The Daily Mine

Company Profiles

Data center operators, hyperscalers, and utilities tracked by The Daily Mine. Real data. No marketing copy.

Hyperscaler
Microsoft (MSFT) 400+ data centers across 70+ Azure regions. Adding 4+ GW by 2027. Three Mile Island nuclear PPA with Constellation Energy.
Hyperscaler
Google / Alphabet (GOOGL) $185B capex in 2026. 500 MW nuclear deal with Kairos Power. 24/7 carbon-free energy target by 2030.
Hyperscaler
Amazon / AWS (AMZN) Largest cloud provider by revenue. Added 3.8 GW in 12 months. Nuclear PPA with Talen at Susquehanna. 33 AWS regions globally.
Private Developer
QTS Data Centers Owned by Blackstone since 2021. 3+ GW contracted capacity across 75+ facilities in North America and Europe.
Regulated Utility
Dominion Energy (D) Primary grid operator for Northern Virginia, the largest data center market globally. 40,000 MW in data center queue. 4+ GW connected since 2019.
Hyperscaler
Meta Platforms (META) $115-135B capex projected for 2026. Multi-gigawatt AI campuses in Louisiana, Ohio, and Indiana. 6+ GW in renewable energy contracts. Llama AI infrastructure.
Colocation / REIT
Equinix (EQIX) 280+ data centers across 35 countries. 3 GW developable capacity. $15B xScale JV with GIC and CPP Investments targeting 1.5 GW for hyperscale customers.
Data Center REIT
Digital Realty (DLR) 310 data centers across 50+ metros on six continents. 2.7 GW current capacity. Land bank supports ~4 GW additional development. $7B Blackstone JV for hyperscale campuses.
Private Developer
NorthPoint Development Kansas City-based private developer. Active data center projects in Pennsylvania (Project Hazelnut, Keystone Trade Center) and Independence, MO (Nebius 800 MW campus).
Regulated Utility
Duke Energy (DUK) Dominant utility in the Carolinas data center corridor. 6 GW of data center demand in development pipeline. Data centers projected to reach 10% of Carolinas load by 2030.
Nuclear / Power Gen
Constellation Energy (CEG) Largest nuclear fleet operator in the U.S. Restarting Three Mile Island Unit 1 for Microsoft under a 20-year PPA. Closed $26.6B Calpine acquisition January 2026. Market cap ~$103B.
Independent Power Producer
Talen Energy (TLN) Operates the 2,500 MW Susquehanna nuclear plant in Pennsylvania. Signed 1,920 MW nuclear PPA with Amazon AWS through 2042. Market cap ~$15-17B.
Regulated Utility
NextEra Energy (NEE) Largest U.S. renewables operator. FPL serves fast-growing Florida data center market. 6 GW contracted with Google and Meta. Targeting 15-30 GW new capacity for data center demand by 2035.
GPU Cloud
CoreWeave (CRWV) GPU cloud provider built on Nvidia infrastructure. IPO'd March 2025 at $23B valuation. 590 MW active capacity. 2.9 GW contracted power. $56B revenue backlog. Two-thirds of 2024 revenue from Microsoft.
Private Developer
Aligned Data Centers Macquarie-backed private developer with 50 facilities across 15 markets. 5+ GW planned capacity. Acquired by BlackRock-led consortium for ~$40B in October 2025. Close expected H1 2026.