{ "reviewed": "2026-10-08", "baselineCount": 168, "finalCount": 170, "minimumDocuments": 4, "baselineStates": { "Virginia": 8, "Texas": 11, "Wisconsin": 3 }, "projects": [ { "id": "cleanarc-va1-caroline", "title": "CleanArc VA1 / Caroline County", "location": "United States / Virginia / Ladysmith / Ruther Glen — approximate locality pin", "region": "Virginia", "country": "United States", "subregion": "Virginia", "continent": "North America", "coords": [ 38.02, -77.52 ], "precision": "Approximate Ladysmith / Ruther Glen locality rounded to hundredths of a degree; not surveyed campus, building or entrance coordinates", "company": "CleanArc; CADC VA-1 LLC; Snowhawk; Nuveen; Townsend Group; Rappahannock Electric Cooperative", "companyRoles": {}, "status": "Construction documented; utility energization, occupancy and productive customer service not verified", "stage": "Under construction", "readiness": "Under construction", "model": "Leased hyperscale campus", "capacity": "Company-planned 900 MW grid envelope; earlier page says 600 MW+; operating IT MW unverified", "milestone": "First-hall commissioning and utility acceptance; reconcile capacity and delivery targets; verify incentive conditions and expansion approvals", "facts": [ { "issuer": "Caroline County Board of Supervisors", "publicationDate": null, "eventDate": "2025-08-12", "modified": null, "reviewed": "2026-10-08", "url": "https://co.caroline.va.us/DocumentCenter/View/10552/Final-Statement-on-Approval-of-Economic-Development-Performance-Agreement-with-Clean-Arc", "text": "County statement documents August 12, 2025 approval of a performance agreement with CADC VA-1 LLC, verified CleanArc subsidiary; three-building original scope, conditional adjacent buildings, tax-rebate structure and September 30, 2027 first-hall incentive condition. This is an economic-development agreement, not an occupancy or energization certificate.", "kind": "Government record", "accessible": true }, { "issuer": "CleanArc", "publicationDate": "2025-11-20", "eventDate": "2025-11-20", "modified": null, "reviewed": "2026-10-08", "url": "https://www.cleanarcdatacenters.com/press-release/cleanarc-data-centers-breaks-ground-on-900mw-flagship-hyperscale-campus-in-virginia-2-2/", "text": "Company reports groundbreaking and 900 MW planned grid capacity, staged first 300 MW in Q1 2027, next 300 MW in 2030 and another 300 MW in 2033–2035. Names Snowhawk majority investor and Nuveen/Townsend minority investors; no financing close or customer acceptance established.", "kind": "Company disclosure", "accessible": true }, { "issuer": "CleanArc", "publicationDate": "2025-10-07", "eventDate": "2025-10-07", "modified": null, "reviewed": "2026-10-08", "url": "https://www.cleanarcdatacenters.com/press-release/cleanarc-data-centers-adds-300mw-to-planned-capacity-for-virginia-hyperscale-campus-2/2/", "text": "Separate land-acquisition disclosure reports 87.5 acres added to expand VA1 from an earlier 600 MW plan to 900 MW. Count as one campus, not a new standalone project or 1.5 GW combined total.", "kind": "Company disclosure", "accessible": true }, { "issuer": "CleanArc", "publicationDate": null, "eventDate": null, "modified": null, "reviewed": "2026-10-08", "url": "https://www.cleanarcdatacenters.com/va1/", "text": "Undated campus page still advertises 600 MW+ and up to 200 MW in Q3 2026, conflicting with later dated disclosures. It says Rappahannock Electric Cooperative agreement covers construction of a first 300 MW substation. Neither an elapsed target nor a construction agreement proves energization.", "kind": "Company disclosure", "accessible": true }, { "issuer": "DatacenterDynamics", "publicationDate": "2025-11-21", "eventDate": "2025-11-20", "modified": null, "reviewed": "2026-10-08", "url": "https://www.datacenterdynamics.com/en/news/cleanarc-breaks-ground-on-900mw-data-center-campus-in-virginia/", "text": "Specialist coverage identifies VA1 at the former Virginia Bazaar site and discusses staged 900 MW development and investor ownership. Groundbreaking and capacity coverage substantially relies on the company announcement; not independent confirmation of operating load or funding close.", "kind": "Independent specialist reporting", "accessible": true }, { "issuer": "Fredericksburg Free Press", "publicationDate": "2025-09-10", "eventDate": "2025-08-12", "modified": null, "reviewed": "2026-10-08", "url": "https://www.fredericksburgfreepress.com/2025/09/10/caroline-officials-announce-650-acre-data-center-campus-at-former-virginia-bazaar-site/", "text": "Local