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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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  • 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

  • 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
What we know · the intelligence behind this page
Live from the substrate
What we're seeing
Enterprise AI Agents Go Mainstream, But Trustworthy Data Access Lags Adoption
A wave of enterprise AI agent activity — fresh funding (Latitude's $35M Series A), a run of CB Insights CEO interviews spotlighting fintech- and healthcare-focused agent startups (Covecta, Penguin AI, Maisa AI), and major platform partnerships (Microsoft-Mistral, Manulife-Microsoft AI governance, Siemens-NVIDIA agentic EDA, Box's agent security controls) — signals agentic AI moving from pilot to production across financial and enterprise workflows. Yet Google Cloud's own research shows adoption is outrunning data readiness (companies average AI access to only 45% of their data, with 'data laggards' capped near 30%), while insider selling at incumbent C3.ai hints at mixed investor conviction even as the broader ecosystem accelerates.
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
ING Group
Both facts record the same metric (shares_outstanding) for ING Group at the identical observation date (2025-12-31). FACT A states 2,902,437,688 shares; FACT B states 2,902 million shares (2,902,000,000). The difference is 437,688 shares (~0.015%). This is a genuine value conflict, though the discrepancy appears to result from FACT B rounding to the nearest million while FACT A provides the precise count.
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