-cleanspark-sandersville-ga","kind":"financial_scope","site_id":"cleanspark-sandersville-ga","source_ids":["alloc-cleanspark-sandersville-20260714"],"title":"Sandersville lease date corrected"},{"checked_at":"2026-11-06","date":"2026-05-12","detail":"Nebius and Missouri announce groundbreaking and first-phase construction in eastern Independence.","evidence_status":"verified_primary","fields":["last_verified","legacy_event_warning","mw_planned","mw_planned_basis","mw_planned_value","source_ids","stage","stage_raw","state"],"id":"pass3-nbis-independence-ks","kind":"research_refresh","site_id":"nbis-independence-ks","source_ids":["pass3-nebius-groundbreaking-20260512"],"title":"Verify Independence groundbreaking date"},{"checked_at":"2026-11-06","date":"2026-04-21","detail":"Meta and PartnerTulsa announce groundbreaking for an AI-optimized campus representing more than $1B investment.","evidence_status":"verified_primary","id":"new-meta-tulsa-ok","kind":"new_site_record","site_id":"meta-tulsa-ok","source_ids":["breadth-partnertulsa-20260421"],"title":"Meta Tulsa AI Data Center added from primary sources"},{"checked_at":"2026-11-06","date":"2025-11-12","detail":"Microsoft publicly introduces Atlanta as the second Fairwater site.","evidence_status":"verified_primary","id":"new-microsoft-fairwater-atlanta-ga","kind":"new_site_record","site_id":"microsoft-fairwater-atlanta-ga","source_ids":["breadth-microsoft-atlanta-power-20251112"],"title":"Microsoft Fairwater Atlanta AI Data Center added from primary sources"}],"repayments":[{"amount":"235104000","as_of":"2026-06-30","cashflow_key":"HUT-2027","company_ids":["hut8"],"currency":"USD","due_end":"2027-12-31","due_start":"2027-01-01","entity":"Hut 8 consolidated; entity allocation unknown","evidence_ids":["hut-maturities"],"id":"HUT:annual-2027","included_in":null,"instrument_id":"HUT:consolidated-maturity-bucket","kind":"amortization","precision":"year","recourse":"unknown","repayment_support":"unknown; collateral is not cash","source_ids":["source-012db29a4986ed9b"],"status":"needs_review","ticker":"HUT"},{"amount":"86389000","as_of":"2026-06-30","cashflow_key":"HUT-2028","company_ids":["hut8"],"currency":"USD","due_end":"2028-12-31","due_start":"2028-01-01","entity":"Hut 8 consolidated; entity allocation unknown","evidence_ids":["hut-maturities"],"id":"HUT:annual-2028","included_in":null,"instrument_id":"HUT:consolidated-maturity-bucket","kind":"amortization","precision":"year","recourse":"unknown","repayment_support":"unknown; collateral is not cash","source_ids":["source-012db29a4986ed9b"],"status":"needs_review","ticker":"HUT"}],"reviews":[{"category":"permitting_scope","detail":"MDEQ schedules the MZX power-site air-permit evidentiary hearing for November 9 at 09:00 local time in Jackson, Mississippi. November 10 is continuation only if necessary, after the regular 09:00 meeting, not a fixed second hearing start. The issued March 11 permit covers 41 permitted turbines, not installed units or IT MW. Stanton power infrastructure, Stateline data center and Memphis Colossus 2 must remain distinct.","id":"review-012ed3648aa5c538","review_revision_reason":"Latest board page clarifies conditional continuation and the final permit scope.","reviewed_checked_at":"2026-11-06","reviewed_source_ids":["followup-ms-mzx-final-psd","review-ms-mzx-hearing"],"source_ids":["followup-ms-mzx-final-psd","permit-ms-mzx-hearing","permit-ms-mzx-tulane-stormwater","review-ms-mzx-hearing"],"subject_id":"xai-colossus-2-southaven-ms","subject_type":"site","title":"upcoming hearing"},{"category":"power_scope","detail":"Keep ~200 MW load study and ~615 MW behind-the-meter pathway separate from 185 MW leased IT and 300 MW site marketing capacity.","id":"review-028f7d3fc363d48e","source_ids":["breadth-corz-deck-direct-20261105","pass3-corz-10q-20261105","breadth-corz-pecos-profile"],"subject_id":"core-scientific-pecos-tx","subject_type":"site","title":"Expansion is not ready capacity"},{"category":"unassigned_company","detail":"Stargate Lighthouse (Port Washington, WI) has no unambiguous company identity.","id":"review-02d8c0384f284c99","source_ids":["source-f942fd7a1465e2d9","source-679313e5b837ba3a","source-3b1f4655edca0e55","source-0edec19f558acac1","source-5e3b525e35a02075"],"subject_id":"stargate-lighthouse-port-washington-wi","subject_type":"site","title":"Confirm site operator"},{"category":"unallocated_deal","detail":"N/A","id":"review-06c10297a475c060","source_ids":["src-1b0d28d4c2"],"subject_id":"nvidia-500b-backlog","subject_type":"deal","title":"Company-level / unassigned deal"},{"category":"unallocated_deal","detail":"Multiple US (Lordstown OH, Port Washington WI, Shackelford TX, etc.)","id":"review-091f4a8b1df6a5be","source_ids":["src-99e81f1d59"],"subject_id":"vantage-100b-ipo-exploration","subject_type":"deal","title":"Company-level / unassigned deal"},{"category":"unallocated_deal","detail":"US multi-site","id":"review-09d03a4268a27451","source_ids":["src-ffb4ef34d4"],"subject_id":"coreweave-anthropic-undisclosed","subject_type":"deal","title":"Company-level / unassigned deal"},{"category":"identity","detail":"Use the existing Hawesville record; it is not Lake Mariner or a new duplicate campus.","id":"review-0b693161d78d5e9b","source_ids":["pass3-terawulf-anthropic-20260706","pass3-terawulf-psc-20260824"],"subject_id":"terawulf-hawesville-ky","subject_type":"site","title":"Justified is Hawesville"},{"category":"permitting_scope","detail":"October 27 was a first reading requiring no action. Staff scheduled December 1 second reading and possible moratorium adoption; adoption and campus applicability remain unverified. Separate development-code amendments were approved October 13 and effective October 27, not the moratorium.","id":"review-0c2ceaa9fb44e000","review_revision_reason":"Staff report gives the next consideration date and distinguishes separate code amendments.","reviewed_checked_at":"2026-11-06","reviewed_source_ids":["review-tx-denton-staff1606"],"source_ids":["permit-tx-denton-hearing-notice","permit-tx-denton-oct27-agenda","review-tx-denton-staff1606"],"subject_id":"coreweave-denton-tx","subject_type":"site","title":"campus applicability unknown"},{"category":"unallocated_deal","detail":"CoreWeave US DCs","id":"review-0cd384e67eefa0b6","source_ids":["src-9ef8f8d5c7"],"subject_id":"coreweave-openai-plus-6-5b","subject_type":"deal","title":"Company-level / unassigned deal"},{"category":"legal_status","detail":"The October 21 letter is primary evidence that Sustain SJ gave notice naming four proposed defendants. Its claims of common control, permit violations, and broader property scope remain the sender's allegations. Its citation to an October 9 hearing/stay request does not prove a stay was granted, payment became due, or a November 6 compliance outcome occurred.","id":"review-106a92c05d103781","source_ids":["identity-sustain-vineland-notice-20261021"],"subject_id":"nbis-vineland-nj","subject_type":"site","title":"Private notice names Nebius without adjudicating liability"},{"category":"financing_scope","detail":"Only $20.8M of the $573M DDTL principal was outstanding September 30. Check refinancing before treating its December 31 maturity as resolved.","id":"review-11e256954a489c43","source_ids":["depth-riot-10q-20261104"],"subject_id":"riot-rockdale-tx","subject_type":"site","title":"Commitment is not drawn debt"},{"category":"entity_scope","detail":"Nebius confirms DataOne as facility owner/operator and itself as compute tenant. The exact DEP-assessed legal entity, parcel match, current compliance and liability remain unresolved; the penalty is not attributed to Nebius.","id":"review-13382d06d4758248","review_revision_reason":"Later primary company and city evidence establishes campus roles, but does not resolve the inaccessible DEP order or liability.","reviewed_checked_at":"2026-11-06","reviewed_source_ids":["identity-nebius-vineland-partners-20261106","identity-vineland-determination-20260912","verified-nj-vineland-20260922"],"source_ids":["identity-nebius-vineland-partners-20261106","identity-vineland-determination-20260912","verified-nj-vineland-20260922"],"subject_id":"nbis-vineland-nj","subject_type":"site","title":"Exact DEP respondent and parcel remain unresolved"},{"category":"permitting_scope","detail":"Microsoft received a Small Power Plant Exemption in CEC docket 19-SPPE-04. Local permit approval remains a separate question.","id":"review-1385b3a9123ece5e","source_ids":["permit-ca-san-jose-cec","permit-ca-san-jose-local-review"],"subject_id":"microsoft-alviso-san-jose-ca","subject_type":"site","title":"exemption scope review"},{"category":"allocation_conflict","detail":"Cited source describes multiple data centers; no source-stated site-specific amount. Retained at company/deal level. 'Anthropic will be paying xAI $1.25 billion per month through May 2029' — the monthly primitive the $15B/yr is x12 of. Independent corroboration: 'SpaceX agreed to give Anthropic access to roughly 325,000 Nvidia GPUs across its Colossus data centers for $1.25 billion per month.'","id":"review-15fc6e91b01835be","source_ids":["src-3ed0e070c9","src-3e0c227d7f"],"subject_id":"alloc-0234","subject_type":"allocation","title":"Multi-site evidence contradicts single-site allocation"},{"category":"financial_scope","detail":"Q3 Note 5 combines Louisiana and Texas in the exposure table. Its lease commitments, future funding and maximum RVGs cannot be treated as El Paso-only amounts.","id":"review-1620a991f8996387","source_ids":["depth-meta-q3-20261022","depth-meta-elpaso-release-20260728"],"subject_id":"meta-el-paso-texas","subject_type":"site","title":"Do not allocate combined venture exposure table"},{"category":"source_access","detail":"BROKEN CITATION. Accession 0001171843-26-004837 does not appear in Axe Compute's EDGAR filing index (CIK 1446159): the 2026 8-K sequence runs ...-004814 (2026-07-22) then ...-004883 (2026-07-27). A policy-UA request returns 404 rather than the 403 the same host gives for real documents. The $1.5B five-year contract IS primary-sourced — at accession ...-004883 — which now replaces this URL.","id":"review-165d0ad290f53158","source_ids":["src-2cfbae421d"],"subject_id":"src-2cfbae421d","subject_type":"source","title":"Source needs independent review"},{"category":"permitting_scope","detail":"The DNR air registry shows active permits and separate new applications at 4800 90th Street. Requested revisions must not be presented as issued permits or applied to every Microsoft expansion campus.","id":"review-1713d51c21820c8e","source_ids":["permit-wi-mount-pleasant-registry"],"subject_id":"msft-fairwater-mount-pleasant-wi","subject_type":"site","title":"phase scope review"},{"category":"allocation_conflict","detail":"Cited source describes multiple data centers; no source-stated site-specific amount. Retained at company/deal level. 'Anthropic will be paying xAI $1.25 billion per month through May 2029' — the monthly primitive the $15B/yr is x12 of. Independent corroboration: 'SpaceX agreed to give Anthropic access to roughly 325,000 Nvidia GPUs across its Colossus data centers for $1.25 billion per month.'","id":"review-196fc43d47461a0f","source_ids":["src-3ed0e070c9","src-3e0c227d7f"],"subject_id":"alloc-0233","subject_type":"allocation","title":"Multi-site evidence contradicts single-site allocation"},{"category":"financing_scope","detail":"$2.15B project debt and about $5B 15-year base lease revenue are separate measures. 300 MW buildout does not mean 300 MW contracted.","id":"review-19ea1e29ef29f907","source_ids":["pass3-apld-pf2-notes-20260310","pass2-apld-10q-20261007","pass3-apld-presentation-20260423"],"subject_id":"applied-digital-polaris-forge-2-harwood-nd","subject_type":"site","title":"Finance the 200 MW contracted portion"},{"category":"source_access","detail":"bot_blocked","id":"review-1be5b416283af3e3","source_ids":["src-db33ed8733"],"subject_id":"src-db33ed8733","subject_type":"source","title":"Source needs independent review"},{"category":"source_access","detail":"CITATION ISSUE. This July OpenAI page confirms the 4.5GW Oracle Stargate expansion but does not itself state the $300B value or five-year term, so it remains a false companion citation for those exact terms. Later OpenAI primary reporting (src-5c52157929) explicitly ties this 4.5GW agreement to a partnership exceeding $300B over the next five years, and Reuters (src-8e4e447461) independently reports the $300B Oracle compute purchase over roughly five years. The fact is therefore supported by its full source set under the coverage-first policy.","id":"review-1f49b443a270991a","source_ids":["src-79ea255c98"],"subject_id":"src-79ea255c98","subject_type":"source","title":"Source needs independent review"},{"category":"capacity","detail":"18 MW critical IT is a delivered subset, not a revised whole-campus target.","id":"review-1f7015c72f867279","source_ids":["post-cipher-deck-20261102"],"subject_id":"cipher-black-pearl-tx","subject_type":"site","title":"Delivered subset now quantified"},{"category":"site_identity","detail":"More-than-1,000-acre West Memphis campus with data center, offices and substation infrastructure.","id":"review-204097d16ca953f5","source_ids":["breadth-aedc-westmemphis-20251002"],"subject_id":"google-west-memphis-ar","subject_type":"site","title":"Physical identity and boundary"},{"category":"unallocated_deal","detail":"AWS global data centers","id":"review-209e650767afeb4a","source_ids":["src-10ef94d62d"],"subject_id":"amazon-nvidia-2m-chips","subject_type":"deal","title":"Company-level / unassigned deal"},{"category":"site_identity","detail":"Initial approximately 88-acre leased site for one data center within the broader 482-acre Project Skyway development.","id":"review-24bc0fc4ca2d683d","source_ids":["breadth-pineisland-settlement-20261028"],"subject_id":"google-pine-island-mn","subject_type":"site","title":"Physical identity and boundary"},{"category":"permitting_scope","detail":"The Project Jupiter-associated YGI Microgrid air permit is under review in NMED’s November 5 registry. Posted July 29 documents remain labeled draft. This does not determine all data-center building approvals.","id":"review-254c038cf81f332d","source_ids":["permit-nm-jupiter-public-notice","permit-nm-jupiter-current-review"],"subject_id":"stargate-dona-ana-county-nm","subject_type":"site","title":"draft not issued"},{"category":"identity","detail":"Keep stable record as a reviewed legacy grouping. Do not create or locate a new campus from an unsigned CRA. Named developer and address are supported, while final tenant, parcel boundaries, primary power and cost attribution need separate verification.","id":"review-25945c96aea94641","source_ids":["depth-trenton-bza-20260727","depth-trenton-appeal-20260629","depth-trenton-draft-20260709","depth-trenton-adoption-20260723","depth-trenton-withdrawal-20261001","permit-oh-trenton-siteplan"],"subject_id":"aws-trenton-ohio","subject_type":"site","title":"Distinct properties; potential corporate relationship"},{"category":"unallocated_deal","detail":"Nebius US data centers","id":"review-274a8e43f90d33e4","source_ids":["src-fdc2150231"],"subject_id":"microsoft-nebius-19-4b","subject_type":"deal","title":"Company-level / unassigned deal"},{"category":"permitting_scope","detail":"MDEQ schedules the MZX power-site air-permit evidentiary hearing for November 9 at 09:00 local time in Jackson, Mississippi. November 10 is continuation only if necessary, after the regular 09:00 meeting, not a fixed second hearing start. The issued March 11 permit covers 41 permitted turbines, not installed units or IT MW. Stanton power infrastructure, Stateline data center and Memphis Colossus 2 must remain distinct.","id":"review-2c3f3b0ca700f219","review_revision_reason":"Latest board page clarifies conditional continuation and the final permit scope.","reviewed_checked_at":"2026-11-06","reviewed_source_ids":["followup-ms-mzx-final-psd","review-ms-mzx-hearing"],"source_ids":["followup-ms-mzx-final-psd","permit-ms-mzx-hearing","permit-ms-mzx-tulane-stormwater","review-ms-mzx-hearing"],"subject_id":"xai-colossus-2-southaven-ms","subject_type":"site","title":"campus powerplant conflation"},{"category":"capacity_scope","detail":"Do not import QTS full-campus capacity or investment. Do not allocate Microsoft network-wide GPUs or quarterly capacity adds to Atlanta. Do not treat satellite-derived 636 MW IT or 859 MW facility estimates as disclosed measurements.","id":"review-2d03c7e416a0e572","source_ids":["breadth-microsoft-atlanta-20251112","breadth-microsoft-atlanta-power-20251112","breadth-microsoft-annual-2026"],"subject_id":"microsoft-fairwater-atlanta-ga","subject_type":"site","title":"Campus scope and excluded totals"},{"category":"unallocated_deal","detail":"Arvada, Colorado, USA","id":"review-2d195a58f3c59268","source_ids":["src-80147cf187"],"subject_id":"crusoe-3b-raise","subject_type":"deal","title":"Company-level / unassigned deal"},{"category":"unassigned_company","detail":"OpenAI Stargate Project Jupiter (Doña Ana County) has no unambiguous company identity.","id":"review-2e6c99b33bd061da","source_ids":["source-3c572081028d5d28","source-d66dcb89e4a6ecb4","source-885d0011e6b9660e"],"subject_id":"stargate-dona-ana-county-nm","subject_type":"site","title":"Confirm site operator"},{"category":"identity","detail":"Keep stable site ID. Odessa is a separate 207 MW Bitcoin facility; do not confuse its number with 207 MW contracted critical IT at Barber.","id":"review-2e99391282bf61e4","source_ids":["post-cipher-expansion-20251120","post-cipher-amendment-20260925","post-cipher-10q-20261102"],"subject_id":"cipher-mining-barber-lake-texas","subject_type":"site","title":"Colorado City confirmed"},{"category":"allocation_verification","detail":"Primary now verifies approximately $34.9B August contract but not Beacon Point. Retain site allocation hold; old $35B is a rounded report, not exact primary amount.","id":"review-2edc920ed84f7a46","source_ids":["post-anthropic-s1a-20261102"],"subject_id":"alloc-0223","subject_type":"allocation","title":"Site amount held: primary contract verified site link unverified"},{"category":"unallocated_deal","detail":"Mostly US","id":"review-3068317e8de28c98","source_ids":["src-e3ffb7923d"],"subject_id":"broadcom-anthropic-tpu-35gw","subject_type":"deal","title":"Company-level / unassigned deal"},{"category":"capacity_scope","detail":"Do not assign all 482 acres to Google’s initial leased facility. Do not call the project construction-ready solely because local approvals previously passed. Do not convert 1,900 MW clean-resource package into campus power. The 50 MW ceiling concerns emergency generation, not IT capacity. Published settlement provisions are not proof of a final effective agreement; verify execution before claiming a presently enforceable construction restriction.","id":"review-31b8c00a7da3dcdb","source_ids":["breadth-google-pineisland-20260224","breadth-pineisland-skyway","breadth-pineisland-settlement-20261028","breadth-xcel-pineisland-20261029","breadth-xcel-pineisland-20260224"],"subject_id":"google-pine-island-mn","subject_type":"site","title":"Campus scope and excluded totals"},{"category":"source_access","detail":"Reuters/DataDome 401; no web-archive capture. Date is legible from the URL path. One of four sources on this contract.","id":"review-31bc0540f2947d32","source_ids":["src-1d9e89961c"],"subject_id":"src-1d9e89961c","subject_type":"source","title":"Source needs independent review"},{"category":"commercial_scope","detail":"Fluidstack is the initial tenant. The follow-on AI lab is unnamed in the lease amendment. Anthropic participation in Colorado City water funding does not alone identify it as the legal follow-on lessee.","id":"review-324ebd139d3c47dd","source_ids":["post-cipher-amendment-8k-20260924","post-cipher-deck-20261102"],"subject_id":"cipher-mining-barber-lake-texas","subject_type":"site","title":"Separate current tenant and future commitment"},{"category":"permit_scope","detail":"Do not interpret a historical air-permit violation as an active moratorium, current stop-work order, or denial of all development permission.","id":"review-35a75d21f256f47d","source_ids":["verified-nj-vineland-20260922"],"subject_id":"nbis-vineland-nj","subject_type":"site","title":"Enforcement is not a current blanket prohibition"},{"category":"capacity_scope","detail":"Do not convert gigawatt-scale wording to exact 1,000 MW. Do not allocate Meta’s nuclear generation portfolio to this campus. Do not attribute all linked leased buildings to the host-campus parcel.","id":"review-35cd2caf43a57e6b","source_ids":["breadth-meta-prometheus-20261019","breadth-meta-newalbany-20261019","breadth-newalbany-grid-20260115"],"subject_id":"meta-prometheus-new-albany-oh","subject_type":"site","title":"Campus scope and excluded totals"},{"category":"capacity_basis","detail":"Sweetwater 1 and 2 already exhaust the 2 GW hub envelope; no tenant or site financing established here.","id":"review-35e7f92d79f25c00","source_ids":["pass3-iren-batchzero-20260908","pass3-iren-q1fy27-20261105"],"subject_id":"iren-sweetwater-2-tx","subject_type":"site","title":"Avoid a third 2 GW hub record"},{"category":"provisional_financing","detail":"drawn amount $1.101B vs commitment $3.1B needs verification against 10-K table; SOFR+4.50% spread not fully specified for all draws; maturity date not confirmed in excerpt","id":"review-39e736c8eb11cb2e","source_ids":["source-bec43cb65733a6d2"],"subject_id":"CRWV:DDTL_5.0_Facility","subject_type":"financing","title":"Provisional extraction excluded"},{"category":"unallocated_deal","detail":"Memphis, Tennessee, USA","id":"review-3a5ecc9f956c8027","source_ids":["src-3ed0e070c9","src-3e0c227d7f"],"subject_id":"anthropic-spacex-colossus1-45b","subject_type":"deal","title":"Company-level / unassigned deal"},{"category":"unallocated_deal","detail":"US","id":"review-3a68b0f24058ca4a","source_ids":["src-8ae5093ece"],"subject_id":"meta-nvidia-50b-chips","subject_type":"deal","title":"Company-level / unassigned deal"},{"category":"provisional_financing","detail":"outstanding_principal $2.837B quoted but maturity date and exact coupon classification not fully resolved in excerpt; fixed-rate inferred from 7% but SOFR + spread terms also present; hedge_status partial unsupported by excerpt detail","id":"review-3b439a381b46712e","source_ids":["source-0c62c632ceae4ed1"],"subject_id":"CRWV:DDTL_4.0_Facility","subject_type":"financing","title":"Provisional extraction excluded"},{"category":"permitting_scope","detail":"City records a 180-day new-application moratorium approved July 6, 2026, and explicitly says it does not apply to the Nebius project. Do not mark this campus halted by that pause.","id":"review-3d0dfeaff339c4ba","source_ids":["permit-mo-independence-moratorium","permit-mo-independence-faq"],"subject_id":"nbis-independence-ks","subject_type":"site","title":"legacy id state mismatch"},{"category":"unallocated_deal","detail":"Texas, USA","id":"review-3daab1c7cc0d44b2","source_ids":["src-c3e700463b","src-d6f55af021"],"subject_id":"terafab-intel-spacex-tesla","subject_type":"deal","title":"Company-level / unassigned deal"},{"category":"capacity_basis","detail":"50 MW identifies Horizon 1 only. No current source here establishes all-site live AI capacity.","id":"review-3f6285b1fbdea5d5","source_ids":["pass3-iren-horizon1-20260813","pass3-iren-q1fy27-20261105"],"subject_id":"iren-childress-texas","subject_type":"site","title":"Separate delivered AI subset from mining power"},{"category":"allocation_verification","detail":"Primary source confirms $4.7B initial 16-year Tydal colocation lease, 121 MW IT; optional 24-year total $8B is separate. Withheld solely from North America-qualified views/totals because Norway is outside scope, not because evidence failed.","id":"review-3fb440c08d1283ff","source_ids":["alloc-bitdeer-tydal-20260804"],"subject_id":"alloc-0170","subject_type":"allocation","title":"Site amount held: verified primary outside geographic scope"},{"category":"source_access","detail":"Numeric article URL carries no date and none was inferred.","id":"review-4103d006babf3ee3","source_ids":["src-1fd40f56ee"],"subject_id":"src-1fd40f56ee","subject_type":"source","title":"Source needs independent review"},{"category":"unallocated_deal","detail":"Anthropic (investor)","id":"review-414a8c58ffa40d12","source_ids":["src-798a11144c","src-e4a76833fb"],"subject_id":"google-anthropic-40b-equity","subject_type":"deal","title":"Company-level / unassigned deal"},{"category":"capacity_scope","detail":"Do not label the 1 GW announcement as IT load. Do not classify the investment announcement as a financing close. Reuters delivery window late 2027/early 2028 was found but not promoted to primary-verified milestone.","id":"review-4165754023b3cfa8","source_ids":["breadth-meta-lebanon-20260211","breadth-iedc-lebanon-20260211","breadth-turner-lebanon-20260213","breadth-boone-meta-20260801"],"subject_id":"meta-lebanon-indiana","subject_type":"site","title":"Campus scope and excluded totals"},{"category":"allocation_conflict","detail":"Release states up to $1.85B for Ward County; pro-rated onto the ~$3.0B closed total. Original retained; excluded from combined site dollars.","id":"review-4228e5f9dd5dd423","source_ids":["src-31a8ea752c"],"subject_id":"alloc-0328","subject_type":"allocation","title":"Pro-rated amount mislabeled source-explicit"},{"category":"financial_scope","detail":"Chapter 100 maximum principal relates to a conduit incentive structure; no issued principal or construction spending is verified.","id":"review-438ed25f7a7441f3","source_ids":["pass2-warrenton-ch100-20261009"],"subject_id":"crusoe-warrenton-mo","subject_type":"site","title":"Authorization is not financing raised"},{"category":"permitting_scope","detail":"Issue 17 passed in unofficial November 3 results, 3,541 to 903. It concerns a construction restriction, not a temporary moratorium. The approved Prologis site plan and AWS annexation proposal must remain separate; applicability to existing construction and effective date are unresolved.","id":"review-43e00d4fa5cf1014","source_ids":["permit-oh-trenton-election","permit-oh-trenton-siteplan","permit-oh-trenton-aws-annexation","permit-oh-trenton-ballot-text-secondary","permit-oh-trenton-nov6-applicability"],"subject_id":"aws-trenton-ohio","subject_type":"site","title":"distinct project conflation"},{"category":"capacity_basis","detail":"Do not treat 330 MW utility development or an energized substation as live AI IT load. Existing 245 MW lease scope is separate.","id":"review-4496d370c2361cb5","source_ids":["pass2-hut-q3-20261104"],"subject_id":"hut8-river-bend-la","subject_type":"site","title":"Separate substation and AI delivery"},{"category":"capacity_basis","detail":"October 4 PPA links approximately 1,200 MW future Base Electron generation to PF3 expansion. It is not additional operating IT or the same basis as the initial 300 MW critical IT lease.","id":"review-4497727fc1ee14d9","source_ids":["pass2-apld-10q-20261007"],"subject_id":"applied-digital-pf3-nd","subject_type":"site","title":"Keep proposed generation separate from contracted IT"},{"category":"permitting_scope","detail":"The Project Jupiter-associated YGI Microgrid air permit is under review in NMED’s November 5 registry. Posted July 29 documents remain labeled draft. This does not determine all data-center building approvals.","id":"review-4522674016256221","source_ids":["permit-nm-jupiter-public-notice","permit-nm-jupiter-current-review"],"subject_id":"stargate-dona-ana-county-nm","subject_type":"site","title":"power site not campus"},{"category":"source_access","detail":"DCD refused all six methods and has no capture. URL carries no date; left unknown rather than guessed from the deal date.","id":"review-45bde2803cb79fd7","source_ids":["src-47b56c7704"],"subject_id":"src-47b56c7704","subject_type":"source","title":"Source needs independent review"},{"category":"unallocated_deal","detail":"El Paso, Texas, USA (Meta campus)","id":"review-4604f708cda5583e","source_ids":["src-47f3ab1264"],"subject_id":"anthropic-meta-10b-talks","subject_type":"deal","title":"Company-level / unassigned deal"},{"category":"legacy_site_group","detail":"Legacy source row combines multiple projects/buildings. Its capex and capacity must not be treated as a single-site amount or added to separately listed component projects. The $35.8B Epoch event specifically cites Colossus 2 while the row is titled Memphis; attribution requires review.","id":"review-47b160d6447d44de","source_ids":["source-d4f56ad8e871f285","source-f20f3c7506b05d75","source-0f86c9916d8a0b72","source-6d7837bc9cbd0692","source-72427833249ffd7d","source-9b105eb7b66e0289","source-b52af2c21e745ac2","src-4919d62801","src-3da2418765","src-4919d62801","src-3da2418765"],"subject_id":"xai-colossus-memphis-tn","subject_type":"site","title":"Review Colossus legacy capex scope"},{"category":"unassigned_company","detail":"Stargate Saline Township (The Barn) has no unambiguous company identity.","id":"review-4867d050b7c34835","source_ids":["source-7dc52baddc06c21d","source-7dc52baddc06c21d","source-801a3e08a303fb01","source-72798a5c35b2df8e"],"subject_id":"stargate-saline-township-mi","subject_type":"site","title":"Confirm site operator"},{"category":"unallocated_deal","detail":"US","id":"review-487ddbaee344d4a5","source_ids":["src-80af092a9f"],"subject_id":"amd-core-scientific-14b","subject_type":"deal","title":"Company-level / unassigned deal"},{"category":"financial_scope","detail":"Approximately $232.5M acquired land and development rights. It is not project construction cost, lease value or financing raised.","id":"review-4a51863e309d3c16","source_ids":["breadth-corz-deck-direct-20261105","pass3-corz-10q-20261105"],"subject_id":"core-scientific-hunt-county-tx","subject_type":"site","title":"Acquisition price is not full buildout capex"},{"category":"permitting_scope","detail":"Issue 17 passed in unofficial November 3 results, 3,541 to 903. It concerns a construction restriction, not a temporary moratorium. The approved Prologis site plan and AWS annexation proposal must remain separate; applicability to existing construction and effective date are unresolved.","id":"review-4b6acb7a72ea14f5","source_ids":["permit-oh-trenton-election","permit-oh-trenton-siteplan","permit-oh-trenton-aws-annexation","permit-oh-trenton-ballot-text-secondary","permit-oh-trenton-nov6-applicability"],"subject_id":"aws-trenton-ohio","subject_type":"site","title":"effective date unknown"},{"category":"identity","detail":"Do not attach Reflection compute revenue to Stanton power plant or Stateline building without agreement-to-building evidence. Retain stable ID as reviewed legacy group rather than silently moving it.","id":"review-4d59eeb5070f49d4","source_ids":["post-southaven-city-20260107","post-xai-complaint-20260414"],"subject_id":"xai-colossus-2-southaven-ms","subject_type":"site","title":"Power plant and compute buildings are distinct"},{"category":"location","detail":"Company primary evidence places Project Kati in Willacy County. Abilene label and coordinates are removed; no replacement coordinates inferred from county or postal address.","id":"review-4fb57096f0cf0f03","source_ids":["verified-soluna-kati-20260908","verified-soluna-metrobloks-20260115"],"subject_id":"soluna-project-kati","subject_type":"site","title":"Remove unsupported Abilene map point"},{"category":"historical_claims","detail":"Existing Abilene conditional-use hearing, 50 MW AI capacity, ten-year hyperscaler contract, and AEP line-extension claims were not substantiated. Preserve original snapshots for audit; do not treat those historical claims as verified current facts.","id":"review-50e456a54a2e73ca","source_ids":["verified-tdlr-kati-20261007","verified-soluna-kati-20260908","verified-soluna-metrobloks-20260115"],"subject_id":"soluna-project-kati","subject_type":"site","title":"Old permitting and tenant assertions unverified"},{"category":"delivery_timing","detail":"Use current hall-delivery targets; older Q1 2027 energization references are not evidence of live service.","id":"review-52a1f4d0279eb31e","source_ids":["pass2-hut-q3-20261104"],"subject_id":"hut8-beacon-point-tx","subject_type":"site","title":"Reconcile older energization targets"},{"category":"financing_status","detail":"No lender commitment, pricing, maturity or completed financing is established.","id":"review-54285fd0a4904e5a","source_ids":["pass2-hyperscale-newmark-20261028"],"subject_id":"hyperscale-data-michigan","subject_type":"site","title":"Advisor appointment is not a loan close"},{"category":"capacity_basis","detail":"700 MW is mixed-use developed power. AMD has delivered 25 MW, contracted 50 MW and additional unexercised options; Anthropic 191 MW remains future.","id":"review-54471d699de2943b","source_ids":["depth-riot-10q-20261104","depth-riot-rockdale-location"],"subject_id":"riot-rockdale-tx","subject_type":"site","title":"Do not turn mining power into AI capacity"},{"category":"capacity_basis","detail":"Replace the zero-live display with approximately 70 MW billable infrastructure. Approximate AMD lease capacity is separate from utility rights.","id":"review-552edecfde423393","source_ids":["pass3-corz-deck-20261105","pass3-corz-10q-20261105"],"subject_id":"core-scientific-muskogee-ok","subject_type":"site","title":"Do not equate legacy 100 MW gross with critical IT"},{"category":"location","detail":"Primary evidence establishes Barber Lake in Colorado City, Texas. The obsolete near-Odessa pin was removed. Keep the site off-map until exact coordinates are independently checked.","id":"review-5642c6a49c493c2f","review_revision_reason":"Direct primary sources now identify Colorado City; exact campus coordinates remain unknown.","reviewed_checked_at":"2026-11-06","reviewed_source_ids":["post-cipher-10q-20261102","post-cipher-amendment-20260925","post-cipher-expansion-20251120"],"source_ids":["post-cipher-10q-20261102","post-cipher-amendment-20260925","post-cipher-expansion-20251120","verified-cipher-20261102"],"subject_id":"cipher-mining-barber-lake-texas","subject_type":"site","title":"Colorado City verified; exact campus point unknown"},{"category":"source_access","detail":"Reuters reports that OpenAI signed a contract to purchase $300B in computing power over roughly five years from Oracle. Browser access was blocked during the verification pass; accessibility is retained separately from this recorded support finding.","id":"review-57622f4a96f54f90","source_ids":["src-8e4e447461"],"subject_id":"src-8e4e447461","subject_type":"source","title":"Source needs independent review"},{"category":"unallocated_deal","detail":"US","id":"review-59d69ca63b89f70a","source_ids":["src-c2ea00456c"],"subject_id":"anthropic-coreweave-jane-street-6b","subject_type":"deal","title":"Company-level / unassigned deal"},{"category":"site_identity","detail":"1,500-acre LEAP campus; planned 13 buildings including 10 data-center buildings.","id":"review-5af14a4cbbeed96b","source_ids":["breadth-iedc-lebanon-20260211"],"subject_id":"meta-lebanon-indiana","subject_type":"site","title":"Physical identity and boundary"},{"category":"unallocated_deal","detail":"Cipher US campuses","id":"review-5d59d1d846b822a8","source_ids":["src-72d03a7b58","src-e8aaf41dda"],"subject_id":"cipher-fluidstack-google-3b","subject_type":"deal","title":"Company-level / unassigned deal"},{"category":"source_access","detail":"CITATION DEFECT, not an evidence defect. The URL is CoreWeave's news *index*, not the release: it carries no date and no money figure, so it cannot support the $21B claim. The specific claim rests on the CNBC story cited alongside it, which was bot-blocked in this pass. Recorded rather than removed so the gap is visible; a permalink to the release would close it.","id":"review-5f594efe1aef4f02","source_ids":["src-0284fd0dd7"],"subject_id":"src-0284fd0dd7","subject_type":"source","title":"Source needs independent review"},{"category":"allocation_conflict","detail":"Release states up to $1.2B for Madison County; pro-rated onto the ~$3.0B closed total. Original retained; excluded from combined site dollars.","id":"review-601f5851844aaa86","source_ids":["src-31a8ea752c"],"subject_id":"alloc-0329","subject_type":"allocation","title":"Pro-rated amount mislabeled source-explicit"},{"category":"unallocated_deal","detail":"Multiple US (Abilene TX, Lordstown OH, Port Washington WI, Shackelford TX, Milam TX, Doña Ana NM, Saline MI)","id":"review-60611ed5e18da1c4","source_ids":["src-79ea255c98","src-5c52157929","src-8e4e447461"],"subject_id":"stargate-expansion-4-5gw","subject_type":"deal","title":"Company-level / unassigned deal"},{"category":"unassigned_company","detail":"xAI Colossus 2 Expansion (Southaven, MS) has no unambiguous company identity.","id":"review-63e727c03bc1f7b6","source_ids":["source-9ab8c1062da4afab","source-0ed10d29e3c4eb4e","source-04b346184f3373e3","source-257bc12ec30be63d","src-68b87c334c","src-68b87c334c"],"subject_id":"xai-colossus-2-southaven-ms","subject_type":"site","title":"Confirm site operator"},{"category":"unallocated_deal","detail":"Multi-location US","id":"review-64e932b13cdac815","source_ids":["src-0284fd0dd7","src-e911c33ce7"],"subject_id":"coreweave-meta-21b","subject_type":"deal","title":"Company-level / unassigned deal"},{"category":"unallocated_deal","detail":"NY, TX, LA, IN","id":"review-67e0a5ef44eaae74","source_ids":["src-554976aa10"],"subject_id":"broadcom-xpv-anthropic","subject_type":"deal","title":"Company-level / unassigned deal"},{"category":"entity_scope","detail":"SEC filing identifies Anthropic for both campuses, but the 910 MW Corsicana powered-land lease is not part of Rockdale.","id":"review-68373a9a5f8f9b2b","source_ids":["depth-riot-10q-20261104"],"subject_id":"riot-rockdale-tx","subject_type":"site","title":"Keep Rockdale and Corsicana separate"},{"category":"legal_status","detail":"June BZA affirmation predates November ballot. July authorization is not executed-contract evidence. September withdrawal addresses annexation, not the existing Prologis site plan. No post-election project-specific ruling has been verified.","id":"review-68c328d8979b5b81","source_ids":["depth-trenton-bza-20260727","depth-trenton-appeal-20260629","depth-trenton-draft-20260709","depth-trenton-adoption-20260723","depth-trenton-withdrawal-20261001","permit-oh-trenton-siteplan"],"subject_id":"aws-trenton-ohio","subject_type":"site","title":"Historical approvals do not decide Issue 17 applicability"},{"category":"portfolio_scope","detail":"2.6 GW gross utility, 1.7 GW leasable, 1,120 MW contracted, and 485 MW billable are different portfolio measures. No blanket allocation of debt or revenue to Muskogee.","id":"review-69131730d69b7c21","source_ids":["pass3-corz-10q-20261105","pass3-corz-q3-20261105"],"subject_id":"core-scientific-portfolio-site","subject_type":"site","title":"Keep portfolio separate from physical sites"},{"category":"entity_scope","detail":"Add Core Scientific as infrastructure provider and CoreWeave as tenant; do not multiply campus counts by operator layers.","id":"review-6b5840fca9e0896b","source_ids":["pass3-corz-deck-20261105"],"subject_id":"coreweave-denton-tx","subject_type":"site","title":"Reconcile landlord and tenant roles"},{"category":"unallocated_deal","detail":"UK + US campuses (Arctic-linked buildout)","id":"review-6eaa911beae4a4e4","source_ids":["src-1d9e89961c","src-0bf1c87441","src-aea3af39ad","src-db33ed8733"],"subject_id":"anthropic-nscale-45b","subject_type":"deal","title":"Company-level / unassigned deal"},{"category":"unallocated_deal","detail":"NY, TX, LA, IN","id":"review-728c1af964222619","source_ids":["src-554976aa10","src-2da6f76434"],"subject_id":"broadcom-apollo-xpv-35b","subject_type":"deal","title":"Company-level / unassigned deal"},{"category":"provisional_financing","detail":"outstanding principal unknown; issuance date, maturity date, and hedge effective/end dates not supported; hedge notional EUR 2B referenced but swap terms and effectiveness not detailed","id":"review-73a2c91a4b0fdcb5","source_ids":["source-0c62c632ceae4ed1"],"subject_id":"CRWV:2032_EUR_Senior_Notes","subject_type":"financing","title":"Provisional extraction excluded"},{"category":"site_identity","detail":"Existing Meta New Albany campus, repurposed for AI training. Prometheus also integrates leased buildings; its full supercluster footprint is not a proven single parcel.","id":"review-75b974ce272311ac","source_ids":["breadth-meta-prometheus-20261019","breadth-meta-newalbany-20261019"],"subject_id":"meta-prometheus-new-albany-oh","subject_type":"site","title":"Physical identity and boundary"},{"category":"unallocated_deal","detail":"Undisclosed US","id":"review-77c308f9ad80a4f1","source_ids":["src-161778325b","src-b3895031c4"],"subject_id":"openai-cerebras-10b","subject_type":"deal","title":"Company-level / unassigned deal"},{"category":"unallocated_deal","detail":"Google Cloud data centers (TPU clusters)","id":"review-7a7163ab1b1c1e99","source_ids":["src-fa392fe0c0"],"subject_id":"google-anthropic-200b-cloud","subject_type":"deal","title":"Company-level / unassigned deal"},{"category":"investment_scope","detail":"Riot owns and maintains power infrastructure. Tenant procures and operates modular compute. $5.5B estimated capital is not $28B lease revenue or funded project debt.","id":"review-7c792f2a37cafcca","source_ids":["depth-riot-10q-20261104","depth-riot-q3-20261104"],"subject_id":"riot-corsicana-tx","subject_type":"site","title":"Separate powered land from tenant compute"},{"category":"ownership_roles","detail":"Crusoe is expressly developer; Google campus/customer identity is disclosed. Legal owner and facility operator are not assigned from the announcement.","id":"review-7d3d4e041112f2cb","source_ids":["breadth-crusoe-armstrong-20260928"],"subject_id":"google-crusoe-armstrong-tx","subject_type":"site","title":"Developer and customer, not inferred operator"},{"category":"source_access","detail":"paywalled","id":"review-8057c439ae6cad92","source_ids":["src-9e5ff2e30a"],"subject_id":"src-9e5ff2e30a","subject_type":"source","title":"Source needs independent review"},{"category":"unallocated_deal","detail":"Childress TX + Warrenton MO","id":"review-80a7938da5dcc197","source_ids":["src-9a0732bd2f"],"subject_id":"meta-crusoe-1-6gw","subject_type":"deal","title":"Company-level / unassigned deal"},{"category":"financial_scope","detail":"More than $1B is planned project investment; no project-specific debt closing is claimed. More than $25M local infrastructure improvements remain separately described, not automatically additive.","id":"review-82799d6a9ab1cbd3","source_ids":["breadth-meta-tulsa-20260421","breadth-partnertulsa-20260421"],"subject_id":"meta-tulsa-ok","subject_type":"site","title":"Investment floor, not exact financed amount"},{"category":"entity_scope","detail":"Existing live MW text references Odessa and planned MW text references a 1 GW JV; neither is a Barber Lake metric. Existing AWS event conflicts with the separately corrected Black Pearl attribution and remains unverified historical input.","id":"review-84b05ff543a29957","source_ids":["verified-cipher-20261102"],"subject_id":"cipher-mining-barber-lake-texas","subject_type":"site","title":"Separate campus, portfolio, and corporate measures"},{"category":"unallocated_deal","detail":"Ward County, Texas + Madison County, North Carolina, USA","id":"review-854935632528ea50","source_ids":["src-31a8ea752c"],"subject_id":"nscale-3b-credit-facilities","subject_type":"deal","title":"Company-level / unassigned deal"},{"category":"unassigned_company","detail":"OpenAI Stargate Abilene has no unambiguous company identity.","id":"review-867809254a15d2ba","source_ids":["source-00ffb33439be596d","source-184dce50c6f26d43","source-f942fd7a1465e2d9"],"subject_id":"flagship-stargate-abilene","subject_type":"site","title":"Confirm site operator"},{"category":"unassigned_company","detail":"OpenAI Stargate Lordstown Campus has no unambiguous company identity.","id":"review-89301f8512fe5e72","source_ids":["source-3c572081028d5d28","source-f5701e9016e3c8ef","source-c41f05ab2813a0d5","source-34daa149f47c8d04"],"subject_id":"stargate-lordstown-oh","subject_type":"site","title":"Confirm site operator"},{"category":"unallocated_deal","detail":"UK/Norway (Arctic-linked buildout)","id":"review-89b8128091da9442","source_ids":["src-e6bd25160b"],"subject_id":"nscale-900m-buildout","subject_type":"deal","title":"Company-level / unassigned deal"},{"category":"financing_scope","detail":"Do not assign Alphabet issuer ratings to unissued project debt. GMP pricing remains in development under the definitive EPC.","id":"review-8bbff59c8910c325","source_ids":["pass3-terawulf-credit-20261104"],"subject_id":"terawulf-hawesville-ky","subject_type":"site","title":"Credit support is not a debt closing"},{"category":"unassigned_company","detail":"OpenAI Stargate Shackelford County (Vantage Frontier) has no unambiguous company identity.","id":"review-8d794dc1adb53dfb","source_ids":["source-3c572081028d5d28","source-5db72d0ce01f5304","source-cbd76061ef84d635"],"subject_id":"stargate-shackelford-county-tx","subject_type":"site","title":"Confirm site operator"},{"category":"entity_scope","detail":"Nebius names itself as tenant and DataOne as owner/operator. The prior general campus-association warning can be narrowed, but an inaccessible enforcement order cannot establish the exact assessed legal entity or parcel. Retain DataOne USA LLC and DataOne Vineland, LLC as source-specific names rather than aliases, and do not infer Nebius liability.","id":"review-8f35af4929a1d0da","source_ids":["identity-nebius-vineland-partners-20261106","identity-vineland-determination-20260912","identity-vineland-special-meeting-20260326","verified-nj-vineland-20260922"],"subject_id":"nbis-vineland-nj","subject_type":"site","title":"Vineland owner/tenant relationship resolved; legal entities remain distinct"},{"category":"unallocated_deal","detail":"Nebius US, CoreWeave US, Nscale US, Lambda US","id":"review-91f7d6ffd1668c78","source_ids":["src-fa2268175a"],"subject_id":"microsoft-neocloud-33b-total","subject_type":"deal","title":"Company-level / unassigned deal"},{"category":"unallocated_deal","detail":"US","id":"review-933fd130f6748abe","source_ids":["src-59b9caf654","src-ac086098b1"],"subject_id":"anthropic-aws-100b","subject_type":"deal","title":"Company-level / unassigned deal"},{"category":"unallocated_deal","detail":"India","id":"review-9485aae3972c1834","source_ids":["src-1ac989f8c5"],"subject_id":"yotta-20b-gpu","subject_type":"deal","title":"Company-level / unassigned deal"},{"category":"unallocated_deal","detail":"Michigan campus, USA","id":"review-95a72b8295bd3d96","source_ids":["src-63d65a7cbf"],"subject_id":"hyperscale-data-1-2b","subject_type":"deal","title":"Company-level / unassigned deal"},{"category":"unallocated_deal","detail":"US","id":"review-970cc1c195b0609b","source_ids":["src-e65e87c67e","src-cc56dcb513"],"subject_id":"blackstone-google-tpu-jv","subject_type":"deal","title":"Company-level / unassigned deal"},{"category":"investment_scope","detail":"Leave normalized capex blank: more than $3.2B includes tenant spending. $5.2B base and $12.7B including options are non-additive lease measures.","id":"review-98e62804631efabc","source_ids":["pass3-apld-delta2-20260608","pass3-apld-brookwood-20260924"],"subject_id":"applied-digital-delta-forge-2-al","subject_type":"site","title":"Combined investment is not developer-only capex"},{"category":"provisional_financing","detail":"9.625% vs 10% effective rate distinction not resolved; coupon not confirmed as contractual; outstanding principal unknown","id":"review-994b76d96be3632b","source_ids":["source-0c62c632ceae4ed1"],"subject_id":"CRWV:Senior_Notes_2032_9.625","subject_type":"financing","title":"Provisional extraction excluded"},{"category":"permitting_scope","detail":"The Project Jupiter-associated YGI Microgrid air permit is under review in NMED’s November 5 registry. Posted July 29 documents remain labeled draft. This does not determine all data-center building approvals.","id":"review-99538bb79a49a782","source_ids":["permit-nm-jupiter-public-notice","permit-nm-jupiter-current-review"],"subject_id":"stargate-dona-ana-county-nm","subject_type":"site","title":"hearing schedule unverified"},{"category":"source_access","detail":"Blocked, but the DCD source on the sibling fact independently reports the same $33bn umbrella and its $19.4bn Nebius leg.","id":"review-9c5759b80462436e","source_ids":["src-fa2268175a"],"subject_id":"src-fa2268175a","subject_type":"source","title":"Source needs independent review"},{"category":"financial_scope","detail":"The $9.1B total includes the $5.2B increment. The $850M corporate convertible offering funds equity investment but is not site capex or lease revenue; do not count it as additional project value.","id":"review-9cf9f62218ec849d","source_ids":["verified-cipher-20261102"],"subject_id":"cipher-mining-barber-lake-texas","subject_type":"site","title":"Do not add contract totals to capex"},{"category":"permitting_scope","detail":"The legacy Madison County label is wrong for the matched 96-acre Nscale/WhiteFiber NC-1 campus: primary sources identify Madison in Rockingham County. Permit and local restriction status remain unknown.","id":"review-9dc679921ce07eb6","source_ids":["permit-nc-rockingham-campus","permit-nc-nscale-madison-identity","permit-nc-nscale-enovum-msa"],"subject_id":"nscale-madison-county-nc","subject_type":"site","title":"wrong county corrected"},{"category":"unallocated_deal","detail":"Undisclosed","id":"review-9e8fc7c9fc1e7208","source_ids":["src-385b2e6196"],"subject_id":"nvidia-cloverleaf-infrastructure","subject_type":"deal","title":"Company-level / unassigned deal"},{"category":"source_access","detail":"The only specific source for the CoreWeave-Meta $21B; the company_pr citation beside it is an index page. Blocked in this pass, so the $21B could not be read at source today.","id":"review-9e98d3b808651de0","source_ids":["src-e911c33ce7"],"subject_id":"src-e911c33ce7","subject_type":"source","title":"Source needs independent review"},{"category":"unallocated_deal","detail":"Nebius US DCs","id":"review-9ecc480d532bb679","source_ids":["src-6c00232321"],"subject_id":"nebius-reflection-1b","subject_type":"deal","title":"Company-level / unassigned deal"},{"category":"provisional_financing","detail":"Excerpt states 9% coupon and EUR 2.279B principal in 10-K table but does not confirm outstanding principal, issue date, maturity date, or hedge effective/end dates; hedge notional EUR 2B referenced but swap terms and effectiveness not detailed.","id":"review-9f26146d1ff2c635","source_ids":["source-0c62c632ceae4ed1"],"subject_id":"CRWV:EUR_Senior_Notes_2032","subject_type":"financing","title":"Provisional extraction excluded"},{"category":"source_access","detail":"Bloomberg paywall + bot wall; no archive capture.","id":"review-a0d58bc695098ddc","source_ids":["src-0bf1c87441"],"subject_id":"src-0bf1c87441","subject_type":"source","title":"Source needs independent review"},{"category":"unallocated_deal","detail":"Mississippi, USA","id":"review-a21ba1ba716dcaed","source_ids":["src-49b2c8b523"],"subject_id":"xai-mississippi-20b","subject_type":"deal","title":"Company-level / unassigned deal"},{"category":"capacity_scope","detail":"No campus capex allocation from the $4B statewide package. No allocation of off-site solar or battery size to data-center IT capacity. 