Investment Tracker

AI Data Center Investment Tracker

Source-backed investment disclosures attached directly to facility and infrastructure entries in the index. Complements the broader machine-readable dataset and the coverage report.

Comparable total

$92.8B

USD-only rows; local-currency disclosures excluded

Tracked rows

Projects with explicit disclosed investment figures

Local currency only

Kept without forcing a stale FX conversion

Browse by Commitment Band

$50B+ Commitments

The largest disclosed AI infrastructure capital programs, including hyperscaler capex cycles and sovereign buildouts that shape global supply.

$10B to $50B

Major regional and platform-scale commitments that can materially change a national or operator footprint.

Under $10B

Smaller but still meaningful AI data center and compute platform commitments, often tied to a single market or growth stage.

Local-Currency Disclosures

Rows disclosed in euros, yen, or other local currencies where the public export intentionally avoids an unpinned USD conversion.

Browse by Investment Type

Hyperscaler Expansion

Cloud regions and AI campuses funded directly by hyperscalers expanding training and inference capacity.

Sovereign AI Infrastructure

National and public-interest compute programs where governments or sovereign industrial policy anchor the buildout.

Specialist AI Cloud

Colocation, GPU cloud, and developer-led projects built to capture external AI demand.

Research Supercomputing

Public research systems and exascale supercomputers that also function as national AI training infrastructure.

Method

Derived from `_datacenters/` frontmatter fields on facility and program entries with source-backed investment disclosures.

Comparable totals use disclosed USD amounts only. Local-currency-only rows remain in the tracker without a USD conversion.

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