civic reporting describes the August agreement, dissenting board vote, incentives and grandfathered land use. Reported $8.8 billion full-buildout investment differs in scope from the later $3 billion announcement; neither establishes actual spend.", "kind": "Independent local reporting", "accessible": true }, { "issuer": "Fredericksburg Free Press", "publicationDate": "2025-11-26", "eventDate": null, "modified": null, "reviewed": "2026-10-08", "url": "https://www.fredericksburgfreepress.com/2025/11/26/biz-beat-roundup-large-data-center-coming-to-ladysmith/", "text": "Local business roundup reports preliminary work underway and the prior week’s groundbreaking. Its 605-acre description differs from county and company descriptions; parcel precision and complete current built scope are not established.", "kind": "Independent local reporting", "accessible": true }, { "issuer": "Virginia Economic Development Partnership", "publicationDate": "2025-11-20", "eventDate": "2025-11-20", "modified": "2026-09-08", "reviewed": "2026-10-08", "url": "https://www.vedp.org/press-release/2025-11/cleanarc-caroline", "text": "State economic-development announcement reports $3 billion planned investment and official groundbreaking. Page last updated September 8, 2026; update date does not establish a new construction milestone. Announcement is not independent financing evidence.", "kind": "Government record", "accessible": true } ], "power": { "issuer": "CleanArc", "publicationDate": null, "eventDate": null, "modified": null, "reviewed": "2026-10-08", "url": "https://www.cleanarcdatacenters.com/va1/", "text": "Undated campus page still advertises 600 MW+ and up to 200 MW in Q3 2026, conflicting with later dated disclosures. It says Rappahannock Electric Cooperative agreement covers construction of a first 300 MW substation. Neither an elapsed target nor a construction agreement proves energization.", "kind": "Company disclosure", "accessible": true }, "demand": null, "funding": null, "economics": "Virginia’s November 2025 announcement describes a $3 billion planned project investment. Earlier local coverage cites $8.8 billion for broader buildout; the amounts are not interchangeable and neither is verified spent or financed. CleanArc names Snowhawk as majority investor and Nuveen/Townsend as minority investors; equity commitments, debt closing, ownership percentages and site returns remain undisclosed. Our analysis: rent requires completed, powered and accepted halls; tax rebates create conditional benefits rather than current revenue.", "gaps": "Final construction/air permits, current funding close and debt terms, executed leases, verified delivered electrical and IT MW, occupancy, measured utilization, current schedule and site earnings remain unknown.", "readinessBasis": "Local business roundup reports preliminary work underway and the prior week’s groundbreaking. Its 605-acre description differs from county and company descriptions; parcel precision and complete current built scope are not established.", "readinessSource": { "issuer": "Fredericksburg Free Press", "publicationDate": "2025-11-26", "eventDate": null, "modified": null, "reviewed": "2026-10-08", "url": "https://www.fredericksburgfreepress.com/2025/11/26/biz-beat-roundup-large-data-center-coming-to-ladysmith/", "text": "Local business roundup reports preliminary work underway and the prior week’s groundbreaking. Its 605-acre description differs from county and company descriptions; parcel precision and complete current built scope are not established.", "kind": "Independent local reporting", "accessible": true }, "reviewed": "October 8, 2026", "readinessReviewed": "2026-10-08", "evidence": [ "Company disclosure", "Government record", "Independent local reporting", "Independent specialist reporting" ] }, { "id": "google-wilbarger-rise", "title": "Google Wilbarger County / Project Rise", "location": "United States / Texas / Oklaunion / Wilbarger County — approximate locality pin", "region": "Texas", "country": "United States", "subregion": "Texas", "continent": "North America", "coords": [ 34.13, -99.14 ], "precision": "Approximate Oklaunion / Wilbarger County locality rounded to hundredths of a degree; not surveyed campus, building or entrance coordinates", "company": "Google; Alphabet; Platon Investments LLC; Google Energy LLC; Design LLC; AES", "companyRoles": { "GOOGL": "Google owner-user/cloud