2028 target applies to utility expansion, not a verified opening date for every building.","id":"review-a4fe5588fe961654","source_ids":["breadth-google-arkansas-20251002","breadth-aedc-westmemphis-20251002","breadth-entergy-westmemphis-20261019"],"subject_id":"google-west-memphis-ar","subject_type":"site","title":"Campus scope and excluded totals"},{"category":"permitting_scope","detail":"Staff reports the moratorium and Anthem exceptions. Confirm executed ordinance/current amendments, phase/property limits, building-permit/IDP standing and Atmoss equipment/parcel applicability; do not infer blanket clearance.","id":"review-a6a48ea1252b4ece","source_ids":["newpermit-tulsa-zca41-20261104","newpermit-tulsa-anthem-release-20260520","newpermit-atmoss-pbr-20260129","newpermit-tulsa-moratorium-unsigned-final","review-tulsa-may20-minutes-2026"],"subject_id":"meta-tulsa-ok","subject_type":"site","title":"Confirm Tulsa executed text and phase-specific permissions"},{"category":"unallocated_deal","detail":"Nebius US data centers (Independence MO / Vineland NJ)","id":"review-a78b217dc73d3abc","source_ids":["src-d891da7a43","src-8961c364e6"],"subject_id":"nebius-meta-deal","subject_type":"deal","title":"Company-level / unassigned deal"},{"category":"permitting_scope","detail":"October 27 was a first reading requiring no action. Staff scheduled December 1 second reading and possible moratorium adoption; adoption and campus applicability remain unverified. Separate development-code amendments were approved October 13 and effective October 27, not the moratorium.","id":"review-a8c634a39c103096","review_revision_reason":"Staff report gives the next consideration date and distinguishes separate code amendments.","reviewed_checked_at":"2026-11-06","reviewed_source_ids":["review-tx-denton-staff1606"],"source_ids":["permit-tx-denton-hearing-notice","permit-tx-denton-oct27-agenda","review-tx-denton-staff1606"],"subject_id":"coreweave-denton-tx","subject_type":"site","title":"agenda not adoption"},{"category":"construction_evidence","detail":"A past targeted start date does not prove commencement. No live MW or capex supplied in the announcement.","id":"review-a9528f4f6e4b6440","source_ids":["pass2-crusoe-childress-20260715"],"subject_id":"crusoe-childress-tx","subject_type":"site","title":"Confirm actual construction start"},{"category":"permitting_scope","detail":"Issue 17 passed in unofficial November 3 results, 3,541 to 903. It concerns a construction restriction, not a temporary moratorium. The approved Prologis site plan and AWS annexation proposal must remain separate; applicability to existing construction and effective date are unresolved.","id":"review-a97dea9fdff66a28","source_ids":["permit-oh-trenton-election","permit-oh-trenton-siteplan","permit-oh-trenton-aws-annexation","permit-oh-trenton-ballot-text-secondary","permit-oh-trenton-nov6-applicability"],"subject_id":"aws-trenton-ohio","subject_type":"site","title":"post vote legal review"},{"category":"identity","detail":"Common city does not mean common campus. Lancium owns land/power infrastructure; Crusoe is data-center developer/operator.","id":"review-aa17d244b4383e45","source_ids":["pass2-crusoe-childress-20260715"],"subject_id":"crusoe-childress-tx","subject_type":"site","title":"Keep this separate from IREN Childress"},{"category":"capacity_basis","detail":"1 GW is contracted, conditional utility capacity. A potential additional 1 GW remains evaluation only, and no named tenant or live AI capacity is established.","id":"review-acc63838a54d12a0","source_ids":["pass3-terawulf-muskie-20261005","pass3-terawulf-muskie-release-20261005"],"subject_id":"terawulf-muskie-ky","subject_type":"site","title":"Do not promote potential 2 GW to contracted capacity"},{"category":"source_access","detail":"bot_blocked","id":"review-ad70d3dece09a313","source_ids":["src-72a5ca8332"],"subject_id":"src-72a5ca8332","subject_type":"source","title":"Source needs independent review"},{"category":"provisional_financing","detail":"outstanding principal unknown; drawn amount and commitment breakdown not provided in excerpt; $775M is announced size not confirmed as drawn or outstanding; hedge status, notional, effective and termination dates undisclosed","id":"review-aeeca3f24884d40f","source_ids":["source-1cea1b155e0c6e7d"],"subject_id":"NBIS:NBIS_2026_secured_debt","subject_type":"financing","title":"Provisional extraction excluded"},{"category":"unallocated_deal","detail":"AWS US DCs","id":"review-afc61e4b999a87f6","source_ids":["src-8485d431fb"],"subject_id":"aws-openai-38b","subject_type":"deal","title":"Company-level / unassigned deal"},{"category":"capacity_basis","detail":"DataOne's undated FAQ describes a 350 MW maximum and December 2026 delivery; Nebius's undated FAQ refers to operations by 2027. Their construction, utility-supply, and permanent-power statements do not independently establish the site's commissioned IT capacity. Do not overwrite 300 MW with 350 MW without reconciling scope.","id":"review-afdfcaf538790b84","source_ids":["identity-dataone-vineland-faq-20261106","identity-nebius-vineland-partners-20261106"],"subject_id":"nbis-vineland-nj","subject_type":"site","title":"Vineland company FAQs do not establish live IT MW"},{"category":"unallocated_deal","detail":"AWS US DCs","id":"review-aff1aab5116ca639","source_ids":["src-e3df24f2ba","src-f6206b95bf"],"subject_id":"openai-aws-plus-100b","subject_type":"deal","title":"Company-level / unassigned deal"},{"category":"identity","detail":"Company identifies Kati 2 as MB MFE-A, consistent with the TABS name, but phase/building scope and MW reconciliation remain unresolved. Do not move $471.8M building estimate or 112 MW critical IT into Kati 1 Bitcoin or campus aggregates.","id":"review-b1ffc4040b7905da","source_ids":["verified-tdlr-kati-20261007","verified-soluna-kati-20260908","verified-soluna-metrobloks-20260115"],"subject_id":"soluna-project-kati","subject_type":"site","title":"Keep Kati 1, Kati 2 and Building 1 distinct"},{"category":"timeline","detail":"Retain historical reporting, but supersede the legacy July groundbreaking date. Existing approximate coordinates remain unverified, not disproved.","id":"review-b25189e445521b9f","source_ids":["pass3-nebius-groundbreaking-20260512","pass3-mo-nebius-20260512"],"subject_id":"nbis-independence-ks","subject_type":"site","title":"Use actual May groundbreaking"},{"category":"capacity_basis","detail":"The 32 MW expansion is a right of first offer if capacity is available, not delivered or unconditional leased IT.","id":"review-b2b3e8daf64bf1f8","source_ids":["pass2-hyperscale-newmark-20261028"],"subject_id":"hyperscale-data-michigan","subject_type":"site","title":"Do not count conditional 32 MW as contracted"},{"category":"contract_contingency","detail":"Show the no-fee year-10 termination beside any $4.7B or 16-year claim. Do not call this unconditional 16-year minimum revenue. Geography is a separate display-scope issue, not an evidence defect.","id":"review-b408b856a4900a27","source_ids":["depth-bitdeer-lease-20260804","depth-bitdeer-ops-20261019"],"subject_id":"bitdeer-tydal-norway","subject_type":"site","title":"Year-10 termination is material"},{"category":"identity","detail":"WhiteFiber primary site evidence places NC-1 in Madison town, Rockingham County. WhiteFiber/Enovum is the stated campus provider and Nscale the customer; the filed MSA expressly describes that customer as a licensee, not a tenant or lessee. The opening and signature block name different Nscale US entities, so exact signatory applicability remains unresolved. Keep the existing campus record rather than creating a duplicate.","id":"review-b59871deea5b5df0","review_revision_reason":"Replace historical tenant shorthand with the previously reviewed filed MSA licensee role; retain unresolved legal-entity scope and original review history.","reviewed_checked_at":"2026-11-06","reviewed_source_ids":["permit-nc-nscale-enovum-msa"],"source_ids":["pass2-whitefiber-nc1-location","pass2-whitefiber-nscale-20251218","permit-nc-nscale-enovum-msa"],"subject_id":"nscale-madison-county-nc","subject_type":"site","title":"Madison town, not Madison County"},{"category":"unassigned_company","detail":"Stargate Freebird (Milam County, TX) has no unambiguous company identity.","id":"review-b9c2e39d0c51bd75","source_ids":["source-7a56de90d2909d61","source-ceca488ba9b1b69e","source-2872c0d951ba8ed4","src-5a1bddacf6","src-bf713f58e2"],"subject_id":"stargate-freebird-milam-county-tx","subject_type":"site","title":"Confirm site operator"},{"category":"permitting_scope","detail":"Official indexed EGLE notice identifies a proposed wastewater-discharge permit MI0060445 and October 21 hearing for the Related Digital plant in Saline Township. Final disposition is unknown. Township local approvals require review of the consent judgment.","id":"review-bba941254591c7e5","source_ids":["permit-mi-saline-egle-hearing","permit-mi-saline-township-register"],"subject_id":"stargate-saline-township-mi","subject_type":"site","title":"proposed not issued"},{"category":"timeline","detail":"Press release lists full-phase September 2027 delivery; filing gives first block June 2027. These describe different milestones, not an unexplained date conflict.","id":"review-beb29b3068d940fc","source_ids":["depth-riot-10q-20261104","depth-riot-q3-20261104"],"subject_id":"riot-corsicana-tx","subject_type":"site","title":"Blocks precede complete phases"},{"category":"capacity_basis","detail":"Do not count 1.6 GW as operating, contracted or IT capacity.","id":"review-c2c91d619262267e","source_ids":["breadth-iren-kiowa-20260205","breadth-iren-10k-20260827","pass3-iren-q1fy27-20261105"],"subject_id":"iren-kiowa-ok","subject_type":"site","title":"Secured future power is not delivered AI"},{"category":"permitting_scope","detail":"Official indexed EGLE notice identifies a proposed wastewater-discharge permit MI0060445 and October 21 hearing for the Related Digital plant in Saline Township. Final disposition is unknown. Township local approvals require review of the consent judgment.","id":"review-c3733405f9761ddb","source_ids":["permit-mi-saline-egle-hearing","permit-mi-saline-township-register"],"subject_id":"stargate-saline-township-mi","subject_type":"site","title":"city township distinction"},{"category":"unallocated_deal","detail":"US","id":"review-c44921396d04009a","source_ids":["src-d760d1b3d3","src-e70ef7828e"],"subject_id":"meta-amd-6gw","subject_type":"deal","title":"Company-level / unassigned deal"},{"category":"source_access","detail":"paywalled","id":"review-c4eb15b77138a19e","source_ids":["src-b3895031c4"],"subject_id":"src-b3895031c4","subject_type":"source","title":"Source needs independent review"},{"category":"legal_status","detail":"December 2 is scheduled in a November 4 staff memo; exact time/location, final agenda and adoption remain unverified. No automated monitoring is enabled.","id":"review-c625672999825162","source_ids":["newpermit-tulsa-zca41-20261104"],"subject_id":"meta-tulsa-ok","subject_type":"site","title":"Recheck the final ZCA-41 hearing agenda and outcome"},{"category":"source_access","detail":"Seeking Alpha registration wall; no capture. The claim (15-year, $5.5B, Black Pearl 300MW) is specific and the deal is out of window anyway, so it touches no default total.","id":"review-c6ed179410b204e1","source_ids":["src-edba9c07d4"],"subject_id":"src-edba9c07d4","subject_type":"source","title":"Source needs independent review"},{"category":"unallocated_deal","detail":"US data center (site undisclosed)","id":"review-c83b4781a126a306","source_ids":["src-2cfbae421d","src-611ec818f6"],"subject_id":"agpu-1-5b-blackwell-cluster","subject_type":"deal","title":"Company-level / unassigned deal"},{"category":"source_access","detail":"FT paywall; no archive capture. URL carries no date and none was invented.","id":"review-cc13ca5d6122c518","source_ids":["src-aea3af39ad"],"subject_id":"src-aea3af39ad","subject_type":"source","title":"Source needs independent review"},{"category":"unallocated_deal","detail":"Multiple US locations","id":"review-cd7f8c244cecc923","source_ids":["src-2865f4ebf0"],"subject_id":"agpu-duos-55mw-500m","subject_type":"deal","title":"Company-level / unassigned deal"},{"category":"unallocated_deal","detail":"No source-explicit site amount. Kept at company/deal level.","id":"review-cf4d5f462045bda0","source_ids":["src-ce507b91cd"],"subject_id":"uns-meta-oracle-20b","subject_type":"deal","title":"Company-level / unassigned deal"},{"category":"legal_status","detail":"SpaceX reports federal intervention sought dismissal, not enforcement against xAI. Court status is issuer reported and requires direct court-record confirmation.","id":"review-d3cf3faeffd70d71","source_ids":["post-spacex-10q-20261022"],"subject_id":"xai-colossus-2-southaven-ms","subject_type":"site","title":"DOJ direction corrected"},{"category":"identity","detail":"Do not apply Hawesville PSC approval or Anthropic lease to Muskie; the issuer explicitly treats these as separate Kentucky campuses.","id":"review-d52a565c301c221a","source_ids":["pass3-terawulf-muskie-release-20261005"],"subject_id":"terawulf-muskie-ky","subject_type":"site","title":"Muskie is distinct from Justified"},{"category":"permit_scope","detail":"The city notice supplies the applicant, parcel and approval meeting date; full conditions and subsequent compliance were not read. Keep state generator enforcement, local construction permits, and operational capacity separate. The city council portal also returned 403, so no new PILOT execution or agreement conclusion is made.","id":"review-d60b536eecefb6a0","source_ids":["identity-vineland-determination-20260912","verified-nj-vineland-20260922"],"subject_id":"nbis-vineland-nj","subject_type":"site","title":"Site-plan approval is not air-permit or commissioning clearance"},{"category":"unassigned_company","detail":"xAI Colossus (Memphis) has no unambiguous company identity.","id":"review-d72d40ccc5bc3866","source_ids":["source-d4f56ad8e871f285","source-f20f3c7506b05d75","source-0f86c9916d8a0b72","source-6d7837bc9cbd0692","source-72427833249ffd7d","source-9b105eb7b66e0289","source-b52af2c21e745ac2","src-4919d62801","src-3da2418765","src-4919d62801","src-3da2418765"],"subject_id":"xai-colossus-memphis-tn","subject_type":"site","title":"Confirm site operator"},{"category":"cost_risk","detail":"Cipher absorbs the first $359.3M above the initial budget; the tenant reimburses 50% above that threshold over 20 years as additional rent. This is not total project capex.","id":"review-d91d0ed815216cd9","source_ids":["post-cipher-amendment-20260925"],"subject_id":"cipher-mining-barber-lake-texas","subject_type":"site","title":"Reimbursement threshold is not total capex"},{"category":"identity","detail":"Dalton 1 is 2205 Industrial South Road, 30 MW IT. Dalton 4 is 3024 Old Tilton Road, 145 MW IT. Do not assign city-level AMD capacity or billing by subtraction.","id":"review-e0240ed0122aea35","source_ids":["breadth-corz-projects-20260421","breadth-corz-deck-direct-20261105"],"subject_id":"core-scientific-dalton-4-ga","subject_type":"site","title":"Dalton campuses must remain separate"},{"category":"permitting_scope","detail":"Official indexed EGLE notice identifies a proposed wastewater-discharge permit MI0060445 and October 21 hearing for the Related Digital plant in Saline Township. Final disposition is unknown. Township local approvals require review of the consent judgment.","id":"review-e0993be806d4301c","source_ids":["permit-mi-saline-egle-hearing","permit-mi-saline-township-register"],"subject_id":"stargate-saline-township-mi","subject_type":"site","title":"direct source unavailable"},{"category":"investment_scope","detail":"$3.6B investment estimate is not committed debt; $7.5B is base lease revenue. No campus-specific financing closing verified.","id":"review-e0f5e5c7adde299a","source_ids":["pass3-apld-delta1-20260423","pass3-louisiana-delta1-20260526"],"subject_id":"applied-digital-delta-forge-1-la","subject_type":"site","title":"Do not equate capex, lease value, and financing"},{"category":"permitting_scope","detail":"The legacy Madison County label is wrong for the matched 96-acre Nscale/WhiteFiber NC-1 campus: primary sources identify Madison in Rockingham County. Permit and local restriction status remain unknown.","id":"review-e205c4e7499d6e5e","source_ids":["permit-nc-rockingham-campus","permit-nc-nscale-madison-identity","permit-nc-nscale-enovum-msa"],"subject_id":"nscale-madison-county-nc","subject_type":"site","title":"zoning authority unresolved"},{"category":"legacy_site_group","detail":"The base ledger combines West Dallas / River Bend / Beacon Point. River Bend and Beacon Point project debt is attached only to separately identified projects; the legacy row is retained, not added to financial totals.","id":"review-e22e21d023cb42f2","source_ids":[],"subject_id":"hut-8-west-dallas","subject_type":"site","title":"Review Hut 8 legacy site grouping"},{"category":"stage","detail":"Tax incentives do not establish zoning, building permits, power delivery or actual construction commencement.","id":"review-e3eb28ef503b7889","source_ids":["pass2-warrenton-ch100-20261009"],"subject_id":"crusoe-warrenton-mo","subject_type":"site","title":"Separate tax agreement from permits"},{"category":"capacity_basis","detail":"Approximately 200 MW is financing deployment scope. Corporate GPU counts and TCV cannot be allocated to Ward County.","id":"review-e4365f082ba0eb6c","source_ids":["pass2-nscale-ddtl-20260831","pass2-nscale-live-20261001"],"subject_id":"nscale-ward-county-tx","subject_type":"site","title":"Do not equate financed scope to live capacity"},{"category":"unallocated_deal","detail":"US (site undisclosed)","id":"review-e44bc09b9bdcd045","source_ids":["src-e8dda464b7","src-b395b6a77e"],"subject_id":"agpu-b300-260m-take-or-pay","subject_type":"deal","title":"Company-level / unassigned deal"},{"category":"capacity_basis","detail":"Keep 1,400 MW utility envelope separate from initial 300 MW gross build and any undisclosed critical IT.","id":"review-e6e6454f5ab445d1","source_ids":["pass3-iren-sweet1-20260501","pass3-iren-batchzero-20260908"],"subject_id":"iren-sweetwater-1-tx","subject_type":"site","title":"Energized substation is not operating AI"},{"category":"permitting_scope","detail":"Original electric-service approval is not local/environmental permission, later expansion approval or energization. Groot identity/parcel linkage remains held; no permit-to-campus assignment is made.","id":"review-ec0dab88e7da4c06","source_ids":["newpermit-westmemphis-apsc-order9-20251204"],"subject_id":"google-west-memphis-ar","subject_type":"site","title":"Establish West Memphis local and later-expansion approvals"},{"category":"permitting_scope","detail":"Issue 17 passed in unofficial November 3 results, 3,541 to 903. It concerns a construction restriction, not a temporary moratorium. The approved Prologis site plan and AWS annexation proposal must remain separate; applicability to existing construction and effective date are unresolved.","id":"review-f33c2175ee1ed6c4","source_ids":["permit-oh-trenton-election","permit-oh-trenton-siteplan","permit-oh-trenton-aws-annexation","permit-oh-trenton-ballot-text-secondary","permit-oh-trenton-nov6-applicability"],"subject_id":"aws-trenton-ohio","subject_type":"site","title":"uncertified result"},{"category":"allocation_verification","detail":"SpaceX Q3 10-Q does not identify Reflection. Existing secondary cancellable $6.3B maximum remains held; Southaven physical mapping also unresolved.","id":"review-f5b656711021ae45","source_ids":["post-southaven-city-20260107","post-xai-complaint-20260414","post-spacex-10q-20261022"],"subject_id":"alloc-0251","subject_type":"allocation","title":"Site amount held: primary amount and physical site unresolved"},{"category":"source_access","detail":"Reuters reporting the WSJ. The deal note already records the figure as 'around $10B' — approximate at source.","id":"review-f632de81ed651caa","source_ids":["src-161778325b"],"subject_id":"src-161778325b","subject_type":"source","title":"Source needs independent review"},{"category":"source_access","detail":"Aggregator, class D by default and left there. The fact it carries is `backlog`, a never-summable category, so it cannot reach any total regardless.","id":"review-f69eb5126f48dc24","source_ids":["src-1b0d28d4c2"],"subject_id":"src-1b0d28d4c2","subject_type":"source","title":"Source needs independent review"},{"category":"financing_scope","detail":"The closed Nscale deployment DDTL and still-pending WhiteFiber construction financing have different borrowers and scopes. Never merge them.","id":"review-f825aca57bb89c47","source_ids":["pass2-nscale-ddtl-20260831","pass2-whitefiber-update-20261103"],"subject_id":"nscale-madison-county-nc","subject_type":"site","title":"Nscale funding is not WhiteFiber funding"},{"category":"unallocated_deal","detail":"CoreWeave US data centers (TX, NJ, PA, OH, etc.)","id":"review-f9e9f8ba7917cbd5","source_ids":["src-59b0bd3bd8"],"subject_id":"coreweave-ipo-1-5b","subject_type":"deal","title":"Company-level / unassigned deal"},{"category":"financial_scope","detail":"Marble is part of the CoreWeave financing collateral group. This does not allocate a share of $3.3B notes or portfolio revenue to the campus.","id":"review-fadaf0cde795fd2d","source_ids":["breadth-corz-projects-20260421","breadth-corz-deck-direct-20261105","breadth-corz-marble-profile"],"subject_id":"core-scientific-marble-nc","subject_type":"site","title":"Portfolio financing remains unallocated"},{"category":"permitting_scope","detail":"MDEQ schedules the MZX power-site air-permit evidentiary hearing for November 9 at 09:00 local time in Jackson, Mississippi. November 10 is continuation only if necessary, after the regular 09:00 meeting, not a fixed second hearing start. The issued March 11 permit covers 41 permitted turbines, not installed units or IT MW. Stanton power infrastructure, Stateline data center and Memphis Colossus 2 must remain distinct.","id":"review-fe6cf93ebd524acf","review_revision_reason":"Latest board page clarifies conditional continuation and the final permit scope.","reviewed_checked_at":"2026-11-06","reviewed_source_ids":["followup-ms-mzx-final-psd","review-ms-mzx-hearing"],"source_ids":["followup-ms-mzx-final-psd","permit-ms-mzx-hearing","permit-ms-mzx-tulane-stormwater","review-ms-mzx-hearing"],"subject_id":"xai-colossus-2-southaven-ms","subject_type":"site","title":"physical vs mailing address"},{"category":"site_identity","detail":"Microsoft identifies a second Fairwater site near Atlanta, separately networked to Wisconsin. Exact address and third-party host-campus boundary remain unverified in primary sources.","id":"review-ff64fcda85829790","source_ids":["breadth-microsoft-atlanta-20251112","breadth-microsoft-atlanta-power-20251112"],"subject_id":"microsoft-fairwater-atlanta-ga","subject_type":"site","title":"Physical identity and boundary"}],"site_groups":[{"id":"stargate-program","kind":"programme","ledger_site_id":null,"name":"Stargate (OpenAI / Oracle / SoftBank programme)","operator_company_id":"openai"},{"id":"hut8-portfolio","kind":"portfolio","ledger_site_id":"hut-8-west-dallas","name":"Hut 8 AI datacenter portfolio","operator_company_id":"hut8"},{"id":"colossus-memphis","kind":"campus_group","ledger_site_id":null,"name":"Colossus (Memphis / Southaven complex)","operator_company_id":"spacex"},{"id":"cipher-portfolio","kind":"portfolio","ledger_site_id":null,"name":"Cipher Mining HPC portfolio","operator_company_id":"cipher"},{"id":"nebius-portfolio","kind":"portfolio","ledger_site_id":null,"name":"Nebius US datacenter portfolio","operator_company_id":"nebius"},{"id":"coreweave-portfolio","kind":"portfolio","ledger_site_id":null,"name":"CoreWeave datacenter portfolio","operator_company_id":"coreweave"},{"id":"aws-portfolio","kind":"portfolio","ledger_site_id":null,"name":"AWS datacenter portfolio","operator_company_id":"amazon"},{"id":"google-cloud-portfolio","kind":"portfolio","ledger_site_id":null,"name":"Google Cloud datacenter portfolio","operator_company_id":"google"},{"id":"applied-digital-portfolio","kind":"portfolio","ledger_site_id":null,"name":"Applied Digital Polaris Forge campuses","operator_company_id":"applied-digital"},{"id":"nscale-portfolio","kind":"portfolio","ledger_site_id":null,"name":"Nscale campuses (UK / Norway / US)","operator_company_id":"nscale"},{"id":"crusoe-portfolio","kind":"portfolio","ledger_site_id":null,"name":"Crusoe datacenter portfolio","operator_company_id":"crusoe"},{"id":"terawulf-portfolio","kind":"portfolio","ledger_site_id":null,"name":"TeraWulf datacenter portfolio","operator_company_id":"terawulf"},{"id":"axe-portfolio","kind":"portfolio","ledger_site_id":null,"name":"Axe Compute deployments (sites undisclosed)","operator_company_id":"axe-compute"},{"id":"fluidstack-portfolio","kind":"portfolio","ledger_site_id":null,"name":"Fluidstack sites (Broadcom XPV platform)","operator_company_id":"fluidstack"},{"id":"standalone","kind":"none","ledger_site_id":null,"name":"Standalone sites","operator_company_id":null}],"sites":[{"candidate_site_amounts":[],"capex":"undisclosed","capex_b":null,"capex_usd":null,"company_ids":["axe-compute"],"confidence":"MEDIUM","consent_status":"none observed","deal_ids":[],"events":[{"confidence":"HIGH","date":"2025-12-12","event":"Rebranded from Predictive Oncology to Axe Compute on Nasdaq (AGPU) — strategic shift to AI compute infrastructure","source":"https://www.axecompute.com/","source_type":"company-claim"},{"confidence":"HIGH","date":"2026-05-27","event":"Q1 2026: disclosed $260M, 36-month contract for 2,300+ NVIDIA B300 GPUs (signed earlier in Q1)","source":"https://www.sec.gov/Archives/edgar/data/1446159/000117184326003492/exh_991.htm","source_type":"filing"},{"confidence":"HIGH","date":"2026-08","event":"Announced five-year, $1.5B dedicated Blackwell cluster contract (US data center, site undisclosed; 1,008 NVIDIA B200 GPUs in initial tranche).","source":"https://www.sec.gov/Archives/edgar/data/1446159/000117184326004837/f8k.htm","source_type":"filing"},{"confidence":"HIGH","date":"2026-08-17","event":"SEC 8-K filed today: agreements with Duos Technologies for 55 MW of new AI data center capacity across multiple U.S. locations; ~$500M expected aggregate payments; Axe takes ~49% equity stakes in project entities; project readiness targeted late 2026 / early 2027. AGPU stock +11.37% on the news.","source":"https://investors.axecompute.com/news-releases/news-release-details/axe-compute-and-duos-technologies-enter-agreements-55-mw-new-ai","source_type":"company-claim"}],"evidence_coverage":{"refreshed_events":0,"source_records":4,"timeline_events":4},"explicit_site_amounts":[],"financing_ids":[],"id":"agpu-us-site","last_verified":"2026-09-21","lat":null,"location":"United States (site not named)","location_precision":{"label":"Portfolio / undisclosed site","level":"portfolio","reason":"Not a separately located physical campus. No portfolio totals on a single map pin.","source_ids":[]},"lon":null,"map_eligible":false,"mw_live":"undisclosed","mw_planned":"undisclosed","name":"Axe Compute US deployment (site undisclosed)","operator_company_id":"axe-compute","permitting":{"authority":"Not established","checked_at":null,"events":[],"moratorium_status":"unknown","source_ids":[],"summary":"No reviewed permitting conclusion for this site.","unknowns":["Zoning authority and district","Applicable permits and decision status","Moratoria and hearing requirements","Documented community proceedings"],"use_status":"unknown"},"power_status":"undisclosed","record_type":"portfolio_or_umbrella","site_group_id":"axe-portfolio","source_ids":["source-1cd080654c6d5f34","source-24bfef0e2b66718c","source-46918d4a72f60cea","source-cb69fcd6595f0230"],"stage":"contracted — site undisclosed","stage_raw":"contracted — site undisclosed","ticker":"AGPU"},{"candidate_site_amounts":[],"capex_usd":null,"company_ids":["applied-digital"],"confidence":"MEDIUM","consent_status":null,"deal_ids":["applied-digital-pf3-7-5b"],"events":[{"checked_at":"2026-11-06","date":"2026-05-20","event":"Signed 300 MW critical IT lease with unnamed investment-grade hyperscaler; approximately $7.5B base-term revenue over 15 years.","evidence_status":"verified_primary","id":"pass2-pf3-lease","source":"https://ir.applieddigital.com/_assets/_49a888b24314f2dd2f9ffc47a8ef28b3/appliedblockchaininc/news/2026-05-20_Applied_Digital_Reaches_Significant_Milestone_152.pdf","source_id":"pass2-apld-pf3-20260520","source_type":"company-claim"},{"checked_at":"2026-11-06","date":"2026-10-07","event":"Issuer identifies Center / Oliver County and confirms Polaris Forge 3 remains in construction.","evidence_status":"verified_primary","id":"pass2-pf3-construction","source":"https://ir.applieddigital.com/sec-filings/all-sec-filings/content/0001144879-26-000057/apldq127earningsrelease.htm","source_id":"pass2-apld-q1fy27-20261007","source_type":"company-claim"},{"checked_at":"2026-11-06","date":"2026-10-04","event":"Filed PPA covers approximately 1,200 MW proposed Base Electron generation intended for PF3 expansion; separate from initial leased IT capacity.","evidence_status":"verified_primary","id":"pass2-pf3-generation-ppa","source":"https://ir.applieddigital.com/sec-filings/all-sec-filings/content/0001144879-26-000059/apld-20260831.htm","source_id":"pass2-apld-10q-20261007","source_type":"filing"}],"evidence_coverage":{"refreshed_events":3,"source_records":7,"timeline_events":3},"evidence_updates":[{"checked_at":"2026-11-06","date":"2026-05-20","event":"Signed 300 MW critical IT lease with unnamed investment-grade hyperscaler; approximately $7.5B base-term revenue over 15 years.","evidence_status":"verified_primary","id":"pass2-pf3-lease","source":"https://ir.applieddigital.com/_assets/_49a888b24314f2dd2f9ffc47a8ef28b3/appliedblockchaininc/news/2026-05-20_Applied_Digital_Reaches_Significant_Milestone_152.pdf","source_id":"pass2-apld-pf3-20260520","source_type":"company-claim"},{"checked_at":"2026-11-06","date":"2026-10-07","event":"Issuer identifies Center / Oliver County and confirms Polaris Forge 3 remains in construction.","evidence_status":"verified_primary","id":"pass2-pf3-construction","source":"https://ir.applieddigital.com/sec-filings/all-sec-filings/content/0001144879-26-000057/apldq127earningsrelease.htm","source_id":"pass2-apld-q1fy27-20261007","source_type":"company-claim"},{"checked_at":"2026-11-06","date":"2026-10-04","event":"Filed PPA covers approximately 1,200 MW proposed Base Electron generation intended for PF3 expansion; separate from initial leased IT capacity.","evidence_status":"verified_primary","id":"pass2-pf3-generation-ppa","source":"https://ir.applieddigital.com/sec-filings/all-sec-filings/content/0001144879-26-000059/apld-20260831.htm","source_id":"pass2-apld-10q-20261007","source_type":"filing"}],"explicit_site_amounts":[{"allocation_id":"alloc-0401","amount_subtype":"base_take_or_pay_tcv","amount_usd":7500000000.0,"category":"take_or_pay_tcv","checked_at":"2026-11-06","counts_in_cross_category_total":false,"counts_in_totals":true,"deal_id":"applied-digital-pf3-7-5b","scope_note":"Approximately $7.5B base 15-year take-or-pay lease revenue for 300 MW critical IT at Polaris Forge 3, excluding extension options and unrelated generation potential.","source_ids":["pass2-apld-pf3-20260520"],"upstream_source_ids":["src-d9405a8217"],"value_fact_id":"vf-0398","verification_status":"verified_primary_exact_site_amount_category"}],"financing_ids":[],"id":"applied-digital-pf3-nd","last_verified":"2026-09-05","lat":null,"lease_summary":"Approximately $7.5B base-term revenue over 15 years; renewal options are additional contingent value, not capex.","location":"Center / Oliver County, North Dakota, USA","location_precision":{"label":"No mapped location","level":"unknown","reason":"No reviewed coordinates supplied. A named city or county does not establish an exact campus point.","source_ids":[]},"lon":null,"map_eligible":false,"mw_live":"Not established; initial operations remain a future target","mw_live_basis":"No operational AI MW confirmed","mw_live_value":null,"mw_planned":"300 MW critical IT contracted; approximately 430 MW utility support","mw_planned_basis":"Contracted critical IT; not utility supply","mw_planned_value":300,"name":"Applied Digital Polaris Forge 3 (Center, ND)","operator_company_id":"applied-digital","permitting":{"authority":"Not established","checked_at":null,"events":[],"moratorium_status":"unknown","source_ids":[],"summary":"No reviewed permitting conclusion for this site.","unknowns":["Zoning authority and district","Applicable permits and decision status","Moratoria and hearing requirements","Documented community proceedings"],"use_status":"unknown"},"power_status":"Approximately 430 MW planned grid-connected utility support","record_type":"site_record","selection_evidence":[{"as_of":"2026-06-26","checked_at":"2026-11-06","conditions":["APLD BIS-01 is the utility customer named in this agreement; this does not establish it as the tenant lease lessor.","Execution and filing are not final regulatory approval or energized service."],"date_basis":"Regulatory filing date; agreement effective date is June 17, 2026.","evidence_status":"reviewed_primary","id":"next-pf3-esa-party-20260617","scope":"PF3 retail utility contract parties, distinct from the unnamed data-center tenant.","source_ids":["next-apld-pf3-ndpsc-esa-20260626","next-apld-pf3-mdu-20260622"],"statement":"The Center electric service agreement is between Montana-Dakota Utilities Co. and APLD BIS-01 LLC, effective June 17, 2026 and filed June 26 under Rate 45. MDU identifies this service arrangement as Polaris Forge 3.","topic":"counterparty"},{"as_of":"2026-06-26","checked_at":"2026-11-06","conditions":["July 17 testimony separately reports that the MISO study condition had been achieved; it must not be labeled pending from this June list.","No final NDPSC approval, completed system additions or FERC approval was verified in this pass.","The agreement allows either party to terminate on 30 days notice if conditions remain unmet or unwaived on July 31, 2028, subject to the stated NDPSC-denial/review provisions."],"date_basis":"Date the executed ESA was filed, not a current approval determination.","evidence_status":"reviewed_primary","id":"next-pf3-service-conditions-20260626","scope":"Section 3 prerequisites to PF3 retail service.","source_ids":["next-apld-pf3-ndpsc-esa-20260626","next-apld-pf3-ndpsc-service-20260717"],"statement":"The filed ESA prohibits retail-service commencement until its conditions are met or waived: NDPSC agreement approval, a 15-year Rate 45 waiver, a retail-service certificate, MISO expedited review, required system additions placed in service, and necessary FERC approvals. Two additional condition subparagraphs are redacted.","topic":"delivery"},{"as_of":"2026-07-17","checked_at":"2026-11-06","conditions":["MISO study approval is reported achieved by the utility, not proof of constructed upgrades.","The 2029 schedule concerns remaining grid facilities and does not itself postpone or certify whole-campus IT delivery.","The filing covers an application for permanent authority; attached temporary switch-yard authority is not full-load operating authorization."],"date_basis":"Date of filed utility testimony; July 7 is the reported study milestone.","evidence_status":"reviewed_primary","id":"next-pf3-grid-milestones-20260717","scope":"Exhibit D page 8: grid facilities for the Center load, not campus IT acceptance.","source_ids":["next-apld-pf3-ndpsc-service-20260717"],"statement":"Montana-Dakota testified that MISO approved its expedited project review, with results shared July 7, 2026. Initial permanent service requires a new 345-kV switching substation and Coyote-to-Center remedial-action-scheme modifications; the remaining study facilities were scheduled for 2029.","topic":"delivery"},{"as_of":"2026-06-26","checked_at":"2026-11-06","conditions":["This is a contract-condition summary, not an inferred uptime SLA or a finding that the customer has supplied the required resources.","The 430 MW maximum remains subject to facility availability and MISO/NDPSC requirements.","Section 8 also preserves firm-load shedding to mitigate a local emergency condition; no uninterrupted-service promise is inferred."],"date_basis":"Public ESA filing date.","evidence_status":"reviewed_primary","id":"next-pf3-firm-service-conditions","scope":"Sections 8 and 17 of the filed PF3 retail service arrangement.","source_ids":["next-apld-pf3-ndpsc-esa-20260626"],"statement":"The ESA makes firm treatment of contracted load conditional on sufficient resource-adequacy support from zonal resource credits and/or accredited load-modifying resources. It excludes discretionary economic interruptions but retains emergency curtailment for firm load when directed by MISO or another applicable reliability authority.","topic":"delivery"},{"as_of":"2026-10-07","checked_at":"2026-11-06","conditions":["This is not evidence of financial close, operating generation or initial-campus energization."],"date_basis":"Form 10-Q filing date; PPA and ownership disclosure dated October 4.","evidence_status":"reviewed_primary","id":"next-pf3-generation-financial-close","scope":"Proposed generation for PF3 expansion.","source_ids":["pass2-apld-10q-20261007"],"statement":"The October filing says Base Electron may terminate the separate generation PPA if financial close has not occurred by March 31, 2027. Applied Digital owned approximately 10% of Base Electron, which shares certain officers/directors; the board approved the PPA after related-party committee review.","topic":"delivery"}],"site_group_id":"applied-digital-portfolio","source_ids":["next-apld-pf3-mdu-20260622","next-apld-pf3-ndpsc-esa-20260626","next-apld-pf3-ndpsc-service-20260717","pass2-apld-10q-20261007","pass2-apld-pf3-20260520","pass2-apld-q1fy27-20261007","src-d9405a8217"],"stage":"construction","stage_raw":"construction","ticker":null},{"candidate_site_amounts":[],"capex":"undisclosed","capex_b":null,"capex_usd":null,"company_ids":["applied-digital"],"confidence":"HIGH","consent_status":"none observed","deal_ids":[],"events":[{"confidence":"HIGH","date":"2025-06-02","event":"Announced 250 MW AI data center lease with CoreWeave at Ellendale campus, expandable to 400 MW; ~$7B total revenue per PR (250MW + 150MW option)","source":"https://ir.applieddigital.com/news-events/press-releases/detail/123/applied-digital-announces-250mw-ai-data-center-lease-with","source_type":"company-claim"},{"confidence":"HIGH","date":"2025-11-24","event":"Building 1 Phase II Ready for Service — fully energized at 100 MW critical IT load; on-time delivery per APLD earnings release","source":"https://ir.applieddigital.com/news-events/press-releases/detail/137/applied-digital-completes-phase-ii-ready-for-service-at","source_type":"company-claim"},{"confidence":"HIGH","date":"2026-07-01","event":"Building 2 Phase 1 delivered on-time; reinforces repeatable model for turning power into operational AI capacity; Applied Digital IR","source":"https://ir.applieddigital.com/news-events/press-releases/detail/157/applied-digital-delivers-second-building-at-polaris-forge-1","source_type":"company-claim"},{"checked_at":"2026-11-06","date":"2026-10-02","event":"Company reports 250 MW operational critical IT load after 75 MW delivery; contracted buildout remains 400 MW.","evidence_status":"verified_primary","id":"verified-polaris-250","source":"https://ir.applieddigital.com/news-events/press-releases/detail/161/applied-digital-brings-an-additional-75-mw-of-ai","source_id":"verified-apld-20261002","source_type":"company-claim"}],"evidence_coverage":{"refreshed_events":1,"source_records":6,"timeline_events":4},"evidence_updates":[{"checked_at":"2026-11-06","date":"2026-10-02","event":"Company reports 250 MW operational critical IT load after 75 MW delivery; contracted buildout remains 400 MW.","evidence_status":"verified_primary","id":"verified-polaris-250","source":"https://ir.applieddigital.com/news-events/press-releases/detail/161/applied-digital-brings-an-additional-75-mw-of-ai","source_id":"verified-apld-20261002","source_type":"company-claim"}],"explicit_site_amounts":[],"financing_ids":["APLD:computeco3-2031"],"id":"applied-digital-polaris-forge-1-ellendale-nd","last_verified":"2026-09-21","lat":46.0,"location":"Ellendale, North Dakota, USA","location_precision":{"label":"Approximate legacy marker · unverified","level":"unverified","reason":"Inherited coordinates have not been independently checked. They are not parcel boundaries or an exact site address.","source_ids":[]},"lon":-98.5,"map_eligible":true,"mw_live":"250 MW critical IT load (company-reported operational, 2026-10-02)","mw_live_basis":"critical IT load; operational","mw_live_value":250,"mw_planned":"400 MW critical IT load contracted at full buildout (includes 250 MW operational)","mw_planned_basis":"critical IT load; contracted total buildout, not incremental","mw_planned_value":400,"name":"Applied Digital Polaris Forge 1 AI Factory Campus","operator_company_id":"applied-digital","permitting":{"authority":"Local permitting authority not established by this source","checked_at":"2026-11-06","events":[],"moratorium_status":"unknown","source_ids":["verified-apld-20261002"],"summary":"Operational delivery announcement is not a permitting determination.","unknowns":["Current land-use approvals","Environmental permits","Local moratorium status"],"use_status":"unknown"},"power_readiness":{"checked_at":"2026-11-06","measures":[{"as_of":"2026-10-02","basis":"operational_it","conditions":["Company report, not independently measured GPU utilization."],"id":"operating-it","label":"Operational critical IT","scope":"Polaris Forge 1 operating campus total after additional 75 MW delivery.","source_ids":["verified-apld-20261002"],"status":"company_reported_operational","unit":"MW","value":250},{"as_of":"2026-10-02","basis":"contracted_it","conditions":[],"id":"contracted-it","label":"Contracted critical IT buildout","scope":"Total includes the 250 MW reported operational, not incremental capacity.","source_ids":["verified-apld-20261002"],"status":"contracted_total_buildout","unit":"MW","value":400}],"milestones":[{"date":"2026-10-02","date_basis":"Issuer announcement date","id":"it_delivery","label":"Operational IT milestone","scope":"Additional 75 MW brought reported campus operational critical IT to 250 MW.","source_ids":["verified-apld-20261002"],"status":"company_reported_operational"}],"source_ids":["verified-apld-20261002"],"summary":"Issuer-reported operational critical IT and contracted buildout are separate dated measures. No independent meter or utility-service review is implied.","unknowns":["Current utility service capacity and contractual power-delivery conditions are not separately established here.","The remaining contracted buildout is not represented as delivered.","No metered operating load or utilization is supplied."]},"power_status":"energized","record_type":"site_record","selection_evidence":[{"as_of":"2026-10-01","checked_at":"2026-11-06","conditions":["Issuer-reported Ready for Service does not establish metered demand, utilization or uncommitted inventory."],"date_basis":"Actual milestone date disclosed in the October 7 earnings release.","evidence_status":"reviewed_primary","id":"selection-polaris1-building2-rfs-20261001","scope":"Polaris Forge 1 critical IT; 400 MW is contracted full buildout, including the 250 MW operational total.","source_ids":["pass2-apld-q1fy27-20261007","verified-apld-20261002"],"statement":"Building 2 reached Ready for Service in two 75 MW phases on July 1 and October 1, 2026; campus operational critical IT reached 250 MW.","topic":"delivery"},{"as_of":"2026-10-07","checked_at":"2026-11-06","conditions":["Calendar-year guidance does not specify a quarter or guarantee completion."],"date_basis":"10-Q filing-date update, not the August 31 quarter-end operating snapshot.","evidence_status":"reviewed_primary","id":"selection-polaris1-building3-target-20261007","scope":"Remaining 150 MW building within the 400 MW critical-IT campus buildout; not additional utility supply.","source_ids":["pass2-apld-10q-20261007","verified-apld-20261002"],"statement":"The third Polaris Forge 1 HPC building remains under construction, with full Ready for Service anticipated in calendar 2027.","topic":"delivery"},{"as_of":"2026-10-07","checked_at":"2026-11-06","conditions":["Brand-level tenant identification does not establish every lease-signing legal entity."],"date_basis":"Publication date of the earnings release.","evidence_status":"reviewed_primary","id":"selection-polaris1-coreweave-20261007","scope":"Campus-specific HPC Hosting Update; does not assign other campuses or the separate Ellendale crypto facility to CoreWeave.","source_ids":["pass2-apld-q1fy27-20261007"],"statement":"Applied Digital identifies CoreWeave as the Polaris Forge 1 tenant.","topic":"counterparty"}],"site_group_id":"applied-digital-portfolio","source_ids":["pass2-apld-10q-20261007","pass2-apld-q1fy27-20261007","source-4bbc327d656509a4","source-936a60b15a4af449","source-c643dcf55176e65c","verified-apld-20261002"],"stage":"operational","stage_raw":"operational","ticker":"APLD"},{"candidate_site_amounts":[],"capex":"$5B","capex_b":5.0,"capex_counts_in_totals":false,"capex_scope":"unresolved_legacy_group","capex_scope_note":"The inherited $5B claim is unassigned between different physical proposals. It is not the verified cost of the 145.562-acre Prologis site-plan property.","capex_usd":5000000000.0,"company_ids":["amazon"],"company_match_method":"explicit_site_alias","confidence":"MEDIUM","consent_status":"none observed (zoning approved, annexation in dispute)","deal_ids":[],"entity_association_warning":"Physical projects are distinct even if Amazon may participate in both. Do not transfer Prologis approvals, construction, power or cost to the annexation proposal.","events":[{"confidence":"HIGH","date":"2025-10","event":"Prologis acquired 141 acres in Butler County from City of Trenton for $7.7M; land intended for data center development","source":"https://www.bizjournals.com/cincinnati/news/2025/10/23/trenton-data-center-prologis-land-buys-real-estate.html","source_type":"news"},{"confidence":"HIGH","date":"2026-03-31","event":"Trenton planning commission approved zoning for data center project (893,034 sq ft, 145 acres)","source":"https://local12.com/news/local/data-center-zoning-approval-draws-backlash-in-butler-county-administrator-offers-answers-trenton-prologis-power-water-usage-artificial-intelligence-ai-cincinnati-local-12-wkrc","source_type":"news"},{"confidence":"HIGH","date":"2026-07-10","event":"City of Trenton approved tax abatement for Prologis data center project; developer expects end user to be Amazon Web Services","source":"https://local12.com/news/local/proposed-data-center-development-moves-closer-reality-butler-county-trenton-tax-taxes-taxpayers-abatement-prologis-tech-technology-community-reinvestment-area-cra-residents-construction-building-city-council-mayor-cincinnati","source_type":"news"},{"confidence":"HIGH","date":"2026-08-11","event":"Amazon confirmed in negotiations with Trenton for $5B data center project as end user; city pursuing annexation of site; tax incentives under negotiation","source":"https://www.bizjournals.com/cincinnati/news/2026/08/11/amazon-data-center-trenton-butler-county-annex.html","source_type":"news"},{"checked_at":"2026-11-06","date":"2026-06-29","document_date":"2026-07-27","event":"BZA voted 5–0 to affirm Prologis March 30 site-plan approval and dismiss the appeal. Developer testimony recorded that construction had begun; this does not establish current post-election authority.","evidence_status":"verified_primary","id":"depth-trenton-appeal-affirmed","source":"https://trentonoh.gov/AgendaCenter/ViewFile/Agenda/_07272026-593","source_id":"depth-trenton-bza-20260727","source_type":"government-record"},{"checked_at":"2026-11-06","date":"2026-07-09","document_date":"2026-07-23","event":"Council voted 7–0 to authorize the Prologis CRA and compensation agreements. An unsigned packet draft names Amazon as intended lessee; executed tenancy remains unverified.","evidence_status":"verified_primary","id":"depth-trenton-cra-authorized","source":"https://trentonoh.gov/AgendaCenter/ViewFile/Agenda/_07232026-591","source_id":"depth-trenton-adoption-20260723","source_type":"government-record"},{"checked_at":"2026-11-06","date":"2026-09-17","document_date":"2026-10-01","event":"Mayor reported that all four landowners signed to withdraw the separate annexation petition pending the November vote. This is not evidence of permanent cancellation or a Prologis permit revocation.","evidence_status":"verified_primary","id":"depth-trenton-annex-withdrawn","source":"https://trentonoh.gov/AgendaCenter/ViewFile/Agenda/_10012026-612","source_id":"depth-trenton-withdrawal-20261001","source_type":"government-record"}],"evidence_coverage":{"refreshed_events":3,"source_records":19,"timeline_events":7},"evidence_updates":[{"checked_at":"2026-11-06","date":"2026-06-29","document_date":"2026-07-27","event":"BZA voted 5–0 to affirm Prologis March 30 site-plan approval and dismiss the appeal. Developer testimony recorded that construction had begun; this does not establish current post-election authority.","evidence_status":"verified_primary","id":"depth-trenton-appeal-affirmed","source":"https://trentonoh.gov/AgendaCenter/ViewFile/Agenda/_07272026-593","source_id":"depth-trenton-bza-20260727","source_type":"government-record"},{"checked_at":"2026-11-06","date":"2026-07-09","document_date":"2026-07-23","event":"Council voted 7–0 to authorize the Prologis CRA and compensation agreements. An unsigned packet draft names Amazon as intended lessee; executed tenancy remains unverified.","evidence_status":"verified_primary","id":"depth-trenton-cra-authorized","source":"https://trentonoh.gov/AgendaCenter/ViewFile/Agenda/_07232026-591","source_id":"depth-trenton-adoption-20260723","source_type":"government-record"},{"checked_at":"2026-11-06","date":"2026-09-17","document_date":"2026-10-01","event":"Mayor reported that all four landowners signed to withdraw the separate annexation petition pending the November vote. This is not evidence of permanent cancellation or a Prologis permit revocation.","evidence_status":"verified_primary","id":"depth-trenton-annex-withdrawn","source":"https://trentonoh.gov/AgendaCenter/ViewFile/Agenda/_10012026-612","source_id":"depth-trenton-withdrawal-20261001","source_type":"government-record"}],"explicit_site_amounts":[],"financing_ids":[],"id":"aws-trenton-ohio","identity_review_note":"Prologis site-plan property at 3000 Arnold Brown Industrial Drive is distinct from the proposed 601.589-acre annexation in St. Clair and Madison townships. An unsigned CRA draft names Amazon Data Services as intended lessee of the Prologis project; executed tenancy is not established.","identity_review_status":"distinct_physical_projects_potential_tenant_relationship","last_verified":"2026-09-21","lat":null,"legacy_event_warning":"March 30 was site-plan approval in existing I-G zoning, not March 31 rezoning. July 9 CRA authorization and September annexation withdrawal apply to different physical projects. Ballot applicability remains unresolved.","location":"Trenton, Ohio, USA","location_evidence_source_ids":["depth-trenton-bza-20260727","depth-trenton-appeal-20260629","depth-trenton-draft-20260709","depth-trenton-adoption-20260723","depth-trenton-withdrawal-20261001","permit-oh-trenton-siteplan"],"location_precision":{"label":"Portfolio / undisclosed site","level":"portfolio","reason":"Not a separately located physical campus. No portfolio totals on a single map pin.","source_ids":["depth-trenton-bza-20260727","depth-trenton-appeal-20260629","depth-trenton-draft-20260709","depth-trenton-adoption-20260723","depth-trenton-withdrawal-20261001","permit-oh-trenton-siteplan"]},"lon":null,"map_eligible":false,"mw_live":"No verified operating IT capacity assigned to this legacy grouping","mw_live_value":null,"mw_planned":"Unassigned legacy 250 MW claim; separate Prologis site-plan property and AWS annexation proposal require reviewed power attribution","mw_planned_basis":"Physical project scope unresolved","mw_planned_value":null,"name":"Trenton data-center projects (identity review)","operator_company_id":null,"permitting":{"authority":"Trenton voters / City of Trenton; Butler County BOE certifies vote","checked_at":"2026-11-06","events":[{"checked_at":"2026-11-06","date":"2026-03-30","document_date":"2026-04-13","effective_date":null,"event":"Prologis industrial site plan at 3000 Arnold Brown Industrial Drive approved 4-0, as recorded in April 13 packet.","event_date":"2026-03-30","expiry_date":null,"id":"trenton-prologis-siteplan","scope":"Prologis site only; do not transfer this approval to AWS annexation","source_ids":["permit-oh-trenton-siteplan"],"status":"approved_historical"},{"checked_at":"2026-11-06","date":"2026-11-03","document_date":"2026-11-03","effective_date":null,"event":"Official election-night page reports Issue 17 Yes 3,541 and No 903, all 8 precincts. Certification and effective date not verified.","event_date":"2026-11-03","expiry_date":null,"id":"trenton-issue17-vote","scope":"City charter construction restriction; project applicability not determined","source_ids":["permit-oh-trenton-election","review-oh-boe-unofficial","review-oh-trenton-legal-ad"],"status":"passed_unofficial"}],"jurisdiction":"City of Trenton, Butler County, Ohio; AWS annexation territory requires separate boundary review","jurisdiction_match_note":"Primary city documents identify both a Prologis site-plan case and separate AWS annexation discussions.","jurisdiction_match_status":"city_policy_verified_campus_identity_review","moratorium_status":"ballot_restriction_passed_uncertified","next_event":null,"next_event_note":"No verified upcoming data-center or applicability hearing found in the inspected city records. November 9 Planning Commission agenda contains no data-center item.","restriction":{"comparison":"greater_than","effective_date":null,"energy_scope":"Any energy source or combination","metric":"aggregate monthly demand or peak load","parcel_scope":"Single parcel or contiguous, adjacent, or otherwise aggregated parcels","self_executing_text":true,"subject":"Construction of data centers as defined by the amendment","threshold_mw":25},"review_flags":["uncertified_result","effective_date_unknown","distinct_project_conflation","post_vote_legal_review"],"source_ids":["permit-oh-trenton-aws-annexation","permit-oh-trenton-ballot-text-secondary","permit-oh-trenton-election","permit-oh-trenton-nov6-applicability","permit-oh-trenton-siteplan","review-oh-boe-unofficial","review-oh-trenton-court","review-oh-trenton-legal-ad","review-oh-trenton-nov5-agenda","review-oh-trenton-nov9-pc"],"summary":"Issue 17 passed 3,541–903 in explicitly unofficial results. The BOE legal notice verifies a self-executing charter construction restriction for defined data centers with demand or peak load greater than 25 MW. Effective date and application to underway Prologis construction remain unresolved; AWS annexation is separate.","unknowns":["Certified