Multi-Gigawatt Campuses and AI Partnerships Accelerate U.S. Data Center Growth

August developments highlight large-scale campus expansion, power agreements, and AI infrastructure growth across major U.S. markets.

VANCOUVER, BRITISH COLUMBIA, CANADA, September 9, 2026 /EINPresswire.com/ -- Aterio, a provider of continuously updated U.S. data center intelligence, released its September 2026 US Datacenter Monthly industry update. The report summarizes major development activity observed during August 2026 across the United States, including hyperscale campus expansion, new construction permits, power agreements, financing activity, and early-stage project development.

Aterio publishes monthly industry updates informed by its daily-updated subscription dataset, which tracks every active, under-construction, and announced data center project nationwide.

AUGUST 2026 DATA CENTER OVERVIEW

August activity was led by another wave of hyperscale expansion across Texas, the Midwest, Pennsylvania, New Jersey, Kentucky, and North Dakota. Amazon Web Services advanced multiple large campuses through new permits, annexation activity, and early-stage negotiations, while Anthropic-linked projects continued to emerge through large power and infrastructure commitments.

Power availability remained central to project execution. Several developments advanced through utility agreements, dedicated generation, fuel cell approvals, and large-load infrastructure planning, reinforcing the importance of secured power alongside land and permitting.

HYPERSCALE CAMPUS PLANNING AND EXPANSION

Anthropic Reported as End User at Nexus Hubbard Campus (TX)
Anthropic is the reported end user at Nexus Data Centers’ Hubbard Campus in Hill County, Texas. The project is backed by Google financial guarantees and chip supply support, with Morgan Stanley reportedly exploring approximately $15 billion in financing. Anthropic is expected to deploy Google and Broadcom TPUs at the site.

Galaxy Digital Expands Texas Pipeline With Two New Sites (TX)
Galaxy Digital has added two new Texas developments, Caspian and Selene, with approximately 700 MW and 900 MW of potential capacity, respectively. The additions further expand Galaxy’s growing AI infrastructure pipeline in the state.

AWS Explores Multi-Gigawatt Opportunity at Homer City Energy Campus (PA)
Amazon Web Services is in early discussions with Homer City Redevelopment regarding a potential data center campus at the 3,200-acre Homer City Energy Campus in Indiana County, Pennsylvania. A planned 4.5 GW natural gas power plant could allocate approximately 3.7 GW to future data center development.

AWS Negotiates $5B, 18-Building Campus in Trenton (OH)
Amazon Web Services is negotiating a $5 billion data center campus in Trenton, Ohio, with plans for 18 buildings of approximately 220,000 square feet each across 601 acres. Trenton approved annexation on August 6, 2026, with state certification pending. AWS would fund the required electric infrastructure, with service provided by Duke Energy within PJM.

CONSTRUCTION PROGRESS AND NEW PERMITS

Amazon Advances Project Horizon Junction With New Permits (TX)
Amazon has filed new permits for Project Horizon Junction Technology Park in Floyd County, Texas, outlining seven data center buildings of approximately 189,060 square feet each and a reported $2.4 billion investment. Four buildings are already under construction.

Amazon Expands Project Eagle From Four to Ten Buildings (TX)
Amazon has filed new permits expanding Project Eagle in Boling, Texas, from four to ten planned data center buildings across 2,700 acres. Each building is approximately 189,060 square feet, representing a reported $3 billion investment. One building is currently under construction.

Applied Digital Breaks Ground on Polaris Forge 3 (ND)
Applied Digital has begun construction on its Polaris Forge 3 campus in Oliver County, North Dakota. The 430 MW project has entered early construction activity, with site clearing and land grading underway.

POWER AGREEMENTS AND INFRASTRUCTURE APPROVALS

TeraWulf Secures 482 MW Power Agreement for Justified Data Campus (KY)
TeraWulf received Kentucky Public Service Commission approval for a 482 MW, 15-year retail power agreement supporting its Justified Data Campus in Hancock County, Kentucky. The agreement supports Anthropic’s 401 MW lease at the site.

Nebius Clears Approval for ~300 MW Vineland Campus (NJ)
Nebius received approval for amended site plans at its approximately 300 MW Vineland, New Jersey data center campus, allowing Bloom fuel cell installation to resume following earlier stop-work orders.

EARLY-STAGE CAMPUS DEVELOPMENT

Switch Plans Three-Building Campus at Former Pitt International Race Complex (PA)
Switch is developing a three-building data center campus at the former Pitt International Race Complex. Each building is planned at approximately 201,688 square feet and includes 72 backup generators.

MARKET OUTLOOK

August developments highlight continued growth in large-scale data center development, with hyperscale operators and infrastructure developers prioritizing locations with available power, large land positions, and favorable permitting environments.

Amazon Web Services remained one of the most active hyperscale developers, advancing multiple projects through new permits and negotiations, while Anthropic-linked developments demonstrated how AI companies are increasingly shaping infrastructure demand through large-scale compute commitments.

As project sizes continue to increase, secured power and visible execution progress remain key indicators of which announced campuses are most likely to move forward.

ABOUT ATERIO

Aterio provides real-time, facility-level intelligence on U.S. data center development, power demand, and digital infrastructure growth. Its continuously updated subscription dataset tracks active, under-construction, and announced data center projects, supporting investors, energy companies, infrastructure providers, and strategic planners.

Learn more at:
https://www.aterio.io

Aterio Data Team
Aterio
+1 604-368-7373
data@aterio.io
Visit us on social media:
LinkedIn
X
Other