infrastructure exposure through Alphabet; project earnings undisclosed.", "AES": "Company-disclosed generation owner/operator and energy-services counterparty; proposed take-private is not verified closed." }, "status": "Construction documented; utility energization, occupancy and productive customer service not verified", "stage": "Under construction", "readiness": "Under construction", "model": "Owner-user AI campus", "capacity": "Campus electrical and IT MW not established; two applicant-reported 991,000-square-foot building registrations, not a verified combined total", "milestone": "Campus/colocated generation energization, phase permits and occupancy, reconciled building scope, verified productive service", "facts": [ { "issuer": "Texas Comptroller of Public Accounts", "publicationDate": null, "eventDate": "2026-08-10", "modified": null, "reviewed": "2026-10-08", "url": "https://comptroller.texas.gov/taxes/data-centers/data-center-lists.php", "text": "Directly read state certification table lists Rise Data Center effective August 10, 2026: Platon Investments LLC owner LD107696-OW1; Google LLC occupant LD107696-OC1; Design LLC and Google Energy LLC operators LD107696-OP1/OP2. Establishes legal role linkage and tax certification, not completion or operating authority.", "kind": "Government record", "accessible": true }, { "issuer": "Texas Department of Licensing and Regulation", "publicationDate": "2026-07-15", "eventDate": "2026-07-15", "modified": null, "reviewed": "2026-10-08", "url": "https://www.tdlr.texas.gov/TABS/Projects/TABS2026025297", "text": "Rise 2A accessibility registration names Platon Investments LLC, FM 2897 South, Wilbarger County. Applicant reports 991,000 square feet, $500 million estimate and March 31, 2026–March 31, 2028 schedule. Status Project Registered; not building permission, actual spend or completion.", "kind": "Government record", "accessible": true }, { "issuer": "Texas Department of Licensing and Regulation", "publicationDate": "2026-07-11", "eventDate": "2026-07-11", "modified": null, "reviewed": "2026-10-08", "url": "https://www.tdlr.texas.gov/TABS/Search/Print/TABS2026025053", "text": "Project Rise 1A separately registered with same filed area, cost and schedule; owner spelled Planton versus Platon in the other record. Do not treat this spelling as a separate company or sum potentially overlapping estimates into a verified total.", "kind": "Government record", "accessible": true }, { "issuer": "Google", "publicationDate": "2026-02-24", "eventDate": "2026-02-24", "modified": null, "reviewed": "2026-10-08", "url": "https://blog.google/innovation-and-ai/infrastructure-and-cloud/global-network/data-center-wilbarger-county/", "text": "Company describes Wilbarger data center under construction, advanced air cooling, and colocated AES clean power. Its 7,800 MW contracted Texas energy portfolio is statewide, not this campus capacity. Announcement does not establish energized IT load.", "kind": "Company disclosure", "accessible": true }, { "issuer": "AES — issuer release distributed by PR Newswire", "publicationDate": "2026-02-24", "eventDate": "2026-02-24", "modified": null, "reviewed": "2026-10-08", "url": "https://www.prnewswire.com/news-releases/aes-announces-landmark-agreements-with-google-in-texas-302695111.html", "text": "Original issuer disclosure announces 20-year PPAs and long-term energy management; AES says land/interconnection agreements secured and plans shared infrastructure and ownership/operation of generation. One underlying release, not independent reporting; price, dedicated MW and financing close unverified.", "kind": "Company disclosure", "accessible": true }, { "issuer": "Reuters", "publicationDate": "2026-02-24", "eventDate": "2026-02-24", "modified": null, "reviewed": "2026-10-08", "url": "https://www.reuters.com/business/energy/aes-corp-signs-power-supply-agreements-google-data-center-texas-2026-02-24/", "text": "Accessible original business reporting covers the signed 20-year AES/Google supply deal and shared infrastructure. AES portfolio totals are not assigned to the campus; corporate statements remain attributed, not independently verified delivery.", "kind": "Independent specialist reporting", "accessible": true }, { "issuer": "DatacenterDynamics", "publicationDate": "2026-02-24", "eventDate": "2026-02-24", "modified": null, "reviewed": "2026-10-08", "url": "https://www.datacenterdynamics.com/en/news/google-to-develop-clean-energy-colocated-data-center-in-wilbarger-county-texas/", "text": "Specialist