result and operative effective date have not been verified.","Whether the restriction reaches already-approved or underway Prologis construction remains unresolved.","AWS annexation territory and Prologis campus require separate mapping and legal applicability review.","No cancellation, permit revocation, or post-election ruling on project-specific applicability has been established."],"use_status":"post_vote_applicability_unsettled"},"physical_identity_components":[{"address":"3000 Arnold Brown Industrial Drive, Trenton, Ohio 45067","label":"Prologis Trenton Data Center Campus","parcel_identifier_caveat":"Transcribed as printed in city attorney summary of appeal petition. Variable string lengths retained; no normalization, assessor verification, boundary inference or precise pin.","parcel_identifiers_as_reported":["R8000060000011","R8000059000004","R800006000005","R800006000006","R800006000007","R800006000008"],"party_named_in_bza_minutes":"Prologis Trenton Data Center Campus, LLC","site_plan_area_acres":145.562,"source_ids":["depth-trenton-appeal-20260629","depth-trenton-bza-20260727","permit-oh-trenton-siteplan"],"status":"Site plan affirmed June 29; construction commencement was developer testimony","zoning":"I-G General Industrial"},{"area_acres":601.589,"boundary_status":"No reviewed parcel boundary or exact site point assigned","label":"AWS-related annexation proposal","source_ids":["depth-trenton-draft-20260709","depth-trenton-withdrawal-20261001"],"status":"Mayor reported petition withdrawn by all four owners on September 17, pending November vote","townships":["St. Clair","Madison"]}],"power_status":"undisclosed (negotiations with utility in progress)","record_type":"portfolio_or_umbrella","reviewed_location_status":"multiple_physical_projects_coordinates_withheld","scope":"legacy_multi_site_group","site_group_id":"aws-portfolio","source_ids":["depth-trenton-adoption-20260723","depth-trenton-appeal-20260629","depth-trenton-bza-20260727","depth-trenton-draft-20260709","depth-trenton-withdrawal-20261001","permit-oh-trenton-aws-annexation","permit-oh-trenton-ballot-text-secondary","permit-oh-trenton-election","permit-oh-trenton-nov6-applicability","permit-oh-trenton-siteplan","review-oh-boe-unofficial","review-oh-trenton-court","review-oh-trenton-legal-ad","review-oh-trenton-nov5-agenda","review-oh-trenton-nov9-pc","source-47569798a959cc1c","source-80734508e63b9838","source-b9e3df23b448102a","source-cf80e39907bdc0e6"],"stage":"unknown","stage_raw":"announced","ticker":"AMZN (AWS)"},{"candidate_site_amounts":[{"allocation_id":"alloc-0170","amount_usd":4700000000.0,"category":"lease_obligation","checked_at":"2026-11-06","counts_in_totals":false,"deal_id":"anthropic-volta-10b","hold_status":"verified_primary_outside_geographic_scope","scope_note":"Primary source confirms $4.7B initial 16-year Tydal colocation lease, 121 MW IT; optional 24-year total $8B is separate. Withheld solely from North America-qualified views/totals because Norway is outside scope, not because evidence failed.","source_ids":["alloc-bitdeer-tydal-20260804"],"upstream_counts_in_totals":true,"value_fact_id":"vf-0167","verification_status":"unverified_candidate"}],"capex_usd":null,"company_ids":["bitdeer"],"confidence":"MEDIUM","consent_status":null,"deal_ids":["anthropic-volta-10b"],"delivery_target":"Two equal phases targeted December 31, 2026 and March 31, 2027","entity_association_warning":"Primary lease names Volta Tydal AS and an unnamed leading AI lab. Do not infer the lab identity from the inherited Anthropic-labelled deal.","events":[{"checked_at":"2026-11-06","date":"2026-08-04","event":"Bitdeer announces a 121 MW IT Tydal colocation lease: $4.7B initial 16-year value, with an optional 24-year case of $8B. Norway is retained separately from the North America research focus.","evidence_status":"verified_primary","id":"allocation-disclosure-bitdeer-tydal-norway","source":"https://www.globenewswire.com/news-release/2026/08/04/3338255/0/en/bitdeer-announces-4-7-billion-16-year-ai-hpc-data-center-lease-for-tydal-norway-campus.html","source_id":"alloc-bitdeer-tydal-20260804","source_type":"company-claim"},{"checked_at":"2026-11-06","date":"2026-08-04","event":"Issuer discloses no-fee tenant termination at year 10 within the advertised 16-year $4.7B base term. Credit backstop was anticipated and conditional.","evidence_status":"verified_primary","id":"depth-tydal-lease-contingencies","source":"https://ir.bitdeer.com/news-releases/news-release-details/bitdeer-announces-47-billion-16-year-aihpc-data-center-lease","source_id":"depth-bitdeer-lease-20260804","source_type":"company-claim"},{"checked_at":"2026-11-06","date":"2026-10-19","event":"Operations update still lists $4.7B Tydal base-term lease, with $8B only under optional extension. It does not establish delivered AI capacity or completed credit support.","evidence_status":"verified_primary","id":"depth-tydal-oct-reaffirmation","source":"https://ir.bitdeer.com/news-releases/news-release-details/bitdeer-announces-september-2026-production-and-operations","source_id":"depth-bitdeer-ops-20261019","source_type":"company-claim"}],"evidence_coverage":{"refreshed_events":3,"source_records":5,"timeline_events":3},"evidence_updates":[{"checked_at":"2026-11-06","date":"2026-08-04","event":"Bitdeer announces a 121 MW IT Tydal colocation lease: $4.7B initial 16-year value, with an optional 24-year case of $8B. Norway is retained separately from the North America research focus.","evidence_status":"verified_primary","id":"allocation-disclosure-bitdeer-tydal-norway","source":"https://www.globenewswire.com/news-release/2026/08/04/3338255/0/en/bitdeer-announces-4-7-billion-16-year-ai-hpc-data-center-lease-for-tydal-norway-campus.html","source_id":"alloc-bitdeer-tydal-20260804","source_type":"company-claim"},{"checked_at":"2026-11-06","date":"2026-08-04","event":"Issuer discloses no-fee tenant termination at year 10 within the advertised 16-year $4.7B base term. Credit backstop was anticipated and conditional.","evidence_status":"verified_primary","id":"depth-tydal-lease-contingencies","source":"https://ir.bitdeer.com/news-releases/news-release-details/bitdeer-announces-47-billion-16-year-aihpc-data-center-lease","source_id":"depth-bitdeer-lease-20260804","source_type":"company-claim"},{"checked_at":"2026-11-06","date":"2026-10-19","event":"Operations update still lists $4.7B Tydal base-term lease, with $8B only under optional extension. It does not establish delivered AI capacity or completed credit support.","evidence_status":"verified_primary","id":"depth-tydal-oct-reaffirmation","source":"https://ir.bitdeer.com/news-releases/news-release-details/bitdeer-announces-september-2026-production-and-operations","source_id":"depth-bitdeer-ops-20261019","source_type":"company-claim"}],"explicit_site_amounts":[],"financing_ids":[],"id":"bitdeer-tydal-norway","last_verified":"2026-09-05","lat":null,"lease_summary":"Approximately $4.7B advertised revenue over 16 years at Tydal, subject to tenant no-fee termination at year 10. Optional eight-year extension raises potential total to $8B, not incremental $8B. 121 MW IT/133 MW gross leased. Anticipated $1.3B letters of credit remained conditional in the announcement. Unnamed AI-lab end customer; no basis to identify it as Anthropic.","location":"Tydal, Norway","location_precision":{"label":"No mapped location","level":"unknown","reason":"No reviewed coordinates supplied. A named city or county does not establish an exact campus point.","source_ids":[]},"lon":null,"map_eligible":false,"mw_live":"No verified AI IT delivery established by inspected sources","mw_live_value":null,"mw_planned":"121 MW contracted critical IT, supported by estimated 133 MW gross; additional 47 MW gross planned separately","mw_planned_basis":"Contracted critical IT, not operational capacity","mw_planned_value":121,"name":"Bitdeer Tydal hydro campus (Norway)","operator_company_id":"bitdeer","permitting":{"authority":"Not established","checked_at":null,"events":[],"moratorium_status":"unknown","source_ids":[],"summary":"No reviewed permitting conclusion for this site.","unknowns":["Zoning authority and district","Applicable permits and decision status","Moratoria and hearing requirements","Documented community proceedings"],"use_status":"unknown"},"power_status":null,"record_type":"site_record","site_group_id":"standalone","source_ids":["alloc-bitdeer-tydal-20260804","depth-bitdeer-lease-20260804","depth-bitdeer-ops-20261019","src-513ec1e0f8","src-7b1a9f7177"],"stage":"construction","stage_raw":"construction","ticker":null},{"candidate_site_amounts":[],"capex_usd":null,"company_ids":["cipher"],"confidence":"MEDIUM","consent_status":null,"deal_ids":["cipher-aws-5-5b"],"events":[{"checked_at":"2026-11-06","date":"2026-11-02","event":"Cipher reports initial Black Pearl capacity delivery and rent commencement; additional halls are still progressing.","evidence_status":"verified_primary","id":"verified-black-pearl-first-rent","source":"https://investors.cipherdigital.com/news-releases/news-release-details/cipher-digital-provides-third-quarter-2026-business-update/","source_id":"verified-cipher-20261102","source_type":"company-claim"},{"checked_at":"2026-11-06","date":"2026-11-02","event":"Earnings deck quantifies 18 MW critical IT delivered at Black Pearl; initial delivery began August and remaining halls are still building.","evidence_status":"verified_primary","id":"post-blackpearl-delivery-18","source":"https://www.sec.gov/Archives/edgar/data/1819989/000181998926000047/cipherdigital_businessup.htm","source_id":"post-cipher-deck-20261102","source_type":"filing"},{"checked_at":"2026-11-06","date":"2026-02-11","event":"$2B project notes closed at par for Black Pearl construction, equity reimbursement, reserves and fees.","evidence_status":"verified_primary","id":"cipher-pearl-notes","source":"https://www.sec.gov/Archives/edgar/data/1819989/000095010326001966/dp241421_8k.htm","source_id":"cipher-blackpearl-8k-20260211","source_type":"filing"}],"evidence_coverage":{"refreshed_events":3,"source_records":6,"timeline_events":3},"evidence_updates":[{"checked_at":"2026-11-06","date":"2026-11-02","event":"Cipher reports initial Black Pearl capacity delivery and rent commencement; additional halls are still progressing.","evidence_status":"verified_primary","id":"verified-black-pearl-first-rent","source":"https://investors.cipherdigital.com/news-releases/news-release-details/cipher-digital-provides-third-quarter-2026-business-update/","source_id":"verified-cipher-20261102","source_type":"company-claim"},{"checked_at":"2026-11-06","date":"2026-11-02","event":"Earnings deck quantifies 18 MW critical IT delivered at Black Pearl; initial delivery began August and remaining halls are still building.","evidence_status":"verified_primary","id":"post-blackpearl-delivery-18","source":"https://www.sec.gov/Archives/edgar/data/1819989/000181998926000047/cipherdigital_businessup.htm","source_id":"post-cipher-deck-20261102","source_type":"filing"},{"checked_at":"2026-11-06","date":"2026-02-11","event":"$2B project notes closed at par for Black Pearl construction, equity reimbursement, reserves and fees.","evidence_status":"verified_primary","id":"cipher-pearl-notes","source":"https://www.sec.gov/Archives/edgar/data/1819989/000095010326001966/dp241421_8k.htm","source_id":"cipher-blackpearl-8k-20260211","source_type":"filing"}],"explicit_site_amounts":[{"allocation_id":"alloc-0287","amount_subtype":"base_lease_tcv","amount_usd":5500000000.0,"category":"lease_obligation","checked_at":"2026-11-06","counts_in_cross_category_total":false,"counts_in_totals":true,"deal_id":"cipher-aws-5-5b","scope_note":"Approximately $5.5B Black Pearl contracted lease payments over a 15-year base term, Amazon Data Services tenant, 216 MW critical IT / 300 MW gross. This is not Barber Lake, not debt, and excludes optional extensions.","source_ids":["alloc-cipher-blackpearl-8k-20260203"],"upstream_source_ids":["src-edba9c07d4"],"value_fact_id":"vf-0285","verification_status":"verified_primary_exact_site_amount_category"}],"financing_ids":["CIFR:black-pearl-2031"],"id":"cipher-black-pearl-tx","last_verified":"2026-09-05","lat":null,"location":"Wink, Texas, USA","location_precision":{"label":"No mapped location","level":"unknown","reason":"No reviewed coordinates supplied. A named city or county does not establish an exact campus point.","source_ids":[]},"lon":null,"map_eligible":false,"mw_live":"18 MW critical IT delivered to tenant as of November 2, 2026","mw_live_basis":"Delivered critical IT subset, company disclosure; not total 216 MW contracted or 300 MW gross","mw_live_value":18,"name":"Cipher Black Pearl (TX)","operator_company_id":"cipher","permitting":{"authority":"Local permitting authority not established by this source","checked_at":"2026-11-06","events":[],"moratorium_status":"unknown","source_ids":["verified-cipher-20261102"],"summary":"Rent commencement does not establish completion of all permits.","unknowns":["Delivered MW","Current land-use approvals","Environmental permits","Local moratorium status"],"use_status":"unknown"},"power_readiness":{"checked_at":"2026-11-06","measures":[{"as_of":"2026-11-02","basis":"delivered_it","conditions":["18 MW is not the 216 MW contracted total or 300 MW gross envelope."],"id":"delivered-it","label":"Delivered critical IT","scope":"Critical IT delivered to the tenant as disclosed in slide 12; remaining halls continue building.","source_ids":["post-cipher-deck-20261102"],"status":"company_reported_delivered","unit":"MW","value":18}],"milestones":[{"date":"2026-08","date_basis":"Month of first delivery reported in November 2 deck","id":"it_delivery","label":"Initial IT delivery","scope":"Initial Black Pearl delivery began in August; 18 MW delivered to date is a separate November disclosure.","source_ids":["post-cipher-deck-20261102"],"status":"company_reported_partial_delivery"}],"source_ids":["post-cipher-deck-20261102"],"summary":"The reviewed deck quantifies a delivered IT subset. It does not make the whole campus operational.","unknowns":["Utility supply and energized gross capacity are not quantified by this scoped review.","No independent metered IT demand or GPU utilization verified.","Remaining hall completion and acceptance dates must be checked against later disclosures."]},"power_status":"Partial energization; further equipment installation and hall energization underway","record_type":"site_record","selection_evidence":[{"as_of":"2026-11-02","checked_at":"2026-11-06","conditions":["The 18 MW is not the 216 MW contracted total or the 300 MW gross envelope.","Delivered tenant capacity is not uncommitted supply and does not establish metered IT demand or GPU utilization.","Remaining hall completion and acceptance dates are not established here."],"date_basis":"Deck disclosure date for the 18 MW delivered-to-date amount. August 2026 is the separately reported month of first delivery, not the date all 18 MW was delivered.","evidence_status":"reviewed_primary","id":"selection-blackpearl-partial-delivery","scope":"Company-reported delivered critical-IT subset at Black Pearl.","source_ids":["post-cipher-deck-20261102"],"statement":"Cipher’s November 2 deck reports 18 MW critical IT delivered at Black Pearl, with initial delivery having begun in August 2026 and remaining halls still under construction.","topic":"delivery"},{"as_of":"2026-02-03","checked_at":"2026-11-06","conditions":["This does not identify an independently verified acceptance test or remaining completion date.","The November 2 filing reports subsequent hall-configuration and milestone amendments; February target dates are not carried forward."],"date_basis":"Presentation disclosure date, not a completed milestone.","evidence_status":"reviewed_primary","id":"selection-increment-blackpearl-rack-ready-rent","scope":"Black Pearl’s contractual phase-level rent trigger.","source_ids":["alloc-cipher-blackpearl-8k-20260203","post-cipher-10q-20261102"],"statement":"Cipher’s February financing presentation ties Amazon lease rent commencement to rack-ready completion of the designated Black Pearl construction phases.","topic":"delivery"},{"as_of":"2026-02-03","checked_at":"2026-11-06","conditions":["This is not 300 MW delivered AI critical IT or available customer inventory.","The contemporaneous statement of no pending load-profile approvals or restrictions is not a current permit-clearance conclusion."],"date_basis":"Dated issuer presentation; historical electrical-status disclosure.","evidence_status":"reviewed_primary","id":"selection-increment-blackpearl-oncor-interconnect","scope":"300 MW gross electrical infrastructure at Black Pearl.","source_ids":["alloc-cipher-blackpearl-8k-20260203"],"statement":"Cipher’s February presentation reports an energized 300 MW N+1 substation and an executed 300 MW Oncor Facility Extension Agreement approved by ERCOT, with 138-kV interconnection under Oncor’s transmission tariff.","topic":"delivery"}],"site_group_id":"cipher-portfolio","source_ids":["alloc-cipher-blackpearl-8k-20260203","cipher-blackpearl-8k-20260211","post-cipher-10q-20261102","post-cipher-deck-20261102","src-edba9c07d4","verified-cipher-20261102"],"stage":"partially operational","stage_raw":"Initial capacity delivered; additional halls under construction","ticker":null},{"candidate_site_amounts":[],"capex":"undisclosed","capex_b":null,"capex_usd":null,"company_ids":["cipher"],"confidence":"HIGH","consent_status":"none observed","deal_ids":[],"delivery_target":"Phased data-hall delivery Q4 2026 through Q1 2027","events":[{"confidence":"HIGH","date":"2025-11-03","event":"Announced $5.5B, 15-year AWS lease for 300 MW at Barber Lake; formed 1 GW JV for West Texas development","source":"https://www.datacenterdynamics.com/en/news/aws-signs-300mw-hosting-deal-to-lease-capacity-from-cipher-mining/","source_type":"company-claim"},{"confidence":"HIGH","date":"2025-11","event":"Also signed 168 MW deal with Fluidstack for Barber Lake (Colorado City, TX) under $3B lease, due to start Oct 2026; DCD reported","source":"https://www.datacenterdynamics.com/en/news/aws-signs-300mw-hosting-deal-to-lease-capacity-from-cipher-mining/","source_type":"news"},{"confidence":"HIGH","date":"2025-11-04","event":"Cipher Mining announced $1.4B private debt offering to fund Barber Lake HPC construction; company pivot from bitcoin mining to HPC/AI infrastructure","source":"https://www.theenergymag.com/news/2025-11-04/cipher-debt-hpc-texas","source_type":"news"},{"checked_at":"2026-11-06","date":"2026-11-02","event":"Barber Lake amended lease totals approximately $9.1B over 20 years, including $5.2B incremental rent; construction remains on amended schedule.","evidence_status":"verified_primary","id":"verified-barber-lease-amendment","source":"https://investors.cipherdigital.com/news-releases/news-release-details/cipher-digital-provides-third-quarter-2026-business-update/","source_id":"verified-cipher-20261102","source_type":"company-claim"},{"checked_at":"2026-11-06","date":"2025-11-20","event":"39 MW critical IT expansion announced at Colorado City, adding to the original 168 MW; entire 300 MW gross campus leased to Fluidstack.","evidence_status":"verified_primary","id":"post-barber-expand","source":"https://investors.cipherdigital.com/news-releases/news-release-details/cipher-mining-signs-additional-56-mw-10-year-ai-hosting/","source_id":"post-cipher-expansion-20251120","source_type":"company-claim"},{"checked_at":"2026-11-06","date":"2026-09-24","event":"Amended Fluidstack lease paired with binding follow-on 10-year AI-lab commitment; site delivery shifts to individual halls across Q4 2026–Q1 2027.","evidence_status":"verified_primary","id":"post-barber-amend","source":"https://www.sec.gov/Archives/edgar/data/1819989/000181998926000043/cifr-20260924.htm","source_id":"post-cipher-amendment-8k-20260924","source_type":"filing"},{"checked_at":"2026-11-06","date":"2026-11-02","event":"Issuer still targets first Barber Lake AI capacity in Q4 2026; tenant compute deployment does not establish delivered/accepted capacity.","evidence_status":"verified_primary","id":"post-barber-nov","source":"https://www.sec.gov/Archives/edgar/data/1819989/000181998926000047/cipherdigital_businessup.htm","source_id":"post-cipher-deck-20261102","source_type":"filing"},{"checked_at":"2026-11-06","date":"2025-11-13","event":"$1.4B initial project notes closed at par for Barber Lake construction.","evidence_status":"verified_primary","id":"cipher-barber-initial-notes","source":"https://www.sec.gov/Archives/edgar/data/1819989/000095010325014692/dp237330_8k.htm","source_id":"cipher-barber-initial-8k-20251113","source_type":"filing"},{"checked_at":"2026-11-06","date":"2025-11-24","event":"$333M same-series tap closed at 100.25%, bringing project notes to $1.733B.","evidence_status":"verified_primary","id":"cipher-barber-tap-notes","source":"https://www.sec.gov/Archives/edgar/data/1819989/000095010325015181/dp237816_8k.htm","source_id":"cipher-barber-tap-8k-20251124","source_type":"filing"}],"evidence_coverage":{"refreshed_events":6,"source_records":10,"timeline_events":9},"evidence_updates":[{"checked_at":"2026-11-06","date":"2026-11-02","event":"Barber Lake amended lease totals approximately $9.1B over 20 years, including $5.2B incremental rent; construction remains on amended schedule.","evidence_status":"verified_primary","id":"verified-barber-lease-amendment","source":"https://investors.cipherdigital.com/news-releases/news-release-details/cipher-digital-provides-third-quarter-2026-business-update/","source_id":"verified-cipher-20261102","source_type":"company-claim"},{"checked_at":"2026-11-06","date":"2025-11-20","event":"39 MW critical IT expansion announced at Colorado City, adding to the original 168 MW; entire 300 MW gross campus leased to Fluidstack.","evidence_status":"verified_primary","id":"post-barber-expand","source":"https://investors.cipherdigital.com/news-releases/news-release-details/cipher-mining-signs-additional-56-mw-10-year-ai-hosting/","source_id":"post-cipher-expansion-20251120","source_type":"company-claim"},{"checked_at":"2026-11-06","date":"2026-09-24","event":"Amended Fluidstack lease paired with binding follow-on 10-year AI-lab commitment; site delivery shifts to individual halls across Q4 2026–Q1 2027.","evidence_status":"verified_primary","id":"post-barber-amend","source":"https://www.sec.gov/Archives/edgar/data/1819989/000181998926000043/cifr-20260924.htm","source_id":"post-cipher-amendment-8k-20260924","source_type":"filing"},{"checked_at":"2026-11-06","date":"2026-11-02","event":"Issuer still targets first Barber Lake AI capacity in Q4 2026; tenant compute deployment does not establish delivered/accepted capacity.","evidence_status":"verified_primary","id":"post-barber-nov","source":"https://www.sec.gov/Archives/edgar/data/1819989/000181998926000047/cipherdigital_businessup.htm","source_id":"post-cipher-deck-20261102","source_type":"filing"},{"checked_at":"2026-11-06","date":"2025-11-13","event":"$1.4B initial project notes closed at par for Barber Lake construction.","evidence_status":"verified_primary","id":"cipher-barber-initial-notes","source":"https://www.sec.gov/Archives/edgar/data/1819989/000095010325014692/dp237330_8k.htm","source_id":"cipher-barber-initial-8k-20251113","source_type":"filing"},{"checked_at":"2026-11-06","date":"2025-11-24","event":"$333M same-series tap closed at 100.25%, bringing project notes to $1.733B.","evidence_status":"verified_primary","id":"cipher-barber-tap-notes","source":"https://www.sec.gov/Archives/edgar/data/1819989/000095010325015181/dp237816_8k.htm","source_id":"cipher-barber-tap-8k-20251124","source_type":"filing"}],"explicit_site_amounts":[],"financing_ids":["CIFR:barber-lake-2030"],"financing_status":"$1.733B 7.125% project notes outstanding September 30, 2026, due November 15, 2030; separate from Google backstop and lease TCV.","id":"cipher-mining-barber-lake-texas","jurisdiction":"Colorado City, Texas; exact parcel jurisdiction not independently reviewed","last_verified":"2026-09-21","lat":null,"lease_summary":"Approximately $9.1B aggregate contracted revenue over 20 years: amended 10-year Fluidstack lease plus binding 10-year follow-on AI-lab commitment; not a 20-year Fluidstack lease or capex.","legacy_event_warning":"Earlier imported timeline conflates the AWS Black Pearl lease with Barber Lake. Its Odessa operating capacity and 1 GW portfolio/JV capacity are not Barber Lake metrics. Treat those legacy assertions as unresolved historical imports, not verified current site facts.","location":"Colorado City, Texas, USA","location_evidence_source_ids":["post-cipher-expansion-20251120","post-cipher-amendment-20260925"],"location_precision":{"label":"Jurisdiction verified · no exact map point","level":"unknown","reason":"Primary evidence establishes the named locality. No reviewed campus coordinates are supplied; the obsolete legacy point is not reused.","source_ids":["post-cipher-expansion-20251120","post-cipher-amendment-20260925"]},"lon":null,"map_eligible":false,"mw_live":"First AI data-hall delivery still expected in Q4 2026 as of November 2; delivered MW not established","mw_live_basis":"No completed AI delivery disclosed","mw_live_value":null,"mw_planned":"207 MW contracted critical IT (168 MW initial plus 39 MW expansion); 300 MW gross site capacity","mw_planned_basis":"Contracted critical IT; distinct from 300 MW gross power","mw_planned_value":207,"name":"Cipher Mining Barber Lake HPC Campus","operator_company_id":"cipher","permitting":{"authority":"Local permitting authority not established by this source","checked_at":"2026-11-06","events":[],"moratorium_status":"unknown","source_ids":["verified-cipher-20261102"],"summary":"Construction progress is a company report, not verified permit approval.","unknowns":["Current land-use approvals","Environmental permits","Local moratorium status"],"use_status":"unknown"},"power_status":"300 MW gross power/campus capacity; this is not 300 MW operational AI IT","record_type":"site_record","reviewed_location_status":"jurisdiction_verified_coordinates_unknown","selection_evidence":[{"as_of":"2026-09-25","checked_at":"2026-11-06","conditions":["The reviewed description does not name the follow-on AI lab; do not infer an identity.","A lease or binding commitment is not proof of delivered capacity or available supply.","Do not transfer Black Pearl’s Amazon Data Services relationship to Barber Lake."],"date_basis":"Publication date recorded for the Form 8-K. The amendment/event is dated September 24, 2026; the source ID contains that event date.","evidence_status":"reviewed_primary","id":"selection-barber-stated-counterparties","scope":"Barber Lake’s two successive contractual periods, not a single twenty-year Fluidstack lease.","source_ids":["post-cipher-amendment-8k-20260924"],"statement":"Cipher’s Barber Lake amendment pairs an amended ten-year Fluidstack lease with a binding ten-year follow-on AI-lab commitment.","topic":"counterparty"},{"as_of":"2026-11-02","checked_at":"2026-11-06","conditions":["No completed or accepted AI delivery amount is established by these scoped records.","Tenant compute deployment does not establish delivered/accepted capacity.","The earlier inherited October 2026 whole-site implication must not override the amended phased schedule."],"date_basis":"Latest cited deck publication date. The phased schedule comes from the September 24 amendment, filed September 25; the quarters remain targets.","evidence_status":"reviewed_primary","id":"selection-barber-phased-delivery-guidance","scope":"Phased Barber Lake AI data-hall delivery, not the operating state of the entire 300 MW gross campus.","source_ids":["post-cipher-amendment-8k-20260924","post-cipher-deck-20261102"],"statement":"Cipher’s September amendment sets individual Barber Lake hall delivery across Q4 2026–Q1 2027; the November 2 deck still targets first AI capacity in Q4 2026.","topic":"delivery"},{"as_of":"2026-09-25","checked_at":"2026-11-06","conditions":["This trigger is not evidence that a hall has been delivered or accepted.","The filing does not disclose detailed commissioning tests or a named follow-on AI lab.","The successive ten-year arrangements remain distinct; no twenty-year Fluidstack tenancy is inferred."],"date_basis":"September 25 Form 8-K publication; amendment executed September 24, 2026.","evidence_status":"reviewed_primary","id":"selection-increment-barber-hall-rent-trigger","scope":"Executed amendment’s hall-by-hall delivery/rent mechanism.","source_ids":["post-cipher-amendment-8k-20260924"],"statement":"The Barber Lake amendment between Cipher Barber Lake LLC and Fluidstack USA II Inc. states that rent starts separately when each data hall is delivered.","topic":"delivery"}],"site_group_id":"cipher-portfolio","source_ids":["cipher-barber-initial-8k-20251113","cipher-barber-tap-8k-20251124","post-cipher-10q-20261102","post-cipher-amendment-20260925","post-cipher-amendment-8k-20260924","post-cipher-deck-20261102","post-cipher-expansion-20251120","source-3dd91205617f7133","source-c5c216c3a2c4d0ec","verified-cipher-20261102"],"stage":"construction","stage_raw":"construction","superseded_assertions":["Odessa operating MW in Barber Lake live capacity","1 GW portfolio/JV capacity in Barber Lake planned capacity","Earlier contract value superseded by approximately $9.1B amended total"],"ticker":"CIFR"},{"candidate_site_amounts":[],"capex_usd":null,"company_ids":["cleanspark"],"confidence":"MEDIUM","consent_status":null,"deal_ids":["cleanspark-6-6b"],"events":[{"checked_at":"2026-11-06","date":"2026-07-14","event":"CleanSpark announces a 175 MW critical IT Sandersville infrastructure lease with approximately $6.6B base value over 20 years. Extension value and Texas LOI are separate.","evidence_status":"verified_primary","id":"allocation-disclosure-cleanspark-sandersville-ga","source":"https://investors.cleanspark.com/news/news-details/2026/CleanSpark-Secures-Twenty-Year-Lease-with-High-Investment-Grade-Global-Technology-Company-for-Data-Center-in-Sandersville-Georgia/default.aspx","source_id":"alloc-cleanspark-sandersville-20260714","source_type":"company-claim"}],"evidence_coverage":{"refreshed_events":1,"source_records":2,"timeline_events":1},"evidence_updates":[{"checked_at":"2026-11-06","date":"2026-07-14","event":"CleanSpark announces a 175 MW critical IT Sandersville infrastructure lease with approximately $6.6B base value over 20 years. Extension value and Texas LOI are separate.","evidence_status":"verified_primary","id":"allocation-disclosure-cleanspark-sandersville-ga","source":"https://investors.cleanspark.com/news/news-details/2026/CleanSpark-Secures-Twenty-Year-Lease-with-High-Investment-Grade-Global-Technology-Company-for-Data-Center-in-Sandersville-Georgia/default.aspx","source_id":"alloc-cleanspark-sandersville-20260714","source_type":"company-claim"}],"explicit_site_amounts":[{"allocation_id":"alloc-0409","amount_subtype":"base_lease_tcv","amount_usd":6600000000.0,"category":"lease_obligation","checked_at":"2026-11-06","counts_in_cross_category_total":false,"counts_in_totals":true,"deal_id":"cleanspark-6-6b","scope_note":"Approximately $6.6B initial 20-year Sandersville infrastructure lease, 175 MW critical IT. Extension case $11.6B and Texas portfolio LOI are separate, non-additive. Direct primary announcement is dated July 14, 2026.","source_ids":["alloc-cleanspark-sandersville-20260714"],"upstream_source_ids":["src-c0f2398b15"],"value_fact_id":"vf-0406","verification_status":"verified_primary_exact_site_amount_category"}],"financing_ids":[],"id":"cleanspark-sandersville-ga","last_verified":"2026-09-05","lat":null,"location":"Sandersville, Georgia, USA","location_precision":{"label":"No mapped location","level":"unknown","reason":"No reviewed coordinates supplied. A named city or county does not establish an exact campus point.","source_ids":[]},"lon":null,"map_eligible":false,"name":"CleanSpark Sandersville (GA)","operator_company_id":"cleanspark","permitting":{"authority":"Not established","checked_at":null,"events":[],"moratorium_status":"unknown","source_ids":[],"summary":"No reviewed permitting conclusion for this site.","unknowns":["Zoning authority and district","Applicable permits and decision status","Moratoria and hearing requirements","Documented community proceedings"],"use_status":"unknown"},"power_status":null,"record_type":"site_record","site_group_id":"standalone","source_ids":["alloc-cleanspark-sandersville-20260714","src-c0f2398b15"],"stage":"construction","stage_raw":"construction","ticker":null},{"candidate_site_amounts":[],"capacity_evidence_access":"direct_primary_inspected","capacity_evidence_warning":"Site-level billing figures now have a directly inspected filed presentation receipt. Billing capacity is not metered IT load or GPU utilization. Prior index-only receipt remains historical context.","capex":"undisclosed","capex_b":null,"capex_usd":null,"company_ids":["core-scientific"],"confidence":"HIGH","consent_status":"none observed","deal_ids":[],"events":[{"confidence":"HIGH","date":"2024-11-18","event":"Groundbreaking ceremony — Core Scientific, CoreWeave, and Port Muskogee broke ground on 100 MW HPC facility; represents portion of 500 MW CoreWeave contract ($8.7B total potential value over 12-year terms)","source":"https://investors.corescientific.com/news-events/press-releases/detail/99/core-scientific-and-port-muskogee-break-ground-on-100-mw-hpc-data-center","source_type":"company-claim"},{"confidence":"HIGH","date":"2026","event":"Construction progressing through final testing and on track for Q2 2026 delivery per Core Scientific LinkedIn update","source":"https://www.linkedin.com/posts/corescientific_land-is-secured-power-is-ramping-up-activity-7460748016111710209-1jvJ","source_type":"company-claim"},{"confidence":"HIGH","date":"2026-05","event":"Core Scientific acquired existing cryptomine in Muskogee to expand AI data center campus; construction already begun on second unleased 82.5 MW building (Q4 2027 delivery)","source":"https://www.datacenterdynamics.com/en/news/core-scientific-acquires-cryptomine-in-muskogee-to-expand-ai-data-center-campus/","source_type":"news"},{"checked_at":"2026-11-06","date":"2026-08-13","event":"Polaris DS acquisition closes for about $444.3M cash, adding adjacent land, substation and up-to-440 MW utility rights.","evidence_status":"verified_primary","id":"pass3-corz-muskogee-acq","source":"https://investors.corescientific.com/sec-filings/all-sec-filings/content/0001839341-26-000030/core-20260930.htm","source_id":"pass3-corz-10q-20261105","source_type":"filing"},{"checked_at":"2026-11-06","date":"2026-11-05","event":"Filed earnings deck shows approximately 70 MW billing at Muskogee; a separate approximately 82 MW AMD lease remains future delivery.","evidence_status":"verified_primary","id":"pass3-corz-muskogee-billing","source":"https://investors.corescientific.com/sec-filings/all-sec-filings/content/0001839341-26-000028/q3fy26earningsdeckvfinal.htm","source_id":"pass3-corz-deck-20261105","source_type":"filing"},{"checked_at":"2026-11-06","date":"2026-11-05","event":"Directly inspected issuer slide 9 reports Muskogee shows approximately 70 MW CoreWeave leased and billing; separate AMD leases/reservations are not this operating billing measure. Billing infrastructure capacity is not metered IT draw or GPU utilization.","evidence_status":"verified_primary","id":"breadth-direct-core-scientific-muskogee-ok","source":"https://investors.corescientific.com/sec-filings/all-sec-filings/content/0001839341-26-000028/q3fy26earningsdeckvfinal.htm","source_id":"breadth-corz-deck-direct-20261105","source_type":"filing"}],"evidence_coverage":{"refreshed_events":3,"source_records":6,"timeline_events":6},"evidence_updates":[{"checked_at":"2026-11-06","date":"2026-08-13","event":"Polaris DS acquisition closes for about $444.3M cash, adding adjacent land, substation and up-to-440 MW utility rights.","evidence_status":"verified_primary","id":"pass3-corz-muskogee-acq","source":"https://investors.corescientific.com/sec-filings/all-sec-filings/content/0001839341-26-000030/core-20260930.htm","source_id":"pass3-corz-10q-20261105","source_type":"filing"},{"checked_at":"2026-11-06","date":"2026-11-05","event":"Filed earnings deck shows approximately 70 MW billing at Muskogee; a separate approximately 82 MW AMD lease remains future delivery.","evidence_status":"verified_primary","id":"pass3-corz-muskogee-billing","source":"https://investors.corescientific.com/sec-filings/all-sec-filings/content/0001839341-26-000028/q3fy26earningsdeckvfinal.htm","source_id":"pass3-corz-deck-20261105","source_type":"filing"},{"checked_at":"2026-11-06","date":"2026-11-05","event":"Directly inspected issuer slide 9 reports Muskogee shows approximately 70 MW CoreWeave leased and billing; separate AMD leases/reservations are not this operating billing measure. Billing infrastructure capacity is not metered IT draw or GPU utilization.","evidence_status":"verified_primary","id":"breadth-direct-core-scientific-muskogee-ok","source":"https://investors.corescientific.com/sec-filings/all-sec-filings/content/0001839341-26-000028/q3fy26earningsdeckvfinal.htm","source_id":"breadth-corz-deck-direct-20261105","source_type":"filing"}],"explicit_site_amounts":[],"financing_ids":[],"id":"core-scientific-muskogee-ok","last_verified":"2026-09-21","lat":35.75,"legacy_event_warning":"May 2026 transaction announcement was not acquisition close. Latest filing places Polaris DS closing on August 13. Prior zero-live figure is superseded by billable capacity.","location":"Muskogee, Oklahoma, USA","location_precision":{"label":"Approximate legacy marker · unverified","level":"unverified","reason":"Inherited coordinates have not been independently checked. They are not parcel boundaries or an exact site address.","source_ids":[]},"lon":-95.37,"map_eligible":true,"mw_live":"Approximately 70 MW billing for CoreWeave as November 5","mw_live_basis":"Billable leased infrastructure/customer power; not GPU utilization","mw_live_value":70,"mw_planned":"About 152 MW leased: 70 MW CoreWeave and 82 MW AMD; further reservations separate","mw_planned_basis":"Approximate leased customer/critical IT capacity, excluding potential pipeline","mw_planned_value":152,"name":"Core Scientific Muskogee HPC Data Center (Port of Muskogee)","operator_company_id":"core-scientific","permitting":{"authority":"Not established","checked_at":null,"events":[],"moratorium_status":"unknown","source_ids":[],"summary":"No reviewed permitting conclusion for this site.","unknowns":["Zoning authority and district","Applicable permits and decision status","Moratoria and hearing requirements","Documented community proceedings"],"use_status":"unknown"},"power_status":"Adjacent Polaris DS acquisition includes rights to up to 440 MW gross utility capacity; not 440 MW operating IT","record_type":"site_record","site_group_id":"standalone","source_ids":["breadth-corz-deck-direct-20261105","pass3-corz-10q-20261105","pass3-corz-deck-20261105","source-13d2e3fa7fc93ca6","source-4685c3a0c6c19ff5","source-c42ad496903b2ec3"],"stage":"operational","stage_raw":"CoreWeave phase substantially complete and billing; AMD phase under development","ticker":"CORZ"},{"candidate_site_amounts":[],"capacity_evidence_access":"direct_primary_inspected","capacity_evidence_warning":"Portfolio billing figures now have a directly inspected filed presentation receipt. No portfolio capacity is allocated to a campus; billing is not metered IT load or GPU utilization. Prior index-only receipt remains history.","capex_usd":null,"company_ids":["core-scientific"],"confidence":"MEDIUM","consent_status":null,"deal_ids":[],"events":[{"checked_at":"2026-11-06","date":"2026-11-05","event":"Core Scientific reports 485 MW billing and 1,120 MW contracted across its portfolio; AMD/neocloud deliveries begin in 2027.","evidence_status":"verified_primary","id":"pass3-corz-portfolio","source":"https://investors.corescientific.com/sec-filings/all-sec-filings/content/0001839341-26-000030/core-20260930.htm","source_id":"pass3-corz-10q-20261105","source_type":"filing"},{"checked_at":"2026-11-06","date":"2026-11-05","event":"Directly inspected issuer slide 9 reports Approximately 485 MW billing across the Core Scientific portfolio. This is not a single-campus allocation. Billing infrastructure capacity is not metered IT draw or GPU utilization.","evidence_status":"verified_primary","id":"breadth-direct-core-scientific-portfolio-site","source":"https://investors.corescientific.com/sec-filings/all-sec-filings/content/0001839341-26-000028/q3fy26earningsdeckvfinal.htm","source_id":"breadth-corz-deck-direct-20261105","source_type":"filing"}],"evidence_coverage":{"refreshed_events":2,"source_records":2,"timeline_events":2},"evidence_updates":[{"checked_at":"2026-11-06","date":"2026-11-05","event":"Core Scientific reports 485 MW billing and 1,120 MW contracted across its portfolio; AMD/neocloud deliveries begin in 2027.","evidence_status":"verified_primary","id":"pass3-corz-portfolio","source":"https://investors.corescientific.com/sec-filings/all-sec-filings/content/0001839341-26-000030/core-20260930.htm","source_id":"pass3-corz-10q-20261105","source_type":"filing"},{"checked_at":"2026-11-06","date":"2026-11-05","event":"Directly inspected issuer slide 9 reports Approximately 485 MW billing across the Core Scientific portfolio. This is not a single-campus allocation. Billing infrastructure capacity is not metered IT draw or GPU utilization.","evidence_status":"verified_primary","id":"breadth-direct-core-scientific-portfolio-site","source":"https://investors.corescientific.com/sec-filings/all-sec-filings/content/0001839341-26-000028/q3fy26earningsdeckvfinal.htm","source_id":"breadth-corz-deck-direct-20261105","source_type":"filing"}],"explicit_site_amounts":[],"financing_ids":[],"id":"core-scientific-portfolio-site","last_verified":"2026-09-05","lat":null,"location":"United States","location_precision":{"label":"Portfolio / undisclosed site","level":"portfolio","reason":"Not a separately located physical campus. No portfolio totals on a single map pin.","source_ids":[]},"lon":null,"map_eligible":false,"mw_live":"485 MW billing across portfolio, as September 30 and November 5","mw_live_basis":"Portfolio billing measure; never add to individual campus totals","mw_live_value":null,"mw_planned":"1,120 MW leased customer power across portfolio","mw_planned_basis":"590 MW CoreWeave plus 530 MW AMD/neocloud; excludes 1,925 MW reservation rights","mw_planned_value":null,"name":"Core Scientific AI campus portfolio","operator_company_id":"core-scientific","permitting":{"authority":"Not established","checked_at":null,"events":[],"moratorium_status":"unknown","source_ids":[],"summary":"No reviewed permitting conclusion for this site.","unknowns":["Zoning authority and district","Applicable permits and decision status","Moratoria and hearing requirements","Documented community proceedings"],"use_status":"unknown"},"power_status":"2.6 GW controlled gross utility envelope; 1.7 GW leasable portfolio capacity, not operating AI load","record_type":"portfolio_or_umbrella","site_group_id":"standalone","source_ids":["breadth-corz-deck-direct-20261105","pass3-corz-10q-20261105"],"stage":"operational","stage_raw":"485 MW billable portfolio; additional contracted capacity under construction","ticker":"CORZ"},{"candidate_site_amounts":[],"capacity_evidence_access":"direct_primary_inspected","capacity_evidence_warning":"Site-level billing figures now have a directly inspected filed presentation receipt. Billing capacity is not metered IT load or GPU utilization. Prior index-only receipt remains historical context.","capex":"$9.9B (Epoch estimate; $6.1B conversion/refurbishment by Core Scientific)","capex_b":9.9,"capex_usd":9900000000.0,"company_ids":["coreweave"],"confidence":"HIGH","consent_status":"none observed","deal_ids":[],"events":[{"confidence":"HIGH","date":"2024-11","event":"Core Scientific announced $6.1B plan to convert Denton crypto-mining facility to AI data center; CoreWeave identified as anchor tenant","source":"https://www.datacenterdynamics.com/en/news/coreweave-deploys-16000-gpus-at-delayed-data-center-in-denton-texas/","source_type":"news"},{"confidence":"HIGH","date":"2025","event":"CoreWeave deployed 16,000 GPUs at the delayed Denton facility; refurbishment underway to convert from cryptomining to HPC/AI workloads","source":"https://www.datacenterdynamics.com/en/news/coreweave-deploys-16000-gpus-at-delayed-data-center-in-denton-texas/","source_type":"news"},{"confidence":"HIGH","date":"2026-08-15","event":"Epoch AI directory lists CoreWeave Denton TX as operational: 253k H100-equivalent chips, 262 MW IT power, $9.9B capital cost, Nvidia B200 chips","source":"https://epoch.ai/data/ai-data-centers/directory/coreweave-denton-tx","source_type":"epoch-satellite"},{"checked_at":"2026-11-06","date":"2026-11-05","event":"Core Scientific reports approximately 260 MW leased and billing at Denton, with the CoreWeave phase substantially complete.","evidence_status":"verified_primary","id":"pass3-denton-billing","source":"https://investors.corescientific.com/sec-filings/all-sec-filings/content/0001839341-26-000028/q3fy26earningsdeckvfinal.htm","source_id":"pass3-corz-deck-20261105","source_type":"filing"},{"checked_at":"2026-11-06","date":"2026-11-05","event":"Directly inspected issuer slide 9 reports Denton shows approximately 260 MW leased and 260 MW billable customer power. Billing infrastructure capacity is not metered IT draw or GPU utilization.","evidence_status":"verified_primary","id":"breadth-direct-coreweave-denton-tx","source":"https://investors.corescientific.com/sec-filings/all-sec-filings/content/0001839341-26-000028/q3fy26earningsdeckvfinal.htm","source_id":"breadth-corz-deck-direct-20261105","source_type":"filing"}],"evidence_coverage":{"refreshed_events":2,"source_records":8,"timeline_events":5},"evidence_updates":[{"checked_at":"2026-11-06","date":"2026-11-05","event":"Core Scientific reports approximately 260 MW leased and billing at Denton, with the CoreWeave phase substantially complete.","evidence_status":"verified_primary","id":"pass3-denton-billing","source":"https://investors.corescientific.com/sec-filings/all-sec-filings/content/0001839341-26-000028/q3fy26earningsdeckvfinal.htm","source_id":"pass3-corz-deck-20261105","source_type":"filing"},{"checked_at":"2026-11-06","date":"2026-11-05","event":"Directly inspected issuer slide 9 reports Denton shows approximately 260 MW leased and 260 MW billable customer power. Billing infrastructure capacity is not metered IT draw or GPU utilization.","evidence_status":"verified_primary","id":"breadth-direct-coreweave-denton-tx","source":"https://investors.corescientific.com/sec-filings/all-sec-filings/content/0001839341-26-000028/q3fy26earningsdeckvfinal.htm","source_id":"breadth-corz-deck-direct-20261105","source_type":"filing"}],"explicit_site_amounts":[],"financing_ids":[],"id":"coreweave-denton-tx","last_verified":"2026-09-21","lat":33.215,"location":"Denton, Texas, USA","location_precision":{"label":"Approximate legacy marker · unverified","level":"unverified","reason":"Inherited coordinates have not been independently checked. They are not parcel boundaries or an exact site address.","source_ids":[]},"lon":-97.1331,"map_eligible":true,"mw_live":"Approximately 260 MW billing, per Core Scientific November 5 filed presentation","mw_live_basis":"Billable infrastructure capacity at Core Scientific campus leased to CoreWeave; not GPU draw","mw_live_value":260,"mw_planned":"Approximately 260 MW leased to CoreWeave","mw_planned_basis":"Customer leased infrastructure power; separate from older 262 MW external estimate","mw_planned_value":260,"name":"CoreWeave Denton (TX)","operator_company_id":"coreweave","permitting":{"authority":"City of Denton City Council","checked_at":"2026-11-06","events":[{"checked_at":"2026-11-06","date":"2026-10-27","document_date":"2026-10-27","effective_date":null,"event":"October 27 first reading of proposed moratorium ID 26-1606; official staff report says no Council action was required.","event_date":"2026-10-27","expiry_date":null,"id":"denton-moratorium-first-reading","scope":"City data-center development; exact final scope and exceptions unverified","source_ids":["permit-tx-denton-oct27-agenda","review-tx-denton-file1606","review-tx-denton-staff1606"],"status":"proposed"},{"checked_at":"2026-11-06","date":"2026-10-13","document_date":"2026-10-27","effective_date":"2026-10-27","event":"Separate data-center Development Code amendments adopted, according to October 27 city staff report.","event_date":"2026-10-13","expiry_date":null,"id":"denton-ddc-amendments-adopted","scope":"Development Code amendments, not moratorium","source_ids":["review-tx-denton-staff1606"],"status":"adopted_reported_by_official_staff"},{"checked_at":"2026-11-06","date":"2026-12-01","document_date":"2026-10-27","effective_date":null,"event":"Staff schedules second reading and Council consideration of proposed moratorium. Final agenda/time not yet verified.","event_date":"2026-12-01","expiry_date":null,"id":"denton-moratorium-second-reading","scope":"Possible adoption consideration, not effective date","source_ids":["review-tx-denton-staff1606"],"status":"planned_in_official_staff_report"}],"jurisdiction":"City of Denton, Denton County, Texas; ETJ scope requires parcel confirmation","jurisdiction_match_note":"Official staff report identifies an existing approved Core Scientific HPC/AI project on city-owned leased land. Exact parcel, CoreWeave phase mapping, and proposed-moratorium applicability still require reconciliation.","jurisdiction_match_status":"city_policy_verified_site_parcel_unverified","moratorium_status":"proposed_no_adoption_verified","next_event":{"caveat":"Recheck the final meeting agenda before treating the date/time as fixed.","date":"2026-12-01","event":"Second reading and Council consideration of moratorium","status":"planned_in_official_staff_report","time_local":null,"timezone":"America/Chicago"},"review_flags":["agenda_not_adoption","campus_applicability_unknown"],"separate_adopted_rule":{"effective_date":"2026-10-27","event_date":"2026-10-13","executed_ordinance_reviewed":false,"status":"adoption_and_effective_date_confirmed_by_official_staff","summary":"Separate Development Code amendments require SUPs where data centers are allowed and add setbacks, cooling and study requirements; they must not be conflated with the proposed moratorium."},"source_ids":["permit-tx-denton-hearing-notice","permit-tx-denton-oct27-agenda","review-tx-denton-file1606","review-tx-denton-staff1606"],"summary":"Moratorium remains proposed in verified records; staff plans December 1 second reading and adoption consideration. Separate Development Code changes were adopted October 13 and effective October 27, according to the official staff report.","unknowns":["Final moratorium adoption, effective date, final duration, exceptions, and site-specific applicability remain unverified.","Executed Development Code ordinance text still needs review; adoption and effective dates are confirmed by the city staff report.","Exact Core Scientific/CoreWeave parcel and tenant/phase mapping require reconciliation."],"use_status":"parcel_use_unverified"},"power_readiness":{"checked_at":"2026-11-06","measures":[{"as_of":"2026-11-05","basis":"billing_capacity","conditions":["Approximately stated by the issuer; not metered IT draw or GPU utilization."],"id":"billing-capacity","label":"Billing infrastructure capacity","scope":"Core Scientific Denton infrastructure leased to CoreWeave.","source_ids":["breadth-corz-deck-direct-20261105"],"status":"company_reported_billing","unit":"MW","value":260},{"as_of":"2026-11-05","basis":"leased_infrastructure","conditions":["Same infrastructure as the billing figure, not additional capacity. Do not conflate with the older 262 MW external estimate."],"id":"leased-capacity","label":"Leased infrastructure capacity","scope":"Same infrastructure as the billing measure; not additive.","source_ids":["breadth-corz-deck-direct-20261105"],"status":"contracted","unit":"MW","value":260}],"milestones":[],"source_ids":["breadth-corz-deck-direct-20261105"],"summary":"Approximate issuer-reported billing infrastructure capacity from the directly inspected November 5 presentation. Billing and leasing are not metered IT load.","unknowns":["Utility service and energized gross capacity are not reverified by this billing review.","No metered IT load or GPU utilization is established.","Original index-only receipt is retained separately; this structured measure cites the later directly inspected receipt."]