Data Center Market Intelligence

Columbus, OH · 2026-09-28

AWS filed 500MW interconnect application with AEP Ohio for new campus in Licking County. Confirmed by three independent sources.

Phoenix, AZ · 2026-09-25

Building permit filed with City of Mesa for 600MW phased development. SRP confirmed capacity study underway for $2.4B project.

Atlanta, GA · 2026-09-22

Equinix evaluating 3 regional colo operators in Atlanta metro for potential acquisition. Two targets confirmed in LOI stage.

Dallas / Fort Worth, TX · 2026-09-20

GS infrastructure fund closing on $1.8B DC portfolio acquisition in DFW. Three assets; seller identity confirmed.

Dallas / Fort Worth, TX · 2026-09-18

Meta filed rezoning application for 800MW AI training campus in Westover Hills, Fort Worth. Environmental review initiated.

Chicago, IL · 2026-09-15

Google representatives attended Cook County infrastructure meeting; rumored 350MW campus in Elk Grove Village. Unconfirmed.

Northern Virginia, VA · 2026-09-12

BlackRock closing $3.2B recapitalization of 8-asset NOVA campus portfolio. Cap rate estimated at 4.8%.

Kansas City, MO · 2026-09-10

CyrusOne signed 80MW service agreement with Evergy for new Kansas City campus. Site control confirmed; design underway.

Atlanta, GA · 2026-09-08

Oracle filed development permit for 300MW OCI Tier 2 region in Suwanee, GA. Georgia Power capacity study submitted.

Northern Virginia, VA · 2026-09-05

Aligned closed $1.1B construction loan for Manassas liquid-cooled campus. Goldman Sachs led; three-bank syndicate.

Austin, TX · 2026-09-03

NVIDIA securing 400MW dedicated AI training campus in Austin. Oncor capacity study filed Q1 2025. Full build-out by Q3 2027.

Denver, CO · 2026-09-01

Vantage closed $850M green bond issuance to fund Denver and Salt Lake City campus expansions totaling 320MW.

Reno, NV · 2026-08-30

Apple filed 250MW expansion permit for existing Reno campus. NV Energy capacity study initiated for Phase 3 build.

Chicago, IL · 2026-08-28

Iron Mountain in advanced discussions to acquire 120MW Chicago carrier-neutral colo. Two bidders remain; close expected Q3 2025.

Seattle, WA · 2026-08-25

NTT filed 550MW interconnect application with Puget Sound Energy for new Quincy campus. Site control confirmed; EIS underway.

Phoenix, AZ · 2026-08-22

KKR infrastructure fund acquiring 3-asset Phoenix colo portfolio for $720M. 98MW total capacity; 94% leased to hyperscalers.

Dallas / Fort Worth, TX · 2026-08-20

ByteDance filed zoning change for 300MW AI workload campus in Irving, TX. Oncor study submitted. Pending CFIUS review.

Atlanta, GA · 2026-08-18

DataBank secured $600M revolving credit facility to fund edge expansion across 12 markets including Atlanta and Miami.

Las Vegas, NV · 2026-08-15

Multiple PE sponsors reportedly circling Switch's remaining Las Vegas campus assets. No LOI confirmed. Speculative at this stage.

Northern Virginia, VA · 2026-08-12

Brookfield closing $2.6B joint venture with Digital Realty for 5-campus NOVA portfolio. 480MW stabilized; 200MW under construction.

Salt Lake City, UT · 2026-08-10

T5 filed development permit for 180MW hyperscale campus in Draper, UT. Rocky Mountain Power interconnect study confirmed.

Chicago, IL · 2026-08-08

Microsoft filed 450MW interconnect application with ComEd for new Azure campus in Elk Grove Village. $1.8B investment confirmed by state.

Seattle, WA · 2026-08-05

Sabey closed $400M construction financing for Quincy Phase 4 campus. 150MW powered shell; full deployment expected Q4 2026.

Columbus, OH · 2026-08-02

Google filed 600MW interconnect application with AEP Ohio for new GCP region campus. Columbus site adjacent to existing AWS builds.

Dallas / Fort Worth, TX · 2026-07-28

Carlyle infrastructure fund in exclusivity on 240MW DFW colo portfolio. $540M valuation; seller is regional operator.

