The Projection — a symmetric watercolor butterfly

The Projection

The surface is never the system.

AI BIG PICTURE

Datacenter Sites

Where the capex lands in CONCRETE — the specific gigawatt campuses. Stargate, Colossus, Camellia + the 100s of sites. Category meta under where-the-capex-lands; the specific-sites worklist lives here.

StargateColossusCamellia
STATUS · OPEN OPENED · 2026-07-24 LAST SEEN · 2026-09-05
OpenAI SpaceX SoftBank Oracle

Summary

Nvidia moved toward becoming the AI buildout's financier of last resort this week, as satellite images showed the buildout is now also a wartime target.

Whether financing structures like Nvidia's backstop scale to match the number of new gigawatt-class megasites entering the map is the open question.

2026-09-03 — Effingham County, Georgia residents sue over the zoning ordinance that cleared the way for Project Camellia

2026-09-01 — Project River’s first public forum draws jeers over log-truck counts, sets no vote, and schedules a second round for 09-12

2026-09-01 — California judge forces full environmental review, halting a 330MW Imperial County data center

2026-08-31 — A second wave of local moratorium votes lands the same 24-48 hours, echoing the 08-28 pattern

2026-08-28 — Five local fights on one day, and Cary redefines what a datacenter is

Cary, North Carolina’s town council unanimously approved an 18-month datacenter moratorium that drops the definitional threshold from 25MW to 1MW — roughly the draw of a thousand homes. That is not a stricter moratorium, it is a twenty-five-fold wider net, catching edge and colocation builds every other local ordinance this thread has logged would exempt. No pending applications are affected. ⚠️ Single-outlet. (WRAL/ABC11)

Four more local actions landed the same day: a federal noise class action in Vineland, New Jersey against DataOne USA covering ~1,013 households within a mile, where thermal imagery showed 45 of 62 generators running in mid-August; Atmosphere Data Centers withdrawing its challenge to Montgomery County, Maryland’s permitting moratorium; new opposition in Wisconsin Rapids organised around developers’ Russian corporate connections; and Easton, Pennsylvania moving to harden its zoning. ⚠️ Each is single-outlet from a named local or regional publication and none was cross-verified — reported as a same-day pattern, not five independently confirmed facts. (The Guardian on Vineland)

2026-08-26 — Project Camellia’s power contract clears the Georgia PSC

2026-08-26 — Amazon withdraws a groundwater bid after Virginia says no

2026-08-25 — A state regulator, a unanimous denial, and an $11bn filing in one day

2026-08-23 — The governor of the buildout’s biggest state says the data centers “dug their own grave”

2026-08-21 — Site opposition becomes a securities risk factor

2026-08-20 — Piedmont, Oklahoma residents petition against Cloverleaf’s Project Open Sky as the developer options a fallback site in Kingfisher County

2026-08-17 — OpenAI’s Ohio campus lease formally signed: 20 years, phased to 2032

2026-08-15 — Vantage’s $25B Texas “Frontier” campus clears the audit gate

2026-08-10 — Sovereign capital joins Anthropic’s buildout directly

2026-08-07 (late catch, added 2026-08-11) — Firmus raises $2B for its Australia/APAC AI-factory buildout

2026-08-04 — A named site drops out of the pipeline: AWS walks from its Maryland campus

2026-08-04 — Datacenter operators tap banks for billions to unlock grid connections

2026-08-03 — Texas puts the whole site pipeline behind an audit gate (caught 08-04, missed on the day)

2026-07-30 — Catch-up: Paducah, KY joins the megasite map (event 07-28/29)

