Data Centers in pipeline, by company:
Amazon 33GW credible
Google 20GW credible
Meta 15GW credible
MSFT 10GW credible
QTS 9GW credible
Stack Infra 7GW credible
Vantage 6GW credible
Digital Realty 4GW credible
etc
Who is actually building data centers:
Hyperscalers: 42% of credible pipeline (of 199GW)
Colocation: 34% of credible pipeline
Cryptominer pivots: 4% of credible pipeline
Neoclouds: 4% of credible pipeline
Others: 17% of credible pipeline