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 · 2026-09-25
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.

2026-09-25 — Cleveland puts no Project River annexation on Monday’s agenda; Pulaski County’s judge vetoes Arkansas data-center rules

2026-09-24 — Oracle tells Project Jupiter’s developer it may invoke force majeure

2026-09-23 — Chicago’s mayor proposes a one-year data-center moratorium

2026-09-22 — Data Center Watch’s Q2 count: $68bn/45 projects blocked or delayed, with 843 opposition groups now active in 49 states

2026-09-21 — A second lawsuit targets OpenAI’s Project Camellia; Anne Arundel softens a ban into a pause

2026-09-18 — Project River’s developers ask Cleveland to pause; SELC challenges the annexation

2026-09-17 — New Mexico’s Supreme Court lets Project Jupiter’s permitting resume

2026-09-15 — San Francisco becomes this thread’s first major coastal-city moratorium fight, aimed at a Bayview data-center expansion

2026-09-10 — Prince William County’s Planning Commission votes to end by-right data-center approval in one of the country’s largest data-center counties

2026-09-08 — A four-minute hearing five months ago approved a $10bn Utah campus; residents only just found out

2026-09-12 — Project River’s second forum happens as scheduled: protest outside, union endorsement inside, still no vote

2026-09-11 — Aligned breaks ground on a ~$10bn, 2GW campus at a former Pennsylvania coal plant, built with its own gas generation

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 — 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

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

The Times of India's headline reported Microsoft told Nscale, described as the UK's biggest data-centre developer, something was "not possible" after repeated delays (Oct 26) — Headline-only: the headline is cut off in the corpus's record, so what was not possible, and what followed the delays, were not read. (Google News, The Times of India) 2026-10-26

Related threads (shared entities)

· Jalapeño
· OpenAI IPO
· Microsoft's Hedge
· Circular Financing
· Stargate
· Colossus
· Grok
· Musk Megacap
· Where the Capex Lands
· Compute Spend
· Power Buildout
· Nvidia's Order Book
· In-House Silicon
· Nuclear for AI
· Grid & Turbines
· Camellia
· Nvidia as Lender
· Arm Royalty Regime
· Oracle's Stargate Bet
· The #2 Cashes In
· Targets