},"power_status":"energized (ERCOT grid; dedicated on-site power infrastructure)","record_type":"site_record","selection_evidence":[{"as_of":"2026-11-05","checked_at":"2026-11-06","conditions":["Leased and billing figures describe the same infrastructure and are not additive.","Billable customer power denotes service-commenced contracted capacity, not metered IT draw or GPU utilization.","No uncommitted supply, utility-service condition or complete campus permit status is established."],"date_basis":"Presentation date and slide 9 footnote explicitly dating total billing to November 5, 2026; not an independently verified completion or utilization date.","evidence_status":"reviewed_primary","id":"selection-denton-coreweave-billing","scope":"Denton row in Core Scientific’s CoreWeave buildout table, using rounded leased/billing customer-power measures.","source_ids":["breadth-corz-deck-direct-20261105"],"statement":"Core Scientific’s November 5 presentation describes the Denton CoreWeave buildout as substantially complete, with approximately 260 MW leased and approximately 260 MW billing.","topic":"delivery"}],"site_group_id":"coreweave-portfolio","source_ids":["breadth-corz-deck-direct-20261105","pass3-corz-deck-20261105","permit-tx-denton-hearing-notice","permit-tx-denton-oct27-agenda","review-tx-denton-file1606","review-tx-denton-staff1606","source-59a4d28acdab20b9","source-f56526db66a9e99f"],"stage":"operational","stage_raw":"operational","ticker":"CRWV"},{"candidate_site_amounts":[],"capex_usd":null,"company_ids":["crusoe"],"confidence":"MEDIUM","consent_status":null,"deal_ids":[],"events":[{"checked_at":"2026-11-06","date":"2026-07-15","event":"Crusoe/Lancium announce 270-acre Childress AI campus with 1 GW planned grid capacity; Q3 construction start was a target.","evidence_status":"verified_primary","id":"pass2-childress-announcement","source_id":"pass2-crusoe-childress-20260715","source_type":"company-claim"}],"evidence_coverage":{"refreshed_events":1,"source_records":1,"timeline_events":1},"evidence_updates":[{"checked_at":"2026-11-06","date":"2026-07-15","event":"Crusoe/Lancium announce 270-acre Childress AI campus with 1 GW planned grid capacity; Q3 construction start was a target.","evidence_status":"verified_primary","id":"pass2-childress-announcement","source_id":"pass2-crusoe-childress-20260715","source_type":"company-claim"}],"explicit_site_amounts":[],"financing_ids":[],"id":"crusoe-childress-tx","last_verified":"2026-09-05","lat":null,"legacy_event_warning":"Earlier construction status lacked cited commencement evidence. July announcement forecast Q3 start, which is not proof it occurred.","location":"Childress, Texas, USA","location_precision":{"label":"No mapped location","level":"unknown","reason":"No reviewed coordinates supplied. A named city or county does not establish an exact campus point.","source_ids":[]},"lon":null,"map_eligible":false,"mw_live":"No operational AI capacity established","mw_live_basis":"Not quantified","mw_live_value":null,"mw_planned":"1,000 MW planned grid-connected campus","mw_planned_basis":"Grid-connected power at full scale; not critical IT or live load","mw_planned_value":1000,"name":"Crusoe Childress (TX)","operator_company_id":"crusoe","permitting":{"authority":"Not established","checked_at":null,"events":[],"moratorium_status":"unknown","source_ids":[],"summary":"No reviewed permitting conclusion for this site.","unknowns":["Zoning authority and district","Applicable permits and decision status","Moratoria and hearing requirements","Documented community proceedings"],"use_status":"unknown"},"power_status":"Lancium responsible for interconnection and energy infrastructure; 1 GW planned grid-connected capacity","record_type":"site_record","site_group_id":"crusoe-portfolio","source_ids":["pass2-crusoe-childress-20260715"],"stage":"announced","stage_raw":"Construction targeted Q3 2026; actual start not established by reviewed evidence","ticker":null},{"candidate_site_amounts":[],"capex":"undisclosed","capex_b":null,"capex_usd":null,"company_ids":["crusoe"],"company_match_method":"explicit_site_alias","confidence":"MEDIUM","consent_status":"undisclosed","deal_ids":[],"events":[{"confidence":"HIGH","date":"2024-03-19","event":"Crusoe announced a 400 MW AI data center campus in Arvada, Colorado, as part of a joint development with Lamond Growth; Xcel Energy disclosed a 12-year power purchase agreement to supply the site.","source":"https://crusoeenergy.com/news/crusoe-lamond-growth-colorado","source_type":"company-claim"},{"confidence":"HIGH","date":"2024-09-17","event":"Crusoe filed a site development permit application with the City of Arvada for the ~100-acre campus parcel at Indiana Street and 60th Avenue.","source":"https://www.arvada.org/government/departments/community-development/building-inspection/permits","source_type":"permit"},{"confidence":"MEDIUM","date":"2025-11-14","event":"Colorado Public Radio reported that Xcel Energy had begun underground transmission work near the Arvada site; Crusoe confirmed partial power delivery was expected by Q2 2026.","source":"https://www.cpr.org/show/2025/11/14/energy-and-mining/croshoe-xcel-data-center-power/","source_type":"news"}],"evidence_coverage":{"refreshed_events":0,"source_records":3,"timeline_events":3},"explicit_site_amounts":[],"financing_ids":[],"id":"crusoe-denver-ai-campus","last_verified":"2026-09-21","lat":39.8406,"location":"Arvada, Colorado, USA","location_precision":{"label":"Approximate legacy marker · unverified","level":"unverified","reason":"Inherited coordinates have not been independently checked. 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A named city or county does not establish an exact campus point.","source_ids":[]},"map_eligible":false,"mw_live":"AI halls not yet delivered; initial delivery targeted Q2 2027","mw_live_basis":"Substation energization is not operational critical IT","mw_live_value":null,"mw_planned":"245 MW critical IT capacity","name":"Hut 8 River Bend","operator_company_id":"hut8","permitting":{"authority":"Not established","checked_at":null,"events":[],"moratorium_status":"unknown","source_ids":[],"summary":"No reviewed permitting conclusion for this site.","unknowns":["Zoning authority and district","Applicable permits and decision status","Moratoria and hearing requirements","Documented community proceedings"],"use_status":"unknown"},"power_status":"330 MW utility capacity under construction; initial substation energization reported","record_type":"site_record","selection_evidence":[{"as_of":"2026-11-04","checked_at":"2026-11-06","conditions":["Substation energization does not demonstrate completed AI halls."],"date_basis":"Publication date of the Q3 update; Q2 2027 is a delivery target.","evidence_status":"reviewed_primary","id":"selection-riverbend-initial-delivery-20261104","scope":"River Bend construction; 330 MW is utility capacity, not delivered IT load.","source_ids":["pass2-hut-q3-20261104"],"statement":"Hut 8 targets initial River Bend data-hall delivery in Q2 2027 and reports initial substation energization.","topic":"delivery"},{"as_of":"2026-09-30","checked_at":"2026-11-06","conditions":["Google is identified as credit support, not the tenant.","Hut 8 DC LLC is the project-note issuer; this passage does not identify the precise landlord."],"date_basis":"Q3 balance-sheet date; filing published November 4, 2026.","evidence_status":"reviewed_primary","id":"selection-riverbend-legal-tenant-20261104","scope":"River Bend leased IT capacity; separate from 330 MW utility capacity.","source_ids":["selection-hut-q3-10q-20261104"],"statement":"The 245 MW critical-IT project is leased entirely to Fluidstack USA IV Inc.; Google LLC backstops rent and certain other lease obligations.","topic":"counterparty"}],"source_ids":["pass2-hut-q3-20261104","selection-hut-q3-10q-20261104","source-4aba470e537968b9","source-83e3fe90bb4d19f2"],"stage":"construction","stage_raw":"Substation initially energized; data halls under construction","ticker":"HUT"},{"candidate_site_amounts":[],"capex_usd":null,"company_ids":["hyperscale-data"],"confidence":"MEDIUM","consent_status":null,"deal_ids":[],"events":[{"checked_at":"2026-11-06","date":"2026-10-28","event":"Alliance Cloud Services appoints Newmark to seek financing; first 10 MW AI target December 2026 under 20 MW initial MSA.","evidence_status":"verified_primary","id":"pass2-michigan-newmark","source":"https://www.prnewswire.com/news-releases/hyperscale-data-engages-newmark-to-arrange-non-dilutive-long-term-debt-financing-for-the-michigan-ai-data-center-302921651.html","source_id":"pass2-hyperscale-newmark-20261028","source_type":"company-claim"}],"evidence_coverage":{"refreshed_events":1,"source_records":1,"timeline_events":1},"evidence_updates":[{"checked_at":"2026-11-06","date":"2026-10-28","event":"Alliance Cloud Services appoints Newmark to seek financing; first 10 MW AI target December 2026 under 20 MW initial MSA.","evidence_status":"verified_primary","id":"pass2-michigan-newmark","source":"https://www.prnewswire.com/news-releases/hyperscale-data-engages-newmark-to-arrange-non-dilutive-long-term-debt-financing-for-the-michigan-ai-data-center-302921651.html","source_id":"pass2-hyperscale-newmark-20261028","source_type":"company-claim"}],"explicit_site_amounts":[],"financing_ids":[],"financing_summary":"Newmark engaged to seek long-term debt. 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Horizon 1 accepted IT stays separate. 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Exact July closing day is not disclosed.","evidence_status":"verified_primary","id":"depth-meta-venture-close-confirmed","period_end":"2026-09-30","source":"https://www.sec.gov/Archives/edgar/data/1326801/000162828026066773/meta-20260930.htm","source_id":"depth-meta-q3-20261022","source_type":"filing"}],"explicit_site_amounts":[{"allocation_id":"alloc-0141","amount_subtype":"estimated_total_venture_development_cost","amount_usd":14000000000.0,"category":"development_cost_commitment","checked_at":"2026-11-06","conditions":["Use only reviewed development-cost category, never financing-raised totals.","Venture closing confirmed; $14B is still an estimated cost commitment, not total spent."],"counts_in_cross_category_total":false,"counts_in_totals":true,"deal_id":"meta-blackrock-el-paso-14b","scope_note":"Approximately $14B total estimated development costs at El Paso, funded pro rata by 80% BlackRock funds / 20% Meta. Q3 filing confirms July venture closing, $2.26B Meta asset contribution and $1.04B distribution. Not financing raised, cash received, lease value or remaining capex. Separate debt and RVG amounts overlap or measure different risks; no addition.","source_ids":["depth-meta-q3-20261022","depth-meta-elpaso-release-20260728"],"upstream_source_ids":["src-9b4c41f0a7","src-dabca000a8"],"value_fact_id":"vf-0140","verification_status":"verified_primary_exact_site_amount_category"}],"financing_ids":[],"financing_status":"Texas venture closed in July 2026; $14B estimated development costs are a separate measure from debt financing, leases and residual-value support.","id":"meta-el-paso-texas","last_verified":"2026-09-21","lat":31.95,"location":"El Paso, Texas, USA","location_precision":{"label":"Approximate legacy marker · unverified","level":"unverified","reason":"Inherited coordinates have not been independently checked. They are not parcel boundaries or an exact site address.","source_ids":[]},"lon":-106.55,"map_eligible":true,"mw_live":"undisclosed","mw_planned":"1000 (1GW)","name":"Meta El Paso Data Center","operator_company_id":"meta","permitting":{"authority":"Not established","checked_at":null,"events":[],"moratorium_status":"unknown","source_ids":[],"summary":"No reviewed permitting conclusion for this site.","unknowns":["Zoning authority and district","Applicable permits and decision status","Moratoria and hearing requirements","Documented community proceedings"],"use_status":"unknown"},"power_status":"utility agreement (El Paso Electric 366MW gas plant proposed)","record_type":"site_record","reviewed_development_cost_basis":"Estimated total venture development costs, not financing raised","reviewed_development_cost_usd":14000000000,"site_group_id":"standalone","source_ids":["depth-meta-elpaso-release-20260728","depth-meta-q3-20261022","source-0b8fc884310d93dc","source-2dd405c9a18fbd25","source-8a4fa0fe665b87af","source-913e9cfba166b21c","src-9b4c41f0a7","src-dabca000a8"],"stage":"construction (expansion)","stage_raw":"construction (expansion)","ticker":"META"},{"candidate_site_amounts":[],"capex":"$10B+","capex_b":10.0,"capex_usd":10000000000.0,"company_ids":["meta"],"confidence":"HIGH","consent_status":"none observed","deal_ids":[],"events":[{"confidence":"HIGH","date":"2024-12-04","event":"Meta announced $10B investment for AI-optimized data center in Richland Parish, Louisiana — largest Meta data center to date at 4 million sq ft; 500 operational jobs, 5,000+ construction jobs; 1,000-acre site","source":"https://datacenters.atmeta.com/richland-parish-data-center/","source_type":"company-claim"},{"confidence":"HIGH","date":"2025-06-27","event":"Groundbreaking ceremony held at Richland Parish site — Smalling Substation groundbreaking to serve the data center; Mortenson Construction, DPR Construction, Turner Construction engaged as builders","source":"https://www.nola.com/news/environment/meta-entergy-louisiana-ai-data-center-vote/article_edbd452d-e183-4a95-a457-e26ff56c33de.html","source_type":"news"},{"confidence":"HIGH","date":"2025-08-20","event":"Louisiana Public Service Commission approved Entergy settlement to build generation and transmission infrastructure for Meta's $50B data center campus in Richland Parish (per WWNO tracking of LPSC vote)","source":"https://www.wwno.org/local-regional-news/2026-08-11/tracked-changes-an-entergy-exec-ghostwrote-louisiana-psc-motions-supporting-meta-hyundai","source_type":"news"},{"confidence":"HIGH","date":"2026-07","event":"Meta 'deepened investment' in Richland Parish — announced teacher scholarships, workforce development programs; three general contractors continuing to hire locally; campus construction well underway","source":"https://datacenters.atmeta.com/2026/07/deepening-our-investment-in-richland-parish-louisiana/","source_type":"company-claim"}],"evidence_coverage":{"refreshed_events":0,"source_records":4,"timeline_events":4},"explicit_site_amounts":[],"financing_ids":[],"id":"meta-richland-parish-la","last_verified":"2026-09-21","lat":32.49,"location":"Richland Parish, Louisiana, USA","location_precision":{"label":"Approximate legacy marker · unverified","level":"unverified","reason":"Inherited coordinates have not been independently checked. They are not parcel boundaries or an exact site address.","source_ids":[]},"lon":-91.77,"map_eligible":true,"mw_live":"0 (under construction; targeted 2027+)","mw_planned":"undisclosed (Entergy 366MW gas plant approved; $10B+ investment scope)","name":"Meta Richland Parish AI Data Center","operator_company_id":"meta","permitting":{"authority":"Not established","checked_at":null,"events":[],"moratorium_status":"unknown","source_ids":[],"summary":"No reviewed permitting conclusion for this site.","unknowns":["Zoning authority and district","Applicable permits and decision status","Moratoria and hearing requirements","Documented community proceedings"],"use_status":"unknown"},"power_status":"contracted (Entergy generation + transmission infrastructure approved by LPSC August 2025)","record_type":"site_record","site_group_id":"standalone","source_ids":["source-250e422543fa9cb7","source-8d78a3a3f4f30c82","source-98b35489cdb05331","source-fb21b457a82b1b50"],"stage":"construction","stage_raw":"construction","ticker":"META"},{"candidate_site_amounts":[],"capex":"undisclosed","capex_b":null,"capex_usd":null,"company_ids":["microsoft"],"confidence":"HIGH","consent_status":"none observed","deal_ids":[],"events":[{"confidence":"HIGH","date":"2025-04-16","event":"San Jose Planning Commission approved Microsoft's proposal for a data center at 1657 Alviso Way in the Alviso neighborhood — plan previously stalled since 2019","source":"https://sfyimby.com/2025/04/microsoft-data-center-approved-by-san-jose-planning-commission.html","source_type":"permit"},{"confidence":"MEDIUM","date":"2026-01","event":"Microsoft received approval for 15 additional data center buildings on the Alviso campus — major expansion of original single-building plan","source":"https://www.linkedin.com/posts/the-registry_2_microsoft-begins-construction-on-48mw-data-activity-7472301555371847680--BGq","source_type":"news"},{"confidence":"HIGH","date":"2026-06-10","event":"Microsoft held groundbreaking ceremony; HITT Contracting confirmed; 48MW first phase, 397,205 sq ft, 64.59-acre site; completion targeted 2028","source":"https://www.datacenterdynamics.com/en/news/microsoft-breaks-ground-on-alviso-data-center-campus-in-san-jose-california/","source_type":"news"}],"evidence_coverage":{"refreshed_events":0,"source_records":5,"timeline_events":3},"evidence_updates":[],"explicit_site_amounts":[],"financing_ids":[],"id":"microsoft-alviso-san-jose-ca","last_verified":"2026-09-21","lat":37.43,"location":"San Jose, California, USA","location_precision":{"label":"Approximate legacy marker · unverified","level":"unverified","reason":"Inherited coordinates have not been independently checked. They are not parcel boundaries or an exact site address.","source_ids":[]},"lon":-121.99,"map_eligible":true,"mw_live":"0 (groundbreaking June 2026; completion targeted 2028)","mw_planned":"48 (phase 1); expandable to ~99 (full campus)","name":"Microsoft Alviso Data Center Campus (San Jose)","operator_company_id":"microsoft","permitting":{"authority":"California Energy Commission (SPPE); City of San Jose (local land use)","checked_at":"2026-11-06","events":[{"checked_at":"2026-11-06","date":"2022-07-14","document_date":"2022-07-14","effective_date":null,"event":"CEC lists adoption-order filing for the San Jose Data Center SPPE; project status is Exempted.","event_date":"2022-07-14","expiry_date":null,"id":"san-jose-sppe","scope":"CEC jurisdiction only, not local building/land-use permits","source_ids":["permit-ca-san-jose-cec"],"status":"adopted_exemption"}],"jurisdiction":"City of San Jose, Santa Clara County, California","jurisdiction_match_note":"CEC explicitly names Microsoft and 1657 Alviso-Milpitas Road in San Jose.","jurisdiction_match_status":"verified_named_site","moratorium_status":"unknown","review_flags":["exemption_scope_review"],"source_ids":["permit-ca-san-jose-cec","permit-ca-san-jose-local-review"],"summary":"Microsoft received a Small Power Plant Exemption in CEC docket 19-SPPE-04. Local permit approval remains a separate question.","unknowns":["Conditional use permit CP23-016 final disposition and conditions not inspected.","Current building, air, and other environmental approvals not established.","Current city moratorium status not established."],"use_status":"local_review_not_determined"},"power_status":"undisclosed (utility agreement not publicly disclosed)","record_type":"site_record","site_group_id":"standalone","source_ids":["permit-ca-san-jose-cec","permit-ca-san-jose-local-review","source-397e6d34f3e6e45b","source-5b178081dbe5c4b8","source-c7673f8c79def0ff"],"stage":"construction","stage_raw":"construction","ticker":"MSFT"},{"candidate_site_amounts":[],"capex":"$14.0B (Epoch)","capex_b":14.0,"capex_usd":14000000000.0,"company_ids":["microsoft"],"confidence":"HIGH","consent_status":"none observed","deal_ids":[],"events":[{"confidence":"HIGH","date":"2026-04","event":"CEO Satya Nadella announced Fairwater data center 'going live ahead of schedule' — first indication the Mount Pleasant campus was approaching operational status","source":"https://www.linkedin.com/pulse/ai-data-centre-day-well-week-really-24-april-2026-richard-burcher-muqoe","source_type":"company-claim"},{"confidence":"HIGH","date":"2026-04","event":"Epoch AI directory entry published: Microsoft Fairwater Wisconsin — 446k H100-equivalents of compute, 369 MW IT power, $14.0B capital cost, AI chips owned by Microsoft (likely used by OpenAI and Microsoft)","source":"https://epoch.ai/data/ai-data-centers/directory/microsoft-fairwater-wisconsin","source_type":"epoch-satellite"},{"confidence":"HIGH","date":"2026-06-23","event":"Microsoft announced completion of first datacenter facility at Mount Pleasant — equipment brought online and startup activities conducted in April; 315-acre campus, first facility fully operational","source":"https://news.microsoft.com/source/2026/06/23/microsoft-completes-construction-on-first-datacenter-facility-in-mount-pleasant-wisconsin","source_type":"company-claim"},{"confidence":"HIGH","date":"2026-08-17","event":"Noise complaint lawsuit filed by Mount Pleasant neighbours — neighbours suing Microsoft for $7.3B data center 'sick of noise that never stops, doesn't let them sleep'","source":"https://openclassactions.com/lawsuits/microsoft-fairwater-data-center-noise-class-action-lawsuit.php","source_type":"news"}],"evidence_coverage":{"refreshed_events":0,"source_records":5,"timeline_events":4},"evidence_updates":[],"explicit_site_amounts":[],"financing_ids":[],"id":"msft-fairwater-mount-pleasant-wi","last_verified":"2026-09-21","lat":42.68,"location":"Mount Pleasant, Wisconsin, USA","location_precision":{"label":"Approximate legacy marker · unverified","level":"unverified","reason":"Inherited coordinates have not been independently checked. They are not parcel boundaries or an exact site address.","source_ids":[]},"lon":-87.88,"map_eligible":true,"mw_live":"~369 (operational as of June 2026; ~446k H100-equivalents)","mw_planned":"~369 (IT power per Epoch); 315-acre multi-building campus","name":"Microsoft Fairwater AI Data Center (Mount Pleasant)","operator_company_id":"microsoft","permitting":{"authority":"Wisconsin DNR for air permits; Village of Mount Pleasant for local approvals","checked_at":"2026-11-06","events":[{"checked_at":"2026-11-06","date":"2026-06-12","document_date":null,"effective_date":null,"event":"Registry shows construction permit 25-MIN-113 and FESOP 25230249A-F05 as Active, with June 12 decision dates.","event_date":"2026-06-12","expiry_date":null,"id":"mount-pleasant-active-air","scope":"Microsoft facility FID 252302490","source_ids":["permit-wi-mount-pleasant-registry"],"status":"active_registry"},{"checked_at":"2026-11-06","date":"2026-08-18","document_date":null,"effective_date":null,"event":"DNR received FESOP 25230249A-F06 application; current registry status is Requested.","event_date":"2026-08-18","expiry_date":null,"id":"mount-pleasant-f06","scope":"Revision, not an issued replacement","source_ids":["permit-wi-mount-pleasant-registry"],"status":"requested"},{"checked_at":"2026-11-06","date":"2026-10-23","document_date":null,"effective_date":null,"event":"DNR received construction application 26-MIN-096; current registry status is Requested.","event_date":"2026-10-23","expiry_date":null,"id":"mount-pleasant-26-min-096","scope":"New construction permit application","source_ids":["permit-wi-mount-pleasant-registry"],"status":"requested"}],"jurisdiction":"Village of Mount Pleasant, Racine County, Wisconsin","jurisdiction_match_note":"Official registry names Microsoft Mount Pleasant and gives a site address; exact Fairwater phase relationship requires parcel/phase reconciliation.","jurisdiction_match_status":"verified_named_site","moratorium_status":"unknown","review_flags":["phase_scope_review"],"source_ids":["permit-wi-mount-pleasant-registry"],"summary":"The DNR air registry shows active permits and separate new applications at 4800 90th Street. Requested revisions must not be presented as issued permits or applied to every Microsoft expansion campus.","unknowns":["Final documents and exact equipment scope of each air permit remain to be inspected.","Site-plan, building approvals, current zoning, and moratorium status have not been established.","Do not extend 4800 90th Street permit findings to all Durand Avenue or International Drive expansion parcels."],"use_status":"local_use_unverified"},"power_status":"energized","record_type":"site_record","site_group_id":"standalone","source_ids":["permit-wi-mount-pleasant-registry","source-50dc26aa257c3ed1","source-5daf07909e17d475","source-d51298a701e2808d","source-d6c28fb8b97f9047"],"stage":"operational","stage_raw":"operational","ticker":"MSFT"},{"candidate_site_amounts":[],"capex":"~$6.6-7B","capex_b":6.6,"capex_usd":6600000000.0,"company_ids":["nebius"],"confidence":"MEDIUM","consent_status":"moratorium (existing project exempt)","deal_ids":[],"events":[{"confidence":"MEDIUM","date":"2025-11","event":"Campus announced — 4 buildings on ~400 acres, one of the largest in the US (month-resolution: pre-dates Feb 2026 coverage)","source":"https://www.kcur.org/housing-development-section/2026-02-13/independence-data-center-tax-breaks-opposition","source_type":"news"},{"confidence":"HIGH","date":"2026-03-02","event":"City Council approved tax incentive plan 5-2 (Mar 2, 2026; Stewart + Mayor Rowland against) — 20-year abatement on real & personal property, sales tax exemptions, Chapter 100 bonds; opposition group 'Stop the AI Data Center in Independence' formed","source":"https://fox4kc.com/news/independence-city-council-votes-to-approve-tax-breaks-for-nebius-data-center/","source_type":"news"},{"confidence":"HIGH","date":"2026-07-06","event":"City Council passed 180-day moratorium on NEW data center applications (Jul 6, 2026) — explicitly does NOT apply to already-approved Nebius/Patmos projects; may be extended; same meeting approved Sept 1 recall election (Perkins abstained)","source":"https://fox4kc.com/news/independence-city-council-passes-180-day-moratorium-on-data-centers/","source_type":"news"},{"confidence":"MEDIUM","date":"2026-07","event":"Construction launched (groundbreaking; site prep + flood mitigation underway), first buildings targeted 2028","source":"https://convergedigest.com/nebius-breaks-ground-on-gigawatt-scale-ai-factory-campus-in-missouri/","source_type":"news"},{"confidence":"HIGH","date":"2026-09-01","event":"PENDING: recall vote for Councilman John Perkins over data center support","source":"https://www.kshb.com/news/local-news/missouri/jackson-county/independence-councilman-faces-september-recall-vote-over-data-center-support","source_type":"news"},{"confidence":"HIGH","date":"2026-09-01","event":"RESULT: Independence voters recalled Councilman John Perkins in the Sept 1 recall election — 68.05% YES with 100% of precincts reporting; first official recalled over a data center project this year (Ballotpedia). Recall was driven by his March 2026 vote for Nebius tax incentives.","source":"https://www.kctv5.com/2026/09/02/independence-voters-recall-councilman-tied-data-center-tax-vote/","source_type":"news"},{"checked_at":"2026-11-06","date":"2026-05-12","event":"Nebius and Missouri announce groundbreaking and first-phase construction in eastern Independence.","evidence_status":"verified_primary","id":"pass3-nebius-may12","source":"https://nebius.com/newsroom/nebius-breaks-ground-on-gigawatt-scale-ai-factory-in-independence-missouri","source_id":"pass3-nebius-groundbreaking-20260512","source_type":"company-claim"}],"evidence_coverage":{"refreshed_events":1,"source_records":11,"timeline_events":7},"evidence_updates":[{"checked_at":"2026-11-06","date":"2026-05-12","event":"Nebius and Missouri announce groundbreaking and first-phase construction in eastern Independence.","evidence_status":"verified_primary","id":"pass3-nebius-may12","source":"https://nebius.com/newsroom/nebius-breaks-ground-on-gigawatt-scale-ai-factory-in-independence-missouri","source_id":"pass3-nebius-groundbreaking-20260512","source_type":"company-claim"}],"explicit_site_amounts":[],"financing_ids":[],"id":"nbis-independence-ks","last_verified":"2026-09-21","lat":39.0911,"legacy_event_warning":"Primary sources place groundbreaking on May 12, not July 2026. Stable ID is retained; displayed Missouri geography was already correct.","location":"Independence, Missouri, USA","location_precision":{"label":"Approximate legacy marker · unverified","level":"unverified","reason":"Inherited coordinates have not been independently checked. They are not parcel boundaries or an exact site address.","source_ids":[]},"lon":-94.4155,"map_eligible":true,"mw_live":"undisclosed","mw_planned":"Up to 1,200 MW potential campus power","mw_planned_basis":"Potential power capacity; critical IT and delivery phases not established","mw_planned_value":1200,"name":"Nebius Independence Campus","operator_company_id":"nebius","permitting":{"authority":"City of Independence City Council","checked_at":"2026-11-06","events":[{"checked_at":"2026-11-06","date":"2026-07-06","document_date":"2026-07-06","effective_date":null,"event":"City announced approval of a 180-day moratorium on certain new data-center/BESS applications; Nebius is explicitly excluded.","event_date":"2026-07-06","expiry_date":null,"id":"independence-moratorium","scope":"New projects not already in the formal process; Nebius exclusion explicit","source_ids":["permit-mo-independence-moratorium","permit-mo-independence-faq"],"status":"adopted_site_excluded"}],"jurisdiction":"City of Independence, Jackson County, Missouri","jurisdiction_match_note":"The City of Independence explicitly identifies the Nebius project and its moratorium exclusion.","jurisdiction_match_status":"verified_named_site","moratorium_status":"adopted_explicit_site_exclusion","review_flags":["legacy_id_state_mismatch"],"source_ids":["permit-mo-independence-moratorium","permit-mo-independence-faq"],"summary":"City records a 180-day new-application moratorium approved July 6, 2026, and explicitly says it does not apply to the Nebius project. Do not mark this campus halted by that pause.","unknowns":["Exact effective and expiration dates from the enacted ordinance have not been reviewed.","Later zoning amendments and individual permits require separate verification.","Legacy ID ends in ks even though official city is Missouri; preserve ID for joins but correct display geography."],"use_status":"project_not_barred_by_cited_moratorium"},"power_status":"not-in-queue (utility agreement in progress)","record_type":"site_record","site_group_id":"nebius-portfolio","source_ids":["pass3-mo-nebius-20260512","pass3-nebius-approval-20260303","pass3-nebius-groundbreaking-20260512","permit-mo-independence-faq","permit-mo-independence-moratorium","source-53c4e5e1c02b12ac","source-7810e2a7cabe859a","source-877aa329434d375f","source-892d6cef6342ea7a","source-c57b7ed65a0d6900","source-db370930b4f1f552"],"stage":"construction","stage_raw":"First phase construction underway since May 2026","state":"Missouri","ticker":"NBIS"},{"candidate_site_amounts":[],"capacity_evidence_warning":"Do not infer operational IT MW from generator operation, received utility MW, the developer's 350 MW maximum, or the inherited 300 MW plan. Company FAQs differ in scope and target timing; delivered IT capacity remains unverified in this identity review.","capex":"undisclosed","capex_b":null,"capex_usd":null,"company_ids":["nebius"],"company_roles":[{"company_id":"nebius","role":"compute_tenant"}],"confidence":"HIGH","consent_status":"none observed","deal_ids":[],"entity_association_warning":"Nebius itself confirms the Vineland facility is owned/operated by DataOne and leased to Nebius for servers/GPUs. This resolves the stated campus relationship, not the exact DataOne legal entity assessed by DEP, a parcel match to the inaccessible DEP order, or Nebius liability. The September state penalty and October private notice of intent to sue are separate proceedings.","events":[{"confidence":"MEDIUM","date":"2026-07-28","event":"Bloom Energy Q2 earnings: raised full-year 2026 revenue guidance to $3.9B-$4.2B; Nebius win cited as key new customer","source":"https://investor.bloomenergy.com/","source_type":"company-claim"},{"confidence":"HIGH","date":"2026-08-06","event":"First stop-work order issued by Vineland building officials — work on an LNG tank halted for missing approvals and permits","source":"https://x.com/hntrbrkmedia/status/2087928257295343931","source_type":"news"},{"confidence":"HIGH","date":"2026-08-10","event":"DA Davidson cut NBIS target $250->$175 (30%) citing Vineland delays (sourced)","source":"https://blockspace.media/insight/nebius-target-cut-vineland-delays-202","source_type":"news"},{"confidence":"LOW","date":"2026-08-10","event":"Second stop-work order issued — Bloom Energy fuel cells installed without required permits (needs independent source)","source":"undisclosed","source_type":"undisclosed"},{"confidence":"HIGH","date":"2026-08-12","event":"Q2 2026 earnings call: Bloom Energy fuel cells confirmed for 300 MW Vineland site ('switch from the project's power source to Bloom'); hearing on Vineland site adjourned without a vote (per call Q&A, Morgan Stanley question)","source":"https://www.marketbeat.com/earnings/reports/2026-8-12-nebius-group-nv-stock/","source_type":"filing"},{"confidence":"MEDIUM","date":"2026-08","event":"Vineland Planning Board approved DataOne/Nebius Phase 2 amended site plan (8-1 per completeaitraining / 9-1 per other coverage; lone dissent John Cassidia) — ~588k sq ft Phase 2 expansion (2.6M sq ft campus total), on-site Bloom Energy power buildout, tied to Nebius' ~$17-17.4B Microsoft cloud/AI infrastructure contract; residents' noise/flooding complaints noted.","source":"https://www.silive.com/nation/2026/08/nj-residents-furious-after-gigantic-ai-data-centers-next-phase-is-approved.html","source_type":"news"},{"association_warning":"Nebius confirms DataOne as facility owner/operator and itself as compute tenant. The exact DEP-assessed legal entity, parcel match, current compliance and liability remain unresolved; the penalty is not attributed to Nebius.","checked_at":"2026-11-06","date":"2026-09-22","event":"New Jersey announced a $1.07M DEP penalty against Data One in Vineland after a July 29 inspection found 62 natural-gas generators operating without required DEP permits.","evidence_status":"primary_source_unverified_entity_match","id":"verified-vineland-dep-fine","review_revision_reason":"Later primary company and city evidence establishes campus roles, but does not resolve the inaccessible DEP order or liability.","reviewed_checked_at":"2026-11-06","reviewed_source_ids":["identity-nebius-vineland-partners-20261106","identity-vineland-determination-20260912","verified-nj-vineland-20260922"],"source":"https://nj.gov/governor/news/2026/approved/20260922a.shtml","source_id":"verified-nj-vineland-20260922","source_type":"government-record"},{"checked_at":"2026-11-06","date":"2026-08-17","event":"Vineland's posted determination notice records amended preliminary/final major site-plan approval for DataOne Vineland, LLC, Block 7503, Lot 35.01, at the August 17 meeting. This is local site-plan approval, not proof of state air permits or current commissioning.","evidence_status":"verified_primary","id":"identity-vineland-siteplan-20260817","publication_date":"2026-09-12","source":"https://www.vinelandcity.org/wp-content/uploads/2026/09/Data-ONe-Notice-Of-Determination-Post-9.12.pdf","source_id":"identity-vineland-determination-20260912","source_type":"government-record"},{"checked_at":"2026-11-06","date":"2026-10-21","event":"Earthjustice's notice for Sustain SJ identifies DataOne USA LLC, DataOne Vineland LLC, Nebius Inc. and Northeast Precast as intended defendants concerning the Vineland facility. This records a notice of intent and its allegations, not a filed federal suit, a court finding, or a change to the party assessed in the September DEP action.","evidence_status":"verified_primary_notice_only","id":"identity-vineland-notice-intent-20261021","source":"https://earthjustice.org/wp-content/uploads/2026/10/2026-10-21-sustain-sj-notice-of-intent-to-sue-dataone-for-clean-air-act-violations.pdf","source_id":"identity-sustain-vineland-notice-20261021","source_type":"party-legal-notice"}],"evidence_coverage":{"refreshed_events":3,"source_records":13,"timeline_events":9},"evidence_updates":[{"association_warning":"Nebius confirms DataOne as facility owner/operator and itself as compute tenant. The exact DEP-assessed legal entity, parcel match, current compliance and liability remain unresolved; the penalty is not attributed to Nebius.","checked_at":"2026-11-06","date":"2026-09-22","event":"New Jersey announced a $1.07M DEP penalty against Data One in Vineland after a July 29 inspection found 62 natural-gas generators operating without required DEP permits.","evidence_status":"primary_source_unverified_entity_match","id":"verified-vineland-dep-fine","review_revision_reason":"Later primary company and city evidence establishes campus roles, but does not resolve the inaccessible DEP order or liability.","reviewed_checked_at":"2026-11-06","reviewed_source_ids":["identity-nebius-vineland-partners-20261106","identity-vineland-determination-20260912","verified-nj-vineland-20260922"],"source":"https://nj.gov/governor/news/2026/approved/20260922a.shtml","source_id":"verified-nj-vineland-20260922","source_type":"government-record"},{"checked_at":"2026-11-06","date":"2026-08-17","event":"Vineland's posted determination notice records amended preliminary/final major site-plan approval for DataOne Vineland, LLC, Block 7503, Lot 35.01, at the August 17 meeting. This is local site-plan approval, not proof of state air permits or current commissioning.","evidence_status":"verified_primary","id":"identity-vineland-siteplan-20260817","publication_date":"2026-09-12","source":"https://www.vinelandcity.org/wp-content/uploads/2026/09/Data-ONe-Notice-Of-Determination-Post-9.12.pdf","source_id":"identity-vineland-determination-20260912","source_type":"government-record"},{"checked_at":"2026-11-06","date":"2026-10-21","event":"Earthjustice's notice for Sustain SJ identifies DataOne USA LLC, DataOne Vineland LLC, Nebius Inc. and Northeast Precast as intended defendants concerning the Vineland facility. This records a notice of intent and its allegations, not a filed federal suit, a court finding, or a change to the party assessed in the September DEP action.","evidence_status":"verified_primary_notice_only","id":"identity-vineland-notice-intent-20261021","source":"https://earthjustice.org/wp-content/uploads/2026/10/2026-10-21-sustain-sj-notice-of-intent-to-sue-dataone-for-clean-air-act-violations.pdf","source_id":"identity-sustain-vineland-notice-20261021","source_type":"party-legal-notice"}],"explicit_site_amounts":[],"financing_ids":[],"id":"nbis-vineland-nj","last_verified":"2026-09-21","lat":39.4523,"location":"Vineland, New Jersey, USA","location_identity":{"approved_plan_applicant":"DataOne Vineland, LLC","approved_plan_parcel":"Block 7503, Lot 35.01","checked_at":"2026-11-06","earlier_application":"PBA-26-00001; DataOne USA LLC; Block 7503, Lots 35.01 and 33.01","earlier_application_location":"Southeast corner of Lincoln Avenue and Sheridan Avenue","municipality":"City of Vineland","parcel_scope_warning":"The later notice lists one tax lot; the earlier notice includes a second lot. No boundary or legal-entity equivalence is inferred. The private legal notice uses a broader asserted facility boundary.","source_ids":["identity-vineland-determination-20260912","identity-vineland-special-meeting-20260326"],"state":"New Jersey"},"location_precision":{"label":"Approximate legacy marker · unverified","level":"unverified","reason":"Inherited coordinates have not been independently checked. They are not parcel boundaries or an exact site address.","source_ids":[]},"lon":-74.9821,"map_eligible":true,"mw_live":"undisclosed","mw_planned":"300","name":"Nebius Vineland Data Center","operator_company_id":null,"permitting":{"authority":"City of Vineland Planning Board (site plan); New Jersey Department of Environmental Protection (air)","checked_at":"2026-11-06","events":[{"checked_at":"2026-11-06","date":"2026-08-17","event":"City determination notice records amended site-plan approval for DataOne Vineland, LLC on Block 7503, Lot 35.01; published September 12.","evidence_status":"verified_primary","id":"identity-vineland-permit-siteplan-20260817","source":"https://www.vinelandcity.org/wp-content/uploads/2026/09/Data-ONe-Notice-Of-Determination-Post-9.12.pdf","source_id":"identity-vineland-determination-20260912","source_type":"government-record"},{"association_warning":"Nebius confirms DataOne as facility owner/operator and itself as compute tenant. The exact DEP-assessed legal entity, parcel match, current compliance and liability remain unresolved; the penalty is not attributed to Nebius.","checked_at":"2026-11-06","date":"2026-09-22","event":"The governor announced an approximately $1.07M DEP assessment against Data One following a July 29 inspection of 62 gas generators. The announcement is not evidence of payment, final disposition, or liability of Nebius.","evidence_status":"primary_source_unverified_entity_match","id":"verified-vineland-dep-fine","review_revision_reason":"Later primary company and city evidence establishes campus roles, but does not resolve the inaccessible DEP order or liability.","reviewed_checked_at":"2026-11-06","reviewed_source_ids":["identity-nebius-vineland-partners-20261106","identity-vineland-determination-20260912","verified-nj-vineland-20260922"],"source":"https://nj.gov/governor/news/2026/approved/20260922a.shtml","source_id":"verified-nj-vineland-20260922","source_type":"government-record"}],"moratorium_status":"unknown","source_ids":["identity-vineland-determination-20260912","identity-nebius-vineland-partners-20261106","identity-sustain-vineland-notice-20261021","verified-nj-vineland-20260922"],"summary":"The city notice confirms an August 17 amended site-plan approval for DataOne Vineland, LLC on Block 7503, Lot 35.01. Nebius confirms its tenant relationship with DataOne. Separately, the governor's September 22 statement names Data One in an air-enforcement assessment; the underlying order and DocMiner file could not be read. An October 21 private notice also names Nebius as an intended defendant, without establishing liability. No current blanket prohibition, resolution of enforcement, or lifting of stop-work orders is inferred.","unknowns":["Full approved resolution, conditions, and their satisfaction","Relationship among DataOne USA LLC, DataOne Vineland LLC and DataOne Vineland I LLC; no legal-entity equivalence established","Exact respondent/address and parcel coverage in DEP order PEA260001-75894; underlying order returned HTTP 403","Current permit applications, permit decisions, and enforcement disposition; DocMiner returned HTTP 403","Outcome of the hearing/stay request cited by the October 21 private notice; underlying October 9 request not retrieved","Current local building permits and stop-work status","Any later court proceedings or orders arising from the October 21 notice","Reconcile campus parcel extent and company capacity/timing statements without treating utility MW as live IT"],"use_status":"Local amended site-plan approval documented; current air-permit compliance and full approval conditions unverified"},"power_status":"Bloom Energy fuel cells","record_type":"site_record","relationship_summary":"Nebius is the compute tenant; DataOne is the stated facility owner/operator; Northeast Precast is the stated builder. DataOne is not yet an entity in this ledger, and its legal suffix remains unresolved. Clear the inherited Nebius facility-operator label without creating an unsupported legal-entity join.","selection_evidence":[{"as_of":"2026-11-06","checked_at":"2026-11-06","conditions":["This statement does not identify the precise DataOne legal entity or establish legal liability.","The precise landlord/operator legal entity and regulatory respondent remain unresolved by this company FAQ.","Tenancy and stated facility roles do not establish permit clearance or delivered IT capacity."],"date_basis":"Review date of an undated live Nebius FAQ. The publication date and effective date of the role description are not stated.","evidence_status":"reviewed_primary","id":"selection-vineland-stated-roles","scope":"Attributed brand-level campus roles at Vineland; no automatic operator assignment.","source_ids":["identity-nebius-vineland-partners-20261106"],"statement":"Nebius identifies DataOne as Vineland’s facility owner/operator, Nebius as the tenant managing server racks and GPU clusters, and Northeast Precast as the builder.","topic":"counterparty"},{"as_of":"2026-11-06","checked_at":"2026-11-06","conditions":["The reviewed sources do not establish delivered AI IT MW or a completed handover.","The target wording is not treated as necessarily contradictory or silently reconciled.","Utility receipt, generator operation and maximum campus capacity do not prove AI IT delivery."],"date_basis":"Both live pages were reviewed November 6, 2026; neither states a publication date. December 2026 and operation-by-2027 are reported target descriptions, not observed delivery dates.","evidence_status":"reviewed_primary","id":"selection-vineland-distinct-target-language","scope":"Two company target descriptions with potentially different delivery/operation scopes. Do not force them into one confirmed commissioning date.","source_ids":["identity-dataone-vineland-faq-20261106","identity-nebius-vineland-partners-20261106"],"statement":"DataOne’s undated Vineland FAQ describes December 2026 delivery; Nebius’s undated FAQ uses operation-by-2027 language.","topic":"delivery"},{"as_of":"2026-08-12","checked_at":"2026-11-06","conditions":["This is not a quantified delivered critical-IT MW total or confirmation of full-campus construction completion.","The August letter does not repeat the locality; the April filing supplies the contract-to-Vineland association.","No current utilization, uncommitted availability, permit clearance or resolution of later power/enforcement issues is inferred.","Keep the existing undated full-campus target language separate from these dated GPU-service milestones."],"date_basis":"Latest company disclosure date; individual first/second delivery months come from the April 30 Form 20-F.","evidence_status":"reviewed_primary","id":"selection-increment-vineland-microsoft-tranche-delivery","scope":"Company-reported GPU-service delivery under the Vineland Microsoft contract.","source_ids":["selection-nebius-20f-delivery-20260430","selection-nebius-q2-tranches-20260812"],"statement":"Nebius’s April 30 filing ties Microsoft GPU services to Vineland and reports deliveries in November 2025 and February 2026. Its August 12 letter reports all Microsoft contract capacity tranches delivered, including two in the preceding month.","topic":"delivery"}],"site_group_id":"nebius-portfolio","source_ids":["identity-dataone-vineland-faq-20261106","identity-nebius-vineland-partners-20261106","identity-sustain-vineland-notice-20261021","identity-vineland-determination-20260912","identity-vineland-special-meeting-20260326","selection-nebius-20f-delivery-20260430","selection-nebius-q2-tranches-20260812","source-0181273e19e4e7a2","source-0ec86e2efea14691","source-576bbf8ff6fb4179","source-92bd33ee820bb2af","source-cb2e936ebed85d7d","verified-nj-vineland-20260922"],"stage":"construction","stage_raw":"construction","ticker":"NBIS"},{"candidate_site_amounts":[],"capex_usd":null,"company_ids":["nscale","whitefiber"],"company_roles":[{"company_id":"whitefiber","role":"campus_provider"},{"company_id":"nscale","role":"colocation_customer"}],"confidence":"MEDIUM","consent_status":null,"deal_ids":[],"events":[{"checked_at":"2026-11-06","date":"2025-12-18","event":"WhiteFiber identifies Nscale as 40 MW critical IT anchor customer at NC-1 in Madison; ten-year contract approximately $865M.","evidence_status":"verified_primary","id":"pass2-nc1-lease","source":"https://www.prnewswire.com/news-releases/whitefiber-and-nscale-announce-10-year-40-mw-colocation-agreement-representing-approximately-865-million-in-total-contract-value-at-nc-1-ai-data-center-campus-302646399.html","source_id":"pass2-whitefiber-nscale-20251218","source_type":"company-claim"},{"checked_at":"2026-11-06","date":"2026-08-31","event":"Nscale announces up to $1.2B delayed-draw financing for its 40 MW Madison deployment; not WhiteFiber corporate financing.","evidence_status":"verified_primary","id":"pass2-nc1-financing","source":"https://www.nscale.com/press-releases/nscale-3-billion-delayed-draw-term-loans","source_id":"pass2-nscale-ddtl-20260831","source_type":"company-claim"},{"checked_at":"2026-11-06","date":"2026-11-03","event":"NC-1 reports approximately 35 of 40 MW IT operating after switchgear issues; remaining 5 MW and WhiteFiber loan closing incomplete.","evidence_status":"verified_primary","id":"pass2-nc1-partial","source":"https://www.prnewswire.com/news-releases/whitefiber-completes-acquisition-of-two-north-carolina-data-center-development-sites-and-provides-nc-1-update-302928336.html","source_id":"pass2-whitefiber-update-20261103","source_type":"company-claim"}],"evidence_coverage":{"refreshed_events":3,"source_records":7,"timeline_events":3},"evidence_updates":[{"checked_at":"2026-11-06","date":"2025-12-18","event":"WhiteFiber identifies Nscale as 40 MW critical IT anchor customer at NC-1 in Madison; ten-year contract approximately $865M.","evidence_status":"verified_primary","id":"pass2-nc1-lease","source":"https://www.prnewswire.com/news-releases/whitefiber-and-nscale-announce-10-year-40-mw-colocation-agreement-representing-approximately-865-million-in-total-contract-value-at-nc-1-ai-data-center-campus-302646399.html","source_id":"pass2-whitefiber-nscale-20251218","source_type":"company-claim"},{"checked_at":"2026-11-06","date":"2026-08-31","event":"Nscale announces up to $1.2B delayed-draw financing for its 40 MW Madison deployment; not WhiteFiber corporate financing.","evidence_status":"verified_primary","id":"pass2-nc1-financing","source":"https://www.nscale.com/press-releases/nscale-3-billion-delayed-draw-term-loans","source_id":"pass2-nscale-ddtl-20260831","source_type":"company-claim"},{"checked_at":"2026-11-06","date":"2026-11-03","event":"NC-1 reports approximately 35 of 40 MW IT operating after switchgear issues; remaining 5 MW and WhiteFiber loan closing incomplete.","evidence_status":"verified_primary","id":"pass2-nc1-partial","source":"https://www.prnewswire.com/news-releases/whitefiber-completes-acquisition-of-two-north-carolina-data-center-development-sites-and-provides-nc-1-update-302928336.html","source_id":"pass2-whitefiber-update-20261103","source_type":"company-claim"}],"explicit_site_amounts":[],"financing_ids":[],"financing_summary":"Nscale announced up to $1.2B deployment loan commitment. WhiteFiber facility financing remained unfinished November 3; these are different borrowers and facilities.","id":"nscale-madison-county-nc","last_verified":"2026-09-05","lat":null,"lease_summary":"WhiteFiber supplies Nscale under approximately $865M, ten-year initial colocation agreement; this is contract revenue, not financing.","legacy_event_warning":"The inherited Madison County location is incorrect. Source identifies town of Madison in Rockingham County. This is WhiteFiber NC-1, not a second independent campus.","legacy_location_warning":"Legacy ID and name said Madison County. Sources place this campus in Rockingham County; exact parcel zoning authority still unverified.","location":"Madison, Rockingham County, North Carolina, USA","location_precision":{"label":"No mapped location","level":"unknown","reason":"No reviewed coordinates supplied. A named city or county does not establish an exact campus point.","source_ids":[]},"lon":null,"map_eligible":false,"mw_live":"Approximately 35 MW IT operational (WhiteFiber, November 3)","mw_live_basis":"Critical IT service capacity at NC-1; company reported","mw_live_value":35,"mw_planned":"40 MW critical IT contracted in initial Nscale deployment (includes operating 35 MW)","mw_planned_basis":"Initial contracted IT total, not incremental capacity","mw_planned_value":40,"name":"Nscale / WhiteFiber NC-1 (Madison, NC)","operator_company_id":null,"permitting":{"authority":"Local zoning/building authority not yet established; do not use Madison County rules","checked_at":"2026-11-06","events":[],"jurisdiction":"Madison, Rockingham County, North Carolina; exact zoning authority pending parcel review","jurisdiction_match_note":"Rockingham County identifies WhiteFiber 96-acre Madison campus; Nscale identifies same-size partner-run Madison campus; SEC exhibit connects Nscale to Enovum NC-1.","jurisdiction_match_status":"county_verified_municipal_boundary_unverified","moratorium_status":"unknown","review_flags":["wrong_county_corrected","zoning_authority_unresolved"],"source_ids":["permit-nc-rockingham-campus","permit-nc-nscale-madison-identity","permit-nc-nscale-enovum-msa"],"summary":"The legacy Madison County label is wrong for the matched 96-acre Nscale/WhiteFiber NC-1 campus: primary sources identify Madison in Rockingham County. Permit and local restriction status remain unknown.","unknowns":["Exact parcel and municipal/ETJ boundaries must be checked before assigning zoning authority.","Current zoning, building, air, wastewater permits, and moratorium status remain unverified.","Do not transfer Madison County or City of Madison Wisconsin restrictions to this campus."],"use_status":"unknown"},"power_readiness":{"checked_at":"2026-11-06","measures":[{"as_of":"2026-11-03","basis":"operational_it","conditions":["Approximately stated by WhiteFiber. Remaining 5 MW not reported operating in this update."],"id":"operating-it","label":"Operating critical IT","scope":"Approximately 35 MW of the initial 40 MW deployment operating after switchgear issues.","source_ids":["pass2-whitefiber-update-20261103"],"status":"company_reported_approximate_operation","unit":"MW","value":35},{"as_of":"2025-12-18","basis":"contracted_it","conditions":[],"id":"contracted-it","label":"Initial Nscale contract capacity","scope":"Initial NC-1 customer deployment; includes the later 35 MW operating subset.","source_ids":["pass2-whitefiber-nscale-20251218"],"status":"contracted_total","unit":"MW","value":40}],"milestones":[{"date":"2026-11-03","date_basis":"Company update date","id":"it_delivery","label":"Partial operational delivery","scope":"Approximately 35 of 40 MW operating, with remaining switchgear work and financing distinct.","source_ids":["pass2-whitefiber-update-20261103"],"status":"company_reported_partial_operation"}],"source_ids":["pass2-whitefiber-nscale-20251218","pass2-whitefiber-update-20261103"],"summary":"WhiteFiber reports partial NC-1 operation for Nscale. Contracted IT is not an additional amount on top of the operating subset.","unknowns":["Exact current energized utility capacity and all utility-service conditions are not established here.","No current confirmation that the remaining 5 MW is operating.","WhiteFiber facility financing and Nscale deployment financing have different borrowers and are not proof of full power delivery."]