Public Kempax report

Daily Update Global Data Center and GPU capacity · 2026-09-02

Kempax Research

Loop report · 2026-09-02

Global data-center and GPU capacity — 2 September 2026

As of 2 September 2026 UTC, the accepted baseline is retained and this update adds nine source-qualified data-center, construction, power, and ownership signals plus two GPU catalog checkpoints. Fresh evidence includes Finland’s 165 MW contracted IT envelope Cerebras Compute Nordic , Malaysia’s approximately 9.5 MW A102 site sold out ahead of Q1 2027 energization Bitdeer , Utah’s 396 MW geothermal PPA Fervo Google , and Lambda’s listed B200 H100 rates of US$6.69 and US$3.99 per GPU-hour Lambda . These figures describe different boundaries and states: the selected records are not a global census, and no global IT-load, facility-power, grid, generation PPA, installed-GPU, investment, or comparable-price total is asserted or summed.

Current-run update — 2 September 2026

This additive update keeps the accepted baseline intact and records the fresh evidence packet below. The nine data-center and power records and two accelerator catalog records are selected public signals, not a global census. ND means not disclosed or not verified in the reviewed evidence, not zero. IT load, facility or campus power, grid interconnection, generation PPA, cloud orderability, installed GPU inventory, and economic objects remain separate; no unlike or overlapping measures are summed.