reporting distinguishes new Wilbarger campus from Midlothian, Red Oak, Armstrong and Haskell. Covers generation and energy-management roles, largely from issuer disclosures; no opening date or campus IT MW established.", "kind": "Independent specialist reporting", "accessible": true }, { "issuer": "AES — issuer shareholder-approval release", "publicationDate": "2026-06-26", "eventDate": "2026-06-26", "modified": null, "reviewed": "2026-10-08", "url": "https://www.prnewswire.com/news-releases/aes-stockholders-approve-acquisition-by-global-infrastructure-partners-and-eqt-led-consortium-302812261.html", "text": "Shareholders approved proposed take-private transaction; closing expected late 2026 or early 2027 subject to approvals. Not a completed ownership change or Wilbarger project-financing transaction.", "kind": "Company disclosure", "accessible": true } ], "power": { "issuer": "Texas Department of Licensing and Regulation", "publicationDate": "2026-07-11", "eventDate": "2026-07-11", "modified": null, "reviewed": "2026-10-08", "url": "https://www.tdlr.texas.gov/TABS/Search/Print/TABS2026025053", "text": "Project Rise 1A separately registered with same filed area, cost and schedule; owner spelled Planton versus Platon in the other record. Do not treat this spelling as a separate company or sum potentially overlapping estimates into a verified total.", "kind": "Government record", "accessible": true }, "demand": null, "funding": null, "economics": "TDLR lists a $500 million applicant estimate for each of Rise 1A and 2A. These are registration estimates, not closed financing or verified spend; potential scope overlap prevents a verified $1 billion total. Google’s statewide investment commitments are not a Wilbarger budget. AES describes long-term power and service arrangements without project price or earnings. Our analysis: campus delivery and generation acceptance determine when commitments can produce computing benefits and energy-service cash flow.", "gaps": "Campus IT and electrical MW, exact phase boundaries, current utility acceptance, occupancy, contract prices, actual spend, financing close, generation commissioning and site earnings remain unknown.", "readinessBasis": "Company describes Wilbarger data center under construction, advanced air cooling, and colocated AES clean power. Its 7,800 MW contracted Texas energy portfolio is statewide, not this campus capacity. Announcement does not establish energized IT load.", "readinessSource": { "issuer": "Google", "publicationDate": "2026-02-24", "eventDate": "2026-02-24", "modified": null, "reviewed": "2026-10-08", "url": "https://blog.google/innovation-and-ai/infrastructure-and-cloud/global-network/data-center-wilbarger-county/", "text": "Company describes Wilbarger data center under construction, advanced air cooling, and colocated AES clean power. Its 7,800 MW contracted Texas energy portfolio is statewide, not this campus capacity. Announcement does not establish energized IT load.", "kind": "Company disclosure", "accessible": true }, "reviewed": "October 8, 2026", "readinessReviewed": "2026-10-08", "evidence": [ "Company disclosure", "Government record", "Independent specialist reporting" ] } ], "governmentRecords": [ { "project": "cleanarc-va1-caroline", "agency": "Caroline County Board of Supervisors", "identifier": "CADC VA-1 LLC performance agreement; document 10552", "recordType": "Statement of approved economic-development performance agreement", "filingDate": null, "decisionDate": "2025-08-12", "status": "Agreement approval documented; final execution and later phase permits not verified", "url": "https://co.caroline.va.us/DocumentCenter/View/10552/Final-Statement-on-Approval-of-Economic-Development-Performance-Agreement-with-Clean-Arc", "reviewed": "2026-10-08", "applicant": "CADC VA-1 LLC", "entityLink": "County explicitly links applicant to CleanArc", "scope": "Original three-building campus; adjacent buildings conditional", "claim": "County statement documents August 12, 2025 approval of a performance agreement with CADC VA-1 LLC, verified CleanArc subsidiary; three-building original scope, conditional adjacent buildings, tax-rebate structure and September 30, 2027 first-hall incentive condition. This is an economic-development agreement, not an occupancy or energization certificate.", "conditions": "Tax-linked grants and September 30, 2027 first-hall incentive