Market Intelligence
8 markets tracked
The world's largest data center market with over 3 GW of existing capacity and 6+ GW in the pipeline. Dominion Energy's grid is under immense strain from unprecedented load growth.
Georgia is experiencing explosive data center and manufacturing load growth. Georgia Power's 2025 IRP showed 8 GW of new load by 2030, driven primarily by data centers.
Texas has become a prime destination for AI and data center development due to available land, ERCOT's deregulated market, and business-friendly policies. ERCOT interconnection queue exceeds 10 GW.
Ohio has emerged as a major data center market with the New Albany International Business Park attracting billions in investment. AEP Ohio load forecasts show significant growth.
Arizona offers abundant solar resources, available land, and growing data center investment. The Phoenix metro area has attracted major cloud and AI infrastructure projects.
California faces unique challenges for large load development due to CAISO interconnection constraints, high electricity costs, and permitting complexity. Silicon Valley HPC projects face significant power availability hurdles.
New York's data center market is constrained by high power costs, limited available capacity, and strict environmental regulations. NYISO interconnection queue is among the most backlogged in the country.
The Chicago metro area is emerging as a significant data center market with available land, fiber connectivity, and PJM interconnection access. Nuclear-powered campuses under discussion.