Data-center plans, construction, power, and ownership

Record location Source date and state Capacity and electricity basis GPU inventory specification Company, developer, operator, investor or financing role Price economic object Direct evidence --- --- --- --- --- --- --- DC-01 · Cerebras Compute Nordic — Mikkeli, Finland 1 Sep 2026 release dateline; initial 50 MW phase reported under construction; contract not reported energized 165 MW contracted IT capacity delivered in phases of 50 MW, 80 MW, and 165 MW; seven-year service orders; grid interconnection, generation PPA, and annual-energy basis ND No GPU count or model; source describes Cerebras wafer-scale AI compute, not a GPU inventory Cerebras is long-term customer platform; Compute Nordic Finland is development partner; project equity, lender, and investor roles ND €1.0–1.7B indicative regional investment at full scale; estimate, not stated committed capex, rent, or GPU price Cerebras IR release — page index labels 31 Aug while release dateline says 1 Sep; discrepancy retained DC-02 · Bitdeer AI A102 — Malaysia 31 Aug page label 1 Sep release dateline; sold out under offtake commitments ahead of Q1 2027 energization ; not reported operating Approximately 9.5 MW data-center capacity ; IT boundary not stated. Separate Bitdeer target of up to 350 MW AI-cloud capacity by Q1 2028 is not additive; grid interconnection, generation PPA, and tariff ND Planned rack-scale NVIDIA GB300 NVL72 deployment; installed, delivered, ordered, and committed count ND Bitdeer AI, part of Bitdeer Technologies Group, is AI-cloud provider developer; customers unnamed. More than 50% of associated capex is expected from customer prepayments; other financing names ND More than US$800M total expected revenue over five-year offtake commitments; contract service revenue expected from Q1 2027, not capex, rent, or hardware price Bitdeer A102 release DC-03 · Bitdeer new parcel Rockdale — Milam County, Texas, US Fee-simple greenfield acquisition completed and announced 1 Sep 2026; no construction or energization stated 200 acres acquired. Company context cites about 563 MW interconnected grid capacity and plans expected to scale to 742 MW; post-transaction statement cites about 255 acres and 742 MW existing pipeline power in the county. These are portfolio context, not capacity assigned to the new parcel No GPU count, delivery state, or model; AI HPC development intent only Bitdeer is owner, developer, and infrastructure operator; paid in cash; external investor, lender, and project-finance roles ND Approximately US$100M cash land-acquisition consideration ; land transaction value, not data-center capex, lease value, tariff, or GPU price Bitdeer land-acquisition release DC-04 · Digital Vault Sulcis — Nuraxi Figus, Sardinia, Italy National-strategic designation announced 1 Sep 2026; accelerated administrative pathway; not a permit, construction, energization, or operating claim Initial Edge AI phase up to approximately 30 MW over 24 months , scaling toward 50–60 MW IT and up to 100 MW total site power ; renewable generation and storage integrated; utility import limit, generation nameplate, PPA, and annual energy ND GPU count, model, and allocation ND Energy Vault is developer and Build, Own & Operate platform; Italian government designation and Autonomous Region of Sardinia support; project equity, lender, and financing roles ND Project capex and financing ND; no price inferred from the designation BusinessWire-syndicated release · Energy Vault newsroom — direct BusinessWire page unavailable in the evidence packet DC-05 · Fervo Energy Google Cape Station — Utah, US PPA announced 1 Sep 2026; Cape Station EGS GeoCluster expected online in 2028; potential data-center plans remain subject to approvals and commercial conditions 396 MW geothermal PPA is generation offtake capacity, not data-center IT load. Google has an option for approximately 600 MW additional offtake, nearly 1 GW by June 2030; option is not committed current capacity. Grid interconnection and site IT load ND No GPU count or model; no operating data-center inventory claimed Fervo is geothermal developer generator; Google is offtaker and potential data-center anchor; investor, lender, and project-finance roles ND PPA price, project capex, tariff, and colocation cloud price ND Fervo IR release DC-06 · FuelCell Energy unnamed operator — Texas, US First capacity-reservation agreement reported 2 Sep 2026; planned project; no construction, energization, operator identity, or delivery date stated 75 MW planned project ; source does not specify whether this is IT load, generation, or total facility capacity. Grid interconnection, PPA, and tariff ND GPU count and model ND FuelCell Energy is supplier; major data-center operator is unnamed; investor, lender, and project-finance roles ND Upfront reservation payment exists, but amount and terms are ND; reservation signal, not project capex or GPU price FuelCell Energy Q3 2026 release DC-07 · FuelCell Energy Fit Energy — US data-center power supply Agreement reported 2 Sep 2026; four potential phases; not operating or energized 30 MW committed fuel-cell generation plus an option for up to 350 MW additional generation ; source describes up to 380 MW across both. Generation is not IT load; site allocation, grid, and PPA ND No GPU count or model; end data-center operator unnamed FuelCell Energy is fuel-cell system supplier; Fit Energy USA LP is purchaser option holder; lender and equity-investor roles ND US$1.3B committed backlog includes the 30 MW commitment; US$2.4B awarded-capacity backlog relates to the 350 MW option. Backlog is not project capex, rent, or hardware price FuelCell Energy Q3 2026 release DC-08 · Hyperscale Data Michigan facility — US Bitcoin mining ceased effective 1 Sep 2026 ; facility is in AI engineering and equipment-procurement preparation; AI energization and operation not reported Initial MSA provides 20 MW critical AI compute capacity and a right to an additional 32 MW . Company describes approximately 340 MW eventual facility power capacity ; this is not current IT load and is not added to the MSA figures GPU count, model, delivery state, and allocation ND; California neocloud customer unnamed Hyperscale Data is facility owner operator and AI-conversion developer; California neocloud is customer; investor, lender, and equipment-finance roles ND More than US$1.2B expected revenue for the initial 10-year MSA plus options; more than US$3.0B at maximum term and option scope. Expected service lease revenue, not capex or GPU price Hyperscale Data release DC-09 · KIDZ AI HUADING national cloud data center — Phnom Penh, Cambodia Company-distributed release dated 2 Sep 2026 reports the Tier III facility operational and energized; KIDZ transaction remains subject to customary closing conditions Pending transaction includes a three-year right of first refusal to lease up to 1 MW of data-center load ; this is contractual access, not current leased or installed load. Exact grid MW, MVA, generation, and PPA ND AI GPU deployments described generically; GPU count, model, and installed state ND KIDZ AI is proposed 2.0% minority equity holder and strategic partner; HUADING DEVELOPMENT CAMBODIA CO., LTD. is owner operator; Cambodian government national-cloud designation; consideration, lender, and other investor roles ND Acquisition consideration, lease rent, capex, tariff, and GPU price ND KIDZ AI company-distributed release

