Infographic map of the top U.S. data center markets with city names and facility counts

Amazon Private Power Grids 2026, 233 GW ERCOT Queue

Hybrid Energy Strategies for Top 10 US Markets, 40 GW in Texas, 7.9 GW PJM…

by Erhan Eren

Pie chart of each state’s estimated share of future data center power capacity; Virginia 26.1% is largest, Texas 19.1%.

Dominion Energy Nuclear 2026, 70 GW Backlog in PJM

SMRs for Top 10 US Data Centers, Over 90 GW Demand, 7-Year Waits (2024-2026)…

by Erhan Eren

Bar chart by sector showing 2026 net percentages of expected project value changes (higher vs lower). Green bars indicate positive growth (Data Center 57% highest; Power 34%; Other Healthcare 24%; Hospital 20%; Water/Sewer 16%; Manufacturing 15%; Transportation 11%; Bridge/Highway 10%; Warehouse 5%; Federal 5%; Multifamily Residential 4%; Public Building 1%). Red bars indicate negative growth (K-12 School -1%; Higher Education -5%; Lodging -7%; Private Office -14%; Retail -18%). Rightmost column shows 2025 net changes (green up to 15%, red down to -17%). AGC logo appears on the top right.

Microsoft On-site Power 2026, $100B Azure Expansion

Top 10 Data Center Developers: Tract & Meta's 2 GW Plans and Crusoe's Flared…

by Erhan Eren

Bar/line chart: rising market for data center liquid cooling from 2020 to 2027, showing blue Direct Liquid and orange Immersion bars plus a gray growth line.

Softbank Liquid Cooling 2024, 5,000 MW G 42 AI Campus Plan

Top 10 Liquid Cooling Projects: Meta's $65 B Overhaul, Softbank's 10, 000 MW…

by Erhan Eren

Bar chart of top global corporate clean-energy buyers in 2025, led by Meta and Amazon, by energy type (solar, wind, co-located, nuclear, other).

Meta Nuclear Strategy 2026: 8 TerraPower Reactors

Top 10 Advanced Reactor Strategies: Meta's 6.6 GW Deal with Terra Power & 4…

by Erhan Eren

Chart titled 'Illustrative Islanded GW-Scale Datacenter Redundancy Overbuild vs. Unit Size (3 Nines Uptime)'. It shows redundancy percentage rising with unit size: Small ~10–15%, Medium ~15–25%, Large ~>50%, Large/Largest >100%. Left axis labeled Redundancy Overbuild (%), right of axis not shown. Icons of engines and a data-center module illustrate increasing redundancy; source note at bottom left: 'Source: SemiAnalysis Datacenter Industry Model'

ERCOT Fuel Cell 2026, $10B Fund After 266 GW Canceled

SOFC Projects for Texas Data Centers, 2.3 GW Oracle Deal, 1 GW AEP Agreement,…

by Erhan Eren

Bar chart: Texas large load requests vs approvals (Feb–Nov 2025). Blue bars = New Large Load Request, orange bars = Approved to Energize; notable approvals in April (473 MW) and November (210 MW, small).

Last Energy Nuclear 2026, 136 GW ERCOT Queue

SMR Deployment for Texas Data Centers, Last Energy 600 MW Plan, Fermi America…

by Erhan Eren

Projected U.S. data center power demand by state (Rest of Country, Georgia, Arizona, Texas, Virginia) from 2024 to 2035; total rises to about 100 GW.

Duke Energy Fuel Cell 2026, $102.2B Plan, Southern Co

SOFC Data Center Power, Duke & Southern 50 GW Load, $81 B Southern Co Plan, and…

by Erhan Eren

Data center hallway with tall server racks and colorful cable trays, a technician in blue overalls operates a control panel.

Bloom Energy Fuel Cell 2026, 2.8 GW Oracle Agreement

SOFC Data Center Deals, 2.8 GW Oracle Agreement, 450 MW SDCL Pact, and 5+ Key…

by Erhan Eren

Bloom Energy at a Glance: six pale tiles with deployed ~1.5 GW, >$26B market cap, 1,200+ sites, >500 patents, and >$1.2B R&D, beside a world map of locations.

Fuel Cell Energy Fuel Cell 2026, 12.5 MW Block, Inuverse MOU

Fuel Cell Energy MCFC Grid Constraints, 450 MW SDCL Plan, 275% Pipeline Surge,…

by Erhan Eren

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