},"power_status":"WhiteFiber / Duke Energy utility agreement separate from Nscale IT deployment","record_type":"site_record","relationship_summary":"WhiteFiber is the campus/colocation provider and Nscale the customer at NC-1. The filed MSA describes the customer as a licensee, not tenant or lessee; the precise US signatory discrepancy remains unresolved. Provider/customer roles do not establish campus ownership or the precise legal operating entity.","selection_evidence":[{"as_of":"2025-12-18","checked_at":"2026-11-06","conditions":["Brand-level provider/customer roles do not establish the precise legal operating entity or campus ownership.","The 40 MW is contracted customer capacity, not uncommitted supply or proof of full delivery."],"date_basis":"Publication date of the NC-1 colocation announcement; not the delivery date.","evidence_status":"reviewed_primary","id":"selection-nc1-provider-customer","scope":"The initial WhiteFiber NC-1 / Nscale colocation relationship in Madison, North Carolina.","source_ids":["pass2-whitefiber-nscale-20251218"],"statement":"WhiteFiber’s NC-1 announcement identifies WhiteFiber as the colocation provider and Nscale as the 40 MW critical-IT customer.","topic":"counterparty"},{"as_of":"2025-11-22","checked_at":"2026-11-06","conditions":["The opening names Nscale Services US Inc.; the signature block instead names Nscale US Holdings Inc. This discrepancy is unresolved.","Nscale Global Holdings Limited is also a signatory; do not silently equate the two US entities.","The facility address is redacted."],"date_basis":"Agreement and signature date, not service commencement.","evidence_status":"reviewed_primary","id":"selection-increment-nc1-license-counterparty","scope":"Legal role in the filed NC-1 agreement; no parcel ownership finding.","source_ids":["permit-nc-nscale-enovum-msa"],"statement":"The filed NC-1 MSA names Enovum NC-1 Bidco, LLC as provider and expressly makes the Nscale customer a licensee, not a tenant or lessee.","topic":"counterparty"},{"as_of":"2025-11-22","checked_at":"2026-11-06","conditions":["No later BOD approval, executed amendment or final numerical performance commitment was established."],"date_basis":"Condition in the signed agreement.","evidence_status":"reviewed_primary","id":"selection-increment-nc1-bod-service-condition","scope":"Design-dependent technical service terms, not a delivery certificate.","source_ids":["permit-nc-nscale-enovum-msa"],"statement":"The NC-1 MSA leaves cooling-water temperatures, flow rates and related performance metrics for finalization after customer Basis of Design submission and mutual review, followed by an SLA amendment.","topic":"delivery"}],"site_group_id":"nscale-portfolio","source_ids":["pass2-nscale-ddtl-20260831","pass2-whitefiber-nc1-location","pass2-whitefiber-nscale-20251218","pass2-whitefiber-update-20261103","permit-nc-nscale-enovum-msa","permit-nc-nscale-madison-identity","permit-nc-rockingham-campus"],"stage":"partially operational","stage_raw":"35 of 40 MW IT operational after commissioning interruption","ticker":null},{"candidate_site_amounts":[],"capex_usd":null,"company_ids":["nscale"],"confidence":"MEDIUM","consent_status":null,"deal_ids":[],"events":[{"checked_at":"2026-11-06","date":"2026-08-31","event":"Ward County closes up to $1.85B delayed-draw facility for approximately 200 MW IT deployment; commitment is not drawn debt.","evidence_status":"verified_primary","id":"pass2-ward-financing","source":"https://www.nscale.com/press-releases/nscale-3-billion-delayed-draw-term-loans","source_id":"pass2-nscale-ddtl-20260831","source_type":"company-claim"},{"checked_at":"2026-11-06","date":"2026-10-01","event":"Nscale reports Ward County delivering production GPUs; no site-level operational MW supplied.","evidence_status":"verified_primary","id":"pass2-ward-live","source":"https://www.nscale.com/press-releases/execution-at-scale","source_id":"pass2-nscale-live-20261001","source_type":"company-claim"}],"evidence_coverage":{"refreshed_events":2,"source_records":2,"timeline_events":2},"evidence_updates":[{"checked_at":"2026-11-06","date":"2026-08-31","event":"Ward County closes up to $1.85B delayed-draw facility for approximately 200 MW IT deployment; commitment is not drawn debt.","evidence_status":"verified_primary","id":"pass2-ward-financing","source":"https://www.nscale.com/press-releases/nscale-3-billion-delayed-draw-term-loans","source_id":"pass2-nscale-ddtl-20260831","source_type":"company-claim"},{"checked_at":"2026-11-06","date":"2026-10-01","event":"Nscale reports Ward County delivering production GPUs; no site-level operational MW supplied.","evidence_status":"verified_primary","id":"pass2-ward-live","source":"https://www.nscale.com/press-releases/execution-at-scale","source_id":"pass2-nscale-live-20261001","source_type":"company-claim"}],"explicit_site_amounts":[],"financing_ids":[],"financing_summary":"Up to $1.85B senior secured delayed-draw loan commitment; drawn amount, coupon and maturity not disclosed in release.","id":"nscale-ward-county-tx","last_verified":"2026-09-05","lat":null,"location":"Ward County, Texas, USA","location_precision":{"label":"No mapped location","level":"unknown","reason":"No reviewed coordinates supplied. A named city or county does not establish an exact campus point.","source_ids":[]},"lon":null,"map_eligible":false,"mw_live":"Live GPU service reported; operational MW undisclosed","mw_live_basis":"Operating-status claim; no quantified live capacity","mw_live_value":null,"mw_planned":"Approximately 200 MW IT supported by financing","mw_planned_basis":"Deployment IT scope; not proof all capacity is live","mw_planned_value":200,"name":"Nscale Ward County (TX)","operator_company_id":"nscale","permitting":{"authority":"Not established","checked_at":null,"events":[],"moratorium_status":"unknown","source_ids":[],"summary":"No reviewed permitting conclusion for this site.","unknowns":["Zoning authority and district","Applicable permits and decision status","Moratoria and hearing requirements","Documented community proceedings"],"use_status":"unknown"},"power_status":null,"record_type":"site_record","site_group_id":"nscale-portfolio","source_ids":["pass2-nscale-ddtl-20260831","pass2-nscale-live-20261001"],"stage":"operational","stage_raw":"Company reports live AI center; delivered MW undisclosed","ticker":null},{"candidate_site_amounts":[],"capex":"undisclosed","capex_b":null,"capex_usd":null,"company_ids":["oracle"],"confidence":"MEDIUM","consent_status":"none observed","deal_ids":[],"events":[{"confidence":"MEDIUM","date":"2023","event":"Oracle West Jordan (Project Sequoia) became operational — 179,000 sq ft, 28 MW capacity serving Oracle Cloud Infrastructure (OCI) customers in the Intermountain West","source":"https://cleanview.co/data-centers/utah/4189/oracle-west-jordan-project-sequoia","source_type":"news"},{"confidence":"LOW","date":"2025-03","event":"Separate $2B AI data center project by CIM Group/Novva Data Centers announced for West Jordan — 100 acres, 175 MW — Oracle noted as potential anchor tenant; distinct from Oracle-owned Project Sequoia","source":"https://deepnewz.com/ai-products/utah-secures-2b-ai-center-openai-oracle-equip-texas-site-64000-nvidia-chips-2026-3139948c","source_type":"news"},{"confidence":"LOW","date":"2026-04","event":"Oracle Cloud Infrastructure marketing materials claim 1.2 billion watt (1.2 GW) Texas data center with 500,000 NVIDIA GPUs — specific Texas location not publicly named","source":"https://www.oracle.com/","source_type":"company-claim"}],"evidence_coverage":{"refreshed_events":0,"source_records":3,"timeline_events":3},"explicit_site_amounts":[],"financing_ids":[],"id":"orcl-west-jordan-ut","last_verified":"2026-09-21","lat":40.61,"location":"West Jordan, Utah, USA","location_precision":{"label":"Approximate legacy marker · unverified","level":"unverified","reason":"Inherited coordinates have not been independently checked. They are not parcel boundaries or an exact site address.","source_ids":[]},"lon":-111.93,"map_eligible":true,"mw_live":"28","mw_planned":"28","name":"Oracle West Jordan Data Center (Project Sequoia)","operator_company_id":"oracle","permitting":{"authority":"Not established","checked_at":null,"events":[],"moratorium_status":"unknown","source_ids":[],"summary":"No reviewed permitting conclusion for this site.","unknowns":["Zoning authority and district","Applicable permits and decision status","Moratoria and hearing requirements","Documented community proceedings"],"use_status":"unknown"},"power_status":"energized","record_type":"site_record","site_group_id":"standalone","source_ids":["source-4b32728a81e2ea81","source-b8e400a3c5da5dfd","source-d97fd4d360a6cb06"],"stage":"operational","stage_raw":"operational","ticker":"ORCL"},{"candidate_site_amounts":[],"capex_usd":null,"company_ids":["riot"],"confidence":"MEDIUM","consent_status":null,"deal_ids":["anthropic-riot-9-1b"],"delivery_target":"AMD additional 10 MW targeted November 2026 and 15 MW May 2027; Anthropic 96 MW December 2027 and full 191 MW June 2028","events":[{"checked_at":"2026-11-06","date":"2026-01","event":"Riot delivered first 5 MW critical IT to AMD at Rockdale.","evidence_status":"verified_primary","id":"depth-riot-amd-first","source":"https://www.sec.gov/Archives/edgar/data/1167419/000110465926122417/riot-20260930x10q.htm","source_id":"depth-riot-10q-20261104","source_type":"filing"},{"checked_at":"2026-11-06","date":"2026-05","event":"Remaining initial 20 MW delivered, bringing AMD operational critical IT to 25 MW.","evidence_status":"verified_primary","id":"depth-riot-amd-25","source":"https://www.sec.gov/Archives/edgar/data/1167419/000110465926122417/riot-20260930x10q.htm","source_id":"depth-riot-10q-20261104","source_type":"filing"},{"checked_at":"2026-11-06","date":"2026-08-10","event":"Rockdale announces a separate 191 MW, 20-year AI lease with about $9.1B initial contract revenue; delivery remains future.","evidence_status":"verified_primary","id":"depth-riot-anthropic-lease","source":"https://www.sec.gov/Archives/edgar/data/1167419/000110465926093406/riot-20260810xex99d1.htm","source_id":"depth-riot-q2-20260810","source_type":"filing"},{"checked_at":"2026-11-06","date":"2026-11-04","event":"Latest disclosure confirms 25 MW AMD operation, 50 MW total AMD contracted and separate 191 MW Anthropic buildout.","evidence_status":"verified_primary","id":"depth-riot-latest","source":"https://www.riotplatforms.com/riot-platforms-reports-third-quarter-2026-financial-results-and-strategic-highlights/","source_id":"depth-riot-q3-20261104","source_type":"company-claim"}],"evidence_coverage":{"refreshed_events":4,"source_records":6,"timeline_events":4},"evidence_updates":[{"checked_at":"2026-11-06","date":"2026-01","event":"Riot delivered first 5 MW critical IT to AMD at Rockdale.","evidence_status":"verified_primary","id":"depth-riot-amd-first","source":"https://www.sec.gov/Archives/edgar/data/1167419/000110465926122417/riot-20260930x10q.htm","source_id":"depth-riot-10q-20261104","source_type":"filing"},{"checked_at":"2026-11-06","date":"2026-05","event":"Remaining initial 20 MW delivered, bringing AMD operational critical IT to 25 MW.","evidence_status":"verified_primary","id":"depth-riot-amd-25","source":"https://www.sec.gov/Archives/edgar/data/1167419/000110465926122417/riot-20260930x10q.htm","source_id":"depth-riot-10q-20261104","source_type":"filing"},{"checked_at":"2026-11-06","date":"2026-08-10","event":"Rockdale announces a separate 191 MW, 20-year AI lease with about $9.1B initial contract revenue; delivery remains future.","evidence_status":"verified_primary","id":"depth-riot-anthropic-lease","source":"https://www.sec.gov/Archives/edgar/data/1167419/000110465926093406/riot-20260810xex99d1.htm","source_id":"depth-riot-q2-20260810","source_type":"filing"},{"checked_at":"2026-11-06","date":"2026-11-04","event":"Latest disclosure confirms 25 MW AMD operation, 50 MW total AMD contracted and separate 191 MW Anthropic buildout.","evidence_status":"verified_primary","id":"depth-riot-latest","source":"https://www.riotplatforms.com/riot-platforms-reports-third-quarter-2026-financial-results-and-strategic-highlights/","source_id":"depth-riot-q3-20261104","source_type":"company-claim"}],"explicit_site_amounts":[],"financing_ids":["RIOT:rockdale-ddtl-2026"],"financing_status":"Rockdale project DDTL commitment up to $573M; $20.8M principal outstanding at September 30, 2026, with December 31, 2026 maturity","id":"riot-rockdale-tx","last_verified":"2026-09-05","lat":null,"location":"Rockdale, Texas, USA","location_precision":{"label":"No mapped location","level":"unknown","reason":"No reviewed coordinates supplied. A named city or county does not establish an exact campus point.","source_ids":[]},"lon":null,"map_eligible":false,"mw_live":"25 MW critical IT delivered to AMD; excludes Bitcoin and future lease capacity","mw_live_basis":"AMD delivered critical IT subset, as September 30 and November 4 disclosure","mw_live_value":25,"mw_planned":"241 MW contracted critical IT: AMD 50 MW plus Anthropic 191 MW","mw_planned_basis":"Contracted critical IT, including delivered subset; excludes unexercised AMD options","mw_planned_value":241,"name":"Riot Rockdale Campus","operator_company_id":"riot","permitting":{"authority":"Not established","checked_at":null,"events":[],"moratorium_status":"unknown","source_ids":[],"summary":"No reviewed permitting conclusion for this site.","unknowns":["Zoning authority and district","Applicable permits and decision status","Moratoria and hearing requirements","Documented community proceedings"],"use_status":"unknown"},"power_status":"700 MW developed campus power for mixed Bitcoin/data-center operations; not all live AI IT","record_type":"site_record","site_group_id":"standalone","source_ids":["depth-riot-10q-20261104","depth-riot-q2-20260810","depth-riot-q3-20261104","depth-riot-rockdale-location","src-7d26046ebd","src-abe83cf68a"],"stage":"operational","stage_raw":"AMD 25 MW critical IT delivered; AMD expansion and Anthropic buildout pending","ticker":"RIOT"},{"candidate_site_amounts":[],"capex_usd":null,"company_ids":["sb-energy"],"confidence":"MEDIUM","consent_status":null,"deal_ids":["openai-sb-energy-ports-pike-8gw"],"events":[{"checked_at":"2026-11-06","date":"2026-08-31","event":"SB Energy filing describes a conditional residual-value guarantee capped at $105B for initial 4.25 GW IT at PORTS-Pike. This is not funded financing, a rent guarantee or the full potential campus.","evidence_status":"verified_primary","id":"allocation-disclosure-sb-energy-ports-pike-oh","source":"https://www.sec.gov/Archives/edgar/data/2133037/000162828026059639/sbenergy-sx1.htm","source_id":"alloc-sbenergy-s1-20260831","source_type":"company-claim"}],"evidence_coverage":{"refreshed_events":1,"source_records":4,"timeline_events":1},"evidence_updates":[{"checked_at":"2026-11-06","date":"2026-08-31","event":"SB Energy filing describes a conditional residual-value guarantee capped at $105B for initial 4.25 GW IT at PORTS-Pike. This is not funded financing, a rent guarantee or the full potential campus.","evidence_status":"verified_primary","id":"allocation-disclosure-sb-energy-ports-pike-oh","source":"https://www.sec.gov/Archives/edgar/data/2133037/000162828026059639/sbenergy-sx1.htm","source_id":"alloc-sbenergy-s1-20260831","source_type":"company-claim"}],"explicit_site_amounts":[{"allocation_id":"alloc-0335","amount_subtype":"conditional_residual_value_guarantee_cap","amount_usd":105000000000.0,"category":"credit_guarantee","checked_at":"2026-11-06","conditions":["Not effective for all phases today","Initial 4.25 GW only; remaining ~3.8 GW optional","Not additional spend and never summed with lease/capex amounts"],"counts_in_cross_category_total":false,"counts_in_totals":true,"deal_id":"openai-sb-energy-ports-pike-8gw","scope_note":"Up to $105B aggregate residual-value guarantee cap for initial 4.25 GW IT / nine buildings at PORTS-Pike only. Not a guarantee of all rent, not full 8 GW, not funded financing. Effectiveness phases with lease commencement/RFS; default triggers, declining value and release provisions apply.","source_ids":["alloc-sbenergy-s1-20260831","alloc-nvidia-10q-20260827"],"upstream_source_ids":["src-ed8e1f0642","src-f598a90e42","src-a34c556656"],"value_fact_id":"vf-0334","verification_status":"verified_primary_exact_site_amount_category"}],"financing_ids":[],"id":"sb-energy-ports-pike-oh","last_verified":"2026-09-05","lat":null,"location":"Pike County, Ohio, USA (DOE Portsmouth site)","location_precision":{"label":"No mapped location","level":"unknown","reason":"No reviewed coordinates supplied. A named city or county does not establish an exact campus point.","source_ids":[]},"lon":null,"map_eligible":false,"name":"PORTS-Pike (Pike County, OH)","operator_company_id":"sb-energy","permitting":{"authority":"Not established","checked_at":null,"events":[],"moratorium_status":"unknown","source_ids":[],"summary":"No reviewed permitting conclusion for this site.","unknowns":["Zoning authority and district","Applicable permits and decision status","Moratoria and hearing requirements","Documented community proceedings"],"use_status":"unknown"},"power_status":null,"record_type":"site_record","site_group_id":"standalone","source_ids":["alloc-sbenergy-s1-20260831","src-a34c556656","src-ed8e1f0642","src-f598a90e42"],"stage":"construction","stage_raw":"construction","ticker":null},{"candidate_site_amounts":[],"capex":"undisclosed","capex_b":null,"capex_usd":null,"company_ids":["soluna"],"confidence":"MEDIUM","consent_status":"none observed","deal_ids":[],"events":[{"confidence":"HIGH","date":"2024-08-27","event":"Soluna Holdings announced Project Kati, a 50 MW AI data center project to be developed on a brownfield site in Abilene, Texas, leveraging existing industrial power infrastructure.","source":"https://www.soluna.com/","source_type":"company-claim"},{"confidence":"MEDIUM","date":"2025-10-07","event":"Soluna's Q3 2025 shareholder letter confirmed Project Kati had signed a 10-year load contract with a hyperscaler customer, subject to reaching commercial operation.","source":"https://www.soluna.com/","source_type":"company-claim"},{"confidence":"MEDIUM","date":"2026-05-19","event":"Abilene Reporter-News cited public records showing Soluna had submitted a conditional use permit application to the Abilene Planning Commission for the Kati site, with a hearing scheduled for June 2026.","source":"https://www.reporternews.com/news/business/2026/05/19/soluna-project-kati-abilene-permit/","source_type":"news"},{"checked_at":"2026-11-06","date":"2026-09-08","event":"Soluna identifies Willacy County campus and reports Kati 1 Bitcoin phase completed at 83 MW; Kati 2 AI is separate and planned.","evidence_status":"verified_primary","id":"verified-kati1-basis","source":"https://www.solunacomputing.com/news/kati-1-completion/","source_id":"verified-soluna-kati-20260908","source_type":"company-claim"},{"checked_at":"2026-11-06","date":"2026-10-07","event":"TDLR registered Project Kati II / MFE-A-Kati2 Building 1 in Willacy County: approximately 112 MW critical IT load and estimated $471.8M. Filing is not proof construction began.","evidence_status":"verified_primary","id":"verified-kati2-registration","source":"https://www.tdlr.texas.gov/TABS/Search/Project/TABS2027003019","source_id":"verified-tdlr-kati-20261007","source_type":"government-record"}],"evidence_coverage":{"refreshed_events":2,"source_records":5,"timeline_events":5},"evidence_updates":[{"checked_at":"2026-11-06","date":"2026-09-08","event":"Soluna identifies Willacy County campus and reports Kati 1 Bitcoin phase completed at 83 MW; Kati 2 AI is separate and planned.","evidence_status":"verified_primary","id":"verified-kati1-basis","source":"https://www.solunacomputing.com/news/kati-1-completion/","source_id":"verified-soluna-kati-20260908","source_type":"company-claim"},{"checked_at":"2026-11-06","date":"2026-10-07","event":"TDLR registered Project Kati II / MFE-A-Kati2 Building 1 in Willacy County: approximately 112 MW critical IT load and estimated $471.8M. Filing is not proof construction began.","evidence_status":"verified_primary","id":"verified-kati2-registration","source":"https://www.tdlr.texas.gov/TABS/Search/Project/TABS2027003019","source_id":"verified-tdlr-kati-20261007","source_type":"government-record"}],"explicit_site_amounts":[],"financing_ids":[],"id":"soluna-project-kati","last_verified":"2026-09-21","lat":null,"legacy_event_warning":"Earlier imported timeline assertions about Abilene, a 50 MW AI project, a ten-year hyperscaler contract, and an Abilene permitting hearing are unverified or conflict with the primary-source location correction. They are retained for audit, not endorsed as current facts.","location":"Willacy County, Texas, USA (campus; exact mapped location unverified)","location_precision":{"label":"Location held for review","level":"unknown","reason":"The inherited Abilene pin conflicts with primary Willacy County evidence. No replacement point is inferred.","source_ids":[]},"lon":null,"map_eligible":false,"mw_live":"83 MW Kati 1 Bitcoin hosting; AI live capacity not established","mw_live_basis":"Kati 1 Bitcoin capacity, not AI critical IT; excluded from AI live totals","mw_live_value":null,"mw_planned":"Kati 2 AI capacity under reconciliation; TABS Building 1 lists approximately 112 MW critical IT separately","mw_planned_basis":"Do not combine campus power, Bitcoin capacity, and building critical IT","mw_planned_value":null,"name":"Soluna Technologies – Project Kati","operator_company_id":"soluna","permitting":{"authority":"Texas Department of Licensing and Regulation (accessibility registration only)","checked_at":"2026-11-06","events":[{"checked_at":"2026-11-06","date":"2026-10-07","event":"TDLR registered Project Kati II / MFE-A-Kati2 Building 1 in Willacy County: approximately 112 MW critical IT load and estimated $471.8M. Filing is not proof construction began.","evidence_status":"verified_primary","id":"verified-kati2-registration","source":"https://www.tdlr.texas.gov/TABS/Search/Project/TABS2027003019","source_id":"verified-tdlr-kati-20261007","source_type":"government-record"}],"moratorium_status":"unknown","source_ids":["verified-tdlr-kati-20261007","verified-soluna-kati-20260908","verified-soluna-metrobloks-20260115"],"summary":"Related Kati II building is registered with TDLR. No zoning approval, construction commencement, or current environmental permit conclusion follows from that registration.","unknowns":["Exact relationship of the existing mixed Kati record to Kati II Building 1","Local land-use approval","Actual construction commencement","Reconciliation of company campus MW with building critical IT","Local moratorium status"],"use_status":"unknown; related building registration only"},"power_status":"Company reports conditional ERCOT Base Load classification for 166 MW campus; not final verification","record_type":"site_record","site_group_id":"standalone","source_ids":["source-136003db3e143eca","source-6fba61b5d52f54a7","verified-soluna-kati-20260908","verified-soluna-metrobloks-20260115","verified-tdlr-kati-20261007"],"stage":"identity review","stage_raw":"Kati 1 Bitcoin operational; Kati 2 AI planned/registered; records require phase separation","superseded_assertions":["Abilene location and map coordinates","50 MW AI project size","0 MW live without separating operational Bitcoin phase","AEP line-extension power status"],"ticker":"SLNH"},{"candidate_site_amounts":[],"capacity_evidence_warning":"Generation equipment nameplate, proposed operating output, utility service for limited purposes and data-center IT capacity are separate. No issued output limit, delivered IT total or uncommitted supply is established by these claims.","capex":"undisclosed","capex_b":null,"capex_usd":null,"company_ids":[],"confidence":"HIGH","consent_status":"none observed","deal_ids":[],"events":[{"confidence":"HIGH","date":"2025-09-23","event":"OpenAI, Oracle, and SoftBank announced New Mexico as one of five new Stargate AI data center sites — $500B total JV commitment","source":"https://openai.com/index/five-new-stargate-sites/","source_type":"company-claim"},{"association_warning":"Historical imported wording exceeds the reopened Oracle release: the 1,400-acre, $165B and legal-tenant assertions are not established by that receipt. Its supported power design is up to 2.45 GW installed fuel cells, not critical IT; inspect the reviewed claims.","confidence":"HIGH","date":"2026-04-27","event":"Oracle confirmed it will be the tenant of Project Jupiter campus in Doña Ana County, near the US-Mexico border — 1,400 acres, up to $165B investment, up to 2.5 GW Bloom Energy fuel cells","source":"https://www.oracle.com/news/announcement/oracle-borderplex-and-bloom-energy-to-power-project-jupiter-with-fuel-cell-technology-2026-04-27/","source_type":"company-claim"},{"association_warning":"Historical secondary pipeline account; the bridge-power characterization is not supported by the reopened Oracle releases, which describe Bloom as primary power. Current gas-supply timing and dependency remain unresolved; no site delay or completion is inferred.","confidence":"MEDIUM","date":"2026-08","event":"Natural gas pipeline (Green Chile Connector) critical to powering Project Jupiter delayed to 2027 — original timeline missed; Bloom Energy fuel cells initially bridge power","source":"https://energynow.com/2026/08/gas-pipeline-for-proposed-oracle-data-center-delayed-to-2027/","source_type":"news"}],"evidence_coverage":{"refreshed_events":0,"source_records":9,"timeline_events":3},"evidence_updates":[],"explicit_site_amounts":[],"financing_ids":[],"id":"stargate-dona-ana-county-nm","last_verified":"2026-09-21","lat":31.8737,"legacy_event_warning":"Retained April and August assertions have specific scope warnings below. The reopened Oracle release does not establish the inherited acreage, investment or legal-tenant assertions; its primary-power design does not support temporary bridge-power wording. Gas-supply dependency and current permit disposition require further evidence.","location":"Santa Teresa, New Mexico, USA","location_precision":{"label":"Approximate legacy marker · unverified","level":"unverified","reason":"Inherited coordinates have not been independently checked. They are not parcel boundaries or an exact site address.","source_ids":[]},"lon":-106.6567,"map_eligible":true,"mw_live":"Operational IT capacity not established by reviewed primary evidence","mw_planned":"Critical IT MW undisclosed; fuel-cell generation is a separate metric","mw_planned_basis":"April company design: up to 2.45 GW installed fuel cells. July air-permit draft: 2,462 MW generation. October output-cap proposal supplies no numeric cap or IT total. These are distinct generation scopes, not delivered IT.","name":"OpenAI Stargate Project Jupiter (Doña Ana County)","operator_company_id":null,"permitting":{"authority":"New Mexico Environment Department Air Quality Bureau; county local land-use scope not verified","checked_at":"2026-11-06","events":[{"checked_at":"2026-11-06","date":"2026-04-27","document_date":null,"effective_date":null,"event":"NMED received YGI Microgrid NSR 10883 application.","event_date":"2026-04-27","expiry_date":null,"id":"jupiter-nsr-application","scope":"Associated power-generation facility","source_ids":["permit-nm-jupiter-public-notice"],"status":"application_received"},{"checked_at":"2026-11-06","date":"2026-07-29","document_date":null,"effective_date":null,"event":"NMED public page labels NSR 10883 permit documents as drafts dated July 29.","event_date":"2026-07-29","expiry_date":null,"id":"jupiter-draft","scope":"Not an issued permit","source_ids":["permit-nm-jupiter-public-notice"],"status":"draft"},{"checked_at":"2026-11-06","date":"2026-11-05","document_date":"2026-11-05","effective_date":null,"event":"NMED current-actions list retains NSR 10883 under review.","event_date":"2026-11-05","expiry_date":null,"id":"jupiter-current-pending","scope":"Power site, not IT capacity or blanket campus construction authority","source_ids":["permit-nm-jupiter-current-review"],"status":"under_review"}],"jurisdiction":"Doña Ana County, New Mexico; YGI Microgrid associated with Project Jupiter","jurisdiction_match_note":"NMED explicitly labels the YGI Microgrid page Project Jupiter and lists Doña Ana County.","jurisdiction_match_status":"project_association_verified_local_boundary_unverified","moratorium_status":"unknown","review_flags":["power_site_not_campus","draft_not_issued","hearing_schedule_unverified"],"source_ids":["permit-nm-jupiter-public-notice","permit-nm-jupiter-current-review"],"summary":"The Project Jupiter-associated YGI Microgrid air permit is under review in NMED’s November 5 registry. Posted July 29 documents remain labeled draft. This does not determine all data-center building approvals.","unknowns":["Latest hearing schedule requires fresh docket review; do not treat older September notice as current.","Litigation, water authorization, and campus construction approvals are separate questions.","Exact municipality, parcel boundaries, and local land-use authority remain unverified."],"use_status":"campus_local_use_unverified"},"power_status":"Bloom primary-power design; limited EPE service proposed in October 2026. Reviewed NMED air-permit process pending; no energized critical IT established.","record_type":"site_record","selection_evidence":[{"as_of":"2026-07-29","checked_at":"2026-11-06","conditions":["Draft is not an issued authorization or energized output.","October proposed output limits are separate from this July equipment description."],"date_basis":"Draft date printed on NMED Part A.","evidence_status":"reviewed_primary","id":"nextgap-jupiter-generation-boundary-20260729","scope":"YGI power-generation facility, not critical IT.","source_ids":["nextgap-jupiter-nsr10883-part-a-draft-20260729"],"statement":"The July draft describes 2,462 MW of total electric generating capacity across at most 2,275 fuel-cell clusters.","topic":"delivery"},{"as_of":"2026-07-29","checked_at":"2026-11-06","conditions":["Do not assign these roles to the data-center landlord or IT operator."],"date_basis":"Draft date printed on NMED Part A.","evidence_status":"reviewed_primary","id":"nextgap-jupiter-power-facility-entities-20260729","scope":"Microgrid roles only.","source_ids":["nextgap-jupiter-nsr10883-part-a-draft-20260729"],"statement":"NMED’s draft identifies Yucca Growth Infrastructure, LLC as facility owner and Bloom Energy Corp as facility operator.","topic":"counterparty"},{"as_of":"2026-10-13","checked_at":"2026-11-06","conditions":["Execution, regulatory approval and service MW are not established by this announcement."],"date_basis":"Oracle announcement publication date.","evidence_status":"reviewed_primary","id":"nextgap-jupiter-epe-limited-service-20261013","scope":"Proposed Energy Service Agreement for Project Jupiter.","source_ids":["nextgap-jupiter-oracle-epe-proposal-20261013"],"statement":"Oracle proposes EPE service for late-stage construction, initial commissioning, emergency backup and life safety, while retaining Bloom as primary power.","topic":"counterparty"},{"as_of":"2026-10-15","checked_at":"2026-11-06","conditions":["No numeric output cap or IT total is disclosed in the announcement.","A proposed cap is not an issued permit limit or a delivery milestone."],"date_basis":"Oracle announcement publication date.","evidence_status":"reviewed_primary","id":"nextgap-jupiter-output-cap-proposal-20261015","scope":"Supplement to pending microgrid air-permit application.","source_ids":["nextgap-jupiter-oracle-output-refinement-20261015"],"statement":"Oracle and YGI proposed a fuel-cell operating-output cap while saying planned data-center IT capacity would remain unchanged.","topic":"delivery"}],"site_group_id":"stargate-program","source_ids":["nextgap-jupiter-nsr10883-part-a-draft-20260729","nextgap-jupiter-oracle-direct-20260427","nextgap-jupiter-oracle-epe-proposal-20261013","nextgap-jupiter-oracle-output-refinement-20261015","permit-nm-jupiter-current-review","permit-nm-jupiter-public-notice","source-3c572081028d5d28","source-885d0011e6b9660e","source-d66dcb89e4a6ecb4"],"stage":"construction","stage_raw":"construction","ticker":"flagship (OpenAI/Oracle)"},{"candidate_site_amounts":[],"capex":"$4B+ (estimated total)","capex_b":4.0,"capex_usd":4000000000.0,"company_ids":[],"confidence":"HIGH","consent_status":"none observed","deal_ids":["stargate-sb-energy-openai-1-2gw"],"events":[{"confidence":"HIGH","date":"2025-04","event":"Texas Department of Licensing and Regulation filing revealed first phase: 548,950 sq ft single-story facility with four data halls, estimated cost $470M initial / $4B total","source":"https://www.datacenterdynamics.com/en/news/openai-stargates-milam-texas-freebird-data-center-to-span-548950-sq-ft-in-first-phase/","source_type":"filing"},{"confidence":"HIGH","date":"2026-01","event":"OpenAI and SoftBank each invested $500M in SB Energy; OpenAI signed 1.2 GW lease for Milam County data center campus","source":"https://runtimewire.com/article/openai-texas-infrastructure-pledge-abbott-data-center-freeze","source_type":"news"},{"confidence":"HIGH","date":"2026-04-15","event":"TDLR filing registered Apr 15: Freebird Data Center Phase 1 (548,950 sq ft, single-story, $3B facility per MySA); construction began Oct 2025, completion expected October 2026; Milam County Judge: 700 jobs, $13.5M pilot payments","source":"https://www.mysanantonio.com/news/austin/article/data-centers-texas-22209790.php","source_type":"news"}],"evidence_coverage":{"refreshed_events":0,"source_records":5,"timeline_events":3},"explicit_site_amounts":[],"financing_ids":[],"id":"stargate-freebird-milam-county-tx","last_verified":"2026-09-21","lat":30.97,"location":"Milam County, Texas, USA","location_precision":{"label":"Approximate legacy marker · unverified","level":"unverified","reason":"Inherited coordinates have not been independently checked. They are not parcel boundaries or an exact site address.","source_ids":[]},"lon":-96.9,"map_eligible":true,"mw_live":"0 (phase 1 under construction)","mw_planned":"1,200 (1.2 GW)","name":"Stargate Freebird (Milam County, TX)","operator_company_id":null,"permitting":{"authority":"Not established","checked_at":null,"events":[],"moratorium_status":"unknown","source_ids":[],"summary":"No reviewed permitting conclusion for this site.","unknowns":["Zoning authority and district","Applicable permits and decision status","Moratoria and hearing requirements","Documented community proceedings"],"use_status":"unknown"},"power_status":"energized (1.2 GW lease signed; SB Energy building dedicated gas power infrastructure)","record_type":"site_record","site_group_id":"stargate-program","source_ids":["source-2872c0d951ba8ed4","source-7a56de90d2909d61","source-ceca488ba9b1b69e","src-5a1bddacf6","src-bf713f58e2"],"stage":"construction","stage_raw":"construction","ticker":"flagship (OpenAI/Oracle)"},{"candidate_site_amounts":[],"capex":"$15B+","capex_b":15.0,"capex_usd":15000000000.0,"company_ids":[],"confidence":"HIGH","consent_status":"none observed","deal_ids":[],"events":[{"confidence":"HIGH","date":"2025-07-22","event":"OpenAI and Oracle entered agreement to develop 4.5 GW of additional Stargate data center capacity in the U.S. — $30B+ deal; created capacity headroom for Lighthouse and other named sites","source":"https://openai.com/index/stargate-advances-with-partnership-with-oracle/","source_type":"company-claim"},{"confidence":"HIGH","date":"2025-09-23","event":"OpenAI, Oracle, and SoftBank announced five new U.S. AI data center sites under the Stargate initiative, including the Midwest location (Port Washington, WI, named 'Lighthouse')","source":"https://www.rcrwireless.com/20250925/ai-infrastructure/openai-stargate","source_type":"company-claim"},{"confidence":"HIGH","date":"2025-10-22","event":"OpenAI, Oracle, and Vantage Data Centers formally announced Lighthouse campus — 672 acres, four hyperscale AI data centers, ~902 MW critical IT load, $15B+ investment, 4,000+ construction jobs","source":"https://vantage-dc.com/news/openai-oracle-and-vantage-data-centers-announce-stargate-data-center-site-in-wisconsin/","source_type":"company-claim"},{"confidence":"HIGH","date":"2025-12-19","event":"Crews officially began first phase construction; completion targeted 2028; first building on track for 2H 2026","source":"https://www.constructiondive.com/news/stargate-openai-oracle-vantage-data-center-wisconsin/808437/","source_type":"news"},{"confidence":"HIGH","date":"2026-08-06","event":"Construction continues as of Aug 6, 2026 per JSOnline field report; project on schedule for first building 2H 2026 delivery","source":"https://www.jsonline.com/picture-gallery/news/2026/08/06/port-washington-ai-data-center-construction-continues-as-of-aug-6/91199547007/","source_type":"news"}],"evidence_coverage":{"refreshed_events":0,"source_records":6,"timeline_events":5},"evidence_updates":[],"explicit_site_amounts":[],"financing_ids":[],"id":"stargate-lighthouse-port-washington-wi","last_verified":"2026-09-21","lat":43.387,"location":"Port Washington, Wisconsin, USA","location_precision":{"label":"Approximate legacy marker · unverified","level":"unverified","reason":"Inherited coordinates have not been independently checked. They are not parcel boundaries or an exact site address.","source_ids":[]},"lon":-87.876,"map_eligible":true,"mw_live":"80 (phase 1 under construction; first building targeted 2H 2026)","mw_planned":"~902 (4 facilities, 2.5M sq ft on 672 acres)","name":"Stargate Lighthouse (Port Washington, WI)","operator_company_id":null,"permitting":{"authority":"Wisconsin DNR for listed environmental approvals; City of Port Washington for local land use","checked_at":"2026-11-06","events":[{"checked_at":"2026-11-06","date":"2025-12-11","document_date":null,"effective_date":"2025-12-11","event":"DNR granted nonfederal wetland exemptions and construction stormwater coverage for listed campus and laydown areas.","event_date":"2025-12-11","expiry_date":null,"id":"lighthouse-wetland-stormwater","scope":"Project areas 1 and 2 and listed laydown areas","source_ids":["permit-wi-lighthouse-dnr"],"status":"issued"},{"checked_at":"2026-11-06","date":"2026-06-12","document_date":null,"effective_date":"2026-06-12","event":"DNR issued air construction permit 25-MIN-094 and initial operation permit 24618528A-F01 for 45 diesel-fired emergency generators.","event_date":"2026-06-12","expiry_date":null,"id":"lighthouse-air","scope":"45 emergency generators","source_ids":["permit-wi-lighthouse-dnr"],"status":"issued"}],"jurisdiction":"City of Port Washington, Ozaukee County, Wisconsin","jurisdiction_match_note":"DNR explicitly names Lighthouse and the city, not only Ozaukee County.","jurisdiction_match_status":"verified_named_site","moratorium_status":"unknown","review_flags":[],"source_ids":["permit-wi-lighthouse-dnr"],"summary":"DNR records wetland exemptions and construction stormwater coverage in December 2025, followed by June 2026 air permits for 45 emergency diesel generators. This is not blanket campus approval.","unknowns":["Municipal zoning ordinance and conditions have not been reviewed.","Current local moratorium status is not established.","Permit scope must be checked before attributing approval to later expansion phases."],"use_status":"local_use_unverified"},"power_status":"energized (under construction; utility interconnection in progress)","record_type":"site_record","site_group_id":"stargate-program","source_ids":["permit-wi-lighthouse-dnr","source-0edec19f558acac1","source-3b1f4655edca0e55","source-5e3b525e35a02075","source-679313e5b837ba3a","source-f942fd7a1465e2d9"],"stage":"construction","stage_raw":"construction","ticker":"flagship (OpenAI/Oracle)"},{"candidate_site_amounts":[],"capex":"undisclosed","capex_b":null,"capex_usd":null,"company_ids":[],"confidence":"HIGH","consent_status":"none observed","deal_ids":[],"events":[{"confidence":"HIGH","date":"2025-09-23","event":"OpenAI, Oracle, and SoftBank announced Lordstown, Ohio as one of five new Stargate AI data center sites — joint venture, $500B total commitment","source":"https://openai.com/index/five-new-stargate-sites/","source_type":"company-claim"},{"confidence":"HIGH","date":"2025-09-25","event":"SoftBank confirmed groundbreaking on 'advanced data center design' in Lordstown on track to be operational next year per Public Power Coalition; Ohio site scales to 1.5 GW within 18 months","source":"https://www.publicpower.org/periodical/article/openai-oracle-and-softbank-unveil-five-new-us-ai-data-center-sites","source_type":"company-claim"},{"confidence":"HIGH","date":"2026-03","event":"Epoch AI construction tracker listed Lordstown among largest active AI data center projects under construction; AI chips owned by SoftBank, used by OpenAI","source":"https://epoch.ai/data/ai-data-centers/directory/openai-stargate-lordstown","source_type":"epoch-satellite"},{"confidence":"MEDIUM","date":"2026-04","event":"Kovastack analysis confirmed Lordstown as one of 7 publicly confirmed Stargate US sites; under permitting/construction alongside Milam County TX, Shackelford County TX, Doña Ana County NM, Port Washington WI, Saline Township MI","source":"https://kovastack.ai/blog/openai-stargate-datacenter-locations-2026","source_type":"news"}],"evidence_coverage":{"refreshed_events":0,"source_records":4,"timeline_events":4},"explicit_site_amounts":[],"financing_ids":[],"id":"stargate-lordstown-oh","last_verified":"2026-09-21","lat":41.17,"location":"Lordstown, Ohio, USA","location_precision":{"label":"Approximate legacy marker · unverified","level":"unverified","reason":"Inherited coordinates have not been independently checked. They are not parcel boundaries or an exact site address.","source_ids":[]},"lon":-80.85,"map_eligible":true,"mw_live":"0 (under construction; targeted operational 2026-2027)","mw_planned":"undisclosed (~1.5 GW per public power filing for advanced data center design)","name":"OpenAI Stargate Lordstown Campus","operator_company_id":null,"permitting":{"authority":"Not established","checked_at":null,"events":[],"moratorium_status":"unknown","source_ids":[],"summary":"No reviewed permitting conclusion for this site.","unknowns":["Zoning authority and district","Applicable permits and decision status","Moratoria and hearing requirements","Documented community proceedings"],"use_status":"unknown"},"power_status":"under construction (groundbreaking Q4 2025 per Public Power Coalition reporting)","record_type":"site_record","site_group_id":"stargate-program","source_ids":["source-34daa149f47c8d04","source-3c572081028d5d28","source-c41f05ab2813a0d5","source-f5701e9016e3c8ef"],"stage":"construction","stage_raw":"construction","ticker":"flagship (OpenAI/Oracle)"},{"candidate_site_amounts":[],"capex":"undisclosed","capex_b":null,"capex_usd":null,"company_ids":[],"confidence":"HIGH","consent_status":"township voted down plan May 2026; construction proceeded anyway","deal_ids":[],"events":[{"confidence":"HIGH","date":"2025-09","event":"Saline Township planning commission rejected rezoning of 575 acres for the data center; township board voted 4-1 to deny","source":"https://www.yahoo.com/news/articles/residents-furious-town-board-rejected-164500490.html","source_type":"news"},{"confidence":"HIGH","date":"2025-09","event":"Related Digital and landowners sued the township two days after the vote (exclusionary zoning claim)","source":"https://www.yahoo.com/news/articles/residents-furious-town-board-rejected-164500490.html","source_type":"news"},{"confidence":"HIGH","date":"2025-10-30","event":"OpenAI, Oracle, and Related Digital announced the 1 GW+ Stargate campus in Saline Township anyway — part of the 4.5 GW Oracle partnership; $16B project","source":"https://openai.com/index/expanding-stargate-to-michigan/","source_type":"company-claim"},{"confidence":"HIGH","date":"2026-06-01","event":"Construction celebrated — 'The Barn' launch with Related Digital, Blackstone, OpenAI, Oracle, Gov. Whitmer; township settled after lawsuit, court-approved agreement","source":"https://www.oracle.com/news/announcement/related-digital-oracle-openai-walbridge-and-governor-whitmer-celebrate-construction-of-stargate-campus-in-saline-township-2026-06-01/","source_type":"company-claim"}],"evidence_coverage":{"refreshed_events":0,"source_records":5,"timeline_events":4},"evidence_updates":[],"explicit_site_amounts":[],"financing_ids":[],"id":"stargate-saline-township-mi","last_verified":"2026-09-21","lat":42.17,"location":"Saline Township, Michigan, USA","location_precision":{"label":"Approximate legacy marker · unverified","level":"unverified","reason":"Inherited coordinates have not been independently checked. They are not parcel boundaries or an exact site address.","source_ids":[]},"lon":-83.78,"map_eligible":true,"mw_live":"0 (construction)","mw_planned":"1,000+ (1 GW campus)","name":"Stargate Saline Township (The Barn)","operator_company_id":null,"permitting":{"authority":"Michigan EGLE Water Resources Division; Saline Township for local land use","checked_at":"2026-11-06","events":[{"checked_at":"2026-11-06","date":"2026-07-23","document_date":null,"effective_date":null,"event":"EGLE public notice opened for proposed new-use NPDES permit MI0060445; stated initial comment period ended August 24.","event_date":"2026-07-23","expiry_date":null,"id":"saline-wastewater-public-notice","scope":"Related Digital wastewater treatment plant, not all campus approvals","source_ids":["permit-mi-saline-egle-hearing"],"status":"proposed"},{"checked_at":"2026-11-06","date":"2026-10-21","document_date":null,"effective_date":null,"event":"Official indexed notice scheduled a hearing on proposed MI0060445. Holding/outcome not independently established.","event_date":"2026-10-21","expiry_date":null,"id":"saline-wastewater-hearing","scope":"Proposed wastewater permit","source_ids":["permit-mi-saline-egle-hearing"],"status":"historical_scheduled_notice"}],"jurisdiction":"Saline Township, Washtenaw County, Michigan; not City of Saline","jurisdiction_match_note":"Full official indexed EGLE notice names Saline Township and location between Willow and Case roads.","jurisdiction_match_status":"verified_official_index_named_site","moratorium_status":"unknown","review_flags":["direct_source_unavailable","proposed_not_issued","city_township_distinction"],"source_ids":["permit-mi-saline-egle-hearing","permit-mi-saline-township-register"],"summary":"Official indexed EGLE notice identifies a proposed wastewater-discharge permit MI0060445 and October 21 hearing for the Related Digital plant in Saline Township. Final disposition is unknown. 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They are not parcel boundaries or an exact site address.","source_ids":[]},"lon":-99.55,"map_eligible":true,"mw_live":"0 (under construction; first building targeted 2H 2026)","mw_planned":"1,400 (10 facilities, ~3.7M sq ft on 1,200 acres)","name":"OpenAI Stargate Shackelford County (Vantage Frontier)","operator_company_id":null,"permitting":{"authority":"Not established","checked_at":null,"events":[],"moratorium_status":"unknown","source_ids":[],"summary":"No reviewed permitting conclusion for this site.","unknowns":["Zoning authority and district","Applicable permits and decision status","Moratoria and hearing requirements","Documented community proceedings"],"use_status":"unknown"},"power_status":"energized (ERCOT grid; interconnection in progress)","record_type":"site_record","site_group_id":"stargate-program","source_ids":["source-3c572081028d5d28","source-5db72d0ce01f5304","source-cbd76061ef84d635"],"stage":"construction","stage_raw":"construction","ticker":"flagship (OpenAI/Oracle)"},{"candidate_site_amounts":[],"capex":"undisclosed","capex_b":null,"capex_usd":null,"company_ids":["switch"],"company_match_method":"explicit_site_alias","confidence":"HIGH","consent_status":"closed-loop cooling required in PUD","deal_ids":[],"events":[{"confidence":"MEDIUM","date":"2021","event":"Switch first announced The Rock project — 1.5M+ sq ft, 185 MW Tier 5 campus adjacent to Dell Technologies HQ (per MySA retrospective)","source":"https://www.mysanantonio.com/news/austin/article/data-centers-texas-22209790.php","source_type":"news"},{"confidence":"HIGH","date":"2026-04-15","event":"TDLR filing: $20M data center at 300 Dell Way, 72,600 sq ft, liquid-to-chip cooling; construction to begin June 2026, completed by June 2028","source":"https://www.mysanantonio.com/news/austin/article/data-centers-texas-22209790.php","source_type":"filing"}],"evidence_coverage":{"refreshed_events":0,"source_records":1,"timeline_events":2},"explicit_site_amounts":[],"financing_ids":[],"id":"switch-round-rock-tx","last_verified":"2026-09-21","lat":30.5083,"location":"Round Rock, Texas, USA","location_precision":{"label":"Approximate legacy marker · unverified","level":"unverified","reason":"Inherited coordinates have not been independently checked. 