Page 1 — Executive Dashboard: Global AI Infrastructure Outlook (2026–2030)
Comprehensive reconciliation of gross announcements vs. unique physical GW, scenario-adjusted completions, capex funding gaps, and three independent demand measures.
Quick Drilldown:
Annual New Capacity Additions (2027–2030, GW/yr)
Planned Unique Announcements vs. Active Scenario Completions, Delays & Cancellations
Baseline
Cumulative Operational AI Capacity vs. 3 Demand Measures (GW)
Separates Cumulative Supply from Contracted, Utilized & Independently Monetized Demand
Companies Accounting for Largest 2027–2030 GW Reductions (Active Scenario vs. Announced)
Click any company row to inspect its project-by-project pipeline, debt wall, and SEC citations
Project count and unbuilt 2027–2030 GW across Baseline, NV Withdrawal & Bear
Quadrant
Baseline
NV Withdraw
Severe Bear
Active Modeled
Key Structural Finding: Under the Severe Neocloud Collapse scenario, 19.99 GW of unbuilt capacity (20 projects) migrates into Quadrant 4 (Weak Financing / Weak Demand), while 3.97 GW in Quadrant 2 undergoes financial restructuring or hyperscaler step-in rescue.
Page 2 — Global Project Explorer & Verified Geolocation Map (36 Physical Campuses)
Search and filter every major AI data center campus by company, developer, operator, customer, region, commissioning year, stage, financing, NVIDIA exposure, and risk quadrant.
Interactive Global Project Map (Verified Coordinates; Click Marker to Inspect)
Esri Dark Gray Canvas + Interactive SVG Fallback
Filtered Subset Reconciliation
Live totals across currently matched projects
Click any row in the table below or any map marker to open the complete Project Forensic Dossier (phases, debt terms, NVIDIA links, and SEC citations).
ID
Project / Campus
Company / Operator
Customer
Location
Gross GW
Unique GW
Live '26
Unbuilt
Fin / Dem
Active Quadrant
Modeled Add
Inspect
Page 3 — Company Explorer & Side-by-Side Comparison (21 Material Companies)
Select any hyperscaler, neocloud, crypto-miner conversion, or developer to inspect its project pipeline, debt wall, NVIDIA exposure, and side-by-side peer comparison.
Side-by-Side Company Comparison Matrix (All 21 Material Companies)
Filter by operator category or click any company to load its project-level breakdown above
Forensic decomposition of NVIDIA Form 10-Q (period ended July 26, 2026) Note 10 commitments, lease guarantees, cloud service agreements, and subsequent Q3 2026 S-1/A disclosures. Strictly separates funded investments from maximum contingent exposures without summing overlapping commitments.
1. Funded Strategic Equity (10-Q Carrying Value)
$47.90B
Includes OpenAI ($30.0B Feb '26), xAI ($6.0B), CoreWeave ($2.9B / 10.3%), Lambda/Crusoe ($1.25B), Nebius ($0.7B), APLD ($0.35B).
2. Unfunded Ecosystem Pledges & Guarantee Caps
$169.50B
$105.0B OpenAI/SB Energy lease guarantee cap + $3.5B AI cloud lease guarantees + $36.0B AI cloud commitments + $25.0B unfunded equity.
3. Direct Unstarted Leases & Internal CSAs
$54.00B
$29.0B Cloud Service Agreements (R&D/DGX Cloud) + $25.0B Data Center Leases Not Yet Commenced (Form 10-Q Note 10).
4. Physical Capacity Exposed / At Risk
24.61 GW / 11.15 GW
24.61 GW unique physical capacity tied to NVIDIA support (19.93 GW unbuilt); 11.15 GW at risk of delay/cