Validated companies included15 / 17AMZN, APLD, CIFR, CORZ, CRWV, GOOGL, HUT, IREN, IRM, META, MSFT, NBIS, NVDA, ORCL, WULF
True completed-GW rows77Across validated production files
Capex-proxy rows34Can be charted now
Can we make a GW completed timeline yet?
Not honestly for the validated hyperscalers. ORCL, MSFT, AMZN, and GOOGL currently have zero populated
Not honestly for the validated hyperscalers. ORCL, MSFT, AMZN, and GOOGL currently have zero populated
actual_gw rows because they do not disclose completed data-center MW/GW in the primary artifacts we captured. A real GW-completed chart would be empty today.
Production complete
AMZNGOOGLMSFTORCLPORTFOLIO
Interpretation: the capex-proxy chart is useful for spend intensity and forecast-revision work, but it is not a substitute for GW completed. The next research step should prioritize companies that disclose MW/GW directly, such as colocation and power/HPC infrastructure names, then backfill hyperscalers with separately sourced facility-level capacity only if provenance is strong.
Data Availability
| Ticker | Rows | Actual GW rows | Forecast GW rows | Under-construction GW rows | Chart |
|---|---|---|---|---|---|
| AMZN | 9 | 0 | 0 | 0 | company chart |
| APLD | 11 | 11 | 11 | 10 | company chart |
| CIFR | 13 | 13 | 13 | 6 | company chart |
| CORZ | 8 | 8 | 8 | 8 | company chart |
| CRWV | 10 | 7 | 9 | 6 | company chart |
| GOOGL | 9 | 0 | 0 | 0 | company chart |
| HUT | 9 | 9 | 9 | 5 | company chart |
| IREN | 10 | 9 | 10 | 10 | company chart |
| IRM | 9 | 9 | 9 | 9 | company chart |
| META | 12 | 0 | 0 | 0 | company chart |
| MSFT | 8 | 0 | 0 | 0 | company chart |
| NBIS | 9 | 0 | 7 | 1 | company chart |
| NVDA | 8 | 0 | 0 | 0 | company chart |
| ORCL | 8 | 0 | 0 | 0 | company chart |
| WULF | 11 | 11 | 11 | 11 | company chart |