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A separately caveated plaintiff complaint locates Colossus 2 in Memphis. No primary agreement maps Reflection compute to this legacy Southaven grouping; suppress context link without relocating it.","context_link_status":"withheld","counts_in_totals":false,"deal_id":"reflection-spacex-colossus2-6-3b","hold_status":"primary_amount_and_physical_site_unresolved","scope_note":"SpaceX Q3 10-Q does not identify Reflection. Existing secondary cancellable $6.3B maximum remains held; Southaven physical mapping also unresolved.","source_ids":["post-southaven-city-20260107","post-xai-complaint-20260414","post-spacex-10q-20261022"],"upstream_counts_in_totals":true,"value_fact_id":"vf-0249","verification_status":"unverified_candidate"}],"capex":"undisclosed","capex_b":null,"capex_usd":null,"company_ids":[],"confidence":"HIGH","consent_status":"air permit violation (Clean Air Act; NAACP/SELC citizen suit filed April 2026; DOJ motion to intervene July 2026)","deal_ids":[],"entity_association_warning":"The legacy Colossus 2/Southaven label mixes distinct compute and power properties. Reflection contract remains unassigned; complaint allegations do not establish adjudicated liability.","events":[{"confidence":"HIGH","date":"2026-04-14","event":"SELC filed detailed report confirming xAI built an illegal de facto power plant near Southaven MS — dozens of unpermitted gas turbines powering Colossus 2, across the Tennessee state line; Clean Air Act violations alleged","source":"https://www.selc.org/news/xai-built-an-illegal-power-plant-to-power-its-data-center/","source_type":"news"},{"confidence":"HIGH","date":"2026-07-14","event":"Reuters confirmed via FOIA records: xAI installed 59 natural gas turbines at the Southaven site without federal Clean Air Act permits — nearly double the 27 the company had acknowledged in January 2026","source":"https://www.reuters.com/world/americas/pollution-musks-unpermitted-xai-power-project-hits-hardest-black-communities-2026-07-14/","source_type":"news"},{"confidence":"HIGH","date":"2026-07-15","event":"DOJ filed motion to intervene in xAI's Clean Air Act case — federal government took sides against xAI on turbine permit violations; NAACP/SELC citizen suit ongoing","source":"https://www.techtimes.com/articles/320526/20260715/xai-ran-59-unpermitted-gas-turbines-black-communities-doj-now-shields-them.htm","source_type":"news"},{"confidence":"HIGH","date":"2026-07-31","event":"Mississippi environmental officials and xAI agreed to a schedule to retire the 69 temporary gas generators at the Southaven facility — 59 unpermitted turbines + 10 additional","source":"https://mississippitoday.org/2026/07/31/southaven-xai-turbines-deadline/","source_type":"news"},{"checked_at":"2026-11-06","date":"2026-01-07","event":"City identifies a third metro data center at 2400 Stateline Road and separately names renovated power plant 2875 Stanton Road.","evidence_status":"verified_primary","id":"post-southaven-address-separation","source":"https://southaven.org/Blog.aspx?IID=227","source_id":"post-southaven-city-20260107","source_type":"government-record"}],"evidence_coverage":{"refreshed_events":1,"source_records":17,"timeline_events":5},"evidence_updates":[{"checked_at":"2026-11-06","date":"2026-01-07","event":"City identifies a third metro data center at 2400 Stateline Road and separately names renovated power plant 2875 Stanton Road.","evidence_status":"verified_primary","id":"post-southaven-address-separation","source":"https://southaven.org/Blog.aspx?IID=227","source_id":"post-southaven-city-20260107","source_type":"government-record"}],"explicit_site_amounts":[],"financing_ids":[],"id":"xai-colossus-2-southaven-ms","identity_review_note":"Official city report distinguishes 2400 Stateline Road data center from 2875 Stanton Road power plant. Court complaint separately places Colossus 2 at 5420 Tulane Road, Memphis; that mapping is litigant primary evidence, not an adjudicated fact.","identity_review_status":"confirmed_multiple_physical_projects","inherited_contextual_deal_ids":["reflection-spacex-colossus2-6-3b"],"last_verified":"2026-09-21","lat":null,"legacy_event_warning":"Legacy July 15 timeline incorrectly says DOJ sided against xAI. SpaceX 10-Q says United States sought intervention to dismiss the case; October 19 court permitted intervention but did not dismiss. Gas-generation MW is not data-center IT load.","location":"Southaven, Mississippi, USA","location_precision":{"label":"Portfolio / undisclosed site","level":"portfolio","reason":"Not a separately located physical campus. No portfolio totals on a single map pin.","source_ids":[]},"lon":null,"map_eligible":false,"mw_live":"Not a reconciled compute campus; operating IT capacity unassigned","mw_live_basis":"Power-plant and compute-site identities must be separated","mw_live_value":null,"mw_planned":"Unresolved legacy grouping; turbine generating MW excluded from AI capacity","mw_planned_basis":"Not a reconciled physical compute campus","mw_planned_value":null,"name":"xAI Southaven infrastructure records (legacy grouping)","operator_company_id":null,"permitting":{"audience_note":"Public may attend, first-come limited seating; no public comments at this evidentiary hearing.","authority":"Mississippi DEQ Permit Board (air and stormwater); local zoning authority not independently reviewed","checked_at":"2026-11-06","events":[{"checked_at":"2026-11-06","continuation":{"condition":"Only if necessary, following the regular Permit Board meeting beginning at 09:00.","date":"2026-11-10","time_local":null},"date":"2026-11-09","document_date":null,"effective_date":null,"event":"MDEQ evidentiary hearing for air permit 0680-00119 starts November 9 at 09:00 local in Jackson; possible continuation November 10 after the regular 09:00 Board meeting.","event_date":"2026-11-09","expiry_date":null,"id":"mzx-psd-hearing","scope":"Associated power site; possible continuation November 10","source_ids":["permit-ms-mzx-hearing","review-ms-mzx-hearing"],"status":"scheduled","time_local":"09:00","timezone":"America/Chicago"},{"checked_at":"2026-11-06","date":"2026-08-18","document_date":null,"effective_date":"2026-08-18","event":"Project Tulane, 2400 Stateline Road West, has MSR109819 construction stormwater coverage in enSearch.","event_date":"2026-08-18","expiry_date":"2027-01-31","id":"mzx-tulane-stormwater","scope":"Separate physical site from Stanton Road","source_ids":["permit-ms-mzx-tulane-stormwater"],"status":"coverage_issued"},{"checked_at":"2026-11-06","date":"2026-03-11","document_date":"2026-03-11","effective_date":null,"event":"Final PSD air construction permit 0680-00119 issued for MZX Tech LLC at 2875 Stanton Road.","event_date":"2026-03-11","expiry_date":null,"id":"mzx-final-psd-issued","instrument_number":"0680-00119","scope":"Power plant air equipment only","source_ids":["followup-ms-mzx-final-psd","followup-ms-mzx-ai12592"],"status":"issued_under_hearing_review"},{"checked_at":"2026-11-06","date":"2026-09-14","document_date":"2026-09-14","effective_date":null,"event":"MDEQ certificate records modification of MSR109658 coverage for 42 acres at Tulane Project Duke Phase 8–9; current standing remains disputed by conflicting registry fields.","event_date":"2026-09-14","expiry_date":"2027-01-31","id":"mzx-stormwater-modification-20260914","instrument_number":"MSR109658","scope":"Construction stormwater for the named power-site project, not campus air approval or verified completion.","source_ids":["depth-mzx-stormwater-original-20251010","depth-mzx-stormwater-mod-20260313","depth-mzx-stormwater-mod-20260914"],"status":"historical_modification_document_current_status_conflict"}],"jurisdiction":"City of Southaven, DeSoto County, Mississippi","jurisdiction_match_note":"Official records confirm Southaven addresses but do not resolve the legacy combined Colossus 2 campus identity.","jurisdiction_match_status":"verified_regulated_sites_campus_mapping_uncertain","moratorium_status":"unknown","next_event":{"continuation":{"condition":"Only if necessary, following the regular Permit Board meeting beginning at 09:00.","date":"2026-11-10","time_local":null},"date":"2026-11-09","event":"Permit Board evidentiary hearing","location":"Mississippi DEQ, 515 East Amite Street, Jackson, Mississippi","status":"officially_scheduled","time_local":"09:00","timezone":"America/Chicago","timezone_basis":"Inferred from Jackson, Mississippi venue; notice states local clock time without timezone abbreviation."},"permit_scope":{"equipment_authorized_count":41,"equipment_type":"Natural-gas simple-cycle turbines with SCR and oxidation catalyst","instrument":"0680-00119","issued_date":"2026-03-11","scope_note":"Air-pollution construction authority only; permit expressly requires other approvals including zoning. This count is permitted equipment, not verified installed units or campus IT capacity.","source_ids":["followup-ms-mzx-final-psd"]},"review_flags":["campus_powerplant_conflation","physical_vs_mailing_address","upcoming_hearing","registry_status_conflict"],"source_ids":["depth-mzx-stormwater-mod-20260313","depth-mzx-stormwater-mod-20260914","depth-mzx-stormwater-original-20251010","followup-ms-mzx-ai12592","followup-ms-mzx-final-psd","permit-ms-mzx-hearing","permit-ms-mzx-tulane-stormwater","review-ms-mzx-hearing"],"stormwater_record_review":{"activity_id":"GNP20260001","agency_interest_id":"12592","certificate_coverage_date":"2026-03-13","certificate_modification_date":"2026-09-14","current_status":"unresolved_registry_document_conflict","disturbed_acres":42,"general_permit_expiry_date":"2027-01-31","historical_date_note":"Original and March-modified certificates show October 10, 2025 as initial coverage; September certificate gives March 13, 2026. Preserve these as source-specific fields rather than silently overwriting.","location_as_stated":{"lat":34.980556,"lon":-90.039444,"scope":"Location on the regulatory certificate, not a surveyed parcel boundary or reconciled compute-campus pin."},"named_project":"MZX Tech LLC, Tulane Project Duke Phase 8–9","permit_number":"MSR109658","receiving_stream":"Horn Lake Creek","source_ids":["depth-mzx-stormwater-original-20251010","depth-mzx-stormwater-mod-20260313","depth-mzx-stormwater-mod-20260914"]},"summary":"MDEQ issued the Stanton Road power-site air construction permit March 11. Its evidentiary hearing is November 9, with November 10 continuation only if necessary. Separate Stateline Road construction-stormwater coverage does not establish blanket campus approval.","unknowns":["Hearing outcome, actual turbine installation/operation, and current compliance remain unverified.","Local zoning, building approvals, and moratorium status are not established.","MSR109658 has a September 14 modification certificate, but the live registry lists it both under active coverages and as Coverage Terminated on that date. No termination, supersession, or later clarification document was retrieved; current legal standing remains unresolved.","Distinct campus, power-plant, and mailing-address identities must remain separate."],"use_status":"campus_identity_review_required"},"power_status":"energized (59 unpermitted natural gas turbines; temporary units under retirement schedule as of July 2026)","record_type":"portfolio_or_umbrella","scope":"legacy_multi_site_group","site_group_id":"colossus-memphis","source_ids":["depth-mzx-stormwater-mod-20260313","depth-mzx-stormwater-mod-20260914","depth-mzx-stormwater-original-20251010","followup-ms-mzx-ai12592","followup-ms-mzx-final-psd","permit-ms-mzx-hearing","permit-ms-mzx-tulane-stormwater","post-southaven-city-20260107","post-spacex-10q-20261022","post-xai-complaint-20260414","post-xai-removal-20260730","review-ms-mzx-hearing","source-04b346184f3373e3","source-0ed10d29e3c4eb4e","source-257bc12ec30be63d","source-9ab8c1062da4afab","src-68b87c334c"],"stage":"unknown","stage_raw":"operational","ticker":"flagship (xAI/SpaceX)"},{"candidate_site_amounts":[],"capex":"$35.8B (Epoch)","capex_b":35.8,"capex_counts_in_totals":false,"capex_scope":"unresolved_legacy_group","capex_scope_note":"Legacy source row combines multiple projects/buildings. Its capex and capacity must not be treated as a single-site amount or added to separately listed component projects. The $35.8B Epoch event specifically cites Colossus 2 while the row is titled Memphis; attribution requires review.","capex_usd":35800000000.0,"company_ids":[],"confidence":"HIGH","consent_status":"air permit (Shelby County; NAACP citizen suit filed April 2026)","deal_ids":["google-spacex-30b"],"events":[{"confidence":"HIGH","date":"2024-07","event":"Colossus 1 (original South Memphis site) became operational — built in 122 days, ~150 MW from TVA/MLGW; primary purpose: Grok training","source":"https://en.wikipedia.org/wiki/Colossus_(supercomputer)","source_type":"news"},{"confidence":"HIGH","date":"2025-07-02","event":"Shelby County Health Department issued air permit for 15 stationary natural gas turbines at 3231 Paul R. Lowry Road — after months of hearings and protests","source":"https://www.thesheffieldpress.com/xai-faces-backlash-over-unpermitted-turbines-near-memphis","source_type":"permit"},{"confidence":"HIGH","date":"2025-12-15","event":"Air emissions construction permit upheld 6-1 by Shelby County Air Pollution Control Board after 7-hour hearing; SELC appeal dismissed Dec 16, 2025","source":"https://tri-statedefender.com/xai-permit-upheld-after-intense-shelby-county-air-pollution-control-board-hearing/12/19/","source_type":"permit"},{"confidence":"MEDIUM","date":"2025-12-30","event":"Elon Musk announced xAI purchased a third building in the Memphis area, expanding Colossus to 2 GW total capacity — target: 555,000 NVIDIA GPUs for ~$18B","source":"https://introl.com/blog/xai-colossus-2-gigawatt-expansion-555k-gpus-january-2026","source_type":"company-claim"},{"confidence":"HIGH","date":"2026-07","event":"xAI installed 59 unpermitted gas turbines for Colossus 2 near Southaven, Mississippi — nearly double prior acknowledged count; NAACP/SELC Clean Air Act citizen suit filed April 2026 ongoing; DOJ filed motion to intervene","source":"https://www.technology.org/2026/07/15/xai-59-unpermitted-gas-turbines-southaven-colossus-2/","source_type":"news"},{"confidence":"HIGH","date":"2026-07","event":"Epoch AI directory (satellite+permit estimate): Colossus 2 operational, ~1,112k H100-equivalents, 946 MW IT power, $35.8B capital cost","source":"https://epoch.ai/data/ai-data-centers/directory/colossus-2","source_type":"epoch-satellite"},{"confidence":"MEDIUM","date":"2026-09-02","event":"SpaceXAI (xAI) planning a 5th Mid-South data center — Southaven Planning & Development Director Whitney Choat-Cook said Sept 1 plans are for a 'roughly 660,000 square foot data storage facility' at the site; expands xAI footprint in Memphis/Southaven area.","source":"https://www.commercialappeal.com/story/money/business/development/2026/09/02/spacexai-set-to-build-fifth-memphis-southaven-area-data-center-expands-footprint-in-midsouth/91577707007/","source_type":"news"}],"evidence_coverage":{"refreshed_events":0,"source_records":9,"timeline_events":7},"explicit_site_amounts":[],"financing_ids":[],"id":"xai-colossus-memphis-tn","last_verified":"2026-09-21","lat":35.149,"location":"Memphis, Tennessee, USA","location_precision":{"label":"Portfolio / undisclosed site","level":"portfolio","reason":"Not a separately located physical campus. No portfolio totals on a single map pin.","source_ids":[]},"lon":-90.059,"map_eligible":false,"mw_live":"946 (IT power, per Epoch)","mw_planned":"~2,000 (target 1M+ GPUs across multiple buildings)","name":"xAI Colossus (Memphis)","operator_company_id":null,"permitting":{"authority":"Not established","checked_at":null,"events":[],"moratorium_status":"unknown","source_ids":[],"summary":"No reviewed permitting conclusion for this site.","unknowns":["Zoning authority and district","Applicable permits and decision status","Moratoria and hearing requirements","Documented community proceedings"],"use_status":"unknown"},"power_status":"energized (TVA grid; gas turbines on-site)","record_type":"portfolio_or_umbrella","scope":"legacy_multi_site_group","site_group_id":"colossus-memphis","source_ids":["source-0f86c9916d8a0b72","source-6d7837bc9cbd0692","source-72427833249ffd7d","source-9b105eb7b66e0289","source-b52af2c21e745ac2","source-d4f56ad8e871f285","source-f20f3c7506b05d75","src-3da2418765","src-4919d62801"],"stage":"operational","stage_raw":"operational","ticker":"flagship (xAI/SpaceX)"},{"candidate_site_amounts":[],"capex_usd":null,"company_ids":["iren"],"confidence":"HIGH","deal_ids":[],"delivery_target":"First 300 MW gross build targets Q4 2027; remaining buildout schedule not established","events":[{"checked_at":"2026-11-06","date":"2026-05-01","event":"Sweetwater 1 high-voltage substation connects to ERCOT; power is to ramp with data-center construction.","evidence_status":"verified_primary","id":"pass3-sweet1-energize","source":"https://iren.gcs-web.com/news-releases/news-release-details/iren-announces-successful-energization-sweetwater-1","source_id":"pass3-iren-sweet1-20260501","source_type":"company-claim"},{"checked_at":"2026-11-06","date":"2026-09-08","event":"Company reports conditional Batch Zero base-load classification and first 300 MW gross build targeting Q4 2027.","evidence_status":"verified_primary","id":"pass3-sweet1-batch","source":"https://iren.gcs-web.com/news-releases/news-release-details/irens-2gw-sweetwater-hub-included-base-load-ercot-batch-zero","source_id":"pass3-iren-batchzero-20260908","source_type":"company-claim"},{"checked_at":"2026-11-06","date":"2026-11-05","event":"Latest results confirm liquid-cooled data-center construction at Sweetwater 1.","evidence_status":"verified_primary","id":"pass3-sweet1-build","source":"https://iren.gcs-web.com/news-releases/news-release-details/iren-reports-q1-fy27-results","source_id":"pass3-iren-q1fy27-20261105","source_type":"company-claim"}],"evidence_coverage":{"refreshed_events":3,"source_records":3,"timeline_events":3},"evidence_updates":[{"checked_at":"2026-11-06","date":"2026-05-01","event":"Sweetwater 1 high-voltage substation connects to ERCOT; power is to ramp with data-center construction.","evidence_status":"verified_primary","id":"pass3-sweet1-energize","source":"https://iren.gcs-web.com/news-releases/news-release-details/iren-announces-successful-energization-sweetwater-1","source_id":"pass3-iren-sweet1-20260501","source_type":"company-claim"},{"checked_at":"2026-11-06","date":"2026-09-08","event":"Company reports conditional Batch Zero base-load classification and first 300 MW gross build targeting Q4 2027.","evidence_status":"verified_primary","id":"pass3-sweet1-batch","source":"https://iren.gcs-web.com/news-releases/news-release-details/irens-2gw-sweetwater-hub-included-base-load-ercot-batch-zero","source_id":"pass3-iren-batchzero-20260908","source_type":"company-claim"},{"checked_at":"2026-11-06","date":"2026-11-05","event":"Latest results confirm liquid-cooled data-center construction at Sweetwater 1.","evidence_status":"verified_primary","id":"pass3-sweet1-build","source":"https://iren.gcs-web.com/news-releases/news-release-details/iren-reports-q1-fy27-results","source_id":"pass3-iren-q1fy27-20261105","source_type":"company-claim"}],"explicit_site_amounts":[],"financing_ids":[],"id":"iren-sweetwater-1-tx","last_verified":null,"lat":null,"location":"Sweetwater, Texas, USA","location_precision":{"label":"No mapped location","level":"unknown","reason":"No reviewed coordinates supplied. A named city or county does not establish an exact campus point.","source_ids":[]},"lon":null,"map_eligible":false,"mw_live":"No operational AI capacity established","mw_live_basis":"No source-verified operating or billing AI IT total","mw_live_value":null,"mw_planned":"1,400 MW utility envelope; initial 300 MW gross data-center build","mw_planned_basis":"Gross/utility power, not critical IT; 300 MW initial build is within 1,400 MW","mw_planned_value":1400,"name":"IREN Sweetwater 1","operator_company_id":"iren","permitting":{"authority":"Not established","checked_at":"2026-11-06","events":[],"moratorium_status":"unknown","source_ids":["pass3-iren-batchzero-20260908","pass3-iren-q1fy27-20261105","pass3-iren-sweet1-20260501"],"summary":"No comprehensive permit conclusion from the reviewed development sources.","unknowns":["Parcel zoning and applicable permits","Utility approvals and construction milestones beyond cited evidence","Any applicable moratorium or community proceeding"],"use_status":"unknown"},"power_readiness":{"checked_at":"2026-11-06","measures":[{"as_of":"2026-09-08","basis":"utility_power","conditions":["Batch Zero base-load classification is conditional on ongoing approvals.","Not operational IT capacity."],"id":"utility-envelope","label":"Utility power envelope","scope":"Sweetwater 1 only; not the combined 2 GW Sweetwater 1 and 2 hub.","source_ids":["pass3-iren-batchzero-20260908"],"status":"planned_envelope_conditional","unit":"MW","value":1400},{"as_of":"2026-09-08","basis":"gross_facility_power","conditions":["Q4 2027 target; not verified delivery."],"id":"gross-initial-build","label":"Initial gross data-center build","scope":"Initial build within the 1,400 MW utility envelope, not incremental to it.","source_ids":["pass3-iren-batchzero-20260908"],"status":"targeted_construction","unit":"MW","value":300}],"milestones":[{"date":"2026-05-01","date_basis":"Issuer announcement date","id":"energization","label":"High-voltage substation","scope":"High-voltage connection to ERCOT; power ramps with construction. No AI IT operating total established.","source_ids":["pass3-iren-sweet1-20260501"],"status":"company_reported_connected"},{"date":"2027-Q4","date_basis":"Quarterly delivery target stated in September update","id":"gross_build_target","label":"Initial gross build target","scope":"Target applies to 300 MW gross infrastructure, not an established critical IT amount.","source_ids":["pass3-iren-batchzero-20260908"],"status":"target_not_actual"}],"source_ids":["pass3-iren-batchzero-20260908","pass3-iren-sweet1-20260501"],"summary":"Substation energization is not delivered AI IT. Utility envelope and the initial gross data-center build are distinct nested scopes.","unknowns":["No source-verified operational AI IT total.","Actual ramped utility draw, firm service restrictions and remaining approvals require later review.","No conversion from gross power to IT is assumed."]},"power_status":"High-voltage substation energized May 2026; construction and staged approvals remain","record_type":"site_record","research_checked_at":"2026-11-06","selection_evidence":[{"as_of":"2026-09-08","checked_at":"2026-11-06","conditions":["Gross facility power is not a stated critical-IT amount and must not be converted to IT MW.","Batch Zero base-load classification remains conditional on ongoing approvals.","Substation energization does not establish delivered AI IT, and remaining buildout dates are not established here."],"date_basis":"Publication date of IREN’s Batch Zero update; Q4 2027 is the stated initial-build target, not actual delivery.","evidence_status":"reviewed_primary","id":"selection-sweetwater1-gross-build-target","scope":"Initial 300 MW gross build within Sweetwater 1’s 1,400 MW utility envelope; not the combined two-site 2 GW hub.","source_ids":["pass3-iren-batchzero-20260908"],"statement":"IREN’s September 8 update targets the initial 300 MW gross Sweetwater 1 data-center build for Q4 2027.","topic":"delivery"}],"site_group_id":null,"source_ids":["pass3-iren-batchzero-20260908","pass3-iren-q1fy27-20261105","pass3-iren-sweet1-20260501"],"stage":"construction","stage_raw":"construction","ticker":"IREN"},{"candidate_site_amounts":[],"capex_usd":null,"company_ids":["iren"],"confidence":"HIGH","deal_ids":[],"events":[{"checked_at":"2026-11-06","date":"2026-09-08","event":"Sweetwater 2 identified as separate 600 MW part of the 2 GW hub, with conditional base-load classification.","evidence_status":"verified_primary","id":"pass3-sweet2-batch","source":"https://iren.gcs-web.com/news-releases/news-release-details/irens-2gw-sweetwater-hub-included-base-load-ercot-batch-zero","source_id":"pass3-iren-batchzero-20260908","source_type":"company-claim"},{"checked_at":"2026-11-06","date":"2026-11-05","event":"Latest results classify Sweetwater 2 as early development rather than live data-center capacity.","evidence_status":"verified_primary","id":"pass3-sweet2-dev","source":"https://iren.gcs-web.com/news-releases/news-release-details/iren-reports-q1-fy27-results","source_id":"pass3-iren-q1fy27-20261105","source_type":"company-claim"}],"evidence_coverage":{"refreshed_events":2,"source_records":3,"timeline_events":2},"evidence_updates":[{"checked_at":"2026-11-06","date":"2026-09-08","event":"Sweetwater 2 identified as separate 600 MW part of the 2 GW hub, with conditional base-load classification.","evidence_status":"verified_primary","id":"pass3-sweet2-batch","source":"https://iren.gcs-web.com/news-releases/news-release-details/irens-2gw-sweetwater-hub-included-base-load-ercot-batch-zero","source_id":"pass3-iren-batchzero-20260908","source_type":"company-claim"},{"checked_at":"2026-11-06","date":"2026-11-05","event":"Latest results classify Sweetwater 2 as early development rather than live data-center capacity.","evidence_status":"verified_primary","id":"pass3-sweet2-dev","source":"https://iren.gcs-web.com/news-releases/news-release-details/iren-reports-q1-fy27-results","source_id":"pass3-iren-q1fy27-20261105","source_type":"company-claim"}],"explicit_site_amounts":[],"financing_ids":[],"id":"iren-sweetwater-2-tx","last_verified":null,"lat":null,"location":"Sweetwater, Texas, USA","location_precision":{"label":"No mapped location","level":"unknown","reason":"No reviewed coordinates supplied. A named city or county does not establish an exact campus point.","source_ids":[]},"lon":null,"map_eligible":false,"mw_live":"No operational AI capacity established","mw_live_basis":"No source-verified operating or billing AI IT total","mw_live_value":null,"mw_planned":"600 MW utility envelope","mw_planned_basis":"Utility capacity within 2 GW Sweetwater hub; not IT or live capacity","mw_planned_value":600,"name":"IREN Sweetwater 2","operator_company_id":"iren","permitting":{"authority":"Not established","checked_at":"2026-11-06","events":[],"moratorium_status":"unknown","source_ids":["pass3-iren-batchzero-20260908","pass3-iren-q1fy27-20261105"],"summary":"No comprehensive permit conclusion from the reviewed development sources.","unknowns":["Parcel zoning and applicable permits","Utility approvals and construction milestones beyond cited evidence","Any applicable moratorium or community proceeding"],"use_status":"unknown"},"power_readiness":{"checked_at":"2026-11-06","measures":[{"as_of":"2026-09-08","basis":"utility_power","conditions":["Conditional Batch Zero base-load classification.","Not live or critical IT capacity."],"id":"utility-envelope","label":"Utility power envelope","scope":"Sweetwater 2 only; part of the two-site 2 GW hub.","source_ids":["pass3-iren-batchzero-20260908"],"status":"early_development_conditional","unit":"MW","value":600}],"milestones":[],"source_ids":["pass3-iren-batchzero-20260908"],"summary":"Separate 600 MW utility envelope in early development. Do not inherit Sweetwater 1 substation energization.","unknowns":["Energization and IT-delivery dates are not established for this separate campus.","Remaining utility and development approvals have not been exhaustively reviewed.","No precise campus coordinates or operational IT amount verified."]},"power_status":"Conditional ERCOT Batch Zero base-load classification; early development","record_type":"site_record","research_checked_at":"2026-11-06","selection_evidence":[{"as_of":"2025-03-17","checked_at":"2026-11-06","conditions":["The historical late-2027 energization estimate is not promoted as current commissioning guidance.","September 2026 Batch Zero inclusion remains conditional; November describes early-stage development. The connection agreement alone does not establish energized MW or available AI capacity.","The current full connection contract and operating conditions were not independently reviewed."],"date_basis":"Signed filing’s historical announcement date, not a service-commencement date.","evidence_status":"reviewed_primary","id":"next-sweetwater2-aep-contract-scope","scope":"Sweetwater 2 utility connection, separate from Sweetwater 1 and from critical-IT delivery.","source_ids":["next-iren-sweetwater2-aep-20250317","pass3-iren-batchzero-20260908","pass3-iren-q1fy27-20261105"],"statement":"IREN’s March 2025 Form 6-K names AEP Texas Inc. as counterparty to its signed 600 MW Sweetwater 2 grid-connection agreement.","topic":"counterparty"}],"site_group_id":null,"source_ids":["next-iren-sweetwater2-aep-20250317","pass3-iren-batchzero-20260908","pass3-iren-q1fy27-20261105"],"stage":"development","stage_raw":"development","ticker":"IREN"},{"candidate_site_amounts":[],"capex_usd":null,"company_ids":["applied-digital"],"confidence":"HIGH","deal_ids":[],"delivery_target":"Initial PF2 operations expected by end of 2026; cited 300 MW is across North Dakota campuses, not PF2 alone","events":[{"checked_at":"2026-11-06","date":"2026-03-10","event":"ComputeCo 2 closes $2.15B secured notes financing the 200 MW Oracle-leased Harwood project.","evidence_status":"verified_primary","id":"pass3-pf2-finance","source":"https://ir.applieddigital.com/sec-filings/all-sec-filings/content/0001493152-26-009538/form8-k.htm","source_id":"pass3-apld-pf2-notes-20260310","source_type":"filing"},{"checked_at":"2026-11-06","date":"2026-06-18","event":"Conditions for ComputeCo 2 escrow release satisfied, per subsequent Form 10-Q.","evidence_status":"verified_primary","id":"pass3-pf2-escrow","source":"https://ir.applieddigital.com/sec-filings/all-sec-filings/content/0001144879-26-000059/apld-20260831.htm","source_id":"pass2-apld-10q-20261007","source_type":"filing"},{"checked_at":"2026-11-06","date":"2026-10-07","event":"October 7 issuer report targets initial PF2 operations by end of 2026, bringing North Dakota campuses to 300 MW delivered critical IT in aggregate. Exact initial PF2 MW is not separately stated; no 50 MW allocation is inferred.","evidence_status":"verified_primary","id":"pass3-pf2-progress","review_revision_reason":"Source states initial PF2 operations and 300 MW North Dakota portfolio delivery; prior 50 MW campus wording was a subtraction, not an explicit stated figure.","reviewed_checked_at":"2026-11-06","reviewed_source_ids":["pass2-apld-q1fy27-20261007"],"source":"https://ir.applieddigital.com/sec-filings/all-sec-filings/content/0001144879-26-000057/apldq127earningsrelease.htm","source_id":"pass2-apld-q1fy27-20261007","source_type":"filing"}],"evidence_coverage":{"refreshed_events":3,"source_records":5,"timeline_events":3},"evidence_updates":[{"checked_at":"2026-11-06","date":"2026-03-10","event":"ComputeCo 2 closes $2.15B secured notes financing the 200 MW Oracle-leased Harwood project.","evidence_status":"verified_primary","id":"pass3-pf2-finance","source":"https://ir.applieddigital.com/sec-filings/all-sec-filings/content/0001493152-26-009538/form8-k.htm","source_id":"pass3-apld-pf2-notes-20260310","source_type":"filing"},{"checked_at":"2026-11-06","date":"2026-06-18","event":"Conditions for ComputeCo 2 escrow release satisfied, per subsequent Form 10-Q.","evidence_status":"verified_primary","id":"pass3-pf2-escrow","source":"https://ir.applieddigital.com/sec-filings/all-sec-filings/content/0001144879-26-000059/apld-20260831.htm","source_id":"pass2-apld-10q-20261007","source_type":"filing"},{"checked_at":"2026-11-06","date":"2026-10-07","event":"October 7 issuer report targets initial PF2 operations by end of 2026, bringing North Dakota campuses to 300 MW delivered critical IT in aggregate. Exact initial PF2 MW is not separately stated; no 50 MW allocation is inferred.","evidence_status":"verified_primary","id":"pass3-pf2-progress","review_revision_reason":"Source states initial PF2 operations and 300 MW North Dakota portfolio delivery; prior 50 MW campus wording was a subtraction, not an explicit stated figure.","reviewed_checked_at":"2026-11-06","reviewed_source_ids":["pass2-apld-q1fy27-20261007"],"source":"https://ir.applieddigital.com/sec-filings/all-sec-filings/content/0001144879-26-000057/apldq127earningsrelease.htm","source_id":"pass2-apld-q1fy27-20261007","source_type":"filing"}],"explicit_site_amounts":[],"financing_ids":["APLD:computeco2-2031"],"id":"applied-digital-polaris-forge-2-harwood-nd","last_verified":null,"lat":null,"lease_tcv_basis":"Approximately 15-year base revenue for 200 MW contracted portion","lease_tcv_usd":5000000000,"legacy_event_warning":"Earlier 50 MW first-delivery wording was inferred from a portfolio target and is superseded. No subtraction of PF1 from portfolio delivery guidance is treated as a stated PF2 capacity.","location":"Harwood, North Dakota, USA","location_precision":{"label":"No mapped location","level":"unknown","reason":"No reviewed coordinates supplied. A named city or county does not establish an exact campus point.","source_ids":[]},"lon":null,"map_eligible":false,"mw_live":"No operational AI capacity established","mw_live_basis":"No source-verified operating or billing AI IT total","mw_live_value":null,"mw_planned":"300 MW critical-IT buildout, including 200 MW leased to Oracle","mw_planned_basis":"Critical IT buildout; contracted 200 MW is a subset","mw_planned_value":300,"name":"Applied Digital Polaris Forge 2","operator_company_id":"applied-digital","permitting":{"authority":"Not established","checked_at":"2026-11-06","events":[],"moratorium_status":"unknown","source_ids":["pass2-apld-10q-20261007","pass2-apld-q1fy27-20261007","pass3-apld-pf2-notes-20260310"],"summary":"No comprehensive permit conclusion from the reviewed development sources.","unknowns":["Parcel zoning and applicable permits","Utility approvals and construction milestones beyond cited evidence","Any applicable moratorium or community proceeding"],"use_status":"unknown"},"power_readiness":{"checked_at":"2026-11-06","measures":[{"as_of":"2026-03-10","basis":"contracted_it","conditions":["Debt financing and escrow release are not IT delivery milestones."],"id":"contracted-it","label":"Oracle-leased critical IT","scope":"200 MW Harwood project identified in ComputeCo 2 filing.","source_ids":["pass3-apld-pf2-notes-20260310"],"status":"leased_not_confirmed_delivered","unit":"MW","value":200}],"milestones":[{"date":"2026","date_basis":"End-of-year target in October 7 issuer report","id":"it_delivery","label":"Initial operations guidance","scope":"Issuer expects PF2 initial operations by end of 2026 and North Dakota campus delivery to reach 300 MW in aggregate. No exact PF2 delivery amount is allocated from that portfolio target.","source_ids":["pass2-apld-q1fy27-20261007"],"status":"target_not_actual"}],"source_ids":["pass2-apld-q1fy27-20261007","pass3-apld-pf2-notes-20260310"],"summary":"Oracle-leased IT and first-delivery guidance are different scopes. Financing close does not establish power readiness.","unknowns":["Current utility-service capacity and energization date are not separately verified.","Exact first-delivery MW at PF2 is not established by the cited portfolio guidance.","No operational IT total is established."]},"power_status":"Power delivery and buildout in progress; initial operations targeted by end of 2026, exact first-delivery MW not established","record_type":"site_record","research_checked_at":"2026-11-06","selection_evidence":[{"as_of":"2026-03-10","checked_at":"2026-11-06","conditions":["This is contracted critical IT, not available supply or confirmed delivered capacity.","Debt closing and escrow release are not delivery milestones.","The 200 MW contracted portion is not the whole 300 MW campus buildout and is not additive to it."],"date_basis":"Publication date of the ComputeCo 2 notes-closing Form 8-K; not a service-commencement date.","evidence_status":"reviewed_primary","id":"selection-pf2-oracle-customer","scope":"The 200 MW Oracle-leased portion of Polaris Forge 2 in Harwood.","source_ids":["pass3-apld-pf2-notes-20260310"],"statement":"Applied Digital’s ComputeCo 2 filing identifies Oracle as the tenant for the financed 200 MW critical-IT Harwood project.","topic":"counterparty"},{"as_of":"2026-10-07","checked_at":"2026-11-06","conditions":["Do not subtract PF1 capacity from the portfolio target to infer a 50 MW PF2 first phase.","No operating IT total or exact initial PF2 delivery amount is established.","Financing and construction progress do not establish customer-ready supply."],"date_basis":"October 7 issuer-report publication date. End of 2026 is forward-looking guidance, not a completed-delivery date.","evidence_status":"reviewed_primary","id":"selection-pf2-initial-operations-target","scope":"PF2 initial operations only. The separately cited 300 MW delivery target is across North Dakota campuses.","source_ids":["pass2-apld-q1fy27-20261007"],"statement":"Applied Digital’s October 7 guidance targets initial Polaris Forge 2 operations by the end of 2026; it does not separately quantify PF2’s initial delivered MW.","topic":"delivery"},{"as_of":"2026-10-20","checked_at":"2026-11-06","conditions":["The article describes a 280 MW utility load, not critical IT; do not reconcile it arithmetically with the issuer’s 300 MW campus buildout or 200 MW lease.","Partial fall energization is a goal in this account, not evidence of completed substation commissioning or customer acceptance.","No exact current energized MW or ready-for-service date is established."],"date_basis":"Utility article publication date; the account retrospectively describes an August 30 transmission-line pull.","evidence_status":"reviewed_primary","id":"selection-increment-pf2-agassiz-grid-build","scope":"Utility-side service infrastructure for PF2, with work described as ongoing.","source_ids":["selection-ccec-pf2-grid-20261020"],"statement":"CCEC’s October account identifies PF2 as its business member and describes Minnkota’s new Agassiz substation and more than 1.5 miles of 345-kV transmission construction to serve the Harwood project; Applied Digital funds the required new infrastructure.","topic":"delivery"}],"site_group_id":"applied-digital-portfolio","source_ids":["pass2-apld-10q-20261007","pass2-apld-q1fy27-20261007","pass3-apld-pf2-notes-20260310","pass3-apld-presentation-20260423","selection-ccec-pf2-grid-20261020"],"stage":"construction","stage_raw":"construction","tenant_company_ids":["oracle"],"ticker":"APLD"},{"candidate_site_amounts":[],"capex":"$3.6B estimated project investment","capex_usd":3600000000,"company_ids":["applied-digital"],"confidence":"HIGH","deal_ids":[],"delivery_target":"Initial operations targeted mid-2027","events":[{"checked_at":"2026-11-06","date":"2026-01","event":"Site work began in January 2026, according to May Louisiana development announcement.","evidence_status":"verified_primary","id":"pass3-delta1-sitework","source":"https://www.opportunitylouisiana.gov/news/central-louisiana-secures-3-6-billion-applied-digital-ai-factory-campus","source_id":"pass3-louisiana-delta1-20260526","source_type":"government-record"},{"checked_at":"2026-11-06","date":"2026-04-23","event":"Developer announces 300 MW, 15-year lease with unnamed US hyperscaler and about $7.5B base revenue.","evidence_status":"verified_primary","id":"pass3-delta1-lease","source":"https://www.sec.gov/Archives/edgar/data/1144879/000114487926000036/apld_deltaforgexprxfinal.htm","source_id":"pass3-apld-delta1-20260423","source_type":"filing"},{"checked_at":"2026-11-06","date":"2026-05-26","event":"Louisiana identifies Boyce campus in Rapides Parish with $3.6B estimated investment.","evidence_status":"verified_primary","id":"pass3-delta1-location","source":"https://www.opportunitylouisiana.gov/news/central-louisiana-secures-3-6-billion-applied-digital-ai-factory-campus","source_id":"pass3-louisiana-delta1-20260526","source_type":"government-record"},{"checked_at":"2026-11-06","date":"2026-10-07","event":"Latest fiscal results confirm construction at Delta Forge 1 in Louisiana.","evidence_status":"verified_primary","id":"pass3-delta1-progress","source":"https://ir.applieddigital.com/sec-filings/all-sec-filings/content/0001144879-26-000057/apldq127earningsrelease.htm","source_id":"pass2-apld-q1fy27-20261007","source_type":"filing"}],"evidence_coverage":{"refreshed_events":4,"source_records":5,"timeline_events":4},"evidence_updates":[{"checked_at":"2026-11-06","date":"2026-01","event":"Site work began in January 2026, according to May Louisiana development announcement.","evidence_status":"verified_primary","id":"pass3-delta1-sitework","source":"https://www.opportunitylouisiana.gov/news/central-louisiana-secures-3-6-billion-applied-digital-ai-factory-campus","source_id":"pass3-louisiana-delta1-20260526","source_type":"government-record"},{"checked_at":"2026-11-06","date":"2026-04-23","event":"Developer announces 300 MW, 15-year lease with unnamed US hyperscaler and about $7.5B base revenue.","evidence_status":"verified_primary","id":"pass3-delta1-lease","source":"https://www.sec.gov/Archives/edgar/data/1144879/000114487926000036/apld_deltaforgexprxfinal.htm","source_id":"pass3-apld-delta1-20260423","source_type":"filing"},{"checked_at":"2026-11-06","date":"2026-05-26","event":"Louisiana identifies Boyce campus in Rapides Parish with $3.6B estimated investment.","evidence_status":"verified_primary","id":"pass3-delta1-location","source":"https://www.opportunitylouisiana.gov/news/central-louisiana-secures-3-6-billion-applied-digital-ai-factory-campus","source_id":"pass3-louisiana-delta1-20260526","source_type":"government-record"},{"checked_at":"2026-11-06","date":"2026-10-07","event":"Latest fiscal results confirm construction at Delta Forge 1 in Louisiana.","evidence_status":"verified_primary","id":"pass3-delta1-progress","source":"https://ir.applieddigital.com/sec-filings/all-sec-filings/content/0001144879-26-000057/apldq127earningsrelease.htm","source_id":"pass2-apld-q1fy27-20261007","source_type":"filing"}],"explicit_site_amounts":[],"financing_ids":[],"id":"applied-digital-delta-forge-1-la","last_verified":null,"lat":null,"lease_tcv_basis":"15-year base lease revenue; tenant unnamed","lease_tcv_usd":7500000000,"location":"Boyce, Rapides Parish, Louisiana, USA","location_precision":{"label":"No mapped location","level":"unknown","reason":"No reviewed coordinates supplied. A named city or county does not establish an exact campus point.","source_ids":[]},"lon":null,"map_eligible":false,"mw_live":"No operational AI capacity established","mw_live_basis":"No source-verified operating or billing AI IT total","mw_live_value":null,"mw_planned":"300 MW critical IT; 430 MW campus power envelope","mw_planned_basis":"Critical IT and campus power are distinct","mw_planned_value":300,"name":"Applied Digital Delta Forge 1","operator_company_id":"applied-digital","permitting":{"authority":"Not established","checked_at":"2026-11-06","events":[],"moratorium_status":"unknown","source_ids":["pass2-apld-q1fy27-20261007","pass3-apld-delta1-20260423","pass3-louisiana-delta1-20260526"],"summary":"No comprehensive permit conclusion from the reviewed development sources.","unknowns":["Parcel zoning and applicable permits","Utility approvals and construction milestones beyond cited evidence","Any applicable moratorium or community proceeding"],"use_status":"unknown"},"power_status":"Cleco-served campus under construction; no present live AI load established","record_type":"site_record","research_checked_at":"2026-11-06","selection_evidence":[{"as_of":"2026-07-29","checked_at":"2026-11-06","conditions":["The disclosure totals the two leases at 300 MW critical IT but does not allocate an individual MW amount in this passage.","The hyperscaler is not named in this disclosure."],"date_basis":"Form 10-K filing date, with the two execution dates preserved.","evidence_status":"reviewed_primary","id":"next-delta1-lease-entities","scope":"Delta Forge 1 lease counterparties on the landlord side.","source_ids":["next-apld-10k-20260729"],"statement":"The fiscal 2026 Form 10-K identifies APLD AEX-01 LLC and APLD AEX-02 LLC as the subsidiaries that entered separate Delta Forge 1 data-center leases on April 20 and April 22, 2026, respectively.","topic":"counterparty"},{"as_of":"2026-07-29","checked_at":"2026-11-06","conditions":["Common customer is explicitly disclosed, but its identity and PF3 landlord legal name are not established by this passage."],"date_basis":"Form 10-K disclosure date.","evidence_status":"reviewed_primary","id":"next-delta1-pf3-common-tenant","scope":"Cross-campus customer concentration: Delta Forge 1 and PF3.","source_ids":["next-apld-10k-20260729"],"statement":"The same Form 10-K says the hyperscaler that signed the Delta Forge 1 leases also signed the May 20, 2026 Polaris Forge 3 lease through a different Applied Digital subsidiary.","topic":"counterparty"},{"as_of":null,"checked_at":"2026-11-06","conditions":["This does not establish the PPA counterparty, firm capacity, commissioning dates or final LPSC approval.","Do not treat all proposed new generation as a dedicated campus commissioning prerequisite."],"date_basis":"The utility webpage is undated; directly checked November 6, 2026.","evidence_status":"reviewed_primary","id":"next-delta1-cleco-supply-path","scope":"Cleco-stated supply path for the Rapides Parish campus.","source_ids":["next-apld-cleco-datacenters-20261106"],"statement":"Cleco’s Boyce project FAQ says it plans to meet Applied Digital’s demand with existing generation and a power purchase agreement, paid for by Applied Digital. It says the requested new generator was identified as a system need before this project.","topic":"delivery"}],"site_group_id":"applied-digital-portfolio","source_ids":["next-apld-10k-20260729","next-apld-cleco-datacenters-20261106","pass2-apld-q1fy27-20261007","pass3-apld-delta1-20260423","pass3-louisiana-delta1-20260526"],"stage":"construction","stage_raw":"construction","ticker":"APLD"},{"candidate_site_amounts":[],"capex_scope_note":"Combined developer and tenant investment is not a site construction-capex figure.","capex_usd":null,"company_ids":["applied-digital"],"confidence":"HIGH","deal_ids":[],"delivery_target":"Expected delivery first half of 2028, per October 7 filing; earlier Q1 guidance retained only historically.","events":[{"checked_at":"2026-11-06","date":"2026-06-08","event":"Delta Forge 2 secures 210 MW under a 15-year take-or-pay lease with unnamed US hyperscaler, about $5.2B base revenue.","evidence_status":"verified_primary","id":"pass3-delta2-lease","source":"https://ir.applieddigital.com/news-events/press-releases/detail/154/applied-digital-signs-210-mw-lease-at-delta-forge-2","source_id":"pass3-apld-delta2-20260608","source_type":"company-claim"},{"checked_at":"2026-11-06","date":"2026-09-24","event":"Issuer identifies Brookwood in Tuscaloosa County and more than $3.2B combined developer-and-tenant investment.","evidence_status":"verified_primary","id":"pass3-delta2-location","source":"https://newswire.telecomramblings.com/2026/09/applied-digital-announces-brookwood-tuscaloosa-county-alabama-as-home-of-3-2-billion-ai-factory-campus-investment/","source_id":"pass3-apld-brookwood-20260924","source_type":"company-claim"},{"checked_at":"2026-11-06","date":"2026-10-07","event":"Latest fiscal results confirm construction at Delta Forge 2 in Alabama.","evidence_status":"verified_primary","id":"pass3-delta2-progress","source":"https://ir.applieddigital.com/sec-filings/all-sec-filings/content/0001144879-26-000057/apldq127earningsrelease.htm","source_id":"pass2-apld-q1fy27-20261007","source_type":"filing"}],"evidence_coverage":{"refreshed_events":3,"source_records":4,"timeline_events":3},"evidence_updates":[{"checked_at":"2026-11-06","date":"2026-06-08","event":"Delta Forge 2 secures 210 MW under a 15-year take-or-pay lease with unnamed US hyperscaler, about $5.2B base revenue.","evidence_status":"verified_primary","id":"pass3-delta2-lease","source":"https://ir.applieddigital.com/news-events/press-releases/detail/154/applied-digital-signs-210-mw-lease-at-delta-forge-2","source_id":"pass3-apld-delta2-20260608","source_type":"company-claim"},{"checked_at":"2026-11-06","date":"2026-09-24","event":"Issuer identifies Brookwood in Tuscaloosa County and more than $3.2B combined developer-and-tenant investment.","evidence_status":"verified_primary","id":"pass3-delta2-location","source":"https://newswire.telecomramblings.com/2026/09/applied-digital-announces-brookwood-tuscaloosa-county-alabama-as-home-of-3-2-billion-ai-factory-campus-investment/","source_id":"pass3-apld-brookwood-20260924","source_type":"company-claim"},{"checked_at":"2026-11-06","date":"2026-10-07","event":"Latest fiscal results confirm construction at Delta Forge 2 in Alabama.","evidence_status":"verified_primary","id":"pass3-delta2-progress","source":"https://ir.applieddigital.com/sec-filings/all-sec-filings/content/0001144879-26-000057/apldq127earningsrelease.htm","source_id":"pass2-apld-q1fy27-20261007","source_type":"filing"}],"explicit_site_amounts":[],"financing_ids":[],"id":"applied-digital-delta-forge-2-al","investment_context":"More than $3.2B combined Applied Digital and tenant investment","last_verified":null,"lat":null,"lease_tcv_basis":"15-year base; $12.7B only if 30-year extension options exercised","lease_tcv_usd":5200000000,"legacy_event_warning":"Earlier Q1 2028 delivery guidance is historical. The October 7 filing gives first-half 2028 expected delivery for the 210 MW building; neither window establishes completed delivery.","location":"Brookwood, Tuscaloosa County, Alabama, USA","location_precision":{"label":"No mapped location","level":"unknown","reason":"No reviewed coordinates supplied. A named city or county does not establish an exact campus point.","source_ids":[]},"lon":null,"map_eligible":false,"mw_live":"No operational AI capacity established","mw_live_basis":"No source-verified operating or billing AI IT total","mw_live_value":null,"mw_planned":"210 MW leased critical IT","mw_planned_basis":"Critical IT lease scope","mw_planned_value":210,"name":"Applied Digital Delta Forge 2","operator_company_id":"applied-digital","permitting":{"authority":"Not established","checked_at":"2026-11-06","events":[],"moratorium_status":"unknown","source_ids":["pass2-apld-q1fy27-20261007","pass3-apld-brookwood-20260924","pass3-apld-delta2-20260608"],"summary":"No comprehensive permit conclusion from the reviewed development sources.","unknowns":["Parcel zoning and applicable permits","Utility approvals and construction milestones beyond cited evidence","Any applicable moratorium or community proceeding"],"use_status":"unknown"},"power_status":"Construction in Alabama reported in October; detailed utility deliverability not established","record_type":"site_record","research_checked_at":"2026-11-06","selection_evidence":[{"as_of":"2026-10-07","checked_at":"2026-11-06","conditions":["First-half 2028 is the later disclosed window; the inherited Q1 target is earlier guidance, not a confirmed deadline."],"date_basis":"Form 10-Q filing date; June 5 is execution, June 8 was announcement.","evidence_status":"reviewed_primary","id":"next-delta2-lease-date-delivery-window","scope":"DF2 leased-building delivery guidance.","source_ids":["pass2-apld-10q-20261007"],"statement":"The October 10-Q dates the Delta Forge 2 lease to June 5, 2026 and gives first-half 2028 expected delivery for the single 210 MW building.","topic":"delivery"}],"site_group_id":"applied-digital-portfolio","source_ids":["pass2-apld-10q-20261007","pass2-apld-q1fy27-20261007","pass3-apld-brookwood-20260924","pass3-apld-delta2-20260608"],"stage":"construction","stage_raw":"construction","ticker":"APLD"},{"candidate_site_amounts":[],"capex_usd":null,"company_ids":["terawulf"],"confidence":"HIGH","deal_ids":[],"delivery_target":"500 MW utility ramp targeted 2028; second 500 MW targeted 2029, subject to approvals","events":[{"checked_at":"2026-11-06","date":"2026-05","event":"Company says Muskie was acquired in May 2026 for phased AI/HPC development.","evidence_status":"verified_primary","id":"pass3-muskie-acquisition","source":"https://investors.terawulf.com/sec-filings/all-sec-filings/content/0001628280-26-064757/muskieexpansionpr.htm","source_id":"pass3-terawulf-muskie-release-20261005","source_type":"filing"},{"checked_at":"2026-11-06","date":"2026-10-01","event":"Amended power agreements double contracted service to 1 GW; first 500 MW targets 2028 ramp, second 500 MW 2029.","evidence_status":"verified_primary","id":"pass3-muskie-power","source":"https://investors.terawulf.com/sec-filings/all-sec-filings/content/0001628280-26-064757/wulf-20261001.htm","source_id":"pass3-terawulf-muskie-20261005","source_type":"filing"}],"evidence_coverage":{"refreshed_events":2,"source_records":5,"timeline_events":2},"evidence_updates":[{"checked_at":"2026-11-06","date":"2026-05","event":"Company says Muskie was acquired in May 2026 for phased AI/HPC development.","evidence_status":"verified_primary","id":"pass3-muskie-acquisition","source":"https://investors.terawulf.com/sec-filings/all-sec-filings/content/0001628280-26-064757/muskieexpansionpr.htm","source_id":"pass3-terawulf-muskie-release-20261005","source_type":"filing"},{"checked_at":"2026-11-06","date":"2026-10-01","event":"Amended power agreements double contracted service to 1 GW; first 500 MW targets 2028 ramp, second 500 MW 2029.","evidence_status":"verified_primary","id":"pass3-muskie-power","source":"https://investors.terawulf.com/sec-filings/all-sec-filings/content/0001628280-26-064757/wulf-20261001.htm","source_id":"pass3-terawulf-muskie-20261005","source_type":"filing"}],"explicit_site_amounts":[],"financing_ids":[],"financing_status":"Issuer seeking revolving-credit upsize and more secured debt; no Muskie financing close established","id":"terawulf-muskie-ky","last_verified":null,"lat":null,"location":"Eastern Kentucky, USA","location_precision":{"label":"No mapped location","level":"unknown","reason":"No reviewed coordinates supplied. A named city or county does not establish an exact campus point.","source_ids":[]},"lon":null,"map_eligible":false,"mw_live":"No operational AI capacity established","mw_live_basis":"No source-verified operating or billing AI IT total","mw_live_value":null,"mw_planned":"1,000 MW contracted utility power in two 500 MW phases","mw_planned_basis":"Contracted utility service, conditional on approvals and construction; not IT lease capacity","mw_planned_value":1000,"name":"TeraWulf Muskie Data Campus","operator_company_id":"terawulf","permitting":{"authority":"Not established","checked_at":"2026-11-06","events":[],"moratorium_status":"unknown","source_ids":["pass3-terawulf-muskie-20261005","pass3-terawulf-muskie-release-20261005"],"summary":"No comprehensive permit conclusion from the reviewed development sources.","unknowns":["Parcel zoning and applicable permits","Utility approvals and construction milestones beyond cited evidence","Any applicable moratorium or community proceeding"],"use_status":"unknown"},"power_status":"Kentucky Power agreements executed October 1; PSC approval and utility construction remain conditions","record_type":"site_record","research_checked_at":"2026-11-06","selection_evidence":[{"as_of":"2026-10-01","checked_at":"2026-11-06","conditions":["October 2028 is a utility-project target, not an AI hall handover or a verified 500 MW energization date.","Route selection and approvals must be checked against later filings; the sheet does not establish completed construction."],"date_basis":"Date printed on the utility fact sheet; all schedule milestones are forward-looking and subject to change.","evidence_status":"reviewed_primary","id":"next-muskie-utility-transmission-schedule","scope":"Venator 765-kV substation and connecting 765/345-kV transmission, not customer critical IT.","source_ids":["next-muskie-transmission-factsheet-20261001"],"statement":"Kentucky Power’s October project sheet targets Muskie transmission in-service in October 2028, following route selection, PSC approvals and substation/transmission construction.","topic":"delivery"},{"as_of":"2026-11-06","checked_at":"2026-11-06","conditions":["Notice acknowledgment is not substantive approval or permission to energize.","The observed docket listed entries through November 3; unposted or later actions are not ruled out.","The October executed agreement still made delivery subject to PSC approval and utility construction."],"date_basis":"Live docket review date; acknowledgment letter itself is dated November 2, 2026.","evidence_status":"reviewed_primary","id":"next-muskie-electric-service-approval-stage","scope":"Case 