Who Gets Paid — Data Center Projects Mapped to Public Suppliers

44 of 362 tracked AI data center projects have at least one sourced public-supplier link, covering 54.9 GW of capacity across 34 listed companies and 171 sourced links. Owner-side roles (developer, tenant, investor) are excluded — this maps the supply chain below the hyperscaler, not the hyperscaler itself.

Microsoft Fairwater Wisconsin — Mount Pleasant, WI, 2.7 GW, operated by Microsoft. Public suppliers: ANET (networking), SBGSF (transformer ups), AAOI (optical transceiver), CIEN (interconnect), COHR (optical transceiver), NVT (enclosures cooling), ETN (transformer switchgear), J (engineering), LITE (optical transceiver), ABBNY (transformer switchgear), CMI (genset), EMR (power management), MOD (liquid cooling), JCI (hvac), MU (memory supplier), 000660.KS (memory supplier)
Meta Prometheus — New Albany, OH, 1.1 GW, operated by Meta. Public suppliers: SBGSF (transformer ups), EME (electrical designer), ANET (networking), AVGO (networking asic), CIEN (interconnect), HUBB (electrical components), COHR (optical transceiver), ETN (transformer switchgear), ABBNY (transformer switchgear), PWR (electrical designer), CMI (genset), MOD (liquid cooling), MU (memory supplier), 000660.KS (memory supplier)
AWS Northern Virginia — Loudoun County, VA, 770 MW, operated by AWS. Public suppliers: POWL (switchgear), SBGSF (transformer ups), EME (electrical designer), AAOI (optical transceiver), CIEN (interconnect), HUBB (electrical components), ETN (transformer switchgear), ABBNY (transformer switchgear), CAT (genset), CMI (genset), JCI (hvac), TT (hvac), MU (memory supplier), 000660.KS (memory supplier)
OpenAI Stargate Abilene — Abilene, TX, 1.2 GW, operated by Oracle. Public suppliers: SBGSF (transformer ups), ANET (networking), POWL (switchgear), AVGO (networking asic), NVT (enclosures cooling), PRIM (engineering), PWR (electrical designer), CAT (genset), GEV (turbines grid), VRT (liquid cooling), TT (liquid cooling), MU (memory supplier), 000660.KS (memory supplier)
Azure Northern Virginia — Northern Virginia, VA, 1.0 GW, operated by Microsoft. Public suppliers: ANET (networking), EME (electrical designer), CIEN (interconnect), HUBB (electrical components), CRDO (interconnect), ETN (transformer switchgear), ABBNY (transformer switchgear), PWR (electrical designer), CMI (genset), MOD (cooling), JCI (building systems), MU (memory supplier), 000660.KS (memory supplier)
Google New Albany — New Albany, OH, 543 MW, operated by Google. Public suppliers: SBGSF (transformer ups), EME (electrical designer), AVGO (networking asic), COHR (optical transceiver), NVT (enclosures cooling), CRDO (interconnect), LITE (optical transceiver), ABBNY (transformer switchgear), PWR (electrical designer), MU (memory supplier), 000660.KS (memory supplier)
Anthropic-Amazon New Carlisle — New Carlisle, IN, 2.3 GW, operated by Amazon. Public suppliers: EME (electrical designer), AAOI (optical transceiver), AVGO (networking asic), HUBB (electrical components), COHR (optical transceiver), CRDO (interconnect), CMI (genset), MU (memory supplier), 000660.KS (memory supplier)
Meta Hyperion — Holly Ridge, LA, 2.3 GW, operated by Meta. Public suppliers: ANET (networking), AVGO (networking asic), COHR (optical transceiver), LITE (optical transceiver), GEV (turbines grid), MOD (liquid cooling), MU (memory supplier), 000660.KS (memory supplier)
Microsoft Fairwater Atlanta — Fayetteville, GA, 859 MW, operated by Microsoft. Public suppliers: SBGSF (transformer ups), AAOI (optical transceiver), NVT (enclosures cooling), J (engineering), MOD (liquid cooling), JCI (hvac), MU (memory supplier), 000660.KS (memory supplier)
Stargate I — Abilene, TX, 1.2 GW, operated by Crusoe. Public suppliers: POWL (switchgear), ETN (transformer switchgear), PRIM (engineering), CAT (genset), GEV (turbines grid)
Crusoe Abilene Expansion — Abilene, TX, 941 MW, operated by Microsoft. Public suppliers: PRIM (engineering), CAT (genset), GEV (turbines grid), MU (memory supplier), 000660.KS (memory supplier)
Colossus 1 — Memphis, TN, 425 MW, operated by SpaceXAI. Public suppliers: SMCI (ai server), VRT (liquid cooling), TT (liquid cooling), MU (memory supplier), 000660.KS (memory supplier)
Google Council Bluffs (East) — Council Bluffs, IA, 284 MW, operated by Google. Public suppliers: NVT (enclosures cooling), LITE (optical transceiver), CMI (genset), MU (memory supplier), 000660.KS (memory supplier)
AWS Project Rainier (New Carlisle, Indiana) — New Carlisle, IN, 2.4 GW, operated by Amazon Web Services. Public suppliers: HUBB (electrical components), MU (memory supplier), 000660.KS (memory supplier)
Project Rainier — New Carlisle, IN, 2.2 GW, operated by AWS. Public suppliers: AAOI (optical transceiver), CRDO (interconnect), TT (hvac)
Colossus 2 — Memphis, TN, 2.1 GW, operated by SpaceXAI. Public suppliers: SMCI (ai server), VRT (liquid cooling), TSLA (energy storage)
AWS Mississippi Campus — Canton, MS, 650 MW, operated by AWS. Public suppliers: TT (hvac), MU (memory supplier), 000660.KS (memory supplier)
Google Omaha — Omaha, NE, 474 MW, operated by Google. Public suppliers: AVGO (networking asic), CIEN (interconnect), LITE (optical transceiver)
Hyperion AI DC (Louisiana) — Richland Parish, LA, 5.0 GW, operated by Meta. Public suppliers: CAT (genset), GEV (turbines grid)
OpenAI Stargate Shackelford — Abilene, TX, 2.0 GW, operated by Oracle. Public suppliers: POWL (switchgear), GEV (turbines grid)
NEOM Oxagon — AI Data Center Campus — Oxagon, 1.5 GW, operated by NEOM. Public suppliers: SMCI (ai server), PRYMF (hv cable)
Lancaster County DC — Lancaster County, PA, 300 MW, operated by CoreWeave. Public suppliers: GNRC (genset), VRT (liquid cooling)
Diablo Canyon AI Integration Project — Avila Beach, 2.3 GW, operated by Pacific Gas and Electric Company (PG&E). Public suppliers: EMR (power management)
Meta–Vistra Nuclear Uprate Agreement (OH/PA) — Perry, OH, 2.1 GW, operated by Meta. Public suppliers: PWR (electrical designer)
AWS Pennsylvania Campus — Salem Township, PA, 1.8 GW, operated by AWS. Public suppliers: TLN (energy supplier)
AWS AI Innovation Campuses (Salem and Falls Townships, PA) — Salem Township, PA, 1.8 GW, operated by Amazon Web Services. Public suppliers: TLN (energy supplier)
Calvert Cliffs Relicense — Lusby, MD, 1.8 GW, operated by Constellation. Public suppliers: EMR (power management)
ExxonMobil's 1.5GW Data Center Power Plant Initiative — United States, 1.5 GW, operated by ExxonMobil. Public suppliers: EMR (power management)
Romania — Black Sea AI Gigafactory — Cernavodă, 1.5 GW, operated by EU EuroHPC & Romanian Consortium. Public suppliers: PRYMF (hv cable)
Frontier Campus — TX, 1.4 GW, operated by Vantage. Public suppliers: POWL (switchgear)
MGX/Mistral AI Campus (Paris Region) — France, 1.4 GW, operated by MGX. Public suppliers: PRYMF (hv cable)
Vistra's Comanche Peak Nuclear Data Center Campus — TX, 1.2 GW, operated by Amazon Web Services. Public suppliers: EMR (power management)
AWS — Aragón AI Mega Campus — Zaragoza, 1.0 GW, operated by Amazon Web Services. Public suppliers: PRYMF (hv cable)
QTS Richmond — Sandston, VA, 921 MW. Public suppliers: D (energy supplier)
Three Mile Island Restart — Middletown, PA, 837 MW, operated by Constellation. Public suppliers: EMR (power management)
Amazon Madison Mega Site — Amazon Data Services Inc, MS, 819 MW, operated by Amazon. Public suppliers: CRDO (interconnect)
Fluidstack Lake Mariner — Barker, NY, 509 MW, operated by Fluidstack. Public suppliers: FLR (engineering)
QTS Richmond 3 — Sandston, VA, 336 MW. Public suppliers: D (energy supplier)
QTS Richmond 1 — Sandston, VA, 333 MW. Public suppliers: D (energy supplier)
Childress Campus — Childress, TX, 300 MW, operated by IREN. Public suppliers: GNRC (genset)
Start Campus Sines Data Campus — Start Campus - Sustainable Data Center Services, 280 MW, operated by Nscale. Public suppliers: PRYMF (hv cable)
QTS Richmond 2 — Sandston, VA, 252 MW. Public suppliers: D (energy supplier)
Microsoft Project Osmium — Cumming, IA, 228 MW, operated by Microsoft. Public suppliers: J (engineering)
Alibaba Zhangbei — Zhangbei, 203 MW, operated by Alibaba. Public suppliers: ABBNY (transformer switchgear)