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.
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.
The first of two public forums on Bradley County’s $11.3bn Project River campus produced no vote, no rezoning decision and no annexation date — only a second forum, set for 09-12, 10am-noon at the same PIE Center venue. Panelists from Azure Energy and Wright Brothers Construction took pre-submitted questions on the 850-acre site’s 1,000MW gas plant and 500MW biomass facility. The disclosure that drew jeers, boos and hisses was a logistics number rather than a power one: 380 to 500 timber trucks per day. Attendees also pressed on odor, noise and endangered species, and one complained the pre-submitted-question format allowed no live audience questions. Developers said the project “is not a data center,” has no signed power contracts, and cannot begin environmental or traffic studies because engineering is only 20-30% complete and must wait on zoning. (Cleveland Banner, NewsChannel9)
⚠️ Out of window (the underlying council meeting was Tuesday 09-01, before this run’s 09-02 15:00 ET window opens) and not on the existing record — checked Datacenter Sites, Google Capex, and every digest from 08-25 forward for “Michigan City” and “Project Maize”; none carry it, and this is the first time this specific site has entered the map at all. Flagging because it fits the exact backlash pattern this thread already tracks (Camellia, El Paso, Bradley County) and was missed entirely until now. The Michigan City, Indiana Common Council gave first reading to an ordinance that would moratorium future data-center projects, while explicitly exempting “Project Maize,” the $832M Google data center already under construction on a converted 70-acre former Federal-Mogul windshield-wiper plant (Google took over the Phoenix Investors-originated project in April 2026; it has no disclosed power/GW figure). Councilman-at-large Bryant Dabney said he wants the pause to run at least a year past the facility’s certificate of operation (targeted 2027, so through roughly 2028) and rejected exempting Project Maize’s successors the way the current build is exempted: “We’ve already collected permitting fees from the building of the current center. That would kind of be a breach of contract” — meaning the moratorium, if passed, is squarely forward-looking. Residents raised air-quality and unnamed-chemical concerns and said too little research preceded the original approval. The ordinance goes to the Planning and Zoning Committee, with second reading set for the council’s September 15 meeting — a dated resolution point. (ABC57, WSBT, Construction Review Online — Project Maize background)
Bulloch County, Georgia commissioners voted 4-3 against a permanent ban on data centers in unincorporated areas, with Chairman David Bennett casting the tiebreaking “no” vote, even as he said “I don’t think that this community needs a large-scale, ‘Meta,’ data center” — citing legal exposure from an outright ban over targeted regulation. The county’s existing moratorium stays in effect through December 31, 2026, and commissioners created a 21-member “Working Group on Data Centers” (three citizen nominees per commissioner) to study mitigation options before it expires. This is the same pattern already on this thread from Bradley County and Michigan City — pause-not-ban as the default landing spot — but a distinct county not yet on the record. (Statesboro Herald, The Georgia Virtue)
A coalition of nine environmental-justice and community groups, plus U.S. Rep. Rashida Tlaib, a state senator and a Detroit City Council member, are pressing Mayor Mary Sheffield to adopt a data-center moratorium the Council itself already recommended in March 2026 and that she has not acted on. The City Planning Commission is drafting ordinance recommendations, expected “in the coming weeks” as of this report, while the administration has informally paused permitting new data centers in the meantime; Council Member Scott Benson wants regulations in place by year-end. Named local flashpoints: a Google 1GW proposal that moved off Detroit’s Packard Plant site to Van Buren Township after pushback, and a dropped Shoemaker Street proposal. Not on this map anywhere — checked Datacenter Sites and Grid & Turbines plus a repo-wide grep for “Detroit”; the only hit is an unrelated Gaza-war reference. (Planet Detroit)
At least two more jurisdictions moved on data-center moratoriums within the same window this thread flagged 08-28 as a same-day pattern: Mount Pleasant, SC’s Planning Commission voted to recommend a 120-day moratorium (full council vote set for 09-08), explicitly to let staff rewrite the town’s definition of a data center before any project can exploit gaps in it; and Dougherty County, GA (Albany) extended its existing data-center moratorium by another 180 days — its second extension after an original 45-day pause in July — with residents already organizing to press the county’s planning-and-zoning meeting on 09-03 for permanent noise/setback/water rules. A broader same-window sweep turned up roughly a dozen more local moratorium actions across other states (MA, IA, FL, CO, KY, GA) in the same 24-48 hours; only these two were independently corroborated beyond a single outlet. Not a general-front-page event, but the cadence itself — multiple jurisdictions moving in the same two-day window, twice in a week — is now a repeated shape, not a one-off. (WCIV/ABC News 4, Mount Pleasant, WALB, Dougherty County)
“Build American AI,” funded through the Andreessen-Horowitz/Greg Brockman-backed super PAC Leading the Future, began a multimillion-dollar ad blitz in Wisconsin, Ohio and Kansas — three states where data-center siting has become a live issue in statewide races — as Annenberg Public Policy Center polling (1,320 adults, June 16-July 19) found 61% oppose new data centers near where they live, and Data Center Watch counted roughly $130bn across 75 projects blocked or delayed in Q1 2026 alone. This is the industry’s most direct political counter-mobilization yet against the backlash this thread and Grid & Turbines have tracked all year, and it is not on either thread. (Bloomberg, CNN)
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)
Georgia PSC staff hit their deadline to refer or object to Georgia Power’s 3.2 GW Project Camellia contract with OpenAI, having signalled they would object absent changes. The Effingham County campus is to be delivered in phases 2028-2032. This is the first of this thread’s siting fights to reach a state utility regulator rather than a county zoning board — a materially higher bar. (The Current GA)
Pataskala, Ohio’s city council voted unanimously to deny Aligned Data Centers’ site plan for the Pataskala Corporate Park. A separate resident-driven ballot measure on a broader data-center ban still goes to voters in November. The unanimity is the signal — this thread has logged many contested votes, but a zero-dissent denial with a ballot measure still queued behind it is a different political fact. (NBC4 WCMH)
Backers of “Project River” filed rezoning and annexation applications for an $11.3bn Bradley County, Tennessee campus pairing a large data center with on-site natural-gas and biomass generation. Public forums are set for 09-01 and 09-12 before any vote. The bring-your-own- generation pattern routes around the interconnection queue that has been the binding constraint at most of this thread’s other sites. (Chattanoogan)



