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 · 2026-07-28
OpenAI SpaceX SoftBank Oracle

This week's evidence

Nvidia in talks to backstop up to $500B for a 10GW Ohio megasite (SB Energy/SoftBank; largest single-site figure on the map). The weekend's figure tangle resolves as THREE numbers: $250B guarantee · $500B total project · $350B separate chip-financing. Microsoft, Google, Anthropic are interested tenants, not backers — "Microsoft-backed" headlines overclaim. (CNBC) 2026-07-28 · NEW
Rincon met on "Camellia" in person — the local-opposition track on OpenAI's 3.2GW Georgia site went live (WTOC). 2026-07-28 · NEW

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

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

2026-07-24 — Opened

← Backstory

Related threads (shared entities)

· GPT-5.6
· Jalapeño
· OpenAI IPO
· Microsoft's Hedge
· Circular Financing
· Stargate
· Frontier Gatekeeping
· Containment Breach
· 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