condition." }, { "project": "google-wilbarger-rise", "agency": "Texas Comptroller of Public Accounts", "identifier": "LD107696-OW1 / OC1 / OP1 / OP2", "recordType": "Qualifying data-center certification table", "filingDate": null, "decisionDate": "2026-08-10", "status": "Tax certification listed; not operating authorization", "url": "https://comptroller.texas.gov/taxes/data-centers/data-center-lists.php", "reviewed": "2026-10-08", "applicant": "Platon Investments LLC; Google LLC occupant; Design LLC / Google Energy LLC operators", "entityLink": "Explicit state table role linkage", "scope": "Rise Data Center campus", "claim": "Directly read state certification table lists Rise Data Center effective August 10, 2026: Platon Investments LLC owner LD107696-OW1; Google LLC occupant LD107696-OC1; Design LLC and Google Energy LLC operators LD107696-OP1/OP2. Establishes legal role linkage and tax certification, not completion or operating authority.", "conditions": "Tax qualification does not establish construction or service." }, { "project": "google-wilbarger-rise", "agency": "Texas Department of Licensing and Regulation", "identifier": "TABS2026025297", "recordType": "Architectural Barriers construction registration", "filingDate": "2026-07-15", "decisionDate": null, "status": "Project Registered", "url": "https://www.tdlr.texas.gov/TABS/Projects/TABS2026025297", "reviewed": "2026-10-08", "applicant": "Platon Investments LLC", "entityLink": "Platon linked by Comptroller; Planton spelling discrepancy disclosed", "scope": "Rise 2A", "claim": "Rise 2A accessibility registration names Platon Investments LLC, FM 2897 South, Wilbarger County. Applicant reports 991,000 square feet, $500 million estimate and March 31, 2026–March 31, 2028 schedule. Status Project Registered; not building permission, actual spend or completion.", "conditions": "Applicant estimates and scheduled dates; accessibility registration is not building approval." }, { "project": "google-wilbarger-rise", "agency": "Texas Department of Licensing and Regulation", "identifier": "TABS2026025053", "recordType": "Architectural Barriers construction registration", "filingDate": "2026-07-11", "decisionDate": null, "status": "Project Registered", "url": "https://www.tdlr.texas.gov/TABS/Search/Print/TABS2026025053", "reviewed": "2026-10-08", "applicant": "Planton Investments LLC as filed", "entityLink": "Platon linked by Comptroller; Planton spelling discrepancy disclosed", "scope": "Rise 1A", "claim": "Project Rise 1A separately registered with same filed area, cost and schedule; owner spelled Planton versus Platon in the other record. Do not treat this spelling as a separate company or sum potentially overlapping estimates into a verified total.", "conditions": "Applicant estimates and scheduled dates; accessibility registration is not building approval." } ], "coverageRationale": "Virginia adds Caroline County and a private developer outside the Ashburn core; Texas adds a distinct Google campus with AES colocated power. Wisconsin Beaver Dam excluded as already covered. These are researched omissions, not new announcement events.", "duplicatePolicy": "VA1 connected expansion counted once; Rise 1A/2A counted once and not confused with Midlothian or other Google Texas sites.", "limitations": [ "VA1 undated page retains earlier capacity and Q3 2026 target; later dated disclosure forecasts Q1 2027. No completion inferred.", "Rise building estimates and scheduled dates are applicant reports; not closed financing, building approvals or actual spend.", "No occupancy, energization, measured IT load or site earnings verified.", "Repeated issuer releases count once; announcement-based reporting is not independent confirmation of delivery.", "Comptroller table readable via ordinary HTTP retrieval; search-provider fetch failed. Direct registry role linkage was read, not inferred from an aggregator.", "Approximate locality coordinates, not campus locations." ], "verification": { "projectIdParity": 170, "companyInventory": 146, "sourceDocumentsEach": 8, "stateFilterCounts": { "Virginia": 9, "Texas": 12, "Wisconsin": 3 }, "checks": "Static metadata/local-link checks plus actual filtering/map scripts executed using DOM/Leaflet mocks; browser visual QA unavailable.", "spotlights": "Current and archive source records unchanged", "stateLabelCorrections": [ "aws-louisa-iad550: country-valued region normalized to Virginia", "meta-beaver-dam: country-valued region normalized to Wisconsin" ] } }