Read this first — every total on this page mixes confirmed disclosures with analyst estimates, using the best available figure per project. Cancelled projects are excluded from capacity totals. Seeded demo projects are included, so treat absolute levels as illustrative until the demo rows are cleared. Per-claim provenance is on each project's evidence table.
Capacity by opening year — announced vs operational
The gap is pipeline not yet energisedPower-source mix
By project countCooling-technology mix
By project countPublic-company exposure
Ticker-carrying names, by associated MW| Company | Ticker | Type | Projects | Owned MW | Other-role MW | Total MW |
|---|
| Meta | META | Hyperscaler | 2 | 6 GW | 0 MW | 6 GW |
| Oracle | ORCL | Hyperscaler | 6 |
Supplier exposure
Vendors by the capacity they appear on| Supplier | Ticker | Roles | Projects | Associated MW |
|---|
| NVIDIA | NVDA | gpu supplier | 2 | 1.2 GW |
| Vistra | VST | utility | 1 | 1 GW |
| Oklo | OKLO | |