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The Markets Desk — Week 44 · Wed 28 Oct 2026
Data / Power · Power

How much of the US nuclear fleet is running.

What the US is spending to build data centres
as of 2026-08-01 · checked 2026-10-22
$85bn1m

the NRC · EIA's Short-Term Energy Outlook · Berkeley Lab · ERCOT · the Census Bureau · the Bureau of Labor Statistics · daily · monthly · annual · history from the source back to 1 Jan 2014 · since 22 Oct 2026

we gathered it

Data-centre construction is running at $85bn a year. That is 8% more than last week and 73% more than a year ago.

Range
1mopens 2026-11-213mopens 2027-01-201yopens 2027-10-22all

The Census Bureau's monthly value of private data-centre construction put in place, at a seasonally adjusted annual rate. The newest months are preliminary and are revised each month and each July.

Nothing has landed here yet.

  • 2026-10-28American Electric Power

    2026-Q3 numbers

  • 2026-10-28Fortum

    2026-9M numbers

  • 2026-10-28Redeia (Red Electrica)

    2026-9M numbers

  • 2026-10-28Hitachi

    2026-FQ2 (FY2027) numbers

  • 2026-10-29Edison International

    2026-Q3 numbers

  • 2026-10-29First Solar

    2026-Q3 numbers

  • 2026-10-29WEC Energy Group

    2026-Q3 numbers

  • 2026-10-29nVent Electric

    2026-Q3 numbers

  • 2026-10-29Linde

    2026-Q3 numbers

  • 2026-10-30Nextpower (ex-Nextracker)

    2026-Q4 numbers

  • 2026-10-30Exelon

    2026-Q3 numbers

  • 2026-10-30Enphase Energy

    2026-Q3 numbers

What happened

on this beat, newest first
The sources behind this tracker
SourceCadenceRows this monthNewest figureLast fetchMisses
the NRCUS nuclear capacity-factor line; widget on nuclear/SMR company pagesdaily27552026-10-262026-10-272
EIA's Short-Term Energy Outlookwhat wholesale power cost each month at eleven US hubs — PJM, ERCOT, CAISO SP15, Mid-C and seven moremonthly02026-09-012026-10-200
Berkeley Labinterconnection queue slippage between editionsannual02025-12-312026-10-260
ERCOTTexas generation queue by study stage and fuel (GW, project counts), plus the month's commissioning and cancellation MWmonthly02026-09-012026-10-220
the Census BureauUS data-centre construction spend, monthly, in dollars put in place — never converted to MWmonthly02026-08-012026-10-220
the Bureau of Labor Statisticswhat the grid equipment a data centre waits on costs to buy: BLS producer price indexes for transformers and turbines, monthly, each on its own base — a price index, never a lead timemonthly02026-09-012026-10-230

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