The AI Infrastructure Race
Who is bringing AI capacity online, and where the next wave is waiting for power. Comparison, not verdicts: every chart shows tracked campuses only, and coverage differs by country.
United States (n=77) China (n=8) Europe (n=17) Middle East & Gulf (n=4) Rest of Asia (n=25) Other regions (n=15)solid = observed · dashed = Epoch AI estimates and announced plans · each line ends where its announced plans end
Tracked campuses only. Coverage differs by country.Data 2026-W41 (2026-10-05) · AI Loadmap · ailoadmap.com · CC BY 4.0 · Epoch AI "AI data centers" CC BY 4.0 for the campuses it covers
2025400 MW100% grid
202613 GW69% grid
20279.5 GW78% grid
202817 GW53% grid
no date17 GW55% grid
Grid supply Grid + new utility generation Hybrid On-site generation
Tracked campuses only. Coverage differs by country.Data 2026-W41 (2026-10-05) · AI Loadmap · ailoadmap.com · CC BY 4.0 · Epoch AI "AI data centers" CC BY 4.0 for the campuses it covers
2025400 MWUS 0%
202613 GWUS 49%
20279.5 GWUS 25%
202817 GWUS 15%
no date17 GWUS 6%
United States Rest of world"no date" = announced without a date
Tracked campuses only. Coverage differs by country.Data 2026-W41 (2026-10-05) · AI Loadmap · ailoadmap.com · CC BY 4.0 · Epoch AI "AI data centers" CC BY 4.0 for the campuses it covers
Others12 GW
Google7.8 GW
Meta7.7 GW
ByteDance7.6 GW
Wonder Valley7.5 GW
Microsoft6.1 GW
Oracle / Stargate6.0 GW
Amazon5.0 GW
Scala4.8 GW
OpenAI3.8 GW
Elea3.2 GW
Stock Farm Road (Haenam)3.0 GW
Anthropic2.7 GW
Syncline Energy2.4 GW
Envision2.0 GW
xAI1.9 GW
Reliance1.5 GW
CDC1.4 GW
Mistral AI / MGX (Paris)1.4 GW
Bell1.2 GW
QTS (Blackstone)1.0 GW
Operator = the owner when it is a hyperscaler, else the named hyperscaler tenant, else the owner; any operator with 1 GW+ planned gets its own colour. Largest in "Others": QTS Cedar Rapids 1.1 GW, CloudHQ Querétaro 900 MW, Brookfield Strängnäs AI Hub 750 MW.
Tracked campuses only. Coverage differs by country.Data 2026-W41 (2026-10-05) · AI Loadmap · ailoadmap.com · CC BY 4.0 · Epoch AI "AI data centers" CC BY 4.0 for the campuses it covers
United States33 GW77 campuses
Canada11 GW4 campuses
China9.8 GW8 campuses
Brazil8.9 GW3 campuses
Australia6.4 GW5 campuses
South Korea4.3 GW5 campuses
India2.7 GW3 campuses
Malaysia2.5 GW6 campuses
France1.4 GW1 campus
United Arab Emirates1.2 GW2 campuses
Kenya1.0 GW1 campus
Japan927 MW4 campuses
Mexico900 MW1 campus
United Kingdom898 MW3 campuses
Owned by or built for a hyperscaler Domestic and other developers
Tracked campuses only. Coverage differs by country.Data 2026-W41 (2026-10-05) · AI Loadmap · ailoadmap.com · CC BY 4.0 · Epoch AI "AI data centers" CC BY 4.0 for the campuses it covers
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).