Compute Institute
Ratings for the physical buildout of AI

Entities

Compute Institute tracks 82 entities — owners, operators, developers, tenants, investors, lenders, utilities, contractors, and suppliers — holding 202 tracked roles across 35 AI data-center projects. Every role is backed by cited claims from named source documents on the E1 (strongest) – E5 (weakest) evidence ladder. Fermi America (Fermi Inc.) carries the largest tracked capacity exposure at 11,000 MW across 1 project. Evidenced committed capital across all tracked roles totals $211.3B.

82 entities

Walton EMC
Utility
1 1
Turner Construction
Epc Contractor
0 0
Telecom Argentina
Other
3 1
Silicon Ranch
Utility
1 1
QTS
Datacenter Operator
1 1
Nucleoelectrica Argentina
Other
2 1
National Grid Renewables
Utility
1 1
INVAP
Other
1 1
Intersect Power
Utility
1 1
du (Emirates Integrated Telecommunications Company)
Other
4 1 $544M
Dominion Virginia Power (Dominion Energy)
Utility
2 2
Compass Datacenters
Datacenter Operator
1 1
CNEA (Comisión Nacional de Energía Atómica)
Government Body
1 1
ARSAT (Empresa Argentina de Soluciones Satelitales)
Other
3 1 1 MW $17M
Stonepeak
Investor
1 1 9 MW
Cirion Technologies
Datacenter Operator
2 1 9 MW
James L. Williams Middle East
Epc Contractor
1 1 30 MW
Laing O'Rourke
Epc Contractor
1 1 100 MW
Etihad Water and Electricity (EtihadWE)
Utility
1 1 100 MW
El Paso Electric
Utility
2 1 100 MW
First Abu Dhabi Bank
Investor
2 2 130 MW
Abu Dhabi Commercial Bank
Investor
2 2 130 MW $2.6B
Microsoft
Hyperscaler
10 4 200 MW $26.3B
Khazna Data Centers
Datacenter Operator
6 3 330 MW
Sur Energy
Other
3 1 500 MW
Government of Argentina (Consejo Nuclear Argentino)
Government Body
3 2 500 MW
We Energies (WEC Energy Group)
Utility
4 2 902 MW
xAI
Ai Lab
2 1 1,000 MW
Williams Companies
Utility
2 1 1,000 MW
Valor Equity Partners
Investor
1 1 1,000 MW
STACK Infrastructure
Datacenter Operator
2 1 1,000 MW
Solaris Energy Infrastructure
Utility
2 1 1,000 MW
Related Digital
Datacenter Operator
2 1 1,000 MW
Qatar Investment Authority
Sovereign Wealth Fund
1 1 1,000 MW
DTE Energy
Utility
2 1 1,000 MW
Doña Ana County
Government Body
1 1 1,000 MW
Cisco
Hardware Vendor
1 1 1,000 MW
BorderPlex Digital Assets
Datacenter Operator
2 1 1,000 MW
Blackstone
Investor
2 2 1,000 MW
Bank of America
Investor
1 1 1,000 MW
Primary Digital Infrastructure
Investor
1 1 1,200 MW
Crusoe
Datacenter Operator
2 1 1,200 MW
G42
Other
6 4 1,330 MW
VoltaGrid
Utility
1 1 1,400 MW
MUFG (Mitsubishi UFJ Financial Group)
Investor
1 1 1,400 MW
INNIO (Jenbacher)
Hardware Vendor
1 1 1,400 MW
DigitalBridge
Investor
1 1 1,400 MW
Silver Lake
Investor
3 3 1,530 MW
Talen Energy
Utility
2 1 1,920 MW
Morgan Stanley
Investor
1 1 2,000 MW
Entergy Louisiana
Utility
2 1 2,000 MW
BlackRock
Investor
1 1 2,000 MW $3B
MGX
Sovereign Wealth Fund
4 4 2,130 MW
Indiana Michigan Power (AEP)
Utility
2 1 2,200 MW
Anthropic
Ai Lab
1 1 2,200 MW
Annapurna Labs (Amazon)
Hardware Vendor
1 1 2,200 MW
Vantage Data Centers
Datacenter Operator
6 2 2,302 MW $15B
JPMorgan Chase
Investor
2 2 2,600 MW $7.1B
Xcel Energy
Utility
1 1 2,700 MW
Ryan Companies
Other
1 1 2,700 MW
Google
Hyperscaler
9 3 2,700 MW $49B
PIMCO
Investor
2 2 3,000 MW $18B
Meta
Hyperscaler
12 4 3,100 MW $11B
Nvidia
Hardware Vendor
5 5 3,200 MW $2B
Blue Owl Capital
Investor
2 2 3,200 MW $22B
Amazon Web Services
Hyperscaler
14 4 4,120 MW $53B
Knighthead Capital Management
Investor
1 1 4,400 MW
Kiewit Power Constructors
Epc Contractor
2 1 4,400 MW
Homer City Redevelopment
Other
2 1 4,400 MW
EQT Corporation
Utility
1 1 4,400 MW
Schneider Electric
Other
1 1 5,000 MW
EDF
Utility
1 1 5,000 MW
Oracle
Hyperscaler
5 5 5,102 MW
GE Vernova
Hardware Vendor
2 2 5,600 MW
SB Energy
Other
3 2 6,200 MW
SoftBank Group
Investor
4 3 7,200 MW
OpenAI
Ai Lab
9 8 8,202 MW
Undisclosed equipment financing providers
Investor
1 1 11,000 MW $885M
Texas Tech University System
Investor
1 1 11,000 MW
Siemens Energy
Hardware Vendor
1 1 11,000 MW
Public market investors (Nasdaq & LSE IPO)
Investor
1 1 11,000 MW $785M
Fermi America (Fermi Inc.)
Other
2 1 11,000 MW

Tracked MW exposure counts each project once per entity, regardless of how many roles the entity holds on it; evidenced capital sums committed capital recorded against individual roles, each backed by a cited claim. Open any entity for its full portfolio with role-level detail and linked sources.