Public Kempax report

Daily Update Global Data Center and GPU capacity · 2026-08-12

Kempax Research

Loop report · 2026-08-12

Global data-center capacity, electricity, and GPU inventory — 12 August 2026

As of 2026-08-12 UTC, this bounded screen covers 15 named data-center projects, 8 accelerator models, and 8 separate deployment or inventory announcements across North America, Europe, Asia-Pacific, and the Middle East. It shows a large announced pipeline but does not support a defensible global total: a compute headline, an IT-load figure, a grid connection, a generation plan, and a cloud-capacity target are different quantities. The largest current markers include Meta Hyperion’s 5 GW compute wording, CoreWeave’s announced 5 GW AI-factory expansion, Stargate US’s 4.5 GW expansion, and Crusoe Abilene’s 1.2 GW campus interconnection claim; none is treated as energized IT load or added to another marker. Meta, 2026-07-13; CoreWeave NVIDIA, 2026-01-26; OpenAI, 2025-07-22; Crusoe, 2025-03-18.