Public Kempax report

Daily Update Global Data Center and GPU capacity · 2026-08-20

Kempax Research

Loop report · 2026-08-20

Global data-center and GPU capacity: pipeline, power, and inventory

As of 20 August 2026 , public disclosures support a large but non-additive global AI-infrastructure pipeline. High-signal examples include SINES’ 1.2 GW secured IT capacity, AirTrunk SYD3’s 320+ MW IT load, ODATA QR03’s 300 MW IT capacity, Applied Digital’s 400 MW contracted critical IT load, Crusoe Abilene’s 1.2 GW campus grid signal, and Scala’s 5 GW approved power connection. These figures describe different assets, stages, and denominators; no defensible global MW GW or installed-GPU total follows from adding them.

Review gate: recheck the highest-value operator, utility, financing, commissioning, and installed-GPU records before procurement, underwriting, regional aggregation, or final publication.