2026-00323 electric-service agreement approval process for TeraWulf’s Muskie subsidiary.","source_ids":["next-muskie-psc-ack-20261102","next-muskie-psc-docket-20261106","pass3-terawulf-muskie-20261005"],"statement":"The PSC’s November 2 letter acknowledges an October 30 intent/election notice for Kentucky Power’s agreement with DB Long Hunts Data LLC; the docket reviewed November 6 shows no approval order.","topic":"delivery"}],"site_group_id":"terawulf-portfolio","source_ids":["next-muskie-psc-ack-20261102","next-muskie-psc-docket-20261106","next-muskie-transmission-factsheet-20261001","pass3-terawulf-muskie-20261005","pass3-terawulf-muskie-release-20261005"],"stage":"development","stage_raw":"development","ticker":"WULF"},{"candidate_site_amounts":[],"capex":"Approximately $5.5B capital requirement, including Riot-funded work and conditional tenant-module reimbursements","capex_basis":"Issuer estimate for powered-land infrastructure and reimbursements, not cash raised","capex_usd":5500000000,"company_ids":["riot","anthropic"],"company_roles":[{"company_id":"riot","role":"powered_land_and_electrical_infrastructure_provider"},{"company_id":"anthropic","role":"tenant_compute_operator"}],"confidence":"HIGH","deal_ids":[],"delivery_target":"Phase 1 first block June 28, 2027 / all 400 MW September 11; Phase 2 all 200 MW January 28, 2028; Phase 3 310 MW July 30, 2028","events":[{"checked_at":"2026-11-06","date":"2026-10-28","event":"Corsicana powered-land lease executed with Anthropic; separate from Rockdale.","evidence_status":"verified_primary","id":"depth-riot-corsicana-execution","source":"https://www.sec.gov/Archives/edgar/data/1167419/000110465926122417/riot-20260930x10q.htm","source_id":"depth-riot-10q-20261104","source_type":"filing"},{"checked_at":"2026-11-06","date":"2026-11-04","event":"Lease becomes binding after approval conditions; announced 910 MW phased AI campus with about $28B initial revenue.","evidence_status":"verified_primary","id":"depth-riot-corsicana-effective","source":"https://www.riotplatforms.com/riot-platforms-reports-third-quarter-2026-financial-results-and-strategic-highlights/","source_id":"depth-riot-q3-20261104","source_type":"company-claim"}],"evidence_coverage":{"refreshed_events":2,"source_records":2,"timeline_events":2},"evidence_updates":[{"checked_at":"2026-11-06","date":"2026-10-28","event":"Corsicana powered-land lease executed with Anthropic; separate from Rockdale.","evidence_status":"verified_primary","id":"depth-riot-corsicana-execution","source":"https://www.sec.gov/Archives/edgar/data/1167419/000110465926122417/riot-20260930x10q.htm","source_id":"depth-riot-10q-20261104","source_type":"filing"},{"checked_at":"2026-11-06","date":"2026-11-04","event":"Lease becomes binding after approval conditions; announced 910 MW phased AI campus with about $28B initial revenue.","evidence_status":"verified_primary","id":"depth-riot-corsicana-effective","source":"https://www.riotplatforms.com/riot-platforms-reports-third-quarter-2026-financial-results-and-strategic-highlights/","source_id":"depth-riot-q3-20261104","source_type":"company-claim"}],"explicit_site_amounts":[],"financing_ids":[],"financing_status":"Project debt for tenant reimbursements anticipated, not closed; rent-credit fallback if qualifying financing unavailable","id":"riot-corsicana-tx","last_verified":null,"lat":null,"lease_tcv_basis":"Approximately initial 15-year base lease revenue; optional $54B extension scenario is separate","lease_tcv_usd":28000000000,"location":"Corsicana area, Navarro County, Texas, USA","location_precision":{"label":"No mapped location","level":"unknown","reason":"No reviewed coordinates supplied. A named city or county does not establish an exact campus point.","source_ids":[]},"lon":null,"map_eligible":false,"mw_live":"No operating AI capacity established for this lease","mw_live_basis":"Legacy 400 MW mining/developed power is not live AI IT","mw_live_value":null,"mw_planned":"910 MW contracted critical IT under powered-land lease","mw_planned_basis":"Contracted critical IT design capacity, not operating load","mw_planned_value":910,"name":"Riot Corsicana Campus","operator_company_id":"riot","permitting":{"authority":"Not established","checked_at":"2026-11-06","events":[],"moratorium_status":"unknown","source_ids":["depth-riot-10q-20261104"],"summary":"No parcel-level permit clearance verified. Issuer says existing energized capacity is outside Batch Zero audit; do not apply this to all future permits.","unknowns":["Applicable permits for expanded AI use","Parcel authority and phase-specific approvals"],"use_status":"unknown"},"power_status":"Existing campus has 400 MW developed mining capacity; expansion and lease delivery remain future","record_type":"site_record","research_checked_at":"2026-11-06","site_group_id":null,"source_ids":["depth-riot-10q-20261104","depth-riot-q3-20261104"],"stage":"development","stage_raw":"Binding AI powered-land lease at existing mining campus; future AI phases","ticker":"RIOT"},{"candidate_site_amounts":[],"capex_usd":null,"company_ids":["iren"],"company_roles":[{"company_id":"iren","role":"developer_and_ai_cloud_provider"}],"confidence":"HIGH","deal_ids":[],"delivery_target":"Power ramp from 2028; full buildout and IT delivery schedule unknown","events":[{"checked_at":"2026-11-06","date":"2026-02-05","event":"IREN announces 1.6 GW Oklahoma campus with completed grid studies and power ramp from 2028.","evidence_status":"verified_primary","id":"breadth-kiowa-announced","source_id":"breadth-iren-kiowa-20260205","source_type":"company-claim"},{"checked_at":"2026-11-06","date":"2026-08-27","event":"Annual filing names Kiowa and classifies 1,600 MW as planned gross power.","evidence_status":"verified_primary","id":"breadth-kiowa-named","source":"https://www.sec.gov/Archives/edgar/data/1878848/000187884826000052/iren-20260630.htm","source_id":"breadth-iren-10k-20260827","source_type":"filing"},{"checked_at":"2026-11-06","date":"2026-11-05","event":"Quarterly update reports early-stage development at Kiowa.","evidence_status":"verified_primary","id":"breadth-kiowa-development","source":"https://iren.gcs-web.com/news-releases/news-release-details/iren-reports-q1-fy27-results","source_id":"pass3-iren-q1fy27-20261105","source_type":"company-claim"}],"evidence_coverage":{"refreshed_events":3,"source_records":3,"timeline_events":3},"evidence_updates":[{"checked_at":"2026-11-06","date":"2026-02-05","event":"IREN announces 1.6 GW Oklahoma campus with completed grid studies and power ramp from 2028.","evidence_status":"verified_primary","id":"breadth-kiowa-announced","source_id":"breadth-iren-kiowa-20260205","source_type":"company-claim"},{"checked_at":"2026-11-06","date":"2026-08-27","event":"Annual filing names Kiowa and classifies 1,600 MW as planned gross power.","evidence_status":"verified_primary","id":"breadth-kiowa-named","source":"https://www.sec.gov/Archives/edgar/data/1878848/000187884826000052/iren-20260630.htm","source_id":"breadth-iren-10k-20260827","source_type":"filing"},{"checked_at":"2026-11-06","date":"2026-11-05","event":"Quarterly update reports early-stage development at Kiowa.","evidence_status":"verified_primary","id":"breadth-kiowa-development","source":"https://iren.gcs-web.com/news-releases/news-release-details/iren-reports-q1-fy27-results","source_id":"pass3-iren-q1fy27-20261105","source_type":"company-claim"}],"explicit_site_amounts":[],"financing_ids":[],"id":"iren-kiowa-ok","last_verified":null,"lat":null,"location":"Kiowa, Oklahoma, USA","location_evidence_source_ids":["breadth-iren-kiowa-20260205","breadth-iren-10k-20260827","pass3-iren-q1fy27-20261105"],"location_precision":{"label":"No mapped location","level":"unknown","reason":"No reviewed coordinates supplied. A named city or county does not establish an exact campus point.","source_ids":["breadth-iren-kiowa-20260205","breadth-iren-10k-20260827","pass3-iren-q1fy27-20261105"]},"lon":null,"map_eligible":false,"mw_live":"Operating AI IT capacity not established","mw_live_basis":"Unknown, not zero","mw_live_value":null,"mw_planned":"1,600 MW planned gross power; critical IT not disclosed","mw_planned_basis":"Gross utility capacity, not IT","mw_planned_value":1600,"name":"IREN Kiowa Campus","operator_company_id":"iren","permitting":{"authority":"Not comprehensively established","checked_at":"2026-11-06","events":[],"moratorium_status":"unknown","source_ids":["breadth-iren-kiowa-20260205","breadth-iren-10k-20260827","pass3-iren-q1fy27-20261105"],"summary":"Development and power evidence are not a complete permit or legal-applicability review.","unknowns":["Parcel zoning and current local permit status","Any applicable moratorium, appeal or phase-specific limitation"],"use_status":"unknown"},"power_readiness":{"checked_at":"2026-11-06","measures":[{"as_of":"2026-06-30","basis":"utility_power","conditions":["No operational or contracted critical IT inferred."],"id":"planned-gross","label":"Planned gross power","scope":"Kiowa announced campus, not delivered IT","source_ids":["breadth-iren-10k-20260827"],"status":"planned_envelope_conditional","unit":"MW","value":1600}],"milestones":[{"date":"2026-02-05","date_basis":"Issuer disclosure date; not exact construction or service-commencement date","id":"grid-study","label":"Grid studies complete","scope":"Completion reported with campus announcement","source_ids":["breadth-iren-kiowa-20260205"],"status":"company_reported_complete"},{"date":"2028","date_basis":"Issuer year-only target","id":"power-ramp","label":"Power ramp","scope":"Initial scheduled power ramp, not full 1.6 GW commissioning","source_ids":["breadth-iren-kiowa-20260205"],"status":"target"},{"date":"2026-11-05","date_basis":"Issuer disclosure date; not exact construction or service-commencement date","id":"early-development","label":"Early-stage development","scope":"Kiowa work explicitly remains early stage","source_ids":["pass3-iren-q1fy27-20261105"],"status":"in_development"}],"source_ids":["breadth-iren-kiowa-20260205","breadth-iren-10k-20260827","pass3-iren-q1fy27-20261105"],"summary":"1,600 MW gross future power envelope; grid studies reported complete, but November update still describes early-stage development.","unknowns":["Utility contract conditions and current tariff ruling not independently reviewed.","No campus-specific IT lease, energized MW or customer-delivered capacity identified.","No specific share of IREN financing or revenue backlog allocated."]},"power_status":"1,600 MW gross future power envelope; grid studies reported complete, but November update still describes early-stage development.","record_type":"site_record","research_checked_at":"2026-11-06","site_group_id":null,"source_ids":["breadth-iren-10k-20260827","breadth-iren-kiowa-20260205","pass3-iren-q1fy27-20261105"],"stage":"development","stage_raw":"development"},{"candidate_site_amounts":[],"capex_usd":null,"company_ids":["google","crusoe"],"company_roles":[{"company_id":"crusoe","role":"developer"},{"company_id":"google","role":"named_campus_customer"}],"confidence":"HIGH","deal_ids":[],"delivery_target":"Not disclosed","events":[{"checked_at":"2026-11-06","date":"2025-06","document_date":"2026-09-28","event":"Crusoe reports campus groundbreaking in June 2025.","evidence_status":"verified_primary","id":"breadth-armstrong-groundbreak","source_id":"breadth-crusoe-armstrong-20260928","source_type":"company-claim"},{"checked_at":"2026-11-06","date":"2026-09-28","event":"Crusoe identifies itself as developer of Google’s Armstrong County AI campus under construction.","evidence_status":"verified_primary","id":"breadth-armstrong-identify","source_id":"breadth-crusoe-armstrong-20260928","source_type":"company-claim"}],"evidence_coverage":{"refreshed_events":2,"source_records":1,"timeline_events":2},"evidence_updates":[{"checked_at":"2026-11-06","date":"2025-06","document_date":"2026-09-28","event":"Crusoe reports campus groundbreaking in June 2025.","evidence_status":"verified_primary","id":"breadth-armstrong-groundbreak","source_id":"breadth-crusoe-armstrong-20260928","source_type":"company-claim"},{"checked_at":"2026-11-06","date":"2026-09-28","event":"Crusoe identifies itself as developer of Google’s Armstrong County AI campus under construction.","evidence_status":"verified_primary","id":"breadth-armstrong-identify","source_id":"breadth-crusoe-armstrong-20260928","source_type":"company-claim"}],"explicit_site_amounts":[],"financing_ids":[],"id":"google-crusoe-armstrong-tx","last_verified":null,"lat":null,"location":"Armstrong County, near Claude / Amarillo, Texas, USA","location_evidence_source_ids":["breadth-crusoe-armstrong-20260928"],"location_precision":{"label":"No mapped location","level":"unknown","reason":"No reviewed coordinates supplied. A named city or county does not establish an exact campus point.","source_ids":["breadth-crusoe-armstrong-20260928"]},"lon":null,"map_eligible":false,"mw_live":"Operating AI IT capacity not established","mw_live_basis":"Unknown, not zero","mw_live_value":null,"mw_planned":"Data-center capacity undisclosed; adjacent wind capacities are separate","mw_planned_basis":"Do not substitute generation nameplate for campus load","mw_planned_value":null,"name":"Google / Crusoe Armstrong County AI Campus","operator_company_id":null,"permitting":{"authority":"Not comprehensively established","checked_at":"2026-11-06","events":[],"moratorium_status":"unknown","source_ids":["breadth-crusoe-armstrong-20260928"],"summary":"Development and power evidence are not a complete permit or legal-applicability review.","unknowns":["Parcel zoning and current local permit status","Any applicable moratorium, appeal or phase-specific limitation"],"use_status":"unknown"},"power_readiness":{"checked_at":"2026-11-06","measures":[{"as_of":"2026-09-28","basis":"generation_nameplate","conditions":["Variable generation nameplate, not firm IT capacity."],"id":"goodnight1","label":"Adjacent Goodnight 1 wind generation","scope":"Wind farm connected to the campus; not data-center load","source_ids":["breadth-crusoe-armstrong-20260928"],"status":"company_reported_operational","unit":"MW","value":265.5},{"as_of":"2026-09-28","basis":"generation_nameplate","conditions":["Do not sum into campus AI capacity."],"id":"goodnight2","label":"Adjacent Goodnight 2 wind generation","scope":"Separate adjacent wind farm, not commissioned data-center capacity","source_ids":["breadth-crusoe-armstrong-20260928"],"status":"under_construction","unit":"MW","value":265.5}],"milestones":[{"date":"2025-06","date_basis":"Issuer month-only historical event","id":"groundbreak","label":"Campus groundbreaking","scope":"Groundbreaking reported retrospectively September 28","source_ids":["breadth-crusoe-armstrong-20260928"],"status":"completed"},{"date":"2026-09-28","date_basis":"Issuer disclosure date; not exact construction or service-commencement date","id":"construction","label":"Campus construction","scope":"Developer identifies Google campus under construction","source_ids":["breadth-crusoe-armstrong-20260928"],"status":"under_construction"}],"source_ids":["breadth-crusoe-armstrong-20260928"],"summary":"Campus under construction with direct connections to adjacent wind generation; data-center power and IT MW are undisclosed.","unknowns":["Campus utility-service MW, firm backup arrangements, critical IT and energization schedule are not disclosed.","No exact campus capex or financing amount identified."]},"power_status":"Campus under construction with direct connections to adjacent wind generation; data-center power and IT MW are undisclosed.","record_type":"site_record","research_checked_at":"2026-11-06","site_group_id":null,"source_ids":["breadth-crusoe-armstrong-20260928"],"stage":"construction","stage_raw":"construction"},{"candidate_site_amounts":[],"capex":"More than $1B announced project investment","capex_usd":null,"company_ids":["meta"],"company_roles":[{"company_id":"meta","role":"campus_user_and_developer"}],"confidence":"HIGH","deal_ids":[],"delivery_target":"Not disclosed","events":[{"checked_at":"2026-11-06","date":"2026-04-21","event":"Meta and PartnerTulsa announce groundbreaking for an AI-optimized campus representing more than $1B investment.","evidence_status":"verified_primary","id":"breadth-meta-tulsa-groundbreak","source":"https://partnertulsa.org/meta-breaks-ground-on-new-1-billion-data-center-in-tulsa/","source_id":"breadth-partnertulsa-20260421","source_type":"company-claim"}],"evidence_coverage":{"refreshed_events":1,"source_records":7,"timeline_events":1},"evidence_updates":[{"checked_at":"2026-11-06","date":"2026-04-21","event":"Meta and PartnerTulsa announce groundbreaking for an AI-optimized campus representing more than $1B investment.","evidence_status":"verified_primary","id":"breadth-meta-tulsa-groundbreak","source":"https://partnertulsa.org/meta-breaks-ground-on-new-1-billion-data-center-in-tulsa/","source_id":"breadth-partnertulsa-20260421","source_type":"company-claim"}],"explicit_site_amounts":[],"financial_scope_notes":["Project investment exceeds $1B; do not treat lower bound as exact capex or financing raised."],"financing_ids":[],"id":"meta-tulsa-ok","last_verified":null,"lat":null,"location":"Fair Oaks Innovation Park, East Tulsa, Oklahoma, USA","location_evidence_source_ids":["breadth-meta-tulsa-20260421","breadth-partnertulsa-20260421"],"location_precision":{"label":"No mapped location","level":"unknown","reason":"No reviewed coordinates supplied. A named city or county does not establish an exact campus point.","source_ids":["breadth-meta-tulsa-20260421","breadth-partnertulsa-20260421"]},"lon":null,"map_eligible":false,"mw_live":"Operating AI IT capacity not established","mw_live_basis":"Unknown, not zero","mw_live_value":null,"mw_planned":"No site-specific power or IT MW disclosed","mw_planned_basis":"Unknown site load; statewide energy portfolio excluded","mw_planned_value":null,"name":"Meta Tulsa AI Data Center","operator_company_id":"meta","permitting":{"authority":"City of Tulsa for local zoning and building permits; Oklahoma DEQ for the separately identified emergency-engine registration","checked_at":"2026-11-06","coverage_label":"Partial local-permitting evidence; phase-specific limits remain","coverage_scope":"municipal_permitting_partial","events":[{"checked_at":"2026-11-06","date":"2026-01-29","document_date":"2026-01-29","effective_date":null,"event":"DEQ acknowledges Atmoss emergency-engine PBR 2026-0025-O, facility 25311.","event_date":"2026-01-29","expiry_date":null,"id":"tulsa-atmoss-engine-registration","scope":"Atmoss emergency-engine registration only. The acknowledgment does not identify exact equipment count, campus phase or parcel, and is not proof of installed equipment, operating data-center capacity or IT MW.","source_ids":["newpermit-atmoss-pbr-20260129"],"status":"issued_registration"},{"checked_at":"2026-11-06","date":"2026-03-25","date_basis":"March 25 adoption is reported retrospectively by the October 16 staff report in the November 4 packet, not established from an executed ordinance.","document_date":"2026-10-16","effective_date":null,"event":"Staff reports adopted data-center moratorium, excepting Project Anthem Phases I and II.","event_date":"2026-03-25","expiry_date":"2026-12-31","expiry_date_basis":"December 31 is the staff-reported end date; executed ordinance and later amendments unverified.","id":"tulsa-moratorium-adoption","scope":"City building-permit moratorium with staff-described phase/property-specific Anthem exceptions. The unsigned attachment describes Phase I exhibits and Phase II only if appropriately zoned; executed exception text remains unverified. Not campus-wide permit clearance or cancellation.","source_ids":["newpermit-tulsa-zca41-20261104"],"status":"adopted_staff_confirmed"},{"checked_at":"2026-11-06","date":null,"date_basis":"Withdrawal is reported in the October 16 staff report; exact withdrawal day is unknown.","document_date":"2026-10-16","effective_date":null,"event":"Z-7851 Phase II rezoning was withdrawn before commission decision.","event_date":null,"expiry_date":null,"id":"tulsa-anthem-phase2-withdrawal","scope":"Phase II zoning application only; not Phase I campus cancellation.","source_ids":["newpermit-tulsa-zca41-20261104"],"status":"withdrawn"},{"checked_at":"2026-11-06","date":"2026-05-20","date_basis":"May 20 is the printed hearing date on the staff report, not proof of a decision or permit issuance.","document_date":"2026-05-20","effective_date":null,"event":"Staff report for the scheduled May 20 hearing recommends conditional accelerated building-permit release for Anthem.","event_date":null,"expiry_date":null,"id":"tulsa-anthem-release-recommendation","scope":"Approximately 339.11-acre IL tract; this staff report alone does not establish commission action, building-permit issuance or IDP completion. The separate approved minutes establish the limited commission decision, not this staff report.","source_ids":["newpermit-tulsa-anthem-release-20260520"],"status":"staff_recommendation_only"},{"checked_at":"2026-11-06","date":"2026-11-04","date_basis":"Packet date; work-session outcome and an adopted ZCA-41 ordinance were not verified.","document_date":"2026-11-04","effective_date":null,"event":"November 4-dated work-session packet proposes revised data-center zoning.","event_date":null,"expiry_date":null,"id":"tulsa-zca41-work-session","scope":"ZCA-41, not adopted law.","source_ids":["newpermit-tulsa-zca41-20261104"],"status":"proposed"},{"checked_at":"2026-11-06","date":"2026-05-20","date_basis":"Commission meeting May 20, 2026; minutes approved June 17, 2026. The latter is minutes approval, not publication or a new project decision.","document_approval_date":"2026-06-17","document_date":"2026-05-20","effective_date":null,"event":"TMAPC approves the Anthem preliminary subdivision plat extension to August 7, 2027, 6-0.","event_date":"2026-05-20","expiry_date":"2027-08-07","expiry_date_basis":"August 7, 2027 is the extended preliminary-plat date recorded in the minutes, not a campus permit expiry; subsequent changes remain unverified.","id":"tulsa-anthem-plat-extension-approval","scope":"Preliminary subdivision plat extension only, per staff recommendation. Not building-permit issuance, final plat approval or current IDP completion.","source_ids":["review-tulsa-may20-minutes-2026"],"status":"approved_historical_scope_limited"},{"checked_at":"2026-11-06","date":"2026-05-20","date_basis":"Commission meeting May 20, 2026; minutes approved June 17, 2026. The latter is minutes approval, not publication or a new project decision.","document_approval_date":"2026-06-17","document_date":"2026-05-20","effective_date":null,"event":"TMAPC approves accelerated building-permit release for Anthem per submitted plans, 6-0.","event_date":"2026-05-20","expiry_date":null,"id":"tulsa-anthem-accelerated-release-approval","scope":"Commission authorization; actual building-permit issuance and IDP completion still unverified.","source_ids":["review-tulsa-may20-minutes-2026"],"status":"approved_historical_scope_limited"}],"jurisdiction":"City of Tulsa, Oklahoma","jurisdiction_match_note":"City staff identifies Meta as Project Anthem, and the municipal report identifies Atmoss LLC as property owner. The DEQ acknowledgment names Atmoss Data Center in Tulsa, Wagoner County, but does not establish the specific campus phase, equipment inventory or parcel. No exact map point is inferred.","jurisdiction_match_status":"verified_named_site","moratorium_status":"adopted_with_site_exceptions_staff_confirmed","next_event":{"caveat":"November 4 staff cover memo says scheduled. Final hearing agenda, local time and location were not inspected. February 2027 effectiveness is conditional, not fixed.","checked_at":"2026-11-06","date":"2026-12-02","event":"ZCA-41 Planning Commission hearing","location":null,"scope":"Proposed data-center zoning amendment; scheduled consideration does not establish adoption.","source_ids":["newpermit-tulsa-zca41-20261104"],"status":"scheduled_by_staff_memo","time_local":null,"timezone":"America/Chicago","timezone_basis":"Geographic timezone context, not a published hearing clock time or verified offset."},"review_flags":["tulsa-executed-moratorium-unverified","tulsa-december-hearing-agenda-unverified","tulsa-atmoss-engine-phase-unverified"],"source_ids":["newpermit-tulsa-zca41-20261104","newpermit-tulsa-anthem-release-20260520","newpermit-atmoss-pbr-20260129","newpermit-tulsa-moratorium-unsigned-final","review-tulsa-may20-minutes-2026"],"summary":"City staff reports a March 25 moratorium through December 31 with phase/property-limited Project Anthem exceptions; executed ordinance and current amendments remain unverified. Approved minutes record limited May 20 plat-extension and accelerated-release decisions, not actual building-permit issuance or IDP completion. Phase II rezoning was withdrawn; ZCA-41 remains proposed. Atmoss emergency-engine registration has unresolved phase/equipment/parcel applicability and does not prove operation.","unknowns":["Executed moratorium ordinance, effective/publication date, exact phase/property exceptions and any subsequent amendment remain unverified. Phase II is not blanket permission to build.","Current building-permit issuance, IDP completion and phase-specific emergency-engine/parcel applicability remain unverified.","Final December 2 hearing agenda, time/location, actual hearing outcome and any adopted ZCA-41 text remain unverified."],"use_status":"limited_commission_decisions_recorded_phase_two_rezoning_withdrawn"},"power_readiness":{"checked_at":"2026-11-06","measures":[],"milestones":[{"date":"2026-04-21","date_basis":"Groundbreaking event date confirmed by participant authority","id":"groundbreak","label":"Campus groundbreaking","scope":"Meta and local authority announce start at Fair Oaks Innovation Park","source_ids":["breadth-meta-tulsa-20260421","breadth-partnertulsa-20260421"],"status":"completed"}],"source_ids":["breadth-meta-tulsa-20260421","breadth-partnertulsa-20260421"],"summary":"Groundbreaking established; project-level utility capacity and critical IT remain undisclosed.","unknowns":["PSO supply is discussed but no site-specific MW or energization date is given.","Meta’s 1,500 MW Oklahoma clean-energy portfolio is not this campus load.","Fair Oaks park-wide 2,000 acres are not Meta-campus area."]},"power_status":"Groundbreaking established; project-level utility capacity and critical IT remain undisclosed.","record_type":"site_record","research_checked_at":"2026-11-06","site_group_id":null,"source_ids":["breadth-meta-tulsa-20260421","breadth-partnertulsa-20260421","newpermit-atmoss-pbr-20260129","newpermit-tulsa-anthem-release-20260520","newpermit-tulsa-moratorium-unsigned-final","newpermit-tulsa-zca41-20261104","review-tulsa-may20-minutes-2026"],"stage":"construction","stage_raw":"construction"},{"candidate_site_amounts":[],"capex_usd":null,"company_ids":["core-scientific","coreweave"],"company_roles":[{"company_id":"core-scientific","role":"facility_provider"},{"company_id":"coreweave","role":"licensed_customer"}],"confidence":"HIGH","deal_ids":[],"delivery_target":"Combined CoreWeave Dalton buildout early 2027; exact campus-specific acceptance date unknown","events":[{"checked_at":"2026-11-06","date":"2026-04-21","event":"Offering exhibit identifies Dalton 4 as a distinct 167-acre greenfield campus with 145 MW licensed critical IT and 220 MW grid allocation.","evidence_status":"verified_primary","id":"breadth-dalton4-described","source":"https://investors.corescientific.com/sec-filings/all-sec-filings/content/0001193125-26-165121/d149019dex992.htm","source_id":"breadth-corz-projects-20260421","source_type":"filing"},{"checked_at":"2026-11-06","date":"2026-11-05","event":"Issuer targets combined Dalton CoreWeave completion in early 2027. Published ~75 MW billing covers multiple Dalton campuses and is not assigned to Dalton 4.","evidence_status":"verified_primary","id":"breadth-dalton4-regional-context","source":"https://investors.corescientific.com/sec-filings/all-sec-filings/content/0001839341-26-000028/q3fy26earningsdeckvfinal.htm","source_id":"breadth-corz-deck-direct-20261105","source_type":"filing"}],"evidence_coverage":{"refreshed_events":2,"source_records":2,"timeline_events":2},"evidence_updates":[{"checked_at":"2026-11-06","date":"2026-04-21","event":"Offering exhibit identifies Dalton 4 as a distinct 167-acre greenfield campus with 145 MW licensed critical IT and 220 MW grid allocation.","evidence_status":"verified_primary","id":"breadth-dalton4-described","source":"https://investors.corescientific.com/sec-filings/all-sec-filings/content/0001193125-26-165121/d149019dex992.htm","source_id":"breadth-corz-projects-20260421","source_type":"filing"},{"checked_at":"2026-11-06","date":"2026-11-05","event":"Issuer targets combined Dalton CoreWeave completion in early 2027. Published ~75 MW billing covers multiple Dalton campuses and is not assigned to Dalton 4.","evidence_status":"verified_primary","id":"breadth-dalton4-regional-context","source":"https://investors.corescientific.com/sec-filings/all-sec-filings/content/0001839341-26-000028/q3fy26earningsdeckvfinal.htm","source_id":"breadth-corz-deck-direct-20261105","source_type":"filing"}],"explicit_site_amounts":[],"financing_ids":[],"id":"core-scientific-dalton-4-ga","last_verified":null,"lat":null,"location":"3024 Old Tilton Road, Dalton, Georgia, USA","location_evidence_source_ids":["breadth-corz-projects-20260421","breadth-corz-deck-direct-20261105"],"location_precision":{"label":"No mapped location","level":"unknown","reason":"No reviewed coordinates supplied. A named city or county does not establish an exact campus point.","source_ids":["breadth-corz-projects-20260421","breadth-corz-deck-direct-20261105"]},"lon":null,"map_eligible":false,"mw_live":"Operating AI IT capacity not established","mw_live_basis":"Unknown, not zero","mw_live_value":null,"mw_planned":"145 MW licensed critical IT; 220 MW grid capacity separately reported","mw_planned_basis":"Exact physical-campus IT license; not the combined Dalton total","mw_planned_value":145,"name":"Core Scientific Dalton 4 Campus","operator_company_id":"core-scientific","permitting":{"authority":"Not comprehensively established","checked_at":"2026-11-06","events":[],"moratorium_status":"unknown","source_ids":["breadth-corz-projects-20260421","breadth-corz-deck-direct-20261105"],"summary":"Development and power evidence are not a complete permit or legal-applicability review.","unknowns":["Parcel zoning and current local permit status","Any applicable moratorium, appeal or phase-specific limitation"],"use_status":"unknown"},"power_readiness":{"checked_at":"2026-11-06","measures":[{"as_of":"2026-04-21","basis":"contracted_it","conditions":[],"id":"leased-it","label":"CoreWeave licensed critical IT","scope":"Dalton 4 at 3024 Old Tilton Road","source_ids":["breadth-corz-projects-20260421"],"status":"contracted","unit":"MW","value":145},{"as_of":"2026-04-21","basis":"utility_power","conditions":["Not metered use, energized IT or an independently verified current utility delivery.","Company-disclosed utility allocation under service arrangements, not independent metered or energization verification."],"id":"grid-allocation","label":"Grid capacity allocation","scope":"Dalton 4 allocation within shared Dalton utility arrangements","source_ids":["breadth-corz-projects-20260421"],"status":"contracted","unit":"MW","value":220}],"milestones":[{"date":"2026-04-21","date_basis":"Issuer disclosure date; not exact construction or service-commencement date","id":"historical-construction","label":"Greenfield development","scope":"Dalton 4 greenfield facility with three data halls","source_ids":["breadth-corz-projects-20260421"],"status":"under_construction"},{"date":null,"date_basis":"Issuer target window is early 2027, not a fixed completion date.","id":"regional-completion","label":"Combined Dalton CoreWeave completion","scope":"Combined Dalton CoreWeave buildout targeted for early 2027; not an exact Dalton 4 acceptance date.","source_ids":["breadth-corz-deck-direct-20261105"],"status":"target"}],"source_ids":["breadth-corz-projects-20260421","breadth-corz-deck-direct-20261105"],"summary":"145 MW contracted critical IT at Dalton 4; 220 MW grid allocation is a separate historical measure. Current Dalton billing is published only across multiple campuses.","unknowns":["November ~75 MW billing combines Dalton 1 and Dalton 4 and cannot be allocated to this campus.","Additional ~120 MW AMD-backed neocloud Dalton contract is not assigned here without exact physical mapping.","No portion of the $3.3B portfolio notes or $10B+ portfolio revenue allocated."]},"power_status":"145 MW contracted critical IT at Dalton 4; 220 MW grid allocation is a separate historical measure. Current Dalton billing is published only across multiple campuses.","record_type":"site_record","research_checked_at":"2026-11-06","site_group_id":null,"source_ids":["breadth-corz-deck-direct-20261105","breadth-corz-projects-20260421"],"stage":"construction","stage_raw":"construction"},{"candidate_site_amounts":[],"capex_usd":null,"company_ids":["core-scientific","coreweave"],"company_roles":[{"company_id":"core-scientific","role":"facility_provider"},{"company_id":"coreweave","role":"licensed_customer"}],"confidence":"HIGH","deal_ids":[],"delivery_target":"Lease amount reported billing; no utilization inference","events":[{"checked_at":"2026-11-06","date":"2026-04-21","event":"Offering exhibit identifies Marble campus, 65 MW IT lease, 117 MW grid supply and 37 MW then billing.","evidence_status":"verified_primary","id":"breadth-marble-lease","source":"https://investors.corescientific.com/sec-filings/all-sec-filings/content/0001193125-26-165121/d149019dex992.htm","source_id":"breadth-corz-projects-20260421","source_type":"filing"},{"checked_at":"2026-11-06","date":"2026-11-05","event":"Issuer reports approximately 65 MW leased and billing at Marble, with completed buildout indicated.","evidence_status":"verified_primary","id":"breadth-marble-billing","source":"https://investors.corescientific.com/sec-filings/all-sec-filings/content/0001839341-26-000028/q3fy26earningsdeckvfinal.htm","source_id":"breadth-corz-deck-direct-20261105","source_type":"filing"}],"evidence_coverage":{"refreshed_events":2,"source_records":3,"timeline_events":2},"evidence_updates":[{"checked_at":"2026-11-06","date":"2026-04-21","event":"Offering exhibit identifies Marble campus, 65 MW IT lease, 117 MW grid supply and 37 MW then billing.","evidence_status":"verified_primary","id":"breadth-marble-lease","source":"https://investors.corescientific.com/sec-filings/all-sec-filings/content/0001193125-26-165121/d149019dex992.htm","source_id":"breadth-corz-projects-20260421","source_type":"filing"},{"checked_at":"2026-11-06","date":"2026-11-05","event":"Issuer reports approximately 65 MW leased and billing at Marble, with completed buildout indicated.","evidence_status":"verified_primary","id":"breadth-marble-billing","source":"https://investors.corescientific.com/sec-filings/all-sec-filings/content/0001839341-26-000028/q3fy26earningsdeckvfinal.htm","source_id":"breadth-corz-deck-direct-20261105","source_type":"filing"}],"explicit_site_amounts":[],"financing_ids":[],"id":"core-scientific-marble-nc","last_verified":null,"lat":null,"location":"155 Palmer Lane, Marble, North Carolina, USA","location_evidence_source_ids":["breadth-corz-projects-20260421","breadth-corz-deck-direct-20261105","breadth-corz-marble-profile"],"location_precision":{"label":"No mapped location","level":"unknown","reason":"No reviewed coordinates supplied. A named city or county does not establish an exact campus point.","source_ids":["breadth-corz-projects-20260421","breadth-corz-deck-direct-20261105","breadth-corz-marble-profile"]},"lon":null,"map_eligible":false,"mw_live":"Approximately 65 MW billable customer IT as of November 5, 2026","mw_live_basis":"Company-reported billable IT, not metered load","mw_live_value":65,"mw_planned":"65 MW contracted critical IT; 117 MW utility capacity separately","mw_planned_basis":"Critical IT lease and grid supply are different measures","mw_planned_value":65,"name":"Core Scientific Marble Campus","operator_company_id":"core-scientific","permitting":{"authority":"Not comprehensively established","checked_at":"2026-11-06","events":[],"moratorium_status":"unknown","source_ids":["breadth-corz-projects-20260421","breadth-corz-deck-direct-20261105","breadth-corz-marble-profile"],"summary":"Development and power evidence are not a complete permit or legal-applicability review.","unknowns":["Parcel zoning and current local permit status","Any applicable moratorium, appeal or phase-specific limitation"],"use_status":"unknown"},"power_readiness":{"checked_at":"2026-11-06","measures":[{"as_of":"2026-11-05","basis":"billing_capacity","conditions":["Approximate; billing is not actual metered consumption or GPU utilization."],"id":"billing-it","label":"CoreWeave billable IT","scope":"Marble campus CoreWeave lease","source_ids":["breadth-corz-deck-direct-20261105"],"status":"company_reported_billing","unit":"MW","value":65},{"as_of":"2026-11-05","basis":"contracted_it","conditions":[],"id":"leased-it","label":"CoreWeave contracted critical IT","scope":"Total includes the billed capacity; not incremental","source_ids":["breadth-corz-deck-direct-20261105","breadth-corz-projects-20260421"],"status":"contracted","unit":"MW","value":65},{"as_of":"2026-04-21","basis":"utility_power","conditions":["Contracts disclosed as 35 MW Murphy firm service plus Duke demands 48 MW and initially 34 MW; no independent current utility status.","Company-disclosed utility allocation under service arrangements, not independent metered or energization verification."],"id":"grid-capacity","label":"Grid capacity","scope":"Marble campus utility agreements","source_ids":["breadth-corz-projects-20260421"],"status":"contracted","unit":"MW","value":117}],"milestones":[{"date":null,"date_basis":"Issuer half-year historical interval; source window 2025-H2 is retained in scope instead of inventing a calendar date.","id":"initial-billing","label":"Initial CoreWeave billing","scope":"April offering exhibit states initial billable MW commenced H2 2025 Reported window: 2025-H2.","source_ids":["breadth-corz-projects-20260421"],"status":"service_commenced"},{"date":"2026-11-05","date_basis":"Issuer disclosure date; not exact construction or service-commencement date","id":"billing-update","label":"Full leased amount billing","scope":"Approximately 65 MW leased and billing; table shows completion checkmark","source_ids":["breadth-corz-deck-direct-20261105"],"status":"company_reported_billing"}],"source_ids":["breadth-corz-projects-20260421","breadth-corz-deck-direct-20261105","breadth-corz-marble-profile"],"summary":"Approximately 65 MW billing IT by November 5, distinct from 117 MW historical utility capacity.","unknowns":["Metered power consumption and GPU utilization not provided.","No campus allocation of portfolio debt, construction costs or total lease revenue."]},"power_status":"Approximately 65 MW billing IT by November 5, distinct from 117 MW historical utility capacity.","record_type":"site_record","research_checked_at":"2026-11-06","site_group_id":null,"source_ids":["breadth-corz-deck-direct-20261105","breadth-corz-marble-profile","breadth-corz-projects-20260421"],"stage":"operational","stage_raw":"operational"},{"candidate_site_amounts":[],"capex_usd":null,"company_ids":["core-scientific","amd"],"company_roles":[{"company_id":"core-scientific","role":"facility_provider"},{"company_id":"amd","role":"direct_contract_customer"}],"confidence":"HIGH","deal_ids":[],"delivery_target":"Initial delivery H1 2027; program completion target is not a site-specific guarantee","events":[{"checked_at":"2026-11-06","date":"2026-11-05","event":"Issuer identifies 185 MW AMD direct contract at Pecos with initial delivery targeted H1 2027.","evidence_status":"verified_primary","id":"breadth-pecos-amd","source":"https://investors.corescientific.com/sec-filings/all-sec-filings/content/0001839341-26-000028/q3fy26earningsdeckvfinal.htm","source_id":"breadth-corz-deck-direct-20261105","source_type":"filing"}],"evidence_coverage":{"refreshed_events":1,"source_records":3,"timeline_events":1},"evidence_updates":[{"checked_at":"2026-11-06","date":"2026-11-05","event":"Issuer identifies 185 MW AMD direct contract at Pecos with initial delivery targeted H1 2027.","evidence_status":"verified_primary","id":"breadth-pecos-amd","source":"https://investors.corescientific.com/sec-filings/all-sec-filings/content/0001839341-26-000028/q3fy26earningsdeckvfinal.htm","source_id":"breadth-corz-deck-direct-20261105","source_type":"filing"}],"explicit_site_amounts":[],"financing_ids":[],"id":"core-scientific-pecos-tx","last_verified":null,"lat":null,"location":"FM 2119, Pecos, Texas, USA","location_evidence_source_ids":["breadth-corz-deck-direct-20261105","pass3-corz-10q-20261105","breadth-corz-pecos-profile"],"location_precision":{"label":"No mapped location","level":"unknown","reason":"No reviewed coordinates supplied. A named city or county does not establish an exact campus point.","source_ids":["breadth-corz-deck-direct-20261105","pass3-corz-10q-20261105","breadth-corz-pecos-profile"]},"lon":null,"map_eligible":false,"mw_live":"Operating AI IT capacity not established","mw_live_basis":"Unknown, not zero","mw_live_value":null,"mw_planned":"185 MW AMD leased IT; separate expansion pathways unqualified","mw_planned_basis":"Initial executed IT contract, not total generation or grid power","mw_planned_value":185,"name":"Core Scientific Pecos / Cottonwood Campus","operator_company_id":"core-scientific","permitting":{"authority":"Not comprehensively established","checked_at":"2026-11-06","events":[],"moratorium_status":"unknown","source_ids":["breadth-corz-deck-direct-20261105","pass3-corz-10q-20261105","breadth-corz-pecos-profile"],"summary":"Development and power evidence are not a complete permit or legal-applicability review.","unknowns":["Parcel zoning and current local permit status","Any applicable moratorium, appeal or phase-specific limitation"],"use_status":"unknown"},"power_readiness":{"checked_at":"2026-11-06","measures":[{"as_of":"2026-11-05","basis":"contracted_it","conditions":[],"id":"amd-leased","label":"AMD direct leased IT","scope":"Pecos initial AMD contract","source_ids":["breadth-corz-deck-direct-20261105"],"status":"contracted","unit":"MW","value":185},{"as_of":"2026-11-06","basis":"unknown","conditions":["Marketing capacity is not verified operational AI load."],"id":"site-power","label":"Total campus power advertised","scope":"Existing Pecos/Cottonwood campus","source_ids":["breadth-corz-pecos-profile"],"status":"announced","unit":"MW","value":300},{"as_of":"2026-11-05","basis":"planned_it","conditions":["Not contracted initial 185 MW; not approved/energized expansion.","Capacity remains under a utility load study."],"id":"load-study","label":"Additional leasable capacity under load study","scope":"Pecos AMD reservation expansion pathway","source_ids":["breadth-corz-deck-direct-20261105"],"status":"conditional","unit":"MW","value":200},{"as_of":"2026-11-05","basis":"planned_it","conditions":["This is leasable-capacity potential, not generator nameplate or commissioned power.","Capacity pathway is under evaluation, not an approved operational project."],"id":"btm-pathway","label":"Potential behind-the-meter leasable capacity","scope":"Pecos AMD reservation expansion pathway","source_ids":["breadth-corz-deck-direct-20261105"],"status":"conditional","unit":"MW","value":615}],"milestones":[{"date":null,"date_basis":"Issuer first-half target; source window 2027-H1 is retained in scope instead of inventing a calendar date.","id":"amd-delivery","label":"Initial AMD delivery","scope":"Pecos initial contracted capacity Reported window: 2027-H1.","source_ids":["breadth-corz-deck-direct-20261105"],"status":"target"}],"source_ids":["breadth-corz-deck-direct-20261105","pass3-corz-10q-20261105","breadth-corz-pecos-profile"],"summary":"185 MW contracted AMD IT delivery is targeted for H1 2027. Expansion pathways remain separate from existing 300 MW site power marketing.","unknowns":["No verified actual energized or billable AI IT assigned.","Expansion load-study and behind-the-meter pathways may overlap in planning; do not add into a qualified delivered total.","Additional external financing is required for the AMD/neocloud program at portfolio level; no amount allocated."]},"power_status":"185 MW contracted AMD IT delivery is targeted for H1 2027. Expansion pathways remain separate from existing 300 MW site power marketing.","record_type":"site_record","research_checked_at":"2026-11-06","site_group_id":null,"source_ids":["breadth-corz-deck-direct-20261105","breadth-corz-pecos-profile","pass3-corz-10q-20261105"],"stage":"development","stage_raw":"development"},{"candidate_site_amounts":[],"capex_usd":null,"company_ids":["core-scientific","amd"],"company_roles":[{"company_id":"core-scientific","role":"facility_provider"},{"company_id":"amd","role":"direct_contract_customer"}],"confidence":"HIGH","deal_ids":[],"delivery_target":"Initial AMD delivery H1 2028","events":[{"checked_at":"2026-11-06","date":"2026-05-05","document_date":"2026-11-05","event":"Core Scientific completed approximately $232.5M Hunt County land and development-rights acquisition with electric service expected to support about 430 MW gross.","evidence_status":"verified_primary","id":"breadth-hunt-acquisition","source":"https://investors.corescientific.com/sec-filings/all-sec-filings/content/0001839341-26-000030/core-20260930.htm","source_id":"pass3-corz-10q-20261105","source_type":"filing"},{"checked_at":"2026-11-06","date":"2026-11-05","event":"Issuer lists 110 MW direct AMD lease and targets initial delivery in H1 2028.","evidence_status":"verified_primary","id":"breadth-hunt-amd-target","source":"https://investors.corescientific.com/sec-filings/all-sec-filings/content/0001839341-26-000028/q3fy26earningsdeckvfinal.htm","source_id":"breadth-corz-deck-direct-20261105","source_type":"filing"}],"evidence_coverage":{"refreshed_events":2,"source_records":2,"timeline_events":2},"evidence_updates":[{"checked_at":"2026-11-06","date":"2026-05-05","document_date":"2026-11-05","event":"Core Scientific completed approximately $232.5M Hunt County land and development-rights acquisition with electric service expected to support about 430 MW gross.","evidence_status":"verified_primary","id":"breadth-hunt-acquisition","source":"https://investors.corescientific.com/sec-filings/all-sec-filings/content/0001839341-26-000030/core-20260930.htm","source_id":"pass3-corz-10q-20261105","source_type":"filing"},{"checked_at":"2026-11-06","date":"2026-11-05","event":"Issuer lists 110 MW direct AMD lease and targets initial delivery in H1 2028.","evidence_status":"verified_primary","id":"breadth-hunt-amd-target","source":"https://investors.corescientific.com/sec-filings/all-sec-filings/content/0001839341-26-000028/q3fy26earningsdeckvfinal.htm","source_id":"breadth-corz-deck-direct-20261105","source_type":"filing"}],"explicit_site_amounts":[],"financial_scope_notes":["Approximately $232.5M acquisition closed May 5, 2026; land $4.7M and development rights $227.8M as allocated in the filing. No funding instrument allocated."],"financing_ids":[],"id":"core-scientific-hunt-county-tx","last_verified":null,"lat":null,"location":"Hunt County, Texas, USA","location_evidence_source_ids":["breadth-corz-deck-direct-20261105","pass3-corz-10q-20261105"],"location_precision":{"label":"No mapped location","level":"unknown","reason":"No reviewed coordinates supplied. A named city or county does not establish an exact campus point.","source_ids":["breadth-corz-deck-direct-20261105","pass3-corz-10q-20261105"]},"lon":null,"map_eligible":false,"mw_live":"Operating AI IT capacity not established","mw_live_basis":"Unknown, not zero","mw_live_value":null,"mw_planned":"110 MW AMD leased IT; approximately 430 MW expected gross utility capacity","mw_planned_basis":"Executed IT commitment and utility agreement are separately scoped","mw_planned_value":110,"name":"Core Scientific Hunt County Campus","operator_company_id":"core-scientific","permitting":{"authority":"Not comprehensively established","checked_at":"2026-11-06","events":[],"moratorium_status":"unknown","source_ids":["breadth-corz-deck-direct-20261105","pass3-corz-10q-20261105"],"summary":"Development and power evidence are not a complete permit or legal-applicability review.","unknowns":["Parcel zoning and current local permit status","Any applicable moratorium, appeal or phase-specific limitation"],"use_status":"unknown"},"power_readiness":{"checked_at":"2026-11-06","measures":[{"as_of":"2026-09-30","basis":"utility_power","conditions":["Approved ERCOT ramp schedule is not evidence full power is energized."],"id":"utility-agreement","label":"Expected gross utility capacity","scope":"Hunt County land and associated electrical service","source_ids":["pass3-corz-10q-20261105"],"status":"contracted","unit":"MW","value":430},{"as_of":"2026-11-05","basis":"contracted_it","conditions":[],"id":"amd-leased","label":"AMD direct contracted IT","scope":"Initial Hunt County AMD commitment","source_ids":["breadth-corz-deck-direct-20261105"],"status":"contracted","unit":"MW","value":110},{"as_of":"2026-11-05","basis":"planned_it","conditions":["Reservation is not another executed lease or operating IT. No inference that 110 plus 192 equals a firm delivered total.","Company describes secured grid capacity reserved for potential future AMD use; not an executed additional IT lease."],"id":"reserved-grid","label":"Additional reserved leasable power","scope":"Additional Hunt power under AMD reservation; presented as Batch Zero base load","source_ids":["breadth-corz-deck-direct-20261105"],"status":"conditional","unit":"MW","value":192}],"milestones":[{"date":"2026-05-05","date_basis":"Transaction date in Q3 filing","id":"acquisition","label":"Land and power acquisition closed","scope":"Approximately $232.5M land/development-rights acquisition","source_ids":["pass3-corz-10q-20261105"],"status":"completed"},{"date":null,"date_basis":"Issuer first-half target; source window 2028-H1 is retained in scope instead of inventing a calendar date.","id":"amd-delivery","label":"Initial AMD delivery","scope":"Hunt County initial contracted capacity Reported window: 2028-H1.","source_ids":["breadth-corz-deck-direct-20261105"],"status":"target"}],"source_ids":["breadth-corz-deck-direct-20261105","pass3-corz-10q-20261105"],"summary":"Hunt County has a disclosed utility service agreement for approximately 430 MW gross and 110 MW AMD IT contract; initial AMD delivery targeted H1 2028.","unknowns":["No verified AI billing, energized-load amount or complete utility ramp schedule.","Current site-level permitting and stormwater instruments not independently reviewed.","Portfolio financing plans are not a Hunt-specific funding commitment."]