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

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

    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
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Live from the substrate
What we're seeing
AI Leadership Exodus Rattles Investor Confidence Amid Capex Boom
High-profile departures at top AI labs — Brad Lightcap's exit from OpenAI and an unnamed researcher's departure from Alphabet/Google that triggered a share-price drop — are surfacing talent retention as a market risk factor even as hyperscalers pour record capital into AI infrastructure. The reaction shows investors treating key-person risk at frontier AI labs as material to valuation, a new fragility layered onto an otherwise bullish AI-driven capex cycle.
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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.
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Where sources disagree
Broadcom Inc.
Both facts report EPS for Broadcom Inc. for the same fiscal period (Q1 2026) observed on the same date (2026-02-01). However, they report conflicting values: 1.5 USD per share vs 2.05 USD per share. This is a 37% difference for the identical metric and time period, not a value change over time.
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