Announced isn't built: reading a datacenter's stage from the record

Five stages, the document that proves each one, and where it usually lives.

Method · 9 min ·

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A datacenter announcement is a statement of intent. It names a campus, a county and a big number. None of that tells you whether the project has a site plan, a permit or a power contract.

Stage lives in the public record. Each step leaves a document behind, filed with a county, a state agency or a utility regulator. If you can name the document, you can name the stage.

The five stages

These are the stages we use. Each one needs a document, not a quote.

StageWhat proves itWhere it usually lives
AnnouncedPress release or public statementNews, company sites, economic development offices
FiledRezoning, site plan or permit applicationCounty agendas, state permit portals
ApprovedZoning vote, issued air or water permitBoard minutes, state agency records
Under constructionDated construction inspection or documented physical work; a permit alone is not proofCity permit portals, aerial imagery
EnergizedExplicit dated confirmation of energization or in-service operation; a service agreement alone is not proofERCOT approval to energize (reported in aggregate); utility and operator filings
Darker dot, stronger proof. Grey means a claim with no filing behind it yet.

Same campus, three numbers

A big campus rarely moves as one block. The headline number covers every phase. Fewer megawatts reach approval, and fewer again break ground.

Announced1,000 MW
Approved600 MW
Under construction265 MW
Illustrative figures. Not a real campus. Never add these three together.

Approved isn’t energized

An approval says a project may be built. It says nothing about when power arrives, or how much. The power side has its own paper trail: load requests, studies and service agreements, filed with the utility or the grid operator.

Until that trail shows up, keep the project at its permit stage, however advanced the building looks.

Read the MW basis

A megawatt figure next to a datacenter name can mean IT load, utility load or generation. One Texas docket lists 265.5 MW beside a datacenter name. Read the filing and the number is a wind farm.

PUCT 58881

265.5 MW wind generation, not load.

Texas Public Utility Commission docket. Read the MW basis before you count it.

Three questions for every number

  1. Is it load or generation?
  2. Is it IT load or the utility request?
  3. Is it one phase or the whole campus?

Before you count it

Name the document, name the stage, and keep the source next to the number. If you can’t point to the filing, it goes in the announced column. That one habit keeps a model honest when the press cycle runs ahead of the record.

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