},"power_status":"Hunt County has a disclosed utility service agreement for approximately 430 MW gross and 110 MW AMD IT contract; initial AMD delivery targeted H1 2028.","record_type":"site_record","research_checked_at":"2026-11-06","site_group_id":null,"source_ids":["breadth-corz-deck-direct-20261105","pass3-corz-10q-20261105"],"stage":"development","stage_raw":"development"},{"aliases":["Meta Prometheus","Meta New Albany"],"candidate_site_amounts":[],"capex":"Undisclosed for Prometheus conversion; historical New Albany investment not equivalent to current project cost","capex_b":null,"capex_counts_in_totals":false,"capex_usd":null,"company_ids":["meta"],"confidence":"HIGH","deal_ids":[],"delivery_target":null,"events":[{"checked_at":"2026-11-06","date":"2017","date_basis":"event_year","event":"Original New Albany campus groundbreaking.","evidence_status":"verified_primary","id":"breadth-prometheus-original","source":"https://datacenters.atmeta.com/2026/10/new-albany-where-ohios-community-spirit-meets-the-frontier-of-ai/","source_id":"breadth-meta-newalbany-20261019","source_type":"company-claim"},{"checked_at":"2026-11-06","date":"2026-10-19","date_basis":"source_report_date","event":"Meta confirms first Prometheus phase completed and used to train frontier models.","evidence_status":"verified_primary","id":"breadth-prometheus-active","source":"https://engineering.fb.com/2026/10/19/data-center-engineering/inside-prometheus-meta-gigawatt-scale-supercluster/","source_id":"breadth-meta-prometheus-20261019","source_type":"company-claim"}],"evidence_coverage":{"refreshed_events":2,"source_records":3,"timeline_events":2},"evidence_updates":[{"checked_at":"2026-11-06","date":"2017","date_basis":"event_year","event":"Original New Albany campus groundbreaking.","evidence_status":"verified_primary","id":"breadth-prometheus-original","source":"https://datacenters.atmeta.com/2026/10/new-albany-where-ohios-community-spirit-meets-the-frontier-of-ai/","source_id":"breadth-meta-newalbany-20261019","source_type":"company-claim"},{"checked_at":"2026-11-06","date":"2026-10-19","date_basis":"source_report_date","event":"Meta confirms first Prometheus phase completed and used to train frontier models.","evidence_status":"verified_primary","id":"breadth-prometheus-active","source":"https://engineering.fb.com/2026/10/19/data-center-engineering/inside-prometheus-meta-gigawatt-scale-supercluster/","source_id":"breadth-meta-prometheus-20261019","source_type":"company-claim"}],"exclusions":["Do not convert gigawatt-scale wording to exact 1,000 MW.","Do not allocate Meta’s nuclear generation portfolio to this campus.","Do not attribute all linked leased buildings to the host-campus parcel."],"explicit_site_amounts":[],"financing_ids":[],"id":"meta-prometheus-new-albany-oh","last_verified":null,"lat":null,"location":"New Albany, Ohio, USA","location_evidence_source_ids":["breadth-meta-prometheus-20261019","breadth-meta-newalbany-20261019","breadth-newalbany-grid-20260115"],"location_precision":{"label":"No mapped location","level":"unknown","reason":"No reviewed coordinates supplied. A named city or county does not establish an exact campus point.","source_ids":["breadth-meta-prometheus-20261019","breadth-meta-newalbany-20261019","breadth-newalbany-grid-20260115"]},"lon":null,"map_eligible":false,"mw_live":"Undisclosed","mw_live_basis":"Undisclosed; unknown is not zero.","mw_live_value":null,"mw_planned":"Gigawatt-scale supercluster descriptor; no exact campus MW disclosed","mw_planned_basis":"Gigawatt-scale is a supercluster descriptor; no exact host-campus MW established.","mw_planned_value":null,"name":"Meta New Albany Data Center (Prometheus host campus)","operator_company_id":"meta","permitting":{"authority":"Not independently established","checked_at":"2026-11-06","events":[],"moratorium_status":"unknown","source_ids":[],"summary":"Primary project evidence reviewed; current individual permit instruments not independently established.","unknowns":["Current site-level land-use and environmental permit status."],"use_status":"unknown"},"physical_identity":{"description":"Existing Meta New Albany campus, repurposed for AI training. Prometheus also integrates leased buildings; its full supercluster footprint is not a proven single parcel.","duplicate_check":"No New Albany or Prometheus site in the reviewed combined-data.json. Distinct from El Paso and Richland Parish.","source_ids":["breadth-meta-prometheus-20261019","breadth-meta-newalbany-20261019"]},"power_readiness":{"checked_at":"2026-11-06","measures":[{"as_of":"2026-10-19","basis":"delivered_it","conditions":[],"id":"prometheus-it","label":"Delivered IT capacity","scope":"New Albany/Prometheus","source_ids":["breadth-meta-prometheus-20261019"],"status":"unknown","unit":"MW","value":null},{"as_of":"2026-10-19","basis":"energized_power","conditions":[],"id":"prometheus-grid","label":"Energized utility capacity","scope":"New Albany campus","source_ids":["breadth-meta-prometheus-20261019","breadth-newalbany-grid-20260115"],"status":"unknown","unit":"MW","value":null}],"milestones":[{"date":"2026-10-19","date_basis":"confirmed by report, not exact completion date","id":"prometheus-firstphase","label":"First phase complete and used for model training","scope":"Prometheus first phase","source_ids":["breadth-meta-prometheus-20261019"],"status":"completed"}],"source_ids":["breadth-meta-prometheus-20261019","breadth-newalbany-grid-20260115"],"summary":"First Prometheus phase is complete and has trained models; campus energized and IT MW are undisclosed. The supercluster also integrates leased buildings.","unknowns":["Exact campus or supercluster MW and their gross/IT basis","Leased building identities and boundary","Energization dates and phase sizes"]},"power_status":"operating compute confirmed; energized MW undisclosed","record_type":"site_record","research_checked_at":"2026-11-06","roles":[{"party":"Meta","role":"campus operator and AI workload owner","source_ids":["breadth-meta-prometheus-20261019"]},{"party":null,"role":"leased-capacity partners","source_ids":["breadth-meta-prometheus-20261019"],"status":"unnamed in reviewed primary source"}],"site_group_id":null,"source_ids":["breadth-meta-newalbany-20261019","breadth-meta-prometheus-20261019","breadth-newalbany-grid-20260115"],"stage":"operational","stage_raw":"Prometheus first phase operating; further scaling underway"},{"announced_investment":{"amount_usd":10000000000,"category":"announced_capital_investment","comparator":">","counts_as_financing":false,"scope":"construction and outfitting over multiple phases","source_ids":["breadth-iedc-lebanon-20260211"]},"candidate_site_amounts":[],"capex_b":null,"capex_counts_in_totals":false,"capex_scope":"announced_site_investment_lower_bound","capex_usd":null,"company_ids":["meta"],"confidence":"HIGH","deal_ids":[],"delivery_target":null,"events":[{"checked_at":"2026-11-06","date":"2026-02-11","date_basis":"actual_event","event":"Meta and Indiana announce groundbreaking at LEAP.","evidence_status":"verified_primary","id":"breadth-lebanon-groundbreak","source":"https://iedc.in.gov/events/news/details/2026/02/11/gov.-braun-breaks-ground-on-10b-meta-data-center-campus-at-leap-district","source_id":"breadth-iedc-lebanon-20260211","source_type":"government_record"},{"checked_at":"2026-11-06","date":"2026-02-13","date_basis":"source_report_date","event":"Turner confirms selection as a campus contractor.","evidence_status":"verified_primary","id":"breadth-lebanon-contractor","source":"https://www.hochtief.com/news-media/press-releases/press-release/turner-selected-as-one-of-the-contractors-for-usd10-billion-meta-data-center-campus-in-indiana","source_id":"breadth-turner-lebanon-20260213","source_type":"company-claim"},{"checked_at":"2026-11-06","date":"2026-08-01","date_basis":"source_report_date","event":"Boone Power describes a Meta/WVPA power arrangement with customer-funded infrastructure.","evidence_status":"verified_primary","id":"breadth-lebanon-power","source":"https://www.boonepower.com/news/ceo-answering-your-questions-about-growth-power-supply","source_id":"breadth-boone-meta-20260801","source_type":"company-claim"}],"evidence_coverage":{"refreshed_events":3,"source_records":4,"timeline_events":3},"evidence_updates":[{"checked_at":"2026-11-06","date":"2026-02-11","date_basis":"actual_event","event":"Meta and Indiana announce groundbreaking at LEAP.","evidence_status":"verified_primary","id":"breadth-lebanon-groundbreak","source":"https://iedc.in.gov/events/news/details/2026/02/11/gov.-braun-breaks-ground-on-10b-meta-data-center-campus-at-leap-district","source_id":"breadth-iedc-lebanon-20260211","source_type":"government_record"},{"checked_at":"2026-11-06","date":"2026-02-13","date_basis":"source_report_date","event":"Turner confirms selection as a campus contractor.","evidence_status":"verified_primary","id":"breadth-lebanon-contractor","source":"https://www.hochtief.com/news-media/press-releases/press-release/turner-selected-as-one-of-the-contractors-for-usd10-billion-meta-data-center-campus-in-indiana","source_id":"breadth-turner-lebanon-20260213","source_type":"company-claim"},{"checked_at":"2026-11-06","date":"2026-08-01","date_basis":"source_report_date","event":"Boone Power describes a Meta/WVPA power arrangement with customer-funded infrastructure.","evidence_status":"verified_primary","id":"breadth-lebanon-power","source":"https://www.boonepower.com/news/ceo-answering-your-questions-about-growth-power-supply","source_id":"breadth-boone-meta-20260801","source_type":"company-claim"}],"exclusions":["Do not label the 1 GW announcement as IT load.","Do not classify the investment announcement as a financing close.","Reuters delivery window late 2027/early 2028 was found but not promoted to primary-verified milestone."],"explicit_site_amounts":[],"financing_ids":[],"id":"meta-lebanon-indiana","investment_context":"More than $10 billion announced for data-center infrastructure and the surrounding community. Not a separately verified campus-only construction cost or financing amount.","last_verified":null,"lat":null,"location":"LEAP Innovation and Research District, Lebanon, Boone County, Indiana, USA","location_evidence_source_ids":["breadth-meta-lebanon-20260211","breadth-iedc-lebanon-20260211","breadth-turner-lebanon-20260213","breadth-boone-meta-20260801"],"location_precision":{"label":"No mapped location","level":"unknown","reason":"No reviewed coordinates supplied. A named city or county does not establish an exact campus point.","source_ids":["breadth-meta-lebanon-20260211","breadth-iedc-lebanon-20260211","breadth-turner-lebanon-20260213","breadth-boone-meta-20260801"]},"lon":null,"map_eligible":false,"mw_live":"Undisclosed","mw_live_basis":"Undisclosed; unknown is not zero.","mw_live_value":null,"mw_planned":"1,000 MW advertised design capacity; IT/gross basis unspecified","mw_planned_basis":"Announced full-campus design capacity; IT versus gross power unspecified, not energized.","mw_planned_value":null,"name":"Meta Lebanon Data Center Campus","operator_company_id":"meta","permitting":{"authority":"Not independently established","checked_at":"2026-11-06","events":[],"moratorium_status":"unknown","source_ids":[],"summary":"Primary project evidence reviewed; current individual permit instruments not independently established.","unknowns":["Current site-level land-use and environmental permit status."],"use_status":"unknown"},"physical_identity":{"description":"1,500-acre LEAP campus; planned 13 buildings including 10 data-center buildings.","duplicate_check":"No Lebanon or LEAP record; distinct from Meta Jeffersonville and existing Meta sites.","source_ids":["breadth-iedc-lebanon-20260211"]},"power_readiness":{"checked_at":"2026-11-06","measures":[{"as_of":"2026-02-11","basis":"unknown","conditions":["Source does not identify IT versus gross power.","Not an energization declaration."],"id":"lebanon-design","label":"Announced design capacity","scope":"full Lebanon campus","source_ids":["breadth-meta-lebanon-20260211"],"status":"announced","unit":"MW","value":1000},{"as_of":"2026-11-06","basis":"energized_power","conditions":[],"id":"lebanon-energized","label":"Energized capacity","scope":"Lebanon campus","source_ids":["breadth-boone-meta-20260801"],"status":"unknown","unit":"MW","value":null}],"milestones":[{"date":"2026-02-11","date_basis":"actual event","id":"lebanon-groundbreak","label":"Groundbreaking","scope":"campus","source_ids":["breadth-iedc-lebanon-20260211"],"status":"completed"},{"date":"2026-08-01","date_basis":"utility report date","id":"lebanon-power-arrangement","label":"Power arrangement described","scope":"Lebanon campus","source_ids":["breadth-boone-meta-20260801"],"status":"agreement_reported"}],"source_ids":["breadth-meta-lebanon-20260211","breadth-iedc-lebanon-20260211","breadth-boone-meta-20260801"],"summary":"1 GW is an advertised design figure, not proven energized or IT-delivered power.","unknowns":["Actual service MW and energized MW","First energization date","Public primary delivery schedule","On-site bridge generation permitting and operating status"]},"power_status":"power-supply arrangement described; energization not verified","record_type":"site_record","research_checked_at":"2026-11-06","roles":[{"party":"Meta","role":"developer, intended operator and workload owner","source_ids":["breadth-meta-lebanon-20260211","breadth-iedc-lebanon-20260211"]},{"party":"Turner Construction","role":"one of the construction contractors","source_ids":["breadth-turner-lebanon-20260213"]},{"party":"Boone Power","role":"retail electric cooperative","source_ids":["breadth-boone-meta-20260801"]},{"party":"Wabash Valley Power Alliance","role":"wholesale generation and transmission partner","source_ids":["breadth-boone-meta-20260801"]}],"site_group_id":null,"source_ids":["breadth-boone-meta-20260801","breadth-iedc-lebanon-20260211","breadth-meta-lebanon-20260211","breadth-turner-lebanon-20260213"],"stage":"construction","stage_raw":"Groundbreaking confirmed February 11, 2026; no operational declaration located"},{"aliases":["Fairwater Atlanta","Azure AI Superfactory Atlanta"],"candidate_site_amounts":[],"capex":"undisclosed","capex_b":null,"capex_counts_in_totals":false,"capex_usd":null,"company_ids":["microsoft"],"confidence":"HIGH","deal_ids":[],"delivery_target":null,"events":[{"checked_at":"2026-11-06","date":"2025-10","date_basis":"month reported retrospectively","event":"Atlanta Fairwater begins operation.","evidence_status":"verified_primary","id":"breadth-atlanta-operational","source":"https://news.microsoft.com/source/features/ai/from-wisconsin-to-atlanta-microsoft-connects-datacenters-to-build-its-first-ai-superfactory/","source_id":"breadth-microsoft-atlanta-20251112","source_type":"company-claim"},{"checked_at":"2026-11-06","date":"2025-11-12","date_basis":"actual announcement","event":"Microsoft publicly introduces Atlanta as the second Fairwater site.","evidence_status":"verified_primary","id":"breadth-atlanta-announced","source":"https://blogs.microsoft.com/blog/2025/11/12/infinite-scale-the-architecture-behind-the-azure-ai-superfactory/","source_id":"breadth-microsoft-atlanta-power-20251112","source_type":"company-claim"}],"evidence_coverage":{"refreshed_events":2,"source_records":3,"timeline_events":2},"evidence_updates":[{"checked_at":"2026-11-06","date":"2025-10","date_basis":"month reported retrospectively","event":"Atlanta Fairwater begins operation.","evidence_status":"verified_primary","id":"breadth-atlanta-operational","source":"https://news.microsoft.com/source/features/ai/from-wisconsin-to-atlanta-microsoft-connects-datacenters-to-build-its-first-ai-superfactory/","source_id":"breadth-microsoft-atlanta-20251112","source_type":"company-claim"},{"checked_at":"2026-11-06","date":"2025-11-12","date_basis":"actual announcement","event":"Microsoft publicly introduces Atlanta as the second Fairwater site.","evidence_status":"verified_primary","id":"breadth-atlanta-announced","source":"https://blogs.microsoft.com/blog/2025/11/12/infinite-scale-the-architecture-behind-the-azure-ai-superfactory/","source_id":"breadth-microsoft-atlanta-power-20251112","source_type":"company-claim"}],"exclusions":["Do not import QTS full-campus capacity or investment.","Do not allocate Microsoft network-wide GPUs or quarterly capacity adds to Atlanta.","Do not treat satellite-derived 636 MW IT or 859 MW facility estimates as disclosed measurements."],"explicit_site_amounts":[],"financing_ids":[],"id":"microsoft-fairwater-atlanta-ga","last_verified":null,"lat":null,"location":"Greater Atlanta, Georgia, USA","location_evidence_source_ids":["breadth-microsoft-atlanta-20251112","breadth-microsoft-atlanta-power-20251112","breadth-microsoft-annual-2026"],"location_precision":{"label":"No mapped location","level":"unknown","reason":"No reviewed coordinates supplied. A named city or county does not establish an exact campus point.","source_ids":["breadth-microsoft-atlanta-20251112","breadth-microsoft-atlanta-power-20251112","breadth-microsoft-annual-2026"]},"lon":null,"map_eligible":false,"mw_live":"Undisclosed","mw_live_basis":"Undisclosed; unknown is not zero.","mw_live_value":null,"mw_planned":"Undisclosed","mw_planned_basis":"Undisclosed; generation and unspecified design figures are not IT load.","mw_planned_value":null,"name":"Microsoft Fairwater Atlanta AI Data Center","operator_company_id":"microsoft","permitting":{"authority":"Not independently established","checked_at":"2026-11-06","events":[],"moratorium_status":"unknown","source_ids":[],"summary":"Primary project evidence reviewed; current individual permit instruments not independently established.","unknowns":["Current site-level land-use and environmental permit status."],"use_status":"unknown"},"physical_identity":{"description":"Microsoft identifies a second Fairwater site near Atlanta, separately networked to Wisconsin. Exact address and third-party host-campus boundary remain unverified in primary sources.","duplicate_check":"Existing Mount Pleasant Fairwater is a different Wisconsin facility. No Atlanta/Fayetteville/QTS campus record found.","source_ids":["breadth-microsoft-atlanta-20251112","breadth-microsoft-atlanta-power-20251112"]},"power_readiness":{"checked_at":"2026-11-06","measures":[{"as_of":"2026-11-06","basis":"delivered_it","conditions":[],"id":"atlanta-it","label":"Delivered IT capacity","scope":"Atlanta Fairwater","source_ids":["breadth-microsoft-atlanta-20251112"],"status":"unknown","unit":"MW","value":null},{"as_of":"2026-11-06","basis":"energized_power","conditions":[],"id":"atlanta-grid","label":"Energized utility capacity","scope":"Atlanta Fairwater","source_ids":["breadth-microsoft-atlanta-power-20251112"],"status":"unknown","unit":"MW","value":null}],"milestones":[{"date":"2025-10","date_basis":"month, reported November 12","id":"atlanta-operation","label":"First operation","scope":"Atlanta Fairwater","source_ids":["breadth-microsoft-atlanta-20251112"],"status":"completed"}],"source_ids":["breadth-microsoft-atlanta-20251112","breadth-microsoft-atlanta-power-20251112"],"summary":"Operation and utility-power architecture are confirmed; site MW and contracted service size are not.","unknowns":["Gross and IT MW","Exact building and parcel boundary","Owner/developer and landlord confirmed by primary source","Site-specific customer allocation"]},"power_status":"operating on grid power; MW undisclosed","record_type":"site_record","research_checked_at":"2026-11-06","research_leads_not_promoted":[{"claim":"Fayetteville location and QTS campus relationship","status":"Secondary AJC report: Microsoft spokesperson confirms Fayetteville, while QTS campus placement is inferred from occupancy records. Neither company confirms tenancy in the reviewed primary material.","url":"https://www.ajc.com/business/2025/11/microsofts-newest-ai-superfactory-opens-at-sprawling-fayetteville-campus/"}],"roles":[{"party":"Microsoft","role":"AI compute operator","source_ids":["breadth-microsoft-atlanta-20251112"]},{"party":null,"role":"property owner / physical campus developer","source_ids":[],"status":"not primary-verified"}],"site_group_id":null,"source_ids":["breadth-microsoft-annual-2026","breadth-microsoft-atlanta-20251112","breadth-microsoft-atlanta-power-20251112"],"stage":"operational","stage_raw":"Operating since October 2025; distinct from Wisconsin Fairwater"},{"candidate_site_amounts":[],"capex":"Undisclosed campus-only amount; $4 billion Arkansas package through 2027 is broader in scope","capex_b":null,"capex_counts_in_totals":false,"capex_usd":null,"company_ids":["google"],"confidence":"HIGH","deal_ids":[],"delivery_target":null,"energy_resources_context":[{"as_of":"2026-10-19","basis":"off-site storage energy","conditions":["Expected 2028.","Not MW or campus capacity."],"id":"westmemphis-driver","label":"Driver battery storage","scope":"regional grid resource","source_ids":["breadth-entergy-westmemphis-20261019"],"status":"planned","unit":"MWh","value":1000},{"as_of":"2026-10-19","basis":"off-site storage energy","conditions":["Expected 2028.","Not MW or campus capacity."],"id":"westmemphis-jones","label":"Jones Mill battery storage","scope":"regional grid resource","source_ids":["breadth-entergy-westmemphis-20261019"],"status":"planned","unit":"MWh","value":400}],"events":[{"checked_at":"2026-11-06","date":"2025-10-02","date_basis":"source_report_date","event":"Google announces Arkansas investment; AEDC confirms West Memphis campus construction.","evidence_status":"verified_primary","id":"breadth-westmemphis-announced","source":"https://www.arkansasedc.com/news-events/newsroom/detail/2025/10/02/google-locating-new-data-center-in-west-memphis--arkansas-with-multi-billion-dollar-investment","source_id":"breadth-aedc-westmemphis-20251002","source_type":"government_record"},{"checked_at":"2026-11-06","date":"2026-10-19","date_basis":"source_report_date","event":"Entergy announces expanded service agreement, targeting 2028 subject to regulatory approval.","evidence_status":"verified_primary","id":"breadth-westmemphis-expansion","source":"https://www.entergy.com/news/entergy-arkansas-announces-enhanced-partnership-at-google-west-memphis-campus-delivering-at-least-500m-in-new-savings-for-all-customers","source_id":"breadth-entergy-westmemphis-20261019","source_type":"company-claim"}],"evidence_coverage":{"refreshed_events":2,"source_records":4,"timeline_events":2},"evidence_updates":[{"checked_at":"2026-11-06","date":"2025-10-02","date_basis":"source_report_date","event":"Google announces Arkansas investment; AEDC confirms West Memphis campus construction.","evidence_status":"verified_primary","id":"breadth-westmemphis-announced","source":"https://www.arkansasedc.com/news-events/newsroom/detail/2025/10/02/google-locating-new-data-center-in-west-memphis--arkansas-with-multi-billion-dollar-investment","source_id":"breadth-aedc-westmemphis-20251002","source_type":"government_record"},{"checked_at":"2026-11-06","date":"2026-10-19","date_basis":"source_report_date","event":"Entergy announces expanded service agreement, targeting 2028 subject to regulatory approval.","evidence_status":"verified_primary","id":"breadth-westmemphis-expansion","source":"https://www.entergy.com/news/entergy-arkansas-announces-enhanced-partnership-at-google-west-memphis-campus-delivering-at-least-500m-in-new-savings-for-all-customers","source_id":"breadth-entergy-westmemphis-20261019","source_type":"company-claim"}],"exclusions":["No campus capex allocation from the $4B statewide package.","No allocation of off-site solar or battery size to data-center IT capacity.","2028 target applies to utility expansion, not a verified opening date for every building."],"explicit_site_amounts":[],"financing_ids":[],"id":"google-west-memphis-ar","last_verified":null,"lat":null,"location":"West Memphis, Crittenden County, Arkansas, USA","location_evidence_source_ids":["breadth-google-arkansas-20251002","breadth-aedc-westmemphis-20251002","breadth-entergy-westmemphis-20261019"],"location_precision":{"label":"No mapped location","level":"unknown","reason":"No reviewed coordinates supplied. A named city or county does not establish an exact campus point.","source_ids":["breadth-google-arkansas-20251002","breadth-aedc-westmemphis-20251002","breadth-entergy-westmemphis-20261019"]},"lon":null,"map_eligible":false,"mw_live":"Undisclosed","mw_live_basis":"Undisclosed; unknown is not zero.","mw_live_value":null,"mw_planned":"Undisclosed","mw_planned_basis":"Undisclosed; generation and unspecified design figures are not IT load.","mw_planned_value":null,"name":"Google West Memphis Data Center Campus","operator_company_id":"google","permitting":{"authority":"Arkansas Public Service Commission for the electric-service agreement; municipal land-use and Arkansas DEQ environmental review are separate","checked_at":"2026-11-06","coverage_label":"Utility regulatory only; local permitting unreviewed","coverage_scope":"utility_service_only","events":[{"checked_at":"2026-11-06","date":"2025-12-04","document_date":"2025-12-04","effective_date":null,"event":"APSC Order 9 approves the original Entergy/Attitude Capital electric-service agreement without modification.","event_date":"2025-12-04","expiry_date":null,"id":"westmemphis-original-src-approval","scope":"Original SRC in docket 25-055-P only, not the October 2026 service expansion, municipal/environmental permissions or energized capacity. Certain requested related ratemaking treatment was denied and investment-tax-credit treatment deferred.","source_ids":["newpermit-westmemphis-apsc-order9-20251204"],"status":"approved_historical_scope_limited"}],"jurisdiction":"City of West Memphis, Crittenden County, Arkansas","jurisdiction_match_note":"APSC names Google/Attitude Capital and a new hyperscale campus in the City of West Memphis. Groot environmental records are held separately pending a primary identity/parcel bridge.","jurisdiction_match_status":"verified_named_site_utility_only","moratorium_status":"unknown","next_event":null,"review_flags":["westmemphis-local-permits-unverified","westmemphis-groot-identity-unverified"],"source_ids":["newpermit-westmemphis-apsc-order9-20251204"],"summary":"APSC approved the original Entergy/Attitude Capital (Google) electric-service agreement on December 4, 2025. This utility-only dossier does not establish local land-use or environmental clearance, later expansion approval or energized IT capacity. It is not approval of every requested related ratemaking or tax treatment.","unknowns":["Local zoning, building permits and any moratorium remain unreviewed.","Later service-expansion approvals and contract terms are not established by this original redacted order.","Groot permit-to-Google identity and parcel/phase match require a primary bridge."],"use_status":"local_use_unverified"},"physical_identity":{"description":"More-than-1,000-acre West Memphis campus with data center, offices and substation infrastructure.","duplicate_check":"No West Memphis record; distinct from Google Fort Wayne and Jackson County, Alabama.","source_ids":["breadth-aedc-westmemphis-20251002"]},"power_readiness":{"checked_at":"2026-11-06","measures":[{"as_of":"2026-11-06","basis":"energized_power","conditions":[],"id":"westmemphis-grid","label":"Energized utility capacity","scope":"campus","source_ids":["breadth-entergy-westmemphis-20261019"],"status":"unknown","unit":"MW","value":null},{"as_of":"2026-10-19","basis":"generation_nameplate","conditions":["Not campus capacity."],"id":"westmemphis-solar","label":"Big Island solar PPA","scope":"regional grid resource","source_ids":["breadth-entergy-westmemphis-20261019"],"status":"planned","unit":"MW","value":440}],"milestones":[{"date":"2026-10-19","date_basis":"announcement","id":"westmemphis-expansion-agreement","label":"Expanded service announced","scope":"expanded service","source_ids":["breadth-entergy-westmemphis-20261019"],"status":"agreement_reported"},{"date":"2028","date_basis":"target year, conditional","id":"westmemphis-expansion-service","label":"Expansion in-service target","scope":"utility expansion","source_ids":["breadth-entergy-westmemphis-20261019"],"status":"planned"}],"source_ids":["breadth-entergy-westmemphis-20261019"],"summary":"Utility expansion is contingent; generation and storage resources are regional-grid assets, not site IT capacity.","unknowns":["Campus IT and utility service MW","Original-phase energization status","Expansion approval and construction milestones","Off-site batteries are specified in MWh of energy, not campus MW; preserved separately as resource context."]},"power_status":"electric service expansion agreed but regulatory approval pending; energized MW unknown","record_type":"site_record","research_checked_at":"2026-11-06","roles":[{"party":"Google","role":"campus developer and intended operator","source_ids":["breadth-aedc-westmemphis-20251002"]},{"party":"Entergy Arkansas","role":"electric utility and expansion resource developer","source_ids":["breadth-entergy-westmemphis-20261019"]}],"site_group_id":"google-cloud-portfolio","source_ids":["breadth-aedc-westmemphis-20251002","breadth-entergy-westmemphis-20261019","breadth-google-arkansas-20251002","newpermit-westmemphis-apsc-order9-20251204"],"stage":"construction","stage_raw":"Campus construction confirmed; utility expansion proposed October 2026"},{"aliases":["Project Skyway initial Google phase","Echo Zone Pine Island"],"candidate_site_amounts":[],"capex":"undisclosed","capex_b":null,"capex_counts_in_totals":false,"capex_usd":null,"company_ids":["google"],"confidence":"HIGH","deal_ids":[],"delivery_target":null,"energy_resources_context":[{"as_of":"2026-02-24","basis":"off-site storage power","conditions":["Separate 30 GWh energy rating; not site capacity."],"id":"pineisland-battery","label":"Iron-air battery rated power","scope":"Xcel grid","source_ids":["breadth-xcel-pineisland-20260224"],"status":"planned","unit":"MW","value":300}],"events":[{"checked_at":"2026-11-06","date":"2026-02-24","date_basis":"actual announcement","event":"Google announces Pine Island data center.","evidence_status":"verified_primary","id":"breadth-pineisland-google","source":"https://blog.google/innovation-and-ai/infrastructure-and-cloud/global-network/data-center-pine-island/","source_id":"breadth-google-pineisland-20260224","source_type":"company-claim"},{"checked_at":"2026-11-06","date":"2026-03-09","date_basis":"actual event stated in settlement","event":"Google and Ryan affiliate enter contingent first-phase lease.","evidence_status":"verified_primary","id":"breadth-pineisland-lease","source":"https://pineislandmn.gov/vertical/sites/%7B52A5D060-3422-4069-8E86-A961C2752B7F%7D/uploads/Settlement_Agreement_with_Exhibits.pdf","source_id":"breadth-pineisland-settlement-20261028","source_type":"government_record"},{"checked_at":"2026-11-06","date":"2026-10-28","date_basis":"council meeting/publication date","event":"City publishes agreement providing environmental review and mitigation conditions before construction, with limited exceptions. Final execution/effective date was not established.","evidence_status":"verified_primary","id":"breadth-pineisland-settlement","source":"https://pineislandmn.gov/vertical/sites/%7B52A5D060-3422-4069-8E86-A961C2752B7F%7D/uploads/Settlement_Agreement_with_Exhibits.pdf","source_id":"breadth-pineisland-settlement-20261028","source_type":"government_record"},{"checked_at":"2026-11-06","date":"2026-10-29","date_basis":"source_report_date","event":"Xcel reports electric-service approval decision expected in early 2027.","evidence_status":"verified_primary","id":"breadth-pineisland-power-review","source":"https://investors.xcelenergy.com/news-events/news-releases/news-details/2026/Xcel-Energy-Third-Quarter-2026-Earnings-Report/default.aspx","source_id":"breadth-xcel-pineisland-20261029","source_type":"company-claim"}],"evidence_coverage":{"refreshed_events":4,"source_records":5,"timeline_events":4},"evidence_updates":[{"checked_at":"2026-11-06","date":"2026-02-24","date_basis":"actual announcement","event":"Google announces Pine Island data center.","evidence_status":"verified_primary","id":"breadth-pineisland-google","source":"https://blog.google/innovation-and-ai/infrastructure-and-cloud/global-network/data-center-pine-island/","source_id":"breadth-google-pineisland-20260224","source_type":"company-claim"},{"checked_at":"2026-11-06","date":"2026-03-09","date_basis":"actual event stated in settlement","event":"Google and Ryan affiliate enter contingent first-phase lease.","evidence_status":"verified_primary","id":"breadth-pineisland-lease","source":"https://pineislandmn.gov/vertical/sites/%7B52A5D060-3422-4069-8E86-A961C2752B7F%7D/uploads/Settlement_Agreement_with_Exhibits.pdf","source_id":"breadth-pineisland-settlement-20261028","source_type":"government_record"},{"checked_at":"2026-11-06","date":"2026-10-28","date_basis":"council meeting/publication date","event":"City publishes agreement providing environmental review and mitigation conditions before construction, with limited exceptions. Final execution/effective date was not established.","evidence_status":"verified_primary","id":"breadth-pineisland-settlement","source":"https://pineislandmn.gov/vertical/sites/%7B52A5D060-3422-4069-8E86-A961C2752B7F%7D/uploads/Settlement_Agreement_with_Exhibits.pdf","source_id":"breadth-pineisland-settlement-20261028","source_type":"government_record"},{"checked_at":"2026-11-06","date":"2026-10-29","date_basis":"source_report_date","event":"Xcel reports electric-service approval decision expected in early 2027.","evidence_status":"verified_primary","id":"breadth-pineisland-power-review","source":"https://investors.xcelenergy.com/news-events/news-releases/news-details/2026/Xcel-Energy-Third-Quarter-2026-Earnings-Report/default.aspx","source_id":"breadth-xcel-pineisland-20261029","source_type":"company-claim"}],"exclusions":["Do not assign all 482 acres to Google’s initial leased facility.","Do not call the project construction-ready solely because local approvals previously passed.","Do not convert 1,900 MW clean-resource package into campus power.","The 50 MW ceiling concerns emergency generation, not IT capacity."],"explicit_site_amounts":[],"financing_ids":[],"id":"google-pine-island-mn","last_verified":null,"lat":null,"location":"Pine Island, Goodhue County, Minnesota, USA","location_evidence_source_ids":["breadth-google-pineisland-20260224","breadth-pineisland-skyway","breadth-pineisland-settlement-20261028","breadth-xcel-pineisland-20261029","breadth-xcel-pineisland-20260224"],"location_precision":{"label":"No mapped location","level":"unknown","reason":"No reviewed coordinates supplied. A named city or county does not establish an exact campus point.","source_ids":["breadth-google-pineisland-20260224","breadth-pineisland-skyway","breadth-pineisland-settlement-20261028","breadth-xcel-pineisland-20261029","breadth-xcel-pineisland-20260224"]},"lon":null,"map_eligible":false,"mw_live":"Undisclosed","mw_live_basis":"Undisclosed; unknown is not zero.","mw_live_value":null,"mw_planned":"Undisclosed","mw_planned_basis":"Undisclosed; generation and unspecified design figures are not IT load.","mw_planned_value":null,"name":"Google Pine Island Data Center (Project Skyway first phase)","operator_company_id":"google","permitting":{"authority":"City of Pine Island; Minnesota Pollution Control Agency; Minnesota Public Utilities Commission","checked_at":"2026-11-06","events":[],"moratorium_status":"unknown","source_ids":["breadth-pineisland-settlement-20261028","breadth-xcel-pineisland-20261029"],"summary":"Published October council agreement provides for an EAW and city-approved mitigation before initial construction, plus an EIS for future development, with limited investigation and utility/road exceptions. Final execution/effectiveness was not independently established; do not treat the attachment alone as proof of a currently enforceable restriction.","unknowns":["Final mitigation approval date","EAW completion","Service agreement approval","Final transmission route permit","Last acknowledgment and execution of both settlement agreements; resulting effective date and current construction authorization."],"use_status":"published conditions; effective status unverified"},"physical_identity":{"description":"Initial approximately 88-acre leased site for one data center within the broader 482-acre Project Skyway development.","duplicate_check":"No Pine Island or Skyway record. Do not equate initial Google lease with the whole future development area.","source_ids":["breadth-pineisland-settlement-20261028"]},"power_readiness":{"checked_at":"2026-11-06","measures":[{"as_of":"2026-11-06","basis":"planned_it","conditions":[],"id":"pineisland-it","label":"Planned IT capacity","scope":"initial data center","source_ids":["breadth-google-pineisland-20260224","breadth-xcel-pineisland-20261029"],"status":"unknown","unit":"MW","value":null},{"as_of":"2026-10-29","basis":"utility_power","conditions":["Regulatory approval remains pending."],"id":"pineisland-grid","label":"Contracted electric-service capacity","scope":"initial data center","source_ids":["breadth-xcel-pineisland-20261029"],"status":"conditional","unit":"MW","value":null},{"as_of":"2026-10-28","basis":"generation_nameplate","conditions":["At most 50 MW under section 2.2 for the defined Proposed Development, not installed generation or IT load.","Exhibit A defines up to four buildings. The ceiling is not separately allocated to Google's approximately 88-acre leased facility.","Provision in published council attachment; final agreement execution/effectiveness not independently established."],"id":"pineisland-backup","label":"Proposed emergency-generation ceiling (at most 50 MW)","scope":"Defined Proposed Development on the Development Area, up to four data-center buildings (Exhibit A); not an allocation to Google's approximately 88-acre leased single-facility scope.","source_ids":["breadth-pineisland-settlement-20261028"],"status":"conditional","unit":"MW","value":50},{"as_of":"2026-02-24","basis":"generation_nameplate","conditions":["Not site capacity."],"id":"pineisland-wind","label":"Wind additions","scope":"Xcel grid","source_ids":["breadth-xcel-pineisland-20260224"],"status":"planned","unit":"MW","value":1400},{"as_of":"2026-02-24","basis":"generation_nameplate","conditions":["Not site capacity."],"id":"pineisland-solar","label":"Solar additions","scope":"Xcel grid","source_ids":["breadth-xcel-pineisland-20260224"],"status":"planned","unit":"MW","value":200}],"milestones":[{"date":"2026-04","date_basis":"month reported by Xcel","id":"pineisland-esa-filed","label":"Service agreement filed","scope":"electric-service agreement","source_ids":["breadth-xcel-pineisland-20261029"],"status":"submitted"},{"date":null,"date_basis":"utility forecast window, not a fixed decision date; source window early 2027 is retained in scope instead of inventing a calendar date.","id":"pineisland-esa-decision","label":"MPUC decision expected","scope":"electric-service agreement Reported window: early 2027.","source_ids":["breadth-xcel-pineisland-20261029"],"status":"planned"}],"source_ids":["breadth-pineisland-settlement-20261028","breadth-xcel-pineisland-20261029","breadth-xcel-pineisland-20260224"],"summary":"Campus MW is undisclosed and electric-service approval remains pending. 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Now its residents are fighting back'); article paywalled, meeting-level details unverified","url":"https://www.nj.com/business/2026/06/a-tiny-nj-borough-approved-a-18b-ai-data-center-now-its-residents-are-fighting-back.html"},{"cited_event_dates":["2026-08-17"],"id":"source-5daf07909e17d475","title":"Noise complaint lawsuit filed by Mount Pleasant neighbours — neighbours suing Microsoft for $7.3B data center 'sick of noise that never stops, doesn't let them sleep'","url":"https://openclassactions.com/lawsuits/microsoft-fairwater-data-center-noise-class-action-lawsuit.php"},{"cited_event_dates":["2026-07-05"],"id":"source-5db72d0ce01f5304","title":"Compute Atlas reports construction confirmed; Shackelford County Commissioners unanimously approved the 10-year abatement; peak construction workforce cited up to ~6,500","url":"https://www.compute-atlas.com/facilities/vantage-frontier-shackelford-county-tx"},{"cited_event_dates":["2026-08-06"],"id":"source-5e3b525e35a02075","title":"Construction continues as of Aug 6, 2026 per JSOnline field report; project on schedule for first building 2H 2026 delivery","url":"https://www.jsonline.com/picture-gallery/news/2026/08/06/port-washington-ai-data-center-construction-continues-as-of-aug-6/91199547007/"},{"cited_event_dates":["2026"],"id":"source-65fe3df1c3a69e05","title":"Federal wetlands near Fort Wayne targeted for Phase 3 conversion — additional land for Google's sprawling data center complex; regulatory review underway","url":"https://www.thecooldown.com/green-tech/google-data-center-fort-wayne-wetlands-phase-three/"},{"cited_event_dates":["2025-09-23"],"id":"source-679313e5b837ba3a","title":"OpenAI, Oracle, and SoftBank announced five new U.S. AI data center sites under the Stargate initiative, including the Midwest location (Port Washington, WI, named 'Lighthouse')","url":"https://www.rcrwireless.com/20250925/ai-infrastructure/openai-stargate"},{"cited_event_dates":["2025-12-30"],"id":"source-6d7837bc9cbd0692","title":"Elon Musk announced xAI purchased a third building in the Memphis area, expanding Colossus to 2 GW total capacity — target: 555,000 NVIDIA GPUs for ~$18B","url":"https://introl.com/blog/xai-colossus-2-gigawatt-expansion-555k-gpus-january-2026"},{"cited_event_dates":["2024-08-27","2025-10-07"],"id":"source-6fba61b5d52f54a7","title":"Soluna Holdings announced Project Kati, a 50 MW AI data center project to be developed on a brownfield site in Abilene, Texas, leveraging existing industrial power infrastructure.","url":"https://www.soluna.com/"},{"id":"source-71bd9346a5e6a191","title":"Hut 8 SEC-filed disclosure","url":"https://www.sec.gov/Archives/edgar/data/1964789/000110465926090025/hut-20260630x10q.htm"},{"cited_event_dates":["2026-07"],"id":"source-72427833249ffd7d","title":"xAI installed 59 unpermitted gas turbines for Colossus 2 near Southaven, Mississippi — nearly double prior acknowledged count; NAACP/SELC Clean Air Act citizen suit filed April 2026 ongoing; DOJ filed motion to intervene","url":"https://www.technology.org/2026/07/15/xai-59-unpermitted-gas-turbines-southaven-colossus-2/"},{"cited_event_dates":["2026-03-20"],"id":"source-7243138091b47f36","title":"CB-4 topped out at Lake Mariner; 168 MW capacity, energization expected Q3 2026; CB-5 (168+ MW) targeted H2 2026; six buildings planned total","url":"https://www.datacenterdynamics.com/en/news/terawulf-tops-out-latest-data-center-at-lake-mariner-campus-in-new-york/"},{"cited_event_dates":["2026-06-01"],"id":"source-72798a5c35b2df8e","title":"Construction celebrated — 'The Barn' launch with Related Digital, Blackstone, OpenAI, Oracle, Gov. Whitmer; township settled after lawsuit, court-approved agreement","url":"https://www.oracle.com/news/announcement/related-digital-oracle-openai-walbridge-and-governor-whitmer-celebrate-construction-of-stargate-campus-in-saline-township-2026-06-01/"},{"cited_event_dates":["2026-07"],"id":"source-7810e2a7cabe859a","title":"Construction launched (groundbreaking; site prep + flood mitigation underway), first buildings targeted 2028","url":"https://convergedigest.com/nebius-breaks-ground-on-gigawatt-scale-ai-factory-campus-in-missouri/"},{"cited_event_dates":["2025"],"id":"source-792d62d420f5adba","title":"MTL-1 fully operational — Tier-3, HPC workloads, 4 MW gross (per IPO prospectus; year-resolution)","url":"https://www.sec.gov/Archives/edgar/data/2042022/000121390025073279/ea0249945-07.htm"},{"cited_event_dates":["2025-04"],"id":"source-7a56de90d2909d61","title":"Texas Department of Licensing and Regulation filing revealed first phase: 548,950 sq ft single-story facility with four data halls, estimated cost $470M initial / $4B total","url":"https://www.datacenterdynamics.com/en/news/openai-stargates-milam-texas-freebird-data-center-to-span-548950-sq-ft-in-first-phase/"},{"cited_event_dates":["2025-09"],"id":"source-7dc52baddc06c21d","title":"Saline Township planning commission rejected rezoning of 575 acres for the data center; township board voted 4-1 to deny","url":"https://www.yahoo.com/news/articles/residents-furious-town-board-rejected-164500490.html"},{"id":"source-7f183a95f0dccdec","publisher":"nebius.com","title":"Nebius raises $775 million in first secured debt financing to accelerate global buildout","url":"https://nebius.com/newsroom/nebius-raises-775-million-in-first-secured-debt-financing-to-accelerate-global-buildout"},{"cited_event_dates":["2025-10-30"],"id":"source-801a3e08a303fb01","title":"OpenAI, Oracle, and Related Digital announced the 1 GW+ Stargate campus in Saline Township anyway — part of the 4.5 GW Oracle partnership; $16B project","url":"https://openai.com/index/expanding-stargate-to-michigan/"},{"cited_event_dates":["2026-07-10"],"id":"source-80734508e63b9838","title":"City of Trenton approved tax abatement for Prologis data center project; developer expects end user to be Amazon Web Services","url":"https://local12.com/news/local/proposed-data-center-development-moves-closer-reality-butler-county-trenton-tax-taxes-taxpayers-abatement-prologis-tech-technology-community-reinvestment-area-cra-residents-construction-building-city-council-mayor-cincinnati"},{"id":"source-83e3fe90bb4d19f2","title":"Hut 8 SEC-filed disclosure","url":"https://www.sec.gov/Archives/edgar/data/1964789/000110465925122052/hut-20251217xex99d1.htm"},{"id":"source-857fa2aecd035859","title":"Hut 8 SEC-filed disclosure","url":"https://www.sec.gov/Archives/edgar/data/1964789/000110465926090025/hut-20260630x10q.htm"},{"cited_event_dates":["2026-03-02"],"id":"source-877aa329434d375f","title":"City Council approved tax incentive plan 5-2 (Mar 2, 2026; Stewart + Mayor Rowland against) — 20-year abatement on real & personal property, sales tax exemptions, Chapter 100 bonds; opposition group 'Stop the AI Data Center in Independence' formed","url":"https://fox4kc.com/news/independence-city-council-votes-to-approve-tax-breaks-for-nebius-data-center/"},{"cited_event_dates":["2026-08"],"id":"source-885d0011e6b9660e","title":"Natural gas pipeline (Green Chile Connector) critical to powering Project Jupiter delayed to 2027 — original timeline missed; Bloom Energy fuel cells initially bridge power","url":"https://energynow.com/2026/08/gas-pipeline-for-proposed-oracle-data-center-delayed-to-2027/"},{"cited_event_dates":["2026-09-01"],"id":"source-892d6cef6342ea7a","title":"PENDING: recall vote for Councilman John Perkins over data center support","url":"https://www.kshb.com/news/local-news/missouri/jackson-county/independence-councilman-faces-september-recall-vote-over-data-center-support"},{"cited_event_dates":["2024-03-19"],"id":"source-8948ef1957b58d9b","title":"Crusoe announced a 400 MW AI data center campus in Arvada, Colorado, as part of a joint development with Lamond Growth; Xcel Energy disclosed a 12-year power purchase agreement to supply the site.","url":"https://crusoeenergy.com/news/crusoe-lamond-growth-colorado"},{"cited_event_dates":["2026-01-26"],"id":"source-8a4fa0fe665b87af","title":"Texas Tribune reported El Paso's plan to build 366MW natural gas power plant for Meta data center, sparking environmental opposition; El Paso Electric filed for PUC review","url":"https://www.texastribune.org/2026/01/26/texas-el-paso-meta-data-center-natural-gas-power-plant/"},{"cited_event_dates":["2024-12-04"],"id":"source-8d78a3a3f4f30c82","title":"Meta announced $10B investment for AI-optimized data center in Richland Parish, Louisiana — largest Meta data center to date at 4 million sq ft; 500 operational jobs, 5,000+ construction jobs; 1,000-acre site","url":"https://datacenters.atmeta.com/richland-parish-data-center/"},{"cited_event_dates":["2026-08"],"id":"source-91042958ed701d0c","title":"River Bend AI Campus secured $3.25B in bonds to finance the Google and Anthropic-backed campus — first leg of a 2.295 GW partnership with Fluidstack and Anthropic","url":"https://www.linkedin.com/posts/ronvokoun_hut-8-selling-325bn-in-bonds-to-finance-activity-7455753202953551872-DdO9"},{"cited_event_dates":["2025-10"],"id":"source-913e9cfba166b21c","title":"Meta announced El Paso as new AI-focused data center site and broke ground; initial investment ~$1.5B on 1,000-acre site","url":"https://datacenters.atmeta.com/2025/10/hello-el-paso/"},{"cited_event_dates":["2026-08-10"],"id":"source-92bd33ee820bb2af","title":"DA Davidson cut NBIS target $250->$175 (30%) citing Vineland delays (sourced)","url":"https://blockspace.media/insight/nebius-target-cut-vineland-delays-202"},{"cited_event_dates":["2025-06-02"],"id":"source-936a60b15a4af449","title":"Announced 250 MW AI data center lease with CoreWeave at Ellendale campus, expandable to 400 MW; ~$7B total revenue per PR (250MW + 150MW option)","url":"https://ir.applieddigital.com/news-events/press-releases/detail/123/applied-digital-announces-250mw-ai-data-center-lease-with"},{"cited_event_dates":["2026-06"],"id":"source-97c0bba3848d0f0c","title":"DCD reported construction about to start on expansion (delayed ~2 years from original announcement); building pad being laid","url":"https://www.datacenterdynamics.com/en/news/construction-about-to-start-on-googles-delayed-jackson-county-data-center/"},{"cited_event_dates":["2024-12-27"],"id":"source-987d48b5ae979c0e","title":"Bit Digital (WhiteFiber parent) acquires MTL-2 site at 7300 Trans-Canada Highway, Montreal for CA$33.5M; Enovum colocation facility","url":"https://baxtel.com/data-center/enovum-whitefiber-mtl2"},{"cited_event_dates":["2026-07"],"id":"source-98b35489cdb05331","title":"Meta 'deepened investment' in Richland Parish — announced teacher scholarships, workforce development programs; three general contractors continuing to hire locally; campus construction well underway","url":"https://datacenters.atmeta.com/2026/07/deepening-our-investment-in-richland-parish-louisiana/"},{"cited_event_dates":["2026-04-14"],"id":"source-9ab8c1062da4afab","title":"SELC filed detailed report confirming xAI built an illegal de facto power plant near Southaven MS — dozens of unpermitted gas turbines powering Colossus 2, across the Tennessee state line; Clean Air Act violations alleged","url":"https://www.selc.org/news/xai-built-an-illegal-power-plant-to-power-its-data-center/"},{"cited_event_dates":["2026-07"],"id":"source-9b105eb7b66e0289","title":"Epoch AI directory (satellite+permit estimate): Colossus 2 operational, ~1,112k H100-equivalents, 946 MW IT power, $35.8B capital cost","url":"https://epoch.ai/data/ai-data-centers/directory/colossus-2"},{"cited_event_dates":["2026"],"id":"source-a3584ef284126f71","title":"Google Fort Wayne Building 4 filed for construction — 300,000 sq ft, 190 MW expected operational 2027; represents major phase expansion of operational campus","url":"https://cleanview.co/data-centers/indiana/3798/google-fort-wayne---building-4"},{"cited_event_dates":["2026-08-12"],"id":"source-b03796d552cbd7bf","title":"Q2 2026 press release: WhiteFiber reports second quarter 2026 results; net loss $15M; $56.1M cash; no MTL-2 revenue generated","url":"https://www.sec.gov/Archives/edgar/data/2042022/000121390026084223/ea0299775-8k_whitefiber.htm"},{"cited_event_dates":["2026-09-02"],"id":"source-b52af2c21e745ac2","title":"SpaceXAI (xAI) planning a 5th Mid-South data center — Southaven Planning & Development Director Whitney Choat-Cook said Sept 1 plans are for a 'roughly 660,000 square foot data storage facility' at the site; expands xAI footprint in Memphis/Southaven area.","url":"https://www.commercialappeal.com/story/money/business/development/2026/09/02/spacexai-set-to-build-fifth-memphis-southaven-area-data-center-expands-footprint-in-midsouth/91577707007/"},{"id":"source-b6ac7fd4a07ffec9","title":"Hut 8 SEC-filed disclosure","url":"https://www.sec.gov/Archives/edgar/data/1964789/000110465926111154/tm2625691d1_ex99-1.htm"},{"cited_event_dates":["2025-03"],"id":"source-b8e400a3c5da5dfd","title":"Separate $2B AI data center project by CIM Group/Novva Data Centers announced for West Jordan — 100 acres, 175 MW — Oracle noted as potential anchor tenant; distinct from Oracle-owned Project Sequoia","url":"https://deepnewz.com/ai-products/utah-secures-2b-ai-center-openai-oracle-equip-texas-site-64000-nvidia-chips-2026-3139948c"},{"cited_event_dates":["2026-08-11"],"id":"source-b9e3df23b448102a","title":"Amazon confirmed in negotiations with Trenton for $5B data center project as end user; city pursuing annexation of site; tax incentives under negotiation","url":"https://www.bizjournals.com/cincinnati/news/2026/08/11/amazon-data-center-trenton-butler-county-annex.html"},{"id":"source-bec43cb65733a6d2","publisher":"www.sec.gov","title":"crwv-20260630","url":"https://www.sec.gov/Archives/edgar/data/1769628/000176962826000366/crwv-20260630.htm"},{"cited_event_dates":["2026-07-14"],"id":"source-c1086c2654fc544a","title":"Benchmark raised target on Hut 8 citing Beacon Point as main driver plus River Bend and Beacon Point contracts; Hut 8 holds 60% of American Bitcoin Corp and 10,667 BTC","url":"https://www.theblock.co/news/markets/2026-07-14-benchmark-sees-long-pathway-growth-hut-8-raises-target-to-165-on-ai-data-center-deals-408264"},{"cited_event_dates":["2026-03"],"id":"source-c41f05ab2813a0d5","title":"Epoch AI construction tracker listed Lordstown among largest active AI data center projects under construction; AI chips owned by SoftBank, used by OpenAI","url":"https://epoch.ai/data/ai-data-centers/directory/openai-stargate-lordstown"},{"cited_event_dates":["2026"],"id":"source-c42ad496903b2ec3","title":"Construction progressing through final testing and on track for Q2 2026 delivery per Core Scientific LinkedIn update","url":"https://www.linkedin.com/posts/corescientific_land-is-secured-power-is-ramping-up-activity-7460748016111710209-1jvJ"},{"cited_event_dates":["2026-09-01"],"id":"source-c57b7ed65a0d6900","title":"RESULT: Independence voters recalled Councilman John Perkins in the Sept 1 recall election — 68.05% YES with 100% of precincts reporting; first official recalled over a data center project this year (Ballotpedia). Recall was driven by his March 2026 vote for Nebius tax incentives.","url":"https://www.kctv5.com/2026/09/02/independence-voters-recall-councilman-tied-data-center-tax-vote/"},{"cited_event_dates":["2025-11","2025-11-03"],"id":"source-c5c216c3a2c4d0ec","title":"Announced $5.5B, 15-year AWS lease for 300 MW at Barber Lake; formed 1 GW JV for West Texas development","url":"https://www.datacenterdynamics.com/en/news/aws-signs-300mw-hosting-deal-to-lease-capacity-from-cipher-mining/"},{"cited_event_dates":["2025-11-24"],"id":"source-c643dcf55176e65c","title":"Building 1 Phase II Ready for Service — fully energized at 100 MW critical IT load; on-time delivery per APLD earnings release","url":"https://ir.applieddigital.com/news-events/press-releases/detail/137/applied-digital-completes-phase-ii-ready-for-service-at"},{"cited_event_dates":["2025-04-16"],"id":"source-c7673f8c79def0ff","title":"San Jose Planning Commission approved Microsoft's proposal for a data center at 1657 Alviso Way in the Alviso neighborhood — plan previously stalled since 2019","url":"https://sfyimby.com/2025/04/microsoft-data-center-approved-by-san-jose-planning-commission.html"},{"cited_event_dates":["2026-07-28"],"id":"source-cb2e936ebed85d7d","title":"Bloom Energy Q2 earnings: raised full-year 2026 revenue guidance to $3.9B-$4.2B; 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