Energized vs announced campus MW
Energized vs announced campus MW
One-line summary: Keep issuer "compute power," Epoch "IT power," and announced / offtake GW as separate units. Do not collapse SpaceX ~1.0 GW compute power with Epoch 1,286 MW IT or with unfetched Introl 2 GW / 555k. Campuses with no citable official MW stay blank.
The insight
"How many gigawatts of AI campus exist?" is three questions: what is energized on an independent tracker, what the issuer claims in its own unit, and what is only announced or leased. Mixing them invents a single capacity number the sources do not share.
Evidence
Retrieved energized vs claimed, as-of the 2026-08-27 clip (Epoch sat Jun 15, 2026 unless noted):
| Who | Energized (retrieved) | Claimed / offtake only | As-of |
|---|---|---|---|
| colossus 1 | Epoch 340 MW IT, 230k chips (150/50/30 H100/H200/B200). Anthropic: >300 MW / >220k GPUs leased. | Older All-In 220k/300 MW is the Anthropic line, not a new count. Grokipedia 200k H100 is stale. | Epoch Aug 26 / sat Jun 15, 2026; Anthropic May 6, 2026 |
| colossus 2 | Epoch 946 MW IT, 440k chips (110k B200 + 330k B300). Issuer first two clusters = 110k GB200 + 110k GB300. | Combined issuer ~1.0 GW "compute power" vs Epoch 340+946 = 1,286 MW IT. Introl 2 GW / 555k (Jan 2026) is a contested vendor claim, not fetched. | Issuer prospectus Jun 11, 2026; Epoch Jun 15 sat |
| microsoft-fairwater | WI-1 operational Jun 23, 2026; Atlanta "began operation in October." Network: "hundreds of thousands" of Blackwell GPUs. | No official MW. Third-party 340 / 700 MW Atlanta figures were search-only — not used. | MSFT Jun 23, 2026 + Fairwater feature |
| meta Hyperion | Not described as energized. "In advance of … coming online." | 5 GW IT announced Jul 13, 2026. CNBC "2 GW by 2030 / 5 GW ~2032" is search-only — not cited as fact. | Meta + LED Jul 13, 2026 |
| coreweave (fleet, not one campus) | 1.5 GW active power (Jun 30, 2026). | ~3.7 GW contracted (6/30); call-date 4.2 GW contracted (Aug 11); YE 2026 guide >1.85 GW; ≥8 GW by 2030. | IR + Fool transcript |
| Anthropic offtake | Colossus 1 lease as above. | Amazon up to 5 GW, "nearly 1 GW … by end of 2026"; Google+Broadcom 5 GW from 2027. | Anthropic May 6, 2026 |
| Google as tenant | — | SpaceX FWP: ~110,000 NVIDIA GPUs, $920M/month Oct 2026–Jun 2029; delivery gate Sep 30, 2026. Facility not named. | SEC FWP Jun 5, 2026 |
| Amazon / Oracle / OpenAI campuses | No official campus MW or GPU counts retrieved this pass. | Stargate / Ohio 8 GW (Bloomberg) left as search-only. | Provenance miss |
From 2026-08-27-xai-data-center-build-tempo-vs-peers-and-ai-campus-capacity.
Leave as announcement, not energized: Colossus II next phase ≥220k additional GB300 / >400 additional MW (Epoch already books most of that into the Jun 15 946 MW line); Epoch Q1 2027 1,531 MW IT / 722k chips / $58.0B is a projection; Microsoft WI-2 2028; Hyperion first-energize date not on the Meta page; SpaceX orbital "as early as 2028" is not terrestrial MW. From 2026-08-27-xai-data-center-build-tempo-vs-peers-and-ai-campus-capacity.
Contradictions / tensions
- 1.0 GW vs 1,286 MW IT vs 2 GW. Issuer ~1.0 GW "compute power" (GPU-server sense, per Epoch's reading of S-1 p.76). Epoch 340 + 946 = 1,286 MW IT. Introl 2 GW / 555k is search-only / Grokipedia-repeated. Do not collapse. From 2026-08-27-xai-data-center-build-tempo-vs-peers-and-ai-campus-capacity.
- 220k vs 230k on Colossus 1. Anthropic >220,000; Epoch 230k chips / 276k H100-eq. Same order; do not force a merge. From 2026-08-27-xai-data-center-build-tempo-vs-peers-and-ai-campus-capacity.
- Energized vs leased vs announced. Colossus 1 is energized and leased to Anthropic. Colossus 2 is energized (Epoch). Hyperion 5 GW and Anthropic's Amazon/Google 5 GW blocks are announced. Fairwater WI-1 is energized without a public MW. From 2026-08-27-xai-data-center-build-tempo-vs-peers-and-ai-campus-capacity.
- EIA STEO (Aug 11, 2026) is a load-growth source, not a campus MW table. Texas 2027 load growth cut to 6% vs 14% after the Aug 3 data-center pause. Do not import search-only Reuters BkWh figures. From 2026-08-27-xai-data-center-build-tempo-vs-peers-and-ai-campus-capacity.
Open questions
- Microsoft Fairwater MW? Amazon / Oracle / OpenAI official campus MW? Google 110k GPUs — which building? Official TVA order? MDEQ permit PDF?
x.ai/colossusbody (Cloudflare-blocked).