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The AI Data Center Power & Capacity Tracker
The numbers that actually determine what you'll pay, how long you'll wait, and where you can build in 2026 — vacancy, grid queues, pricing, and every major power deal, in one place, sourced and updated by TechInfraHub.
1.4%
North American vacancy, H1 2026
4-10 yrs
Grid interconnect wait, primary markets
$64B
Projects blocked/delayed by local opposition
80.4%
Nuclear capacity committed, not yet operational
Last updated: September 2026 — next update due October 2026. Every figure below is sourced; see methodology at the bottom.
Supply & Pricing
Colocation vacancy and per-kW pricing, by market
Power availability, not floor space, is now the constraint everywhere. Vacancy is at record lows and asking rents are moving fastest in the mid-size (3–10 MW) tier.
National vacancy (250–500kW tier)
1.4%
Down from 1.6% a year earlier. Northern Virginia: 0.2%.
National avg. asking rent
$196/kW-mo
Up 6.6% YoY, 250–500kW requirement band.
Mid-size tier (3–10MW) rate growth
+8.3%
Fastest-repricing segment, H1 2026.
| Market | Asking rent ($/kW-month) | YoY change | Grid interconnect wait |
|---|---|---|---|
| Northern Virginia | $190–$235 | +1.5% (10MW+ tier) | 4+ years |
| Chicago | $200–$230 | +14.7% | Moderate |
| Phoenix | $170–$210 | ~flat | 8–14 months |
| Silicon Valley / Hillsboro | Highest in US | +19% (10MW+ tier) | Severely constrained |
| New York Tri-State | — | +19% (10MW+ tier) | Long |
| London | — | — | ~8 years |
| Amsterdam | — | — | ~10 years |
Power Supply
Every major hyperscaler nuclear & power deal
9.8 GW committed across 13 deals. Only 1.92 GW is actually operational — the rest is a bet on the 2030s, not a fix for the power crunch today.
| Company | Capacity | Source | Status |
|---|---|---|---|
| Amazon | 1.92 GW | Talen Energy / Susquehanna plant | Live — since Jun 2025 |
| Microsoft | 835 MW | Constellation / Three Mile Island restart | Targeted H2 2027 |
| Amazon | Up to 960 MW | X-energy Xe-100 SMRs | 2030s, not started |
| 500 MW | Kairos Power SMR fleet | First reactor ~2030 | |
| Meta | Up to 6.6 GW | TerraPower, Oklo, Vistra, Constellation | 2032–2035 |
Reading this table: only deals tied to an existing, already-built plant (Amazon/Talen, Microsoft/TMI) are delivering real power. Every new small modular reactor deal is a decade-plus bet — full breakdown in Big Tech's Nuclear Power Bet →
Site Risk
Regulatory & community opposition
Local opposition is now blocking or delaying more capacity than power or fiber constraints alone.
Blocked
$18B
Delayed
$46B
Activist groups, 24 states
142
States weighing bans
14+
Cooling
Liquid cooling adoption
The efficiency case is overwhelming; adoption is still catching up.
Deployed today
19%
Planning 12–24mo
36%
Market CAGR to 2033
28.7%
AI-optimized build cost
$15-20M/MW
Go Deeper
The full analysis behind every number above
Pricing
Colocation Pricing in 2026: What's Actually Driving Costs Up
Read the analysis →
Reliability
What an Outage Actually Costs (Your SLA Won't Cover It)
Read the analysis →
Strategy
Build, Buy, or Colocate: How the Math Has Actually Changed
Read the analysis →
Cooling
Liquid Cooling in 2026: Why It's No Longer Optional
Read the analysis →
Site Risk
The Regulatory and Grid Delays Nobody Budgets For
Read the analysis →
Power Supply
Big Tech's Nuclear Power Bet: What's Real, What's Hype
Read the analysis →
Turn these numbers into your own decision
The tracker tells you what the market is doing. The Data Center Buyer's Toolkit turns it into your actual cost, your vendor comparison, and your negotiating position.
Methodology & sources: figures are compiled from CBRE North America Data Center Trends H1 2026, Inflect's 2026 Colocation Trends report, ColocationScout's 2026 Pricing Benchmarks, Data Center Watch's project opposition tracker, Data Center Frontier, Axis Intelligence's Nuclear Readiness Gap Index, SMR Intel's deal tracker, and the GlobeNewswire/mgrid.org liquid cooling market reports. Full citations are linked within each corresponding article above. This page is refreshed monthly as new data is published; figures reflect the most recent published data at time of update, not real-time feeds.