June 24, 2026 — Market Briefing $700B+ in AI infrastructure commitments tracked across 54 datacenters, 38 GPU models, and 20 regulatory frameworks. The Stargate and Hyperion projects alone represent $700B — a scale of capital deployment unmatched in tech history.
10.8 GW
Total Power Tracked
$927.8B
Total Investment
54
Datacenters
38
GPU Models
20
Regulations
30
Funding Deals
Tracked Capacity by Status
3.9 GW
3.0 GW
4.0 GW
Operational (3.9 GW) Construction (3.0 GW) Announced (4.0 GW)

Mega Projects — Largest by Investment

View all datacenters →
#1 by investment
Stargate Abilene Campus
Oracle / OpenAI / SoftBank · Abilene, Texas, USA
$500.0B
Phase 1 Operational
300 MW Online: 2025-Q4 (Phase 1)
#2 by investment
Meta Hyperion
Meta Platforms · Richland Parish, Louisiana, USA
$200.0B
Under Construction
400 MW Online: 2026-Q4
#3 by investment
Project Transcendence
Saudi Arabia PIF / Google · Eastern Province, Saudi Arabia
$100.0B
Announced
1000 MW Online: 2027-Q2
#4 by investment
UAE G42 Stargate Abu Dhabi
G42 / Microsoft / OpenAI · Abu Dhabi, UAE
$20.0B
Announced
500 MW Online: 2027-Q4
#5 by investment
AWS Cummings Center AI Campus
Amazon Web Services · Cummings Research Park, Huntsville, Alabama, USA
$11.0B
Under Construction
200 MW Online: 2027-Q1
#6 by investment
Meta Indiana AI Data Center
Meta Platforms · Jeffersonville, Indiana, USA
$10.0B
Under Construction
200 MW Online: 2027-Q3

Global Datacenter Map

View full map →
Explore Full Interactive Map

GPU Availability & Pricing

View all 38 GPUs →
GPU Manufacturer Memory FP8 TFLOPS Power Status Cloud $/hr (from)
NVIDIA H100 SXM5 NVIDIA 80GB HBM3 3958 700W Shipping (allocation constrained) from $2.23
NVIDIA H100 PCIe NVIDIA 80GB HBM3 3026 350W Shipping from $1.98
NVIDIA H200 SXM5 NVIDIA 141GB HBM3e 3958 700W Shipping from $2.49
NVIDIA H200 PCIe NVIDIA 141GB HBM3e 3026 350W Shipping from $2.1
NVIDIA B200 NVIDIA 192GB HBM3e 4500 1000W Shipping (limited initial allocation) from $3.5
NVIDIA B100 NVIDIA 192GB HBM3e 3600 700W Shipping from $2.8
NVIDIA GB200 NVL72 NVIDIA 13.8TB HBM3e (72 GPU system) 324000 27000 (system)W Shipping to select customers TBD
NVIDIA GB200 NVL36 NVIDIA 6.9TB HBM3e (36 GPU system) 162000 13500 (system)W Shipping TBD
NVIDIA L40S NVIDIA 48GB GDDR6 733 350W Shipping (widely available) from $0.79
NVIDIA L40 NVIDIA 48GB GDDR6 362 300W Shipping from $0.65

Top Funding Deals

View all funding →
$500.0B
Stargate Project
Oracle, OpenAI, SoftBank, MGX
Jan 21, 2025
infrastructure investment
$200.0B
Meta Hyperion (Louisiana)
Meta Platforms
Dec 4, 2024
infrastructure investment
$100.0B
Project Transcendence (Saudi PIF + Google)
Saudi Arabia PIF, Google
May 14, 2025
infrastructure investment
$100.0B
Amazon $100B+ AI Capex (2025-2026)
Amazon
Feb 6, 2025
infrastructure investment
$80.0B
Microsoft $80B AI Infrastructure Spend (FY2025)
Microsoft
Jan 3, 2025
infrastructure investment
$75.0B
Google $75B Capex (2025)
Alphabet / Google
Feb 4, 2025
infrastructure investment
$65.0B
Meta $60-65B AI Infrastructure Spend (2025)
Meta Platforms
Jan 24, 2025
infrastructure investment
$40.0B
OpenAI + SoftBank $40B Funding
SoftBank, Microsoft, Oracle, MGX
Mar 26, 2025
vc round

Top Energy Deals

View all →
5.0 GW
Dominion Virginia Grid Expansion for AI
Dominion Energy → Multiple (AWS, Microsoft, Google, Meta)
In Progress
3.0 GW
ERCOT Texas AI Data Center Grid Upgrades
ERCOT / Oncor → Multiple AI Operators
In Progress
1.9 GW
Quad Cities Nuclear Station Restart
Constellation Energy → Microsoft
Announced
1.0 GW
Google Advanced Nuclear Portfolio
Multiple (Kairos, Oklo, Terrapower) → Google
In Progress
960 MW
AWS Talen Energy Nuclear Data Center Campus
Talen Energy / Cumulus Data → Amazon Web Services
In Progress

Regulatory Deadlines

View all →
California SB 53 — Frontier Model Safety
California, USA
⏱ Jan 1, 2027 — Critical model safety assessments required
Texas TRAIGA (Texas Responsible AI Governance Act)
Texas, USA
NYC Local Law 144 — AI Hiring Tools
New York City, USA
Illinois HB 3773 — AI in Employment
Illinois, USA
⏱ Jun 1, 2026 — AI employment provisions take effect
South Korea AI Basic Act
South Korea
⏱ Jul 1, 2026 — High-impact AI obligations take effect

Get the Daily AI Infrastructure Briefing

Automated daily analysis of datacenter announcements, GPU availability changes, energy deals, and regulatory updates — delivered to your inbox.

Read Latest Briefings