So many datacenter projects. WHY? Over a $trillion in spending and I'm not sure what it's for. Currently, bandwidth and compute seem to be adequate although costs for usage are relatively high. With newly expanded resources available, won't that drive usage costs down and further devalue this investment? The economics don't make sense. If all of this is for eventual personal assistants for everything, where is the value in hard dollars and what will we do if everything is being done for us?

Are we going down this path because we can, instead of because we should?

Look at your State. Did you have any idea of the size and scope?

/frAI

State of Upcoming AI Infrastructure Projects

This document provides an overview of the current pipeline of AI infrastructure projects across various states, including their power capacity, estimated investment costs, and regulatory statuses as of late 2026.

Texas

• Projects: ~439 (182 in active construction)
• Power Capacity: 73.6 GW – 152 GW
• Estimated Investment: $1.19 Trillion
• Regulatory Status: State regulators have paused new grid connection permits to audit water and power consumption.

Ohio

• Projects: ~94
• Power Capacity: 8.3 GW
• Estimated Investment: $634.4 Billion
• Regulatory Status: Legislation introduced to cut sales-tax exemptions by 50% for new permit seekers.

Virginia

• Projects: ~299
• Power Capacity: 17.7 GW – 64 GW
• Estimated Investment: $503.6 Billion
• Regulatory Status: Historically open, but facing stricter zoning board regulations.

Pennsylvania

• Projects: ~194
• Power Capacity: 14.7 GW
• Estimated Investment: $397.7 Billion
• Regulatory Status: New laws impose strict environmental and community impact conditions.

Georgia

• Projects: ~176
• Power Capacity: 10.5 GW
• Estimated Investment: $304.7 Billion
• Regulatory Status: Open but facing local pushback on large allocations.

Illinois

• Projects: ~156
• Power Capacity: 5.0 GW
• Estimated Investment: $284.4 Billion
• Regulatory Status: Legislative hold on new tax break applications.

Indiana

• Projects: ~59
• Power Capacity: 6.5 GW
• Estimated Investment: $259.8 Billion
• Regulatory Status: Rapid growth with significant projects underway, including Meta’s $10B campus.

Louisiana

• Projects: ~17
• Power Capacity: 10.8 GW
• Estimated Investment: $210.4 Billion
• Regulatory Status: Driven by large AI campuses.

Arizona

• Projects: ~101
• Power Capacity: 7.7 GW
• Estimated Investment: $177.0 Billion
• Regulatory Status: Moratorium on new data center tax relief applications until 2029.

Kentucky

• Projects: ~40
• Power Capacity: 9.2 GW
• Estimated Investment: $146.6 Billion
• Regulatory Status: Active permitting for low-cost power structures.

New Mexico

• Projects: ~12
• Power Capacity: 10.8 GW
• Estimated Investment: $125.0 Billion
• Regulatory Status: High-density mega-projects in early permitting phases.

Wyoming

• Projects: ~15
• Power Capacity: 3.3 GW
• Estimated Investment: $118.5 Billion
• Regulatory Status: Emerging hotspot for tech giants.

Utah

• Projects: ~30
• Power Capacity: 32.1 GW
• Estimated Investment: $117.8 Billion
• Regulatory Status: Focus on hyperscale AI clustering.

Missouri

• Projects: ~28
• Power Capacity: 2.4 GW
• Estimated Investment: $114.4 Billion
• Regulatory Status: Mid-tier growth seeking local utility approvals.

Michigan

• Projects: ~28
• Power Capacity: 6.6 GW
• Estimated Investment: $105.8 Billion
• Regulatory Status: Steady influx of enterprise-level proposals.

Oklahoma

• Projects: ~35
• Power Capacity: 3.7 GW
• Estimated Investment: $100.0 Billion
• Regulatory Status: Attractive due to wind energy availability.

Nevada

• Projects: ~27
• Power Capacity: 1.6 GW
• Estimated Investment: $94.8 Billion
• Regulatory Status: New laws require full local tax payment and community support metrics.

Kansas

• Projects: ~28
• Power Capacity: 3.2 GW
• Estimated Investment: $98.5 Billion
• Regulatory Status: Focus on tech expansion near Kansas City.

West Virginia

• Projects: ~12
• Power Capacity: 3.2 GW
• Estimated Investment: $92.2 Billion
• Regulatory Status: Benefiting from overflow from Northern Virginia.

North Carolina

• Projects: ~54
• Power Capacity: 3.9 GW
• Estimated Investment: $85.6 Billion
• Regulatory Status: Steady mid-Atlantic expansion.

New York

• Projects: ~36
• Power Capacity: 2.5 GW
• Estimated Investment: $74.4 Billion
• Regulatory Status: Moratorium on permits over 50 MW while rules are rewritten.

California

• Projects: ~63
• Power Capacity: 3.2 GW
• Estimated Investment: $59.5 Billion
• Regulatory Status: Highly regulated with strict local permitting requirements.