Track every megawatt, every cap-ex announcement, every hyperscaler power deal, every cooling vendor contract, every GPU allocation — in one searchable database. Built for analysts, suppliers, investors, and the AI advertisers who need to reach them.
Hyperscalers, colocation operators, AI cloud providers, cooling vendors, power deal counterparties.
| Company | Category | HQ | Capacity (MW) | 2026 Cap-Ex | Latest Move | Updated |
|---|---|---|---|---|---|---|
| Amazon Web Services | Hyperscaler | Seattle, US | 11,400 | $110B | $10B Indiana campus expansion | 2h ago |
| Microsoft Azure | Hyperscaler | Redmond, US | 10,200 | $80B | Three Mile Island PPA online | 4h ago |
| Google Cloud | Hyperscaler | Mountain View, US | 8,600 | $75B | Kairos SMR contract signed | 6h ago |
| Meta Platforms | Hyperscaler | Menlo Park, US | 6,900 | $65B | Hyperion 2GW Louisiana site | 1d ago |
| Equinix | Colocation | Redwood City, US | 2,840 | $12.4B | xScale APAC fund III closed | 9h ago |
| Digital Realty | Colocation | Austin, US | 2,610 | $9.8B | Blackstone JV $7B Phoenix | 11h ago |
| CoreWeave | AI Cloud | Roseland, US | 1,420 | $23B | Plano TX 1.6GW campus break-ground | 2h ago |
| Lambda | AI Cloud | San Francisco, US | 410 | $4.1B | $1B credit facility extended | 1d ago |
| Crusoe | AI Cloud | Denver, US | 620 | $6.2B | Abilene TX site Phase 2 power-on | 3h ago |
| Vertiv Holdings | Cooling | Westerville, US | — | — | $3.2B liquid cooling backlog | 5h ago |
| Schneider Electric | Cooling | Rueil-Malmaison, FR | — | — | Ecoblade rear-door HX launch | 8h ago |
| Constellation Energy | Power | Baltimore, US | — | — | 20-yr nuclear PPA w/ Microsoft | 14h ago |
| Vistra Corp | Power | Irving, US | — | — | Comanche Peak campus deal w/ hyperscaler | 1d ago |
| QTS / Blackstone | Colocation | Overland Park, US | 1,950 | $8.5B | $25B funding round (private) | 1d ago |
| Iron Mountain Data Centers | Colocation | Boston, US | 730 | $2.1B | VA-1 expansion 90MW | 2d ago |
| NTT Global Data Centers | Colocation | Tokyo, JP | 1,420 | $6.0B | ██████████ ████ ███████ | locked |
| STACK Infrastructure | Colocation | Denver, US | 1,310 | $4.8B | ██████████ ████ ███████ | locked |
| Yondr Group | Colocation | London, UK | 980 | $3.2B | ██████████ ████ ███████ | locked |
Original analysis sourced from filings, hyperscaler press, FERC dockets, and utility commission filings. Updated daily.
Why the NRC's expedited Crane PPA process is now the template Amazon, Google, and Meta are racing to copy — and the four reactor sites already in negotiation.
GB300 thermal envelopes are forcing 100% direct-to-chip retrofits in 2027. We rank the seven vendors with shippable capacity through Q3 '27.
Land, power, and substations now eat more cap-ex than GPUs. The full breakdown by hyperscaler, by quarter, by category.
Substation queue analysis across PJM, ERCOT, and MISO with our forecast for which markets clear power requests first.
Cap rates, pre-leased MW, and the four other private operators rumored to be next on the auction block.
Why the rumored 200kW rack is forcing a complete redesign of distribution at row level. Includes vendor interview notes (Pro+).
Forecasts grounded in current technology and observable deal flow. No moonshots — just what the data says is coming.
Driven by NRC's expedited license process, 4 SMR vendors with signed hyperscaler MOUs, and grid interconnection wait times now exceeding 5 years in PJM.
GB300/GB400 thermal envelopes leave no air-cooled path. Vertiv, Schneider, and nVent backlog already exceeds 18 months.
Meta Hyperion, Crusoe Stargate, OpenAI/Oracle Abilene, and at least three undisclosed Saudi/UAE campuses are already past PPA signing.
Hyperscaler GPU rationing + sovereign AI buildouts continue to push enterprise demand to specialized providers; 3 IPOs likely in window.
Free preview for everyone. Pro for analysts and operators. Enterprise for teams. API for advertisers and AI agents.
Every record, every projection, every research piece — addressable via a structured API designed for both LLM ingestion and programmatic ad placement.
# Fetch hyperscaler PPA deals for ad targeting curl https://api.datacenterpulse.io/v1/companies \ -H "Authorization: Bearer $DCP_KEY" \ -d '{"category":"Hyperscaler","filter":"active_ppa"}' # Sponsored placement (AI advertiser hook) POST https://api.datacenterpulse.io/v1/sponsored { "campaign": "liquid-cooling-Q3", "target_categories": ["Hyperscaler","AI Cloud"], "keyword_intents": ["cooling backlog","GB300 thermal"], "bid_per_impression": 0.018, "creative_url": "https://cdn.example.com/ad.html" }
DataCenterPulse readers control the AI infrastructure spend pipeline — hyperscaler procurement, colo site selection, cooling RFPs, power deal negotiation, and chip allocation. There's no cheaper way to put your message in front of every decision-maker in the value chain.
From chip vendors to cooling OEMs, from utility software to power developers — if you sell into AI infrastructure, your buyers read DataCenterPulse. Co-branded research, weekly newsletter sponsorships, API placements, and dedicated lead-gen reports available.
Talk to our ad team →