UII UPDATE 528 | SEPTEMBER 2026
While Uptime sees growing challenges and opposition to giant data centers — ranging from power availability and supply chain complications to local opposition and legislative interventions (see US grid bills move forward, but implementation will be complex) — the number of new proposals and planned power capacities nevertheless remains at historic levels in the first half of 2026 (1H 2026).
During the first six months of 2026, Uptime tracked a total of 84 new data center proposals, each planning for more than 100 MW of power.
This figure is two-thirds of the total identified in full-year 2025 (127), suggesting that the number of new giant data center proposals in 2026 is on track to exceed the previous year's total. However, looking at the average power capacities for projects announced in 1H 2026, there was a 30% decline compared with 2025, bringing the average megawatt capacity of giant data centers down to 1,100 MW from 1,427 MW in 2025. Some of the huge new data centers proposed are slightly less huge.
While indicating a decline in the "average" giant data center, it is important to stress that these planned capacities — averaging more than 1 GW per giant — remain at historic levels. It would take a sustained and significant decline in the second half of 2026 or beyond to indicate a change in market sentiment and direction. There are no indications to suggest that this is happening. It is also important to stress that these planned data centers — if built — will be constructed over many years (from 2 to perhaps 10 years). The build-out will therefore not spike but rise steadily.
Seventeen of the proposals (20%) in 1H 2026 plan more than 1 GW of power, and four plan for upwards of 5 GW each. The largest is the PORTS Technology Campus in Portsmouth, Ohio — a partnership between the US Department of Energy, Department of Commerce, IT giant SoftBank and utility AEP Ohio. PORTS is planning to build and generate 9.2 GW of off-grid natural gas power to support a 10 GW data center campus. Permitting (specifically the FAST-41 accelerated permitting regime and Clean Water Act/Section 404), gas plant and transmission infrastructure, and environmental clean-up at the former uranium enrichment site are among the potential complications.
As noted in previous reports, Uptime Intelligence's view is that giant data centers will, on average, achieve 25% of their planned provisioned power. This assumes that some will not be built and that others will not meet stated design size goals within a foreseeable or measurable time period. For detailed analysis of this position, see Many giant data center projects advance, despite risks.
All new proposals identified in 1H 2026 are in the early "planning or development" stage. Over time, only a proportion of these proposals (as yet unknown) will advance to construction and enter the "early phases live" category. Some proposals may also fail to progress beyond the announcement stage. These proposals would then be classified as "uncertain, delayed, stalled", or "canceled" if a decision to terminate has been taken. At present:
Reasons cited include environmental and housing-proximity concerns (Perth and Sydney, Australia); lack of guaranteed power (Andalusia, Spain); permission canceled by government over lost tax revenue (Groß-Gerau, Germany); and capacity constraints (Dublin, Ireland).
More giant data center announcements in the second half of 2026 and beyond will further antagonize opponents. But it will also worsen already overstretched power grids, resources and supply chains, while intensifying competition for equipment, power, grid connections and already scarce skills.
These headwinds are very real and are likely to result in more uncertainty, delays and cancellations among new and existing proposals.
This report should be read in conjunction with the supporting data report (see Giant data centers: build-out proposals for 2026 track 2025 levels). A detailed full-year 2026 analysis will also be published later in the year.
The following Uptime Institute experts were consulted for this report:
Jay Dietrich, Research Director of Sustainability, Uptime Institute
Andy Lawrence, Executive Director, Uptime Institute
Other related reports published by Uptime Institute include:
US data center critics pivot from moratoria to regulations
Giant data center power plans reach extreme levels
Many giant datacenter projects advance, despite risks