Anthropic's own campuses (Fluidstack)
Anthropic / Fluidstack · Build-out
Announced Sites coming online throughout 2026
Anthropic's $50B US build-out, starting with custom Fluidstack sites in Texas and New York (towns not officially named). Separate from the rented Amazon capacity Anthropic also runs — it operates both tracks.
Figures as reported — see sources.
Why this label: Anthropic announcement; site detail via Data Center Dynamics.
Sources: Anthropic announcement via research compilation · Data Center Dynamics
Checked Oct 14, 2026
Stargate UAE — first capacity + redesign
G42 / OpenAI / Oracle / NVIDIA / Cisco / SoftBank · Build-out
Announced First 200 MW expected live 2026
The first Stargate outside the US: a 1 GW cluster inside a planned 5 GW Abu Dhabi campus; first 200 MW under construction for 2026 delivery.
In Sep 2026 Reuters reported the master plan is being redesigned toward distributed, hardened facilities — timelines and costs under review.
Figures as reported — see sources.
Why this label: Split label: the build is announced; the redesign is reported (Reuters, six sources).
Sources: Data Center Knowledge · Reuters via MENA Cyber Wire
Checked Oct 14, 2026
AMD Instinct MI455X / Helios production ramp
AMD · Hardware
Reported Samples + low-volume H2 2026; production ramp Q2 2027 (reported)
AMD says Helios racks (72x MI400-series, EPYC 'Venice') are on track for 2H 2026; SemiAnalysis reports manufacturing delays push the true production ramp to Q2 2027. Both are printed: AMD's line as the announcement, SemiAnalysis as the reported reality-check.
Figures as reported — see sources.
Why this label: AMD's on-track statement is announced; the Q2 2027 ramp is SemiAnalysis reporting.
Sources: The Next Platform
Checked Oct 14, 2026
Google TPU 8t / TPU 8i
Google · Hardware
Announced Late 2026-2027 (sources differ)
Google's 8th-gen split: TPU 8t for training (9,600-chip superpods, 121 FP4 exaFLOPS as announced) and TPU 8i for inference, on TSMC 2nm. One report says both launch on Google Cloud later in 2026; another targets late-2027 availability — the range is printed, not resolved.
Figures as reported — see sources.
Why this label: Previewed by Google at Cloud Next Apr 2026; availability window differs by source.
Sources: MLQ · Substack analysis
Checked Oct 14, 2026
Microsoft Maia 300 deployment
Microsoft · Hardware
Announced Unveiled Oct 2026; Azure deployment ramp through 2027
Microsoft's third custom AI inference chip (2nm-class compute chiplets, 288GB HBM4, ~950W) has just been unveiled (Oct 2026); the upcoming part is fleet deployment across Azure to serve Copilot/OpenAI workloads.
Why this label: Microsoft unveiling, as covered by RCR Tech.
Sources: RCR Tech
Checked Oct 14, 2026
Stargate US — next phases
OpenAI / Oracle / SoftBank · Build-out
Announced Phases late 2026 through 2029
The multi-site US programme beyond Abilene: Shackelford County early buildings late 2026-early 2027, Lordstown OH operational 2026, Wisconsin and Michigan as 2028 stories; programme figure >9 GW by 2029 against the $500B headline.
The proposed +600 MW Abilene expansion was cancelled in Mar 2026 — see the cancellation record.
Figures as reported — see sources.
Why this label: Programme announced by OpenAI/Oracle/SoftBank; schedule detail per Epoch AI tracking.
Sources: Epoch AI schedule via research compilation · OpenAI five-sites announcement, extracted · Mint/Reuters — on the Abilene cap
Checked Oct 14, 2026
Vera Rubin volume ramp
NVIDIA · Hardware
Announced Volume ramp Q4 2026, growing through H1 2027
Rubin (R100 GPU + Vera CPU, 288GB HBM4) is in production; NVIDIA's CFO confirmed production shipments start Q3 2026 with the volume ramp through Q4 2026 and H1 2027. First allocations go to hyperscalers.
Why this label: NVIDIA CFO on the record in earnings calls, as quoted by Wccftech.
Sources: Wccftech, quoting NVIDIA earnings calls
Checked Oct 14, 2026
Anthropic compute scale-up: Trainium + TPU gigawatts
Anthropic / Amazon / Google / Broadcom · Build-out
Announced ~1 GW Trainium by end 2026; ~3.5 GW TPU from 2027 (reported)
Anthropic's April 2026 Amazon agreement covers up to 5 GW of AWS capacity (> $100B ten-year commitment, ~1 GW of Trainium2/3 by end-2026); Broadcom's 8-K separately describes ~3.5 GW of TPU capacity for Anthropic from 2027.
This is the physical precondition for whatever Claude ships in 2027.
Figures as reported — see sources.
Why this label: Split label: Trainium track announced (Amazon agreement); the TPU figure is reported from Broadcom's SEC 8-K.
Sources: Anthropic statement via Wccftech · 8-K detail via MEXC analysis
Checked Oct 14, 2026
Colossus II — next phase
xAI (SpaceXAI) · Build-out
Announced Next phase expected end-2026 (company S-1)
SpaceX's S-1 expects Colossus II's next phase to add at least 220,000 additional GB300 processors and over 400 additional megawatts (company forward-looking statement). Musk's gigawatt totals are his claims and are labelled as such.
Also announced as a plan: Terafab, the Tesla-SpaceX chip fab — no timeline published.
Why this label: Split label: the phase is announced in SpaceX's S-1; the gigawatt totals are teased exec claims.
Gigawatt totals are Musk's claims, labelled as such — the S-1 figures are the sourced floor.
Sources: TSN — S-1 roadmap review
Checked Oct 14, 2026
AMD Instinct MI500 series
AMD · Hardware
Announced 2027 (roadmap)
AMD has publicly indicated an MI500 series in 2027 (next-gen HBM, copper + optical interconnect), with MI600 'under development' for 2028. Roadmap-level only; no specs confirmed.
Why this label: AMD roadmap statements as covered by BigGo Finance.
Sources: BigGo Finance — AMD roadmap coverage
Checked Oct 14, 2026
Microsoft Fairwater II + Mount Pleasant expansion
Microsoft · Build-out
Announced Second facility 2027 or later
Fairwater I (Mount Pleasant, WI) opened early 2026. Microsoft committed a further $4B (over $7B total in Wisconsin) for a second, similar-scale facility, and the village approved 15 additional data centres in Jan 2026 — permits stage, not construction.
Local politics is a live risk.
Figures as reported — see sources.
Why this label: Microsoft commitment as reported by Reuters coverage; approvals per MLQ.
Sources: AInvest / Reuters coverage · MLQ
Checked Oct 14, 2026
Figure AI compute build (Nscale)
Figure AI / Nscale · Build-out
Announced First GPU deployments H2 2027
Figure committed $3.5B to Nscale compute (announced 3 Sep 2026) to train future versions of Helix, its humanoid control model — first GPU deployments in H2 2027 at Barstow, Texas, up to 100,000 Vera Rubin GPUs at full build.
A robotics company signing a hyperscaler-scale compute deal is itself the story.
Figures as reported — see sources.
Why this label: Figure/Nscale announcement (3 Sep 2026) via eWeek.
Sources: eWeek
Checked Oct 14, 2026
Rubin Ultra (NVL576)
NVIDIA · Hardware
Announced H2 2027
NVIDIA's published roadmap: 576-GPU racks, ~15 exaFLOPS FP4, HBM4e, NVLink 7, ~600 kW per rack. Announced at GTC 2025 and reaffirmed since — a roadmap commitment, not a shipping product.
Figures as reported — see sources.
Why this label: NVIDIA's published roadmap (GTC 2025, reaffirmed).
Sources: ARN — GTC roadmap coverage
Checked Oct 14, 2026
Feynman architecture
NVIDIA · Hardware
Announced 2028
The post-Rubin generation on NVIDIA's public roadmap: 3D-stacked design, custom HBM, paired with the 'Rosa' CPU. Named and dated by NVIDIA; essentially no confirmed specs yet — and this page says exactly that.
Why this label: Named and dated on NVIDIA's public roadmap; no confirmed specs.
Sources: ARN — GTC roadmap coverage · Cyfuture roadmap summary
Checked Oct 14, 2026
Orbital AI compute
SpaceXAI · Build-out
Reported As early as 2028 (S-1); Musk says 2027 — sources conflict
SpaceX's S-1 describes plans to begin deploying orbital AI compute satellites as early as 2028; Musk has publicly said 2027. The two statements conflict — both are printed, and the item stays in Horizon until hardware exists.
Anthropic has 'expressed interest' in orbital capacity, which is not a commitment.
Figures as reported — see sources.
Why this label: S-1 language as reviewed; the 2027 figure is an exec claim that conflicts with it.
The two source statements conflict; both are shown, neither is resolved silently.
Sources: TSN — S-1 roadmap review
Checked Oct 14, 2026
Meta Hyperion — 5 GW expansion phases
Meta · Build-out
Announced Phases through the late 2020s; no single completion date published No date given
Meta announced 13 Jul 2026 that Hyperion (Richland Parish, Louisiana) expands to 5 GW of compute capacity with investment over $50B, up from the original $10B/2 GW plan.
Entergy's supporting power build-out (~$12.9B as filed) is under Louisiana regulatory review — the power is the schedule risk.
Figures as reported — see sources.
Why this label: Meta announcement (13 Jul 2026) via Reuters; power build-out per regulatory filings coverage.
Sources: Reuters via SRN News · Construction Review
Checked Oct 14, 2026
