Investment Tracker

Specialist AI Cloud

Colocation, GPU cloud, and developer-led projects built to capture external AI demand.

Commitments

11

Comparable total

$113.0B

Bands

3

License

CC BY 4.0

Methodology Note

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Commitments

CommitmentBandAnnouncedScope
Stock Farm Road 3 GW AI Data Center (South Korea)
Announced Jeollanam-do AI compute campus proposal; company cites more than $10B initial size and up to $35B potential value.
$10B–$50B$35BMulti-year proposal announced 2025
Vantage Frontier Shackelford County AI Campus
Vantage announced more than $25B for the Frontier Shackelford County AI campus.
$10B–$50B$25B+Announced 2025
xAI Colossus / MACROHARDRR Greater Memphis AI Campus
Mississippi state sources describe more than $20B of corporate investment for xAI's Southaven MACROHARDRR data center.
$10B–$50B$20B+Announced 2026
Vantage Port Washington Lighthouse Stargate Campus
Vantage says the Port Washington Lighthouse Stargate campus represents more than $15B of investment.
$10B–$50B$15B+Announced October 2025; completion scheduled 2028
SK Group-AWS Ulsan AI Data Center
Korean ministry confirmation reported by DCD put the national SK/AWS Ulsan AI data-center investment at about $5.11B.
Under $10B$5.1BAnnounced June 2025
NEOM/DataVolt Oxagon AI Factory Campus
NEOM says DataVolt will invest USD 5B in the initial Oxagon AI factory phase.
Under $10B$5BAnnounced 2025
CloudHQ QRO Campus
Mexico's presidency announced a USD 4.8B CloudHQ investment to build six data centers in Queretaro.
Under $10B$4.8BAnnounced September 2025; RFS within 2027
Galaxy Data Center Banchang Rayong Campus
Galaxy Data Center announced a USD 2B Rayong hyperscale computing and green-energy cluster.
Under $10B$2BAnnounced August 2025
Nebius & Mega Or — Israel AI Hub
Combined 80 MW Beit Shemesh and Masmiyya AI hub.
Under $10B$880MAnnounced 2025
Equinix — SG6 Singapore AI Data Center
Nine-story AI-ready SG6 expansion in Jurong.
Under $10B$260MAnnounced December 2024
Pure Data Centre — Dublin AI Microgrid
Islanded 110 MW Dublin AI microgrid campus.
Local currency€1BLaunched 2026
Announced Jeollanam-do AI compute campus proposal; company cites more than $10B initial size and up to $35B potential value.
$10B–$50BMulti-year proposal announced 2025
Vantage announced more than $25B for the Frontier Shackelford County AI campus.
$10B–$50BAnnounced 2025
Mississippi state sources describe more than $20B of corporate investment for xAI's Southaven MACROHARDRR data center.
$10B–$50BAnnounced 2026
Vantage says the Port Washington Lighthouse Stargate campus represents more than $15B of investment.
$10B–$50BAnnounced October 2025; completion scheduled 2028
Korean ministry confirmation reported by DCD put the national SK/AWS Ulsan AI data-center investment at about $5.11B.
Under $10BAnnounced June 2025
NEOM says DataVolt will invest USD 5B in the initial Oxagon AI factory phase.
Under $10BAnnounced 2025
Mexico's presidency announced a USD 4.8B CloudHQ investment to build six data centers in Queretaro.
Under $10BAnnounced September 2025; RFS within 2027
Galaxy Data Center announced a USD 2B Rayong hyperscale computing and green-energy cluster.
Under $10BAnnounced August 2025
Combined 80 MW Beit Shemesh and Masmiyya AI hub.
Under $10BAnnounced 2025
Nine-story AI-ready SG6 expansion in Jurong.
Under $10BAnnounced December 2024
Islanded 110 MW Dublin AI microgrid campus.
Local currencyLaunched 2026