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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

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

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

    80% confidence
  • 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
  • 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
  • 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
What we know · the intelligence behind this page
Live from the substrate
What we're seeing
Enterprise Software Races to Govern and Consolidate Around Agentic AI
Enterprise software vendors are repositioning around autonomous AI agents. Salesforce is acquiring Braze, ServiceNow is launching agent governance tools (AI Passport, Super Intelligence Control Tower), SAP is pushing its 'Autonomous Enterprise', and Zeta is launching AthenaOS and its own inference model. Palantir is embedding itself in banking, aviation and sovereign AI infrastructure through partnerships with Customers Bank, Surf Air, Ondas and Armada. Governance, data sovereignty and enforced policy are emerging as preconditions for regulated sectors like finance. Investors such as Norwest see room to disrupt ERP and finance software, and they caution that AI should not be trusted with financial calculations. Consolidation and shareholder disputes (Salesforce/Braze, Tiny/Oso Cloud, ZenaTech/Boardwalktech) show the market reshaping.
Our read on the data ›
Signals we're tracking
EPKINLY Regulatory-Clinical Success Cascade
High probability of expanded label indications, additional combination approvals, and competitive positioning strength in follicular lymphoma market. Predicts positive commercial uptake and potential accelerated review for related indications.
Patterns we're watching ›
Where sources disagree
Ford Motor Company
Both facts give cash for Ford Motor Company at the same point in time (2025-12-31; FY 2025 year-end and Q4 2025 year-end are the same date). Both are labelled USD, but the values are 23,356,000,000 and 23.356, which cannot both be true in USD. The two numbers agree once the second is read as billions (23.356 bn = 23,356,000,000), so the economic content is consistent and the conflict is a unit/scale error in the Q4 2025 record. The period is not the reason for the conflict: a Q4 and an FY figure at the same year-end date should match.
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 | ViaNews Market