2026-07-28 (overnight) — Datacentres get a threat model

2026-07-28 — A fifth megasite enters the map: Ohio’s 10GW Portsmouth campus

2026-07-27 — The site map, four actors traced

2026-07-24 — Opened

← Backstory

This week's evidence

🕓 🚫 Nothing new on the buildout in this window — no datacentre site announcement, interconnection filing, PPA, local approval or rejection, capex revision, nuclear agreement or large infrastructure debt raise dated inside it. Everything that surfaced traces to dates already on the map: Anthropic's $45bn Nscale deal (08-26), CoreWeave's ~$104bn backlog (08-11 earnings), the county moratorium votes, and Stargate site reporting from last year. 2026-08-31
A second wave of local data-center moratorium votes landed the same 24-48 hours, echoing the 08-28 pattern: Mount Pleasant, SC recommended a 120-day moratorium (council vote 09-08) explicitly to close data-center-definition loopholes before staff can rewrite them, and Dougherty County, GA extended its own moratorium another 180 days — its second extension since an original 45-day pause in July. Roughly a dozen more actions surfaced in other states but only these two were independently corroborated. The cadence — multiple jurisdictions moving in the same window, twice in a week — is now a repeated shape. (WCIV/ABC4, WALB) 2026-08-31
Three more 09-01-dated items recorded on 09-03, on their threads: UBS puts China's immersion-DUV high-volume manufacturing two to five years out and any EUV alternative beyond this decade (Homegrown DUV); SpaceX overhauled its AI data-center leadership after Tennessee/Mississippi sites ran for months without backup cooling or power, with Starlink veteran Michael Nicolls given "ultimate oversight" (Musk Megacap); Michigan City, Indiana gave first reading to a moratorium on future data centers while exempting Google's $832M "Project Maize" already under construction, second reading 09-15 (Datacenter Sites); and music publishers filed their opposition to Anthropic's motion to dismiss the ~$3bn "Concord II" suit (Copyright Exposure). (TheNextWeb, Yahoo Finance, ABC57, Music Business Worldwide) 2026-09-01
A California judge stopped a named 330MW data center cold — the first time litigation, rather than a legislature or a governor, has done it. Imperial County Superior Court Judge L. Brooks Anderholt tentatively ruled that Imperial Valley Computer Manufacturing's 330MW, 950,000-sq-ft campus must undergo a full California Environmental Quality Act review, overturning the county's approval of the project's lot merger. The county "prejudicially abused its discretion" by treating the approval as ministerial and leaning on a stale 2017 environmental review that never addressed the current proposal — a 330MW substation, an 862MWh battery system, four 500,000-gallon water tanks, and 330MW of backup generation on 132 natural-gas generators. The City of Imperial and the Sierra Club brought the suit. The county must restart approvals and complete an Environmental Impact Report before any permit moves; the developer says he will contest the tentative ruling. Worth watching whether CEQA suits become a repeatable playbook the way the Texas PUCT audit-and-freeze has. (KPBS, Data Center Knowledge) 2026-09-01
Reuters put the first hard national number on the gap between capex committed and capacity actually energized: 700GW+ of large-user grid connection requests, roughly ten times current US data-center consumption. Texas's own queue went from ~48GW in 2023 to 474GW+ today; ten major utilities including AEP Ohio, Southern Co. and PPL log roughly 270GW between them. Pennsylvania is the sharpest single data point — of 100+ proposed data centers, only 20 have applied for the permits they need to proceed, after Governor Josh Shapiro's 08-18 executive order tightened permitting for projects 25MW and up, making Pennsylvania a second state gatekeeping the queue rather than taking announcements at face value. Texas PUC chairman Thomas Gleeson: "When you don't know what is real, you really don't know how to build the infrastructure for it." (Reuters via Yahoo Finance) 2026-09-01

Related threads (shared entities)

· GPT-5.6
· Jalapeño
· OpenAI IPO
· Microsoft's Hedge
· Circular Financing
· Stargate
· Frontier Gatekeeping
· Containment Breach
· Nippon Life v. OpenAI
· Colossus
· Grok
· Musk Megacap
· Grok Harm
· Where the Capex Lands
· Compute Spend
· Power Buildout
· Nvidia's Order Book
· In-House Silicon
· Nuclear for AI
· Grid & Turbines
· Camellia
· Big Tech into Health
· OpenAI Health
· Lab IPO Wave
· Nvidia as Lender
· Arm Royalty Regime
· Son All-In
· Oracle's Stargate Bet
· The #2 Cashes In
· Targets
· The Rogue Agent
· AI Psychosis
· The Backlash Prices In