GPU inventory, model specifications, and current price checkpoint

Record Quantity state Model specification Company, vendor, investor or financing role Possible price with original unit, type, and date Direct evidence --- --- --- --- --- --- GPU-01 · NVIDIA GB300 NVL72 NVIDIA lists the platform as Available Now ; Bitdeer A102 identifies planned rack-scale deployments. No installed, delivered, ordered, committed, or allocated site count is disclosed Fully liquid-cooled rack-scale platform with 72 NVIDIA Blackwell Ultra GPUs and 36 Arm-based NVIDIA Grace CPUs ; NVIDIA also describes 800 Gb s networking per GPU. Vendor specification is not a project inventory count NVIDIA is OEM platform provider; Bitdeer A102 is intended deployment context; purchaser, investor, and financing roles ND OEM purchase price and rental price ND; no unit-price date verified NVIDIA GB300 NVL72 · Bitdeer A102 GPU-02 · Lambda on-demand catalog Current catalog offers 1x, 2x, 4x, and 8x GPU instances; 1-Click Clusters offer 16–2,000+ interconnected B200 or H100 GPUs . This is orderability offer capacity, not a deployed fleet count NVIDIA B200 SXM6: 180 GB VRAM GPU ; NVIDIA H100 SXM: 80 GB VRAM GPU ; catalog also lists A100 and V100 Lambda is cloud operator; NVIDIA is OEM; investor, lender, and project-allocation roles ND US$6.69 per B200 GPU-hour and US$3.99 per H100 GPU-hour ; hosted rental list rates, catalog captured 2 Sep 2026, no page publication date; applicable sales tax VAT GST may apply Lambda GPU instances · NVIDIA B200 · NVIDIA H100

The current packet does not verify an OEM purchase price or executed hardware transaction price for GB300, B200, H100, H200, Rubin, or MI350X. Cloud rates are not hardware prices, installed-inventory counts, electricity tariffs, or project capex.

Economic and price signals

Record Value currency Unit Economic type Date Boundary and non-additivity control Direct evidence --- --- --- --- --- --- --- Cerebras Compute Nordic Mikkeli €1.0–1.7B Total regional investment estimate at full scale Indicative investment estimate 1 Sep 2026 release dateline; captured 2 Sep Not stated committed project capex, rent, or GPU price Cerebras IR release Bitdeer A102 Malaysia More than US$800M Total expected revenue over five years Contracted AI-cloud offtake service revenue 1 Sep 2026 release dateline; revenue expected from Q1 2027 Not capex, colocation rent, tariff, or hardware price; not added to the separate 350 MW target Bitdeer A102 release Bitdeer Rockdale land acquisition Approximately US$100M Cash land-acquisition consideration Completed land transaction 1 Sep 2026 announcement Not data-center construction capex or GPU price; parcel-specific capacity ND Bitdeer land-acquisition release FuelCell Energy Fit Energy commitment US$1.3B Committed backlog associated with 30 MW generation Company backlog economic signal 2 Sep 2026 Q3 release Backlog is not project capex, rent, tariff, or hardware price FuelCell Energy Q3 2026 release FuelCell Energy Fit Energy option US$2.4B Awarded-capacity backlog associated with up to 350 MW optional generation Company backlog economic signal 2 Sep 2026 Q3 release Option is not committed generation and backlog is not project capex or GPU price FuelCell Energy Q3 2026 release Hyperscale Data Michigan MSA More than US$1.2B Expected revenue over 10-year MSA plus options Expected AI data-center service lease revenue 1 Sep 2026 release Not current revenue, facility capex, or GPU price; 32 MW option and 340 MW eventual power are not summed Hyperscale Data release Hyperscale Data maximum MSA scope More than US$3.0B Expected revenue including 32 MW option and maximum term Expected AI data-center service lease revenue 1 Sep 2026 release Not capex, realized revenue, or GPU price; it is an expanded contractual scenario Hyperscale Data release Lambda B200 catalog US$6.69 Per GPU-hour Hosted rental list rate Catalog capture 2 Sep 2026; page publication date ND Dynamic provider rate; taxes may apply; not hardware purchase price or project economics Lambda GPU instances Lambda H100 catalog US$3.99 Per GPU-hour Hosted rental list rate Catalog capture 2 Sep 2026; page publication date ND Dynamic provider rate; taxes may apply; not hardware purchase price or project economics Lambda GPU instances Digital Vault Sulcis ND Project capex and financing No accepted price verified 1 Sep 2026 designation No price inferred from an approval pathway BusinessWire-syndicated release Fervo Energy Google Cape Station ND PPA price, project capex, and tariff No accepted price verified 1 Sep 2026 PPA announcement 396 MW is generation offtake capacity, not an IT-load price basis Fervo IR release

Methodology and figure discipline

• The immutable accepted report baseline at generation 414 and commit e8de9024815ca6ac46576a5d56ab2ae04135358e was read before editing. Its complete kempax-ui block remains byte-for-byte unchanged; the current-run material is appended outside it.
• The current evidence packet was captured on 2 September 2026 UTC. Direct company, investor-relations, vendor, and distributed-release URLs are kept beside the relevant claims. The Energy Vault row identifies its syndicated-source limitation; the KIDZ row identifies its company-distributed release.
• Capacity is kept in the source-defined boundary: contracted IT, critical AI compute, data-center capacity, facility site power, grid interconnection, generation, and PPA are not substituted. No MVA-to-MW or energy-to-power conversion is made.
• GPU states remain distinct: available-now product, planned deployment, catalog orderability, installed, delivered, ordered, committed, allocated, and potential are not interchangeable. A rack specification is not a site inventory count.
• Economic objects remain distinct: investment estimate, land consideration, backlog, expected service revenue, reservation payment, PPA price, cloud rental, and hardware purchase price are not combined. Original currency, unit, type, and source date are retained; no FX conversion is made.
• Parent targets, child sites, options, and portfolio context are not added. Examples include Bitdeer’s 350 MW target, Milam County’s 742 MW context, Fervo’s additional 600 MW option, Hyperscale’s 340 MW eventual facility potential, and Fit Energy’s optional generation.
• ND means not disclosed or not verified in the reviewed evidence; it does not mean zero. Company claims remain source-qualified and are not promoted to independent audits.

Uncertainty and unresolved risks

Risk Retained treatment Evidence and implication --- --- --- Date-boundary conflict Cerebras and Bitdeer A102 retain both page index and release-dateline dates Cerebras and Bitdeer A102; do not silently backdate or forward-date milestones Status risk Announced, contracted, land-acquired, designated, PPA, and AI-preparation states are not upgraded to construction, energization, operation, or delivery Energy Vault, Fervo Google, and Hyperscale Data show why status is material Boundary risk 75 MW FuelCell project basis and 9.5 MW Bitdeer A102 IT boundary remain ND; generation PPA is not IT load FuelCell Energy, Bitdeer A102, and Fervo Google support separate treatment GPU inventory risk GB300 rack specifications and Lambda cluster offers do not establish installed, delivered, ordered, or globally available site stock NVIDIA GB300 and Lambda; no current project GPU count is manufactured Ownership and financing risk Customers, project investors, lenders, and counterparties remain unnamed where the source does not name them; supplier, government, and offtaker roles are not relabeled as equity ownership Bitdeer A102, FuelCell Energy, and KIDZ AI Source-access risk The Energy Vault claim uses a BusinessWire-labeled syndication because the direct page was unavailable; KIDZ uses a company-distributed Newswire release Syndicated Energy Vault release and KIDZ release; neither is treated as an independent facility audit Price risk Lambda rates are provider-listed rental snapshots; no comparable OEM hardware quote, project electricity tariff, PPA price, or GPU-cost-per-MW estimate is verified Lambda, Fervo Google, and NVIDIA GB300 Census risk The current-run records are a bounded selection and do not support a global total The report retains the selected rows and baseline context without adding unlike or overlapping measures

Next-step watchlist

Watch item Verification target Direct evidence --- --- --- Finland and Malaysia commissioning Confirm construction progress, energization, first service, and the date discrepancy for the 165 MW Finland phases and 9.5 MW A102 site Cerebras Compute Nordic · Bitdeer A102 Rockdale parcel Obtain parcel-specific permits, interconnection allocation, and construction milestone; do not reuse Milam County portfolio power as parcel capacity Bitdeer land acquisition Sulcis and Cape Station Check authorization, site-load definition, PPA economics, and actual generation data-center coupling Energy Vault · Fervo Google FuelCell agreements Verify the 75 MW boundary, named operator, reservation-payment terms, Fit Energy phase schedule, and delivered generation FuelCell Energy Q3 2026 release Michigan AI conversion Confirm MSA load actually energized, customer identity when disclosed, equipment delivery, and whether any of the 340 MW eventual potential is contracted Hyperscale Data release Cambodia transaction Check closing of the 2.0% minority stake and whether any portion of the 1 MW lease right is executed or energized KIDZ AI release GPU and price validation Recheck GB300 deployment counts and Lambda rates; obtain a named OEM or executed procurement quote before treating any price as hardware cost NVIDIA GB300 · Lambda

Report details

Run date: 2 September 2026 UTC · Evidence capture: 2 September 2026 UTC · Status: draft candidate awaiting review; not published · Owner: General Codex Agent · Run: looprun-4c3dd5b3-c0b3-4ad4-a4d8-8eb5ec9f1e68 · Session: loopsession-b40f4325-44ce-4bcf-b80f-a16590d48ced · Closure: no dashboard update, schedule change, publication, external communication, or production-data change performed.