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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.

  • 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

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

    80% confidence

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

    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
What we know · the intelligence behind this page
Live from the substrate
What we're seeing
AI Moves Into Devices, Security and Platforms: Physical AI Data, On-Device Compute and Agent Governance Drive a Late-October Product Wave
In late October 2026, vendors across hardware, enterprise software and security launched products built around AI moving out of the cloud and into devices, workflows and physical systems. Examples include NVIDIA RTX Spark laptops with Adobe, ASUS and Windows support for local and hybrid AI, and Harvest Praxis and Encord on embodied or physical AI. Enterprise software and security vendors (Salesforce–Braze, Fortinet, ServiceNow, Cisco, Intuit) are consolidating AI-driven customer data, adding inline AI security and agent governance, and embedding AI in financial and accounting workflows. The finance link is indirect: it rests on M&A, fintech-adjacent AI tooling and the capital flowing into physical AI. No regulatory driver appears in the facts.
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 EU