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Microsoft-Nebius New Jersey · Vineland, NJ

Last change recorded 2026-10-04 · Last checked 2026-10-04

OwnerNebius
UsersMicrosoft
IT power, end of 202650 MW
Planned end state50 MW
First power2026-04-15
Build-out completeno further build-out tracked
Power pathOn-site generation
Binding step New generation (from reporting)
First power vs announced+7 months (announced 2025-08-31)
Full build-out vs announcedNo announced date on record

Latest: Phase 2 approved · Permits in hand · 2026-08-18 · recorded 2026-10-04

Nebius announced the Vineland site in March 2025 (up to 300 MW, DataOne colocation with $290m upfront) with first capacity as early as summer 2025; it anchors Nebius's $17.4-19.4bn Microsoft contract. A revised site plan filed 2026-07-08 describes a 328 MW on-site Bloom fuel-cell plant; Vineland approved Phase 2 (about 600,000 sq ft) on 2026-08-18. Epoch records first power in April 2026. · source ● primary, confidence medium

Recorded readiness — 2 of 6 applicable milestones have a dated public record

● Land 2025-03● Permits 2026-07· Grid supply○ Generation○ Water○ Financing○ Construction

Gate to first power — target 2025-08-31 (announced) · path: On-site generation · each step must finish its lead time before the target

1 of 1 required steps have a public date. Red = recorded date past the rule-based deadline · grey "no public date" = required step without a record · green = on record in time · context steps never colour.

StepMust finish byOthers did itKnown dateStatusBasis
Site secured (context)2024-05-28 (15 mo before)13 mo before (n=26)2025-03-06contextSite announced; DataOne colocation agreement · ●
Permits in hand2025-08-28 (0 mo before)4 mo after (n=8)2026-07-08recorded 10 mo after the deadlineRevised site plan with 328 MW on-site fuel cells · ●

This site is energized; lights only show how its recorded steps compared with the lead times.

Lead-time assumptions
  • Site secured 15 months before first power — Land under control and campus announced. Rarely binding; shown for context.
  • Permits in hand 0 months before first power — Final air and siting permits. Operators often energize on standard or temporary authorisations and receive the major permit later; flagged only when the permit lands more than 6 months after first power or is missing for an on-site plant.
  • Grid supply agreed 9 months before first power — Interconnection or large-load agreement approved. Observed median 7 months before first power; the physical works (substation, lines) run in parallel with construction.
  • Substation and lines energized 2 months before first power — Utility delivery point live; final tests before the load is taken.
  • New generation online 1 months before first power — Utility plant or on-site plant generating; needed just before energization when the grid cannot carry the load alone.
  • Major equipment on site 6 months before first power — Turbines, transformers, switchgear delivered; installation and commissioning take the remaining months.
  • Construction started 24 months before first power — Groundbreaking of the building that gives first power. Observed 4-26 months for recent AI campuses; Meta's redesigned campuses took 35-58.
  • Building ready for IT 0 months before first power — First building ready for IT. 'Complete' or 'opened' is usually reported after first power; flagged only beyond 3 months.
  • Full build-out complete -12 months before first power — All announced buildings operational. Comes after first power by design; context only.
  • Water supply secured 12 months before first power — Water rights, municipal agreement or desalination contract in hand. Context only; one of the feasibility items.
  • Financing closed 12 months before first power — Project financing, anchor lease or committed capital announced. Context only; not applicable when the owner is a hyperscaler building on its balance sheet.

Dated steps (from the sources; later dates are plans)

2025-03-06 Site securedSite announced; DataOne colocation agreement · ●
2025-09-08 Site securedMicrosoft capacity agreement · ●
2026-04-15 First powerFirst power (Epoch) · ●
2026-07-08 Permits in handRevised site plan with 328 MW on-site fuel cells · ●
2026-08-10 Permits in handCity stop-work orders for the LNG tank (Aug 6) and the Bloom fuel cells (Aug 10); state air permit application withdrawn; generators reported running without permits · ◐
2026-08-18 Permits in handPhase 2 approved · ●

Power equipment (from permits, filings and reporting; blank cells were not disclosed)

CategoryMake / modelUnitsMWStatusDateNote
fuel cellBloom Energy solid-oxide fuel cell—328 MWunder construction2026-04-15Three phases, 250 MW guaranteed / 328 MW installed; first 50 MW early; NJ fined the site $1m over 123 MW of unpermitted generation; plus 5 MW from Vineland Municipal Electric · ◐

Build-out timeline (Epoch AI; dated status notes with IT power; rows after today are estimates)

2024-05-31—Land clearing begins for northern two buildings (Building 1-2).
2025-12-15—By mid-December 2025 the building was still not complete. A satellite analysis by SemiAnalysis found that the air-cooled chillers serving the second half of the first 50 MW phase were not yet installed, so the phase was
2026-04-1550 MWHigh-resolution satellite imagery shows the air-cooled chiller array has grown to roughly 30 units, enough to support the first phase. We estimate Building 1 became operational around early 2026 with about 50 MW of IT ca
2026-07-1250 MWCompared with the April 2026 image, the building shell is closer to completion, and several additional air-cooled chillers have appeared on the ground, though they do not yet appear to be connected or operating. We there

Recorded fact permits in hand has a recorded date later than the rule-based deadline for a 2025-08-31 first power.

Calculated requirement Energized; watch the build-out timeline for the next buildings.

Sources (Epoch AI selection): Nebius: up to 300 MW capacity at new New Jersey data center · DataOne and Nebius partner for 300 MW AI data center (Data Centre Magazine) · Microsoft secures 100,000 NVIDIA GB300 via Nebius deal (Tom's Hardware) · DataOne CEO on first 50 MW delivery to Nebius (LinkedIn) · Large data center nears completion in Vineland (Cape May County Herald) · SemiAnalysis: Stop Saying Half of 2026 US Datacenter Capacity Is Canceled

Epoch AI, 'AI data centers', epoch.ai/data/ai-data-centers (CC BY 4.0); coordinates from GeoNames cities500 (CC BY 4.0) and hand-entered places; overrides in tools/project_overrides.csv with their own sources. Campuses outside the Epoch dataset come from tools/campuses.csv (public reporting, source per row). Data retrieved 2026-10-05. Report a correction to contact@ailoadmap.com (campus id microsoft-nebius-new-jersey; include the row and a source link).