Columbus, OH · 2026-09-28

AWS filed 500MW interconnect application with AEP Ohio for new campus in Licking County. Confirmed by three independent sources.

Phoenix, AZ · 2026-09-25

Building permit filed with City of Mesa for 600MW phased development. SRP confirmed capacity study underway for $2.4B project.

Atlanta, GA · 2026-09-22

Equinix evaluating 3 regional colo operators in Atlanta metro for potential acquisition. Two targets confirmed in LOI stage.

Dallas / Fort Worth, TX · 2026-09-20

GS infrastructure fund closing on $1.8B DC portfolio acquisition in DFW. Three assets; seller identity confirmed.

Dallas / Fort Worth, TX · 2026-09-18

Meta filed rezoning application for 800MW AI training campus in Westover Hills, Fort Worth. Environmental review initiated.

Chicago, IL · 2026-09-15

Google representatives attended Cook County infrastructure meeting; rumored 350MW campus in Elk Grove Village. Unconfirmed.

Northern Virginia, VA · 2026-09-12

BlackRock closing $3.2B recapitalization of 8-asset NOVA campus portfolio. Cap rate estimated at 4.8%.

Kansas City, MO · 2026-09-10

CyrusOne signed 80MW service agreement with Evergy for new Kansas City campus. Site control confirmed; design underway.

Atlanta, GA · 2026-09-08

Oracle filed development permit for 300MW OCI Tier 2 region in Suwanee, GA. Georgia Power capacity study submitted.

Northern Virginia, VA · 2026-09-05

Aligned closed $1.1B construction loan for Manassas liquid-cooled campus. Goldman Sachs led; three-bank syndicate.

Austin, TX · 2026-09-03

NVIDIA securing 400MW dedicated AI training campus in Austin. Oncor capacity study filed Q1 2025. Full build-out by Q3 2027.

Denver, CO · 2026-09-01

Vantage closed $850M green bond issuance to fund Denver and Salt Lake City campus expansions totaling 320MW.

Reno, NV · 2026-08-30

Apple filed 250MW expansion permit for existing Reno campus. NV Energy capacity study initiated for Phase 3 build.

Chicago, IL · 2026-08-28

Iron Mountain in advanced discussions to acquire 120MW Chicago carrier-neutral colo. Two bidders remain; close expected Q3 2025.

Seattle, WA · 2026-08-25

NTT filed 550MW interconnect application with Puget Sound Energy for new Quincy campus. Site control confirmed; EIS underway.

Phoenix, AZ · 2026-08-22

KKR infrastructure fund acquiring 3-asset Phoenix colo portfolio for $720M. 98MW total capacity; 94% leased to hyperscalers.

Dallas / Fort Worth, TX · 2026-08-20

ByteDance filed zoning change for 300MW AI workload campus in Irving, TX. Oncor study submitted. Pending CFIUS review.

Atlanta, GA · 2026-08-18

DataBank secured $600M revolving credit facility to fund edge expansion across 12 markets including Atlanta and Miami.

Las Vegas, NV · 2026-08-15

Multiple PE sponsors reportedly circling Switch's remaining Las Vegas campus assets. No LOI confirmed. Speculative at this stage.

Northern Virginia, VA · 2026-08-12

Brookfield closing $2.6B joint venture with Digital Realty for 5-campus NOVA portfolio. 480MW stabilized; 200MW under construction.

Salt Lake City, UT · 2026-08-10

T5 filed development permit for 180MW hyperscale campus in Draper, UT. Rocky Mountain Power interconnect study confirmed.

Chicago, IL · 2026-08-08

Microsoft filed 450MW interconnect application with ComEd for new Azure campus in Elk Grove Village. $1.8B investment confirmed by state.

Seattle, WA · 2026-08-05

Sabey closed $400M construction financing for Quincy Phase 4 campus. 150MW powered shell; full deployment expected Q4 2026.

Columbus, OH · 2026-08-02

Google filed 600MW interconnect application with AEP Ohio for new GCP region campus. Columbus site adjacent to existing AWS builds.

Dallas / Fort Worth, TX · 2026-07-28

Carlyle infrastructure fund in exclusivity on 240MW DFW colo portfolio. $540M valuation; seller is regional operator.