Data center alley remains the largest active footprint in the world, but moratorium pressure and substation saturation have pushed marginal projects to PW counties.
PW Digital Gateway approval reshaped supply. Expect 2-3 year window before community pushback compounds.
AWS $10B announcement validates corridor. State legislature pre-approved infrastructure financing.
Meta 2GW Hyperion campus anchors corridor. Entergy IRP doubled procurement assumptions.
Stargate Abilene site secured. ERCOT West fastest-track interconnect in U.S.
AWS / Google / Meta have all sited in New Albany. AEP capacity ceiling is the binding constraint.
Microsoft anchor + OpenAI Stargate option. Foxconn brownfield gives infrastructure head start.
Google's 8th expansion phase. MidAmerican wind generation surplus is the differentiator.