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U.S. data center pipeline reaches nearly 3,000 projects with major expansions from Google and Amazon
Thursday, February 26, 2026 at 11:53 AM
Aterio data indicates the U.S. data center project pipeline reached 2,970 projects by early March 2026. Key developments include Google's expansion in Wilbarger County, Texas, Amazon's 21-building Spectrum campus in Hood County, and Nebius's entry into Oklahoma and Minnesota. Additionally, a $5 billion, 600MW campus known as Project Ruby is planned for Columbus, Georgia, while Project Jarvis in Florida has been withdrawn due to legislative challenges.
Context
The U.S. data center pipeline has surged to 2,970 announced projects as of March 2026, signaling a reacceleration in infrastructure buildouts driven by generative AI and hyperscale cloud demand. Texas has emerged as a primary hub, with Google announcing a new air-cooled campus in Wilbarger County as part of its $40 billion state expansion, while Amazon is moving forward with the 21-building Spectrum campus in Hood County, potentially leveraging nuclear power from Comanche Peak. Other major developments include the $5.18 billion Project Ruby in Georgia and Poolside’s 2 GW Project Horizon in West Texas, where site clearing is now visible.
This development momentum reflects a shift toward vertical integration and energy security. Aterio CEO Sergio Toro noted in a recent industry update that “early January activity shows development momentum beginning to reemerge across U.S. data center markets” following a brief seasonal slowdown. These massive investments, such as Amazon’s $4.8 billion Project Tree in Washington, are significantly altering local tax bases and power requirements, with some individual projects now requiring more electricity than the cities that host them. This scale underscores the industry’s urgency to secure land and power before infrastructure bottlenecks tighten further.
Sources (16)
Aterio Reports 169.65 GW of U.S. Data Center Capacity Announced in 2025 as AI Buildouts Accelerate - Columbia Daily TribuneAterio Reports 169.65 GW of U.S. Data Center Capacity Announced ...Amazon's $12B Louisiana Data Center Push and Nuclear-Powered ...Amazon's $12B Louisiana Data Center Push and Nuclear ...Wilbarger County data centerAterio’s Report on US Data Center developments, April, 2025 - AterioGoogle Wilbarger County Announcement - Feb 2026Governor Abbott, Google Announce $40 Billion Investment In Texas | Office of the Texas Governor | Greg Abbott
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