Datacenter Builds, New Products & Market Intelligence
Coverage of every major datacenter construction project, significant products entering the market, and what it all means for vendors.
Datacenter Builds
OpenAI Stargate Datacenter Locations: All 7 Confirmed US Sites, Capacity, and Construction Status (2026 Update)
Project Stargate — the $500B OpenAI / Oracle / SoftBank AI infrastructure partnership — has seven publicly confirmed US sites in 2026. Abilene TX is online; Milam County, Shackelford County, Lordstown OH, Doña Ana County NM, Port Washington WI, and Saline Township MI are in various stages of permitting and construction. Here's the full list with capacity, timeline, and procurement-window guidance for vendors.
Microsoft's $80B AI Datacenter Expansion: Projects That Started in January 2025 and What's Under Construction Right Now
Microsoft committed $80 billion to AI datacenter construction in fiscal year 2025 — announced January 3, 2025. We break down every known campus, when construction started, the locations, power requirements, and what it means for vendors selling into these projects.
Phoenix Datacenter Construction Boom 2026: 8 Active Projects From Meta, Google, CyrusOne & More — With Permit Details
Greater Phoenix has 8 major datacenter construction projects active simultaneously in 2026 — including Meta's new 500-acre Goodyear campus (approved late 2025), Google Maricopa expansion, and CyrusOne Chandler Phase 3. We map each project with permit numbers, scale, and current stage.
Meta's $10B DeQuincy, Louisiana Datacenter: Construction Began January 2025 — Full Phase Timeline and Gulf Coast Vendor Playbook
Meta broke ground on its DeQuincy, Louisiana campus in early 2025 — a $10 billion, 2.4 million sq ft facility that will be one of the largest single-site datacenters in US history. Here's the full project timeline, current construction status, and what it means for Gulf Coast vendors right now.
Market Analysis
Datacenter Water Usage 2026: How Much Water Hyperscalers Actually Use (And Where the Industry Is Going)
A single hyperscale datacenter can consume 1-5 million gallons of water per day at full load — equivalent to a town of 10,000-50,000 people. Google's facilities use 4.3 billion gallons/year company-wide. Microsoft reported 1.7 billion. We break down water usage per MW, the WUE (Water Usage Effectiveness) metric, which cooling designs use the most water, and how operators are moving toward water-positive operations.
Project Lonewolf, Project Sunbird, Project Bluestreak: How to Identify the Real Operator Behind a Datacenter LLC
When AWS, Microsoft, Google, Meta, or Oracle files for a new datacenter, they almost always do it under an LLC codename — 'Project Lonewolf,' 'Project Maverick,' 'Project Sunbird,' or similar. Communities, vendors, journalists, and competitors all want to know who's actually behind these filings. We document the public-record techniques that work — beneficial ownership disclosures, utility filings, hiring patterns, and architectural fingerprints — and which LLC codenames are tied to which operators in 2026.
Datacenter Tax Incentives by State 2026: Which Programs Deliver, Which Are Being Renegotiated, and What's Next
The US datacenter market runs on tax incentives — sales-tax exemptions, property-tax abatements, and direct cash grants worth billions across 30+ states. Virginia, Texas, Ohio, Arizona, and Georgia are the heavyweight programs; several are being renegotiated in 2026 amid community pushback. We map every major program by state, the eligibility thresholds, the value to operators, and which incentive structures are most at political risk.
Why Communities Are Pushing Back on Datacenters: The Utah Backlash and the 8 Concerns Reshaping Where Datacenters Can Be Built
Utah's Eagle Mountain — home to Meta's massive datacenter campus — has become a flashpoint for the broader US backlash against hyperscale datacenters. Residents, environmental groups, and state legislators are challenging water use, noise, power demand, tax incentives, and the lack of promised local jobs. We break down the 8 concerns driving community opposition in 2026, why AI infrastructure is making it worse, and what it means for where datacenters can actually be built going forward.
Loudoun County Datacenter Permits 2026: How to Track Filings in Data Center Alley Before Your Competitors
Loudoun County, VA — the heart of Data Center Alley — accounts for roughly 70% of the world's internet traffic and over 130 operational datacenter facilities. Every new build and expansion starts with a permit filing in the county database. Here's exactly how to find them, what to look for, and how vendors are using permit data to win deals 6-12 months ahead of their competition.
Datacenter UPS Battery End-of-Life Forecast 2026: Which Operators and Facilities Are Due for Refresh
Battery strings in US datacenters installed between 2017 and 2020 are reaching their 7-9 year service-life window in 2026-2027 — triggering one of the largest UPS battery replacement cycles in industry history. We map which operators are most exposed, which battery brands are due first, and how vendors are positioning for the spend.
New Products
Liquid Cooling Goes Mainstream in 2026: Every Major CDU and Immersion Product Now Shipping — Pricing, Lead Times & Specs
Air cooling is hitting its limits with AI workloads. We cover the most significant liquid cooling products now shipping in 2026 — from Vertiv's CoolThru CDU to GRC ICEraQ Series 10 immersion tanks — with real pricing ranges and current lead times.
Datacenter UPS & Battery Systems in 2026: Lithium-Ion Reaches Cost Parity — Full Product Comparison From Vertiv, Eaton, ABB & More
Lithium-ion hit cost parity with VRLA in new datacenter deployments in 2025. Every major hyperscale build in 2025–2026 is now specifying Li-ion. We compare every significant UPS and battery product entering the market — with pricing, cycle life, and what to watch for in replacement cycles.
DCIM Software in 2026: AI-Powered Platforms Are Replacing Legacy Tools — Key New Products Compared (Sunbird, nView.ai, Vertiv Environet)
Legacy DCIM tools were built for 8kW-per-rack cloud infrastructure. AI workloads at 50–80kW per rack break every assumption they were designed around. We compare the new AI-native platforms now entering the market — with pricing models, deployment complexity, and what they actually do better.
Know Before Your Competitors Do
Kova Stack delivers real-time facility intelligence — permit filings, equipment EOL alerts, and expansion signals for the markets you cover.
Book a Free Demo