| 2026-09-24 | price | Memory and storage (HBM, DRAM, NAND) | TrendForce | 4Q26 forecast: NAND Flash contract prices up 15% to 20% quarter on quarter, enterprise SSD up 23% to 28% | 15 % QoQ | reported | stack: memory/nand_contract_price_qoq_4q26_low | TrendForce, 4Q26 Memory Price Forecast, public summary (2026-09-24) |
| 2026-09-16 | statement | Grid, interconnection and transformers | ERCOT | Of 9,456 MW of large load approved to energize, a non-simultaneous monthly peak of 4,316 MW was observed operating in August 2026 | 4,316 MW | confirmed | stack: grid/ercot_large_load_observed_operating_gw | ERCOT Monthly Operational Overview, August 2026 (2026-09-16) |
| 2026-09-01 | contract | GPUs, servers, racks and networking | Dell Technologies | AI server orders of $60.9 billion in the quarter to July 31, 2026 against $16.4 billion shipped; AI server backlog of $95 billion, about 5.8 quarters of shipments at the current rate | 95 USD bn | confirmed | stack: systems/dell_ai_server_backlog | Dell Technologies Q2 FY2027 earnings release (8-K exhibit 99.1, 2026-09-01) |
| 2026-08-27 | statement | Data centre shell and cooling | CBRE | US primary colocation markets at mid-2026: a record 7,481 MW under construction, 80.4% of it preleased, and a record-low vacancy of 1.4% | 7,481 MW | reported | stack: datacenter/us_primary_market_under_construction | CBRE, North America Data Center Trends H1 2026 (2026-08-27) |
| 2026-08-25 | statement | Memory and storage (HBM, DRAM, NAND) | TrendForce | DRAM and NAND expected to absorb 47% of major cloud providers' capital expenditure in 2026 and 68% in 2027 at current prices | 47 % of CSP capex | reported | stack: memory/dram_nand_share_of_csp_capex_2026 | TrendForce press release (2026-08-25) |
| 2026-08-11 | contract | GPU-hours | CoreWeave | More than $25 billion of net new customer commitments added in early Q3 2026, on top of the $104 billion backlog at June 30 | 25 USD bn | confirmed | CRWV: mw_contracted_per_quarter | CoreWeave Q2 2026 earnings release (8-K exhibit 99.1, 2026-08-11) |
| 2026-08-11 | buildout | Data centre shell and cooling | CoreWeave | Active power reached 1.5 GW and total contracted power about 3.7 GW at June 30, 2026; nearly 500 MW went live in the quarter | 1.5 GW | confirmed | CRWV: mw_added_per_quarter | CoreWeave Q2 2026 earnings release (8-K exhibit 99.1, 2026-08-11) |
| 2026-08-05 | statement | Memory and storage (HBM, DRAM, NAND) | Sandisk | Fiscal Q4 2026 revenue of $8.97 billion, up 51% quarter on quarter, about one-third from volume and two-thirds from price; fiscal 2026 revenue $20.25 billion, up 175% | 8.97 USD bn | confirmed | stack: memory/sandisk_pricing_share_of_sequential_growth_fq4_2026 | Sandisk fiscal Q4 2026 earnings release (8-K exhibit 99.1, 2026-08-05) |
| 2026-07-30 | contract | Grid, interconnection and transformers | American Electric Power | Signed load agreements of 69 GW for load coming online by 2030 across its PJM, SPP and ERCOT utilities, 6 GW added in the quarter; the same figure was 24 GW a year earlier | 69 GW | confirmed | stack: grid/aep_contracted_load_growth_through_2030 | American Electric Power Q2 2026 earnings release (8-K exhibit 99.1, 2026-07-30) |
| 2026-07-29 | statement | Grid, interconnection and transformers | ERCOT | Tracking approximately 474 GW of large loads seeking interconnection as of June 2026, about 90% data centres | 474 GW | confirmed | stack: grid/ercot_large_load_requests_tracked_gw | ERCOT, Assessing the Grid, Texas Senate Panel 1 (2026-07-29) |
| 2026-07-28 | buildout | Memory and storage (HBM, DRAM, NAND) | SK hynix | 2026 capital expenditure guided to the high KRW 40 trillion range, against KRW 27.5 trillion in 2025 | 40 KRW trillion | reported | stack: memory/sk_hynix_capex_2026_plan_floor | SK hynix Q2 2026 earnings call, transcript (2026-07-28) |
| 2026-07-22 | buildout | Power generation and fuel | GE Vernova | Gas turbine equipment backlog of 53 GW plus 63 GW of slot reservations, 116 GW in all, against output of about 20 GW a year; at least 125 GW under contract expected by the end of 2026 | 116 GW | confirmed | stack: power/ge_vernova_gas_equipment_backlog_and_slot_reservations | GE Vernova Q2 2026 results (Form 8-K, 2026-07-22) |
| 2026-07-03 | price | Memory and storage (HBM, DRAM, NAND) | TrendForce | 3Q26 forecast: conventional DRAM contract prices up 13% to 18% quarter on quarter, NAND Flash up 10% to 15% | 13 % QoQ | reported | stack: memory/dram_contract_price_qoq_3q26_low | TrendForce press release (2026-07-03) |
| 2026-06-01 | price | Memory and storage (HBM, DRAM, NAND) | TrendForce | Conventional DRAM contract prices rose 93% to 98% quarter on quarter in 1Q26 and the DRAM industry's revenue rose 81% | 93 % QoQ | reported | stack: memory/dram_contract_price_qoq_1q26_low | TrendForce press release (2026-06-01) |
| 2026-05-07 | statement | Data centre shell and cooling | CoreWeave | Chief executive: surpassed 1 GW of active power and on the way to more than 8 GW by 2030 | 8 GW | confirmed | CRWV: mw_added_per_quarter | CoreWeave Q1 2026 earnings release (8-K exhibit 99.1, 2026-05-07) |
| 2026-04-24 | policy | Grid, interconnection and transformers | Public Service Commission of Wisconsin | Approved We Energies' Very Large Customer and Bespoke Resources tariffs: a 15-year minimum term, a 100 MW threshold and full cost responsibility for dedicated generation | 100 MW threshold | reported | stack: grid/large_load_tariffs | BizTimes Milwaukee (2026-04-24) |
| 2026-04-09 | statement | Grid, interconnection and transformers | ERCOT | Large-load interconnection requests of 75 MW and above reached 410 GW at March 26, 2026, about 87% of them data centres, up from 233 GW in December 2025 | 410 GW | confirmed | stack: grid/ercot_large_load_interconnection_requests | ERCOT update to the Texas House Committee on State Affairs (2026-04-09) |
| 2026-03-31 | financing | GPU-hours | CoreWeave | DDTL 4.0 facility with $8.5 billion of borrowing capacity at SOFR plus 2.25%, non-recourse to the parent, entered March 2026 | 8.5 USD bn | confirmed | CRWV: cost_of_debt | CoreWeave 10-Q for the quarter ended June 30, 2026 (note 10) |
| 2026-03-31 | statement | Grid, interconnection and transformers | Georgia Power | 12,400 MW of large-load commitments across 31 customers, of which 8,500 MW had broken ground and ten projects were online | 12,400 MW | confirmed | stack: grid/utility_large_load_commitments | Georgia Power, Q1 2026 Large Load Economic Development Report to the Georgia PSC (as of 2026-03-31) |
| 2026-03-10 | policy | Power generation and fuel | Mississippi Department of Environmental Quality | Air permit issued for 41 permanent gas turbines, about 1.2 GW, at the Southaven site, where roughly 20 turbines were already running | 1.2 GW | reported | stack: power/onsite_generation_permits | E&E News (2026-03-10) |
| 2025-12-31 | price | Memory and storage (HBM, DRAM, NAND) | Sandisk | Sandisk shares closed 2025 at $237.38, 5.0 times the $47.15 close of February 18, 2025, its first week as a listed company, as NAND prices turned up | 5.03 x | reported | stack: memory/sandisk_share_price_close_2025_end | Yahoo Finance, SNDK historical prices |
| 2025-12-19 | policy | Power generation and fuel | Georgia Public Service Commission | Certified about 9,885 MW of new Georgia Power generation to serve large-load growth | 9,885 MW | reported | stack: power/utility_generation_certified_for_large_load | Perkins Coie summary of the PSC vote of 2025-12-19 (Dockets 56298 and 56310) |
| 2025-12-17 | price | Power generation and fuel | PJM | The 2027/28 capacity auction cleared at the $333.44 per MW-day price cap with 134,479 MW procured, 6,623 MW short of the reliability requirement; PJM attributes nearly 5,100 MW of the higher requirement to data centres | 333.44 USD/MW-day | confirmed | stack: power/pjm_capacity_price_2027_2028 | PJM Inside Lines (2025-12-17) |
| 2025-12-17 | statement | Memory and storage (HBM, DRAM, NAND) | Micron | Price and volume agreements cover Micron's entire calendar 2026 HBM supply; fiscal 2026 capex plan raised to $20 billion | 100 % of 2026 HBM supply | reported | stack: memory/micron_hbm_calendar_2026_supply_contracted | TrendForce News (2025-12-18) reporting Micron's fiscal Q1 2026 earnings call of 2025-12-17 |
| 2025-12-01 | buildout | Power generation and fuel | Entergy Louisiana | Broke ground on two combined-cycle units of about 1,500 MW at Richland Parish for the Hyperion campus, both expected operational by late 2028 | 1,500 MW | confirmed | stack: power/dedicated_generation_for_campuses | Entergy Louisiana newsroom (2025-12-01) |
| 2025-09-08 | contract | GPU-hours | Nebius | Five-year agreement to supply Microsoft with dedicated GPU capacity in tranches from a new data centre in Vineland, New Jersey; total contract value about $17.4 billion through 2031, with options that would increase it | 17.4 USD bn | confirmed | NBIS: revenue backlog (model pending) | Nebius Form 6-K, 2025-09-08 |
| 2025-09-05 | price | Memory and storage (HBM, DRAM, NAND) | Sandisk | Second 2025 NAND price increase of 10% notified to customers, with the market expected to stay undersupplied through 2026 | 10 % | reported | stack: memory/sandisk_price_increase_sep_2025 | TrendForce News (2025-09-17), citing TechPowerUp's report of the customer letter |
| 2025-08-20 | policy | Power generation and fuel | Louisiana Public Service Commission | Approved, 4 to 1, a settlement letting Entergy Louisiana build three combined-cycle gas plants and new transmission for the Meta campus (Docket U-37425) | 3 plants | reported | stack: power/dedicated_generation_for_campuses | KNOE (2025-08-20) |
| 2025-03-31 | contract | GPU-hours | CoreWeave | Master services agreement under which OpenAI committed payments of up to approximately $11.9 billion | 11.9 USD bn | confirmed | CRWV: revenue_backlog_usd_bn | CoreWeave final prospectus (424B4, 2025-03-31), pp. 33 and 158 |
| 2025-03-07 | price | Memory and storage (HBM, DRAM, NAND) | Sandisk | Customer letter announcing NAND product price increases of more than 10% from April 1, 2025, citing tariffs, consumer inventory cuts and industry output cuts | 10 % | reported | stack: memory/sandisk_price_increase_apr_2025 | Yahoo Finance / Investing.com (2025-03-07), reporting the customer letter |
| 2025-02-19 | policy | Grid, interconnection and transformers | Indiana Utility Regulatory Commission | Approved the large-load tariff settlement in Cause No. 46097; the record names Amazon's New Carlisle campus as a 2,250 MW load, the largest customer in the utility's history | 2,250 MW | confirmed | stack: grid/large_load_tariffs | Indiana Utility Regulatory Commission, Order in Cause No. 46097 (2025-02-19) |