# Data Center Index

> The index of the world's data centers. Investor-focused live tracker of the global AI buildout: every tracked project, operator, and market, plus public-company capex, supply-chain bottlenecks, and the stocks that move on them.

The site is one product: an investor's research desk for the data center buildout. Original analysis, structured data on every tracked project, and live exposure scoring for ~100 public companies in the supply chain.

## Core pages

- [Homepage](https://datacenterindex.ai/): the live project map, top capex spenders, latest movers
- [Dashboard](https://datacenterindex.ai/dashboard): live KPIs across capex, pipeline, supply chain
- [Pipeline](https://datacenterindex.ai/pipeline): live US data-center construction pipeline map
- [Supply chain](https://datacenterindex.ai/supply-chain): commodity prices, lead times, sector performance
- [Companies](https://datacenterindex.ai/companies): all tracked public companies with sector + DC exposure
- [Projects](https://datacenterindex.ai/projects): every announced, under-construction, and operating data-center project
- [Markets](https://datacenterindex.ai/markets): US state-by-state market tracking
- [Insights](https://datacenterindex.ai/insights): original trade-grade analysis (capex, power, suppliers, earnings)
- [About](https://datacenterindex.ai/about): methodology, sources, house rules
- [Methodology and accuracy](https://datacenterindex.ai/methodology): how rows are sourced, capacity tiers, and the measured error rate by field

## Agent API (MCP)

- MCP endpoint (Streamable HTTP, JSON): https://datacenterindex.ai/mcp (tools: search_projects, get_project, list_markets, get_market, list_companies, get_company, get_movers, recent_changes)
- REST twin: https://datacenterindex.ai/api/v1/<tool>?arg=value (tool list and schemas at https://datacenterindex.ai/api/v1/tools)
- Anonymous calls get a small daily quota; a free key for confirmed subscribers is at https://datacenterindex.ai/data. Every result carries the page URL to cite.
- Every capacity carries capacity_basis: filed (a permit, utility or SEC filing states it), stated (the developer or press states it) or estimated (modeled or inferred). capacity_as_of is the date of the newest source that states the figure (blank when estimated). Check both before quoting a number.

## Data feeds

- [sitemap.xml](https://datacenterindex.ai/sitemap.xml): full canonical URL set (~1,200 entries)
- [sitemap-news.xml](https://datacenterindex.ai/sitemap-news.xml): articles published in the last 48 hours

## Recent insights

- [SpaceX Is the Neocloud With a Balance Sheet, and Anthropic's $120.5 Billion Bill Pays for Nvidia's Next Racks](https://datacenterindex.ai/insights/spacex-is-the-neocloud-with-a-balance-sheet-and-anthropics-120-5-billion-bill): Elon Musk says most neoclouds won't survive their lenders. SpaceX can rent to a tenant who's free to leave on 90 days' notice, because its lenders are counting 
- [Anthropic's S-1 Reveals Its Own Data Centers and Makes $3.1 Billion a Month of SpaceX Rent a Stopgap](https://datacenterindex.ai/insights/anthropic-s1-own-data-centers-3-1-billion-a-month-spacex-rent-stopgap): Anthropic's S-1 says the lab now runs its own data centers, and the SpaceX compute it rents can be cancelled on 90 days' notice from early 2027.
- [IREN Stock After the Selloff: Under 1% Interest on $6.7 Billion of Debt, and One Microsoft Delivery Left](https://datacenterindex.ai/insights/iren-stock-after-the-selloff-under-1-interest-on-6-7-billion-of-debt): IREN stock lost about 39% in October alongside CoreWeave, though most of IREN's debt pays under 1% and Microsoft prepays its contract. Three Childress buildings
- [SpaceX Earnings: Elon Wants 13 GW of AI Compute by the End of 2027. Where will he get the power?](https://datacenterindex.ai/insights/spacex-earnings-13-gw-ai-compute-2027-power-is-the-hard-part): SpaceX earnings put a 13 GW AI compute target on 2027. Nvidia's share of that bill is easy to trace, while most of the 20 GW of power meant to run it hasn't bee
- [Neoclouds Explained: CoreWeave's Business Works, Despite Risky Borrowing](https://datacenterindex.ai/insights/neoclouds-explained-coreweave-business-works-borrowing-is-the-risk): CoreWeave, Nebius and IREN have the customers and the demand. The risk is borrowing: CoreWeave pays under 6% when Meta is the customer, almost 16% on its own na
- [Anthropic IPO Odds After a $16.8 Billion Quarter: November Holds, $2 Trillion Doesn't](https://datacenterindex.ai/insights/anthropic-ipo-odds-16-8-billion-quarter-november-holds-2-trillion): Anthropic showed IPO investors a $16.8 billion quarter and slowing growth on Wednesday, which keeps the Anthropic IPO on track for November and puts the $2 tril
- [SpaceX's $40 Billion Loan for Nvidia Chips Turns Colossus Into a Bond Story](https://datacenterindex.ai/insights/spacexs-40-billion-loan-for-nvidia-chips-turns-colossus-into-a-bond-story): SpaceX wants $40 billion of mostly investment-grade debt for Nvidia chips, so pension funds will be lending against Starlink's cash to fill Colossus 2 while Nvi
- [TSMC Wants In on Elon's Terafab. Intel 14A Stays, and Chip Tool Makers Win Either Way](https://datacenterindex.ai/insights/tsmc-wants-in-on-elons-terafab-intel-14a-chip-tool-makers): TSMC is now courting the Terafab plant Elon said it couldn't supply, Intel 14A keeps its seat, and the fab tool makers book the orders whichever foundry signs.
- [Space Data Centers: SpaceX vs Google Suncatcher vs Starcloud, and Why SpaceX's Plan Looks Strongest](https://datacenterindex.ai/insights/space-data-centers-spacex-vs-google-suncatcher-vs-starcloud): Google flew its first space data center on Thursday on a SpaceX rocket, and every plan for space data centers, Google's and Starcloud's included, comes down to 
- [Starship Flight 14 Made Orbit. SpaceX's Space Data Centers Need About 100 Launches per GW](https://datacenterindex.ai/insights/starship-flight-14-space-data-centers-100-launches-per-gigawatt): Starship Flight 14 reached orbit, but SpaceX's own ratio puts space data centers at about 100 full launches per GW, and the pads it's cleared to use allow 69 a 
- [Meta Muse Runs a Separate Computer for Every User, and 642,000 of Them Showed Up in 12 Days](https://datacenterindex.ai/insights/meta-muse-runs-a-separate-computer-for-every-user): Meta Muse hands every user their own virtual machine, so the fastest-growing consumer AI app is buying CPU, RAM and leased capacity while Meta's own gigawatt ca
- [Ratepayer Protection Act: 204 Big Data Centers Still Need the Grid, and AEP Already Sells Both Answers](https://datacenterindex.ai/insights/ratepayer-protection-act-204-big-data-centers-still-need-the-grid): The House bill only asks states to consider making 100 MW data centers pay for their grid upgrades, and Ohio already shows what happens to the queue when one do
- [Why Data Centers Are So Big: A Gigawatt Campus Costs $38 Billion, and the Land Is Under 1% of It](https://datacenterindex.ai/insights/why-data-centers-are-so-big-gigawatt-campus-costs-38-billion): Why data centers are so big comes down to one bill: on a $38 billion gigawatt campus the land and grid hookup cost under 1%, and they're the part that takes yea
- [Neocloud Selloff: CoreWeave's Bonds Hit 15% While Its Meta-Backed Box Borrows at 6%](https://datacenterindex.ai/insights/ai-slowdown-selloff-coreweave-and-nebius-fell-9-the-morning-anthropic-was): CoreWeave, Nebius and IREN had their worst week in nearly a year after a CoreWeave bond touched a 15% yield. Inside Michael Intrator's "box," the best CoreWeave
- [Anthropic's $517 Billion in Compute Commitments: Amazon Books $100 Billion, and Google's Share Goes to Apollo](https://datacenterindex.ai/insights/anthropic-517-billion-compute-commitments-amazon-books-100-billion): No public prospectus has landed yet, so the $517 billion figure is a reporter's tally of eleven months of announcements, and the biggest slice of it routes leas
- [OpenAI’s $1.15 Trillion Compute Bill: Who Actually Holds the Bag](https://datacenterindex.ai/insights/openai-compute-bill-who-holds-the-bag): OpenAI's cash burn for 2026 is already covered four times over by a single financing, so the unmarked risk sits with Oracle's bondholders and the private credit
- [Colossus 2 Makes SpaceX the Biggest Landlord in AI, at $2.17 Billion a Month on 90-Day Leases](https://datacenterindex.ai/insights/colossus-2-makes-spacex-the-biggest-landlord-in-ai-at-2-17-billion-a-month): Google and Anthropic will hand SpaceX $26 billion a year to rent Memphis compute, and either tenant can give back the keys on a quarter's notice.
- [SpaceX Is Casting Its Own Gas Turbine Blades to Buy Back 18 Months](https://datacenterindex.ai/insights/spacex-gas-turbine-blades-18-months): Four foundries control the castings that gate every new gas turbine, and SpaceX decided becoming the fifth beats waiting in GE Vernova's 116 GW line.
- [Texas Froze a 474-Gigawatt Data Center Interconnection Queue and Nobody Cancelled a Switchgear Order](https://datacenterindex.ai/insights/texas-froze-474-gw-data-center-interconnection-queue): Texas stopped 250 to 300 data centers at the grid door until December 10, and the power gear behind them was already on a two-year delivery clock.
- [Anthropic's $135 Billion in Compute Leases: Where the 2026 Rent Actually Lands](https://datacenterindex.ai/insights/anthropics-135-billion-in-compute-leases-where-the-2026-rent-actually-lands): Four compute leases in 2026, four landlords that barely existed two years ago, and rent that passes through them to Nvidia and Vertiv before a single GPU comes 

## Editorial position

The site does not mention or promote hyperscalers as investments; the focus is on the supply chain and "picks and shovels." Financial figures trace to SEC filings; estimated values are flagged. "Data Center Index" refers to the directory of data centers, not a stock index.