A legal checkpoint
Nebius Independence AI factory
An October 22 hearing is reported. The written disposition is the next evidence to inspect; a construction halt is not established.
Explore the evidence →Investor workspace / Milestones and evidence
AI Infrastructure
Catalyst Tracker
Explore the delivery, power and permitting milestones behind the AI buildout. Compare disclosed targets, inspect the evidence and follow the projects that matter to your research.
208Profiles covered
47Disclosed timing references
161Milestones without established dates
Initial research baseline: October 6, 2026. Scheduled research updates; changes require source verification. No real-time inspection. A review date means our evidence review, not physical inspection. Historical target dates do not establish current completion.
The next decision
Milestones in focus
From buildings to computing
Stargate Abilene
Separate Oracle’s reported delivery from independent operating IT load and completion of the remaining expansion.
Explore the evidence →Power before customer acceptance
Applied Digital Polaris Forge 2
Track utility energization and phase-specific customer acceptance against the issuer’s delivery targets.
Explore the evidence →Selected research checkpoints, not a ranking or confirmation that a target has been reached. Each profile shows its dated evidence.
Explore the milestones
Dated references appear first. Targets remain attributed expectations; an elapsed date does not confirm completion.
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Dated milestone directory · sources and project links
Disclosed timing references from the maintained tracker. These are attributed targets, including historical windows, not confirmed completion dates.
Stargate Abilene
End-2026 · Disclosed target / expectation
Six-building second-phase delivery at the existing campus; not the adjacent Microsoft project
Timing source · Project evidence and review dates →Microsoft Fairwater
2028 · Disclosed target / expectation
Second Mount Pleasant facility completion; the first is already reported operational
Timing source · Project evidence and review dates →Meta Hyperion
Late 2028 / end-2029 · Disclosed target / expectation
Earlier three-plant utility plan; dates do not cover every later campus or power expansion
Timing source · Project evidence and review dates →AWS Susquehanna campus
April 2026 contractual transition reported; remaining physical configuration and supply ramp unresolved · Q2 2026 issuer filing reconciled with earlier annual forecast; no campus acceptance inferred
Verify completed transmission configuration, actual regional deliveries and phase-specific campus acceptance
Timing source · Project evidence and review dates →Meta Sturgeon County
Back half of 2028 · Disclosed target / expectation
Capital Power 250 MW agreement anticipated service; not the entire 1 GW campus
Timing source · Project evidence and review dates →STAK Energy Campus
Late 2028 · Disclosed target / expectation
Applicant target for initial operation; lease, permits, fuel, customer and financing gates come first
Timing source · Project evidence and review dates →Empire AI Beta
End-2027 · Disclosed target / expectation
Gamma completion target; separate from operating Beta
Timing source · Project evidence and review dates →Edged Aurora expansion
Q2 2027 · Disclosed target / expectation
Second Aurora building operating target; topped out does not mean commissioned
Timing source · Project evidence and review dates →QTS Richmond 5 expansion
January 2028 · Disclosed target / expectation
Sponsor target for construction start, not commissioning
Timing source · Project evidence and review dates →Sabey SDC Seattle expansion
2027 · Disclosed target / expectation
12 MW preleasing inventory delivery target in the October 2025 announcement
Timing source · Project evidence and review dates →Vantage Quebec City (QC2)
Early 2027 · Disclosed target / expectation
QC24 operation target; incremental fourth facility, not present customer utilization
Timing source · Project evidence and review dates →Google Council Bluffs
Early 2029 · Disclosed target / expectation
Duane Arnold regional restart target; not dedicated campus IT capacity or its expansion opening date
Timing source · Project evidence and review dates →Meta El Paso
2028 · Disclosed target / expectation
Planned campus capacity online; not verified financial close
Timing source · Project evidence and review dates →Vantage Frontier
Second half of 2026 · Disclosed target / expectation
First building only; not full 1.4 GW campus
Timing source · Project evidence and review dates →Vantage Lighthouse
2028 developer completion target; power schedule requires renewed diligence · Disclosed target / expectation
Developer campus target; regulatory power path unresolved
Timing source · Project evidence and review dates →Google Berkeley County
Investment through 2027 · Disclosed target / expectation
Statewide investment through 2027, not Berkeley campus commissioning
Timing source · Project evidence and review dates →Microsoft Donnacona
Second-half 2026 target for substation construction and sound wall; not compute commissioning · Disclosed target / expectation
Second-half 2026 target for substation construction and sound wall; not compute commissioning
Timing source · Project evidence and review dates →Microsoft L’Ancienne-Lorette
Autumn 2026 substation commissioning target; achievement unverified · Disclosed target / expectation
Autumn 2026 substation commissioning target; achievement unverified
Timing source · Project evidence and review dates →Google West Memphis
Arkansas investment program through 2027; not campus operating deadline · Disclosed target / expectation
Arkansas investment program through 2027; not campus operating deadline
Timing source · Project evidence and review dates →Stargate Lordstown
Operation targeted in 2026 by September 2025 disclosure; achievement unverified · Disclosed target / expectation
Operation targeted in 2026 by September 2025 disclosure; achievement unverified
Timing source · Project evidence and review dates →Tusass Qinngorput
First-half 2027 use target in contractor update; original late-2026 expectation superseded · Disclosed target / expectation
First-half 2027 use target in contractor update; original late-2026 expectation superseded
Timing source · Project evidence and review dates →Applied Digital Polaris Forge 1
Calendar 2027 remaining-building RFS target; actual unavailable · October 7, 2026 issuer filing; forecast, not completion
Remaining 150 MW building acceptance targeted in calendar 2027; phase rent and cash collection
Timing source · Project evidence and review dates →Applied Digital Polaris Forge 2
Initial RFS H2 2026; full capacity early 2027, issuer targets · October 7, 2026 issuer filing; forecast, not completion
PU-26-22 final decision and utility acceptance; initial RFS targeted H2 2026 and full capacity early 2027
Timing source · Project evidence and review dates →IREN Childress / Horizon
Horizon 3–4 developer delivery target Q4 2026 · Disclosed target / expectation
Horizon 3–4 developer delivery target Q4 2026
Timing source · Project evidence and review dates →IREN Prince George
Additional liquid-cooled deployment plan at existing Prince George site · Disclosed target / expectation
Commissioning and customer acceptance record for the 10 MW IT-load hall; phase-level delivered GPUs and current load; scope and timing of the 2027 deployment
Timing source · Project evidence and review dates →Mistral AI Bruyères-le-Châtel
Q2 2026 original operating target; elapsed and not verified · Disclosed target / expectation
44 MW powered-capacity plan; 13,800 GB300 GPUs financed, not verified installed load
Timing source · Project evidence and review dates →QTS Calatorao / Project Rhodes
2028 initial service target in September reporting; not verified delivery · Disclosed target / expectation
650 MW reported campus plan; eight initial buildings and up to five additional buildings proposed
Timing source · Project evidence and review dates →Start Campus Sines / SIN01 and expansion
Late 2027 Rubin deployment start target · Disclosed target / expectation
26 MW SIN01 reported by DCD; 1.2 GW permitted campus envelope; second 200 MW building planned
Timing source · Project evidence and review dates →Nscale Narvik / Kvandal
2027 contractor completion / Rubin deployment targets; phase-specific · Disclosed target / expectation
230 MW campus plan; 100 MW contractor building package; neither is verified operating IT load
Timing source · Project evidence and review dates →Compass Meridian, Mississippi
End-2026 first-building target · Disclosed target / expectation
One Compass Meridian campus; first two buildings under construction, later buildings remain planned.
Timing source · Project evidence and review dates →AVAIO Digital Taurus, Brandon, Mississippi
August 2027 first occupancy target; September 24, 2026 physical checkpoint · Undated issuer project page checked October 16; earlier H1 2027 wording preserved
Dated structural progress, phase-specific utility delivery and customer acceptance; August 2027 issuer occupancy target
Timing source · Project evidence and review dates →AWS Falls Township / Keystone Trade Center, Pennsylvania
Q4 2026 initial-sections company target · Disclosed target / expectation
600 Ben Fairless Drive / Keystone Trade Center; separate from Susquehanna nuclear-adjacent campus.
Timing source · Project evidence and review dates →Bell AI Fabric Hillside / TRU
Late 2027 university completion target · Disclosed target / expectation
1452 McGill Road Hillside campus; excludes operating Mission Flats, Equinix KA1 and unfinalized second TRU proposal.
Timing source · Project evidence and review dates →Bell AI Fabric Sherwood
First half 2027 first-hall target · Disclosed target / expectation
One Sherwood campus, initial 300 MW scope; nonbinding generation expansion is not a second project.
Timing source · Project evidence and review dates →Kao Data Harlow AI campus / KLON-03
Early 2027 KLON-03 capacity target · Disclosed target / expectation
One Harlow campus; KLON-03 construction readiness, earlier buildings operational, no duplicate phase entry.
Timing source · Project evidence and review dates →VIRTUS Marienpark / BERLIN1 campus
2027 opening expected in April 2026 reporting · Disclosed target / expectation
One Marienpark campus, distinct from VIRTUS Wustermark; no completed-service finding.
Timing source · Project evidence and review dates →RAEDEN Project Taurus
Council decision deferred to April 13, 2027 · Dated hearing; not a completion target
Utility describes up to 72 MW infrastructure; 50 MW load interpretations differ; no delivered IT MW established
Timing source · Project evidence and review dates →Intel Mission Campus / Santa Clara enterprise data centers
Incremental utility allocation no earlier than August 1, 2029; conditional · Conditional utility availability floor; not campus completion
Existing 62 MVA utility allocation; planned +17 to 79 MVA no earlier than August 1, 2029; MVA is not IT MW
Timing source · Project evidence and review dates →Nebius Lappeenranta AI factory
First customer capacity targeted for 2027 · Company target
Up to 310 MW planned full development; current energized IT load unverified
Timing source · Project evidence and review dates →Nebius Independence AI factory
October 22, 2026 hearing reported; construction outcome and first service unverified · Scheduled hearing per KSHB, not a court decision
Up to 1.2 GW planned campus envelope; commissioned IT load unverified
Timing source · Project evidence and review dates →Nebius / Azur Béthune AI data center
Contractor target: 120 MW end-2026; 240 MW in 2027. Agency gives 2027–2028 full-build window. · Attributed targets; conflicting phase scopes retained
Historical and participant-reported phased targets; not verified operating IT load
Timing source · Project evidence and review dates →TSMC Arizona semiconductor manufacturing campus
Second fab: second-half 2027 target; later phases retain separate dates · Company target
Second-fab production target, not full expansion completion
Timing source · Project evidence and review dates →DeepGreen Western Passage subsea-compute proposal
October 19, 2026 filing deadline; permit decision and service dates unverified. · Official FERC notice. The filing deadline is not a decision, license or delivery date.
Up to 4.8 MW proposed tidal-generator nameplate, calculated from 16 × 300 kW in the FERC notice; 34 proposed compute pods. IT capacity and continuous delivered power unavailable.
Project evidence and review dates →Verne Keflavík VDC04 expansion
First-phase target: Q1 2028, reported October 10, 2026. Application planning horizon: 2026–2028. · Víkurfréttir attributes the first-phase target to Verne’s local forum presentation; the appeal decision describes the application’s overall horizon. Both are plans.
Up to 120 MW planned computer-hosting electricity demand plus ancillary loads; three planned 40 MW phases, not additional to the 120 MW. No commissioned VDC04 capacity established.
Timing source · Project evidence and review dates →Related Digital Cheyenne
Late 2026 completion target · Developer forecast repeated in June reporting; not a first-power or service-start confirmation.
88 MW planned first-phase critical IT within up to 302 MW campus IT; separate 420 MW claim has unresolved basis
Project evidence and review dates →Visionbay Xiaogang–Linhai AI Data Center — Phase One
Late December 2026 signing target; operation date unverified · MODA signing outlook reported by CNA on October 7; forecast, not an executed agreement or opening date.
27 MW applicant-stated first-phase power requirement; IT and current operating MW unverified
Timing source · Project evidence and review dates →Research history / Scope preserved
What has changed?
October 6, 2026 — tracker launched
55 project records entered at launch. Current inventory contains 208 profiles, including TSMC Arizona. Inventory count checked October 20, 2026; each profile retains its own evidence review date. Coverage additions are recorded separately from project-status changes. Adding a tracker does not mean construction or commissioning occurred.
Use milestones as diligence questions.
- Disclosed target / expectation
- The source states a timeframe. It is not our forecast or confirmation. Quarter, season and year wording is retained; we do not invent an exact deadline.
- Undated
- The reviewed profile has a milestone worth watching but no established date. It stays in the tracker rather than receiving an estimated date.
- Confirmation criteria
- Our analytical checklist identifies evidence that would strengthen or weaken the case. It is not a claim that the milestone has been reached.
- Change log
- Only a new source review should create a later project update, with before/after scope, disclosure date and source. Historical revisions are labeled separately from changes since tracker launch.
- Financial relevance
- Milestones can affect financing carry, rent commencement, useful computing or supplier payments. The tracker does not forecast stock prices or quantify undisclosed company earnings.
One dated reference is selected per project where available. It may concern a future phase or regional utility asset, not the project’s next gate or the whole campus. Read the scope note and full profile before comparing dates. Timing windows are grouped for navigation; they are not precise calendar deadlines. Targets in this initial baseline have not been freshly reverified by a live monitoring process.