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Source document· February 20, 2026

United States Colocation Data Center Portfolio Report 2026: Detailed Analysis of 1,135 Existing Colocation Data Centers, 491 Upcoming Colocation Data Centers, and 312 Major Operators/investors

View original at finance.yahoo.com
United States Colocation Data Center Portfolio Report 2026: Detailed Analysis of 1,135 Existing Colocation Data Centers, 491 Upcoming Colocation Data Centers, and 312 Major Operators/investors Company Logo Explore the comprehensive Excel database covering the USA's dynamic data center market, featuring in-depth analysi…
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What we drew from this source

The claims Via News extracted from this document. We point to the source; we don't replace it.

  • Amazon Web Services, Microsoft, and Google are expanding their data center campuses across the United States to support the rising demand for AI workloads

    80% confidence

  • Over 670+ upcoming colocation and hyperscale self-built data center projects in the United States are expected to add over 129+ GW of capacity

    80% confidence

  • Aligned Data Centers, COPT Data Center Solutions, CyrusOne, Digital Realty, Equinix, NTT, QTS Realty Trust, and Switch rank among the leading data center operators by capacity across the United States

    80% confidence

  • Several facilities are still in the announced or planned stages awaiting grid connections

    80% confidence

  • Colorado, Indiana, Louisiana, Oregon, North Carolina, Pennsylvania, Missouri, and Minnesota are attracting investments exceeding a billion dollars in each of these states

    80% confidence

  • Virginia, Texas, Arizona, New Mexico, Illinois, Nevada, Georgia and Ohio together account for over 70% of the upcoming capacity in the market

    80% confidence

  • Crypto miners are entering the market by developing HPC data centers to capture market share

    80% confidence
What we know · the intelligence behind this page
Live from the substrate
What we're seeing
Enterprise AI Agents Scale Up Through Partnerships and Funding, But Data Readiness Lags Ambition
A wave of vertical AI-agent startups (Swarm, Veridox, Avallon AI, DA2, F2, Earthian, Meanwhile, Covecta, Penguin AI, Maisa AI) is being funded and profiled just as major infrastructure players — Microsoft/Mistral, Siemens/NVIDIA, and Manulife/Microsoft — cement enterprise AI governance and compute partnerships. Yet a Google Cloud report shows AI agents still lack access to the majority of company data (only 45% on average), and insider selling at incumbent C3.ai signals investor caution even as adoption intent (100% planned agentic AI use within two years) races ahead of actual data infrastructure.
Our read on the data ›
Signals we're tracking
Satellite-Terrestrial Network Integration Acceleration
Increased investment and launches in hybrid satellite-cellular networks across telecom industry; competitive responses from other carriers; regulatory activity around satellite spectrum; expansion of emergency/rural connectivity use cases
Patterns we're watching ›
Where sources disagree
Berkshire Hathaway
Both facts report Berkshire Hathaway's cash position on 2026-01-01 with identical observation timestamps, but claim vastly different values: 380 billion USD vs 400 USD. These cannot both be true for the same entity at the same point in time. The magnitude of the discrepancy (a factor of ~10^9) rules out rounding, unit conversion, or methodological differences.
We flag conflicts openly ›
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United States Colocation Data Center Portfolio Report 2026: Detailed Analysis of 1,135 Existing Colocation Data Centers, 491 Upcoming Colocation Data Centers, and 312 Major Operators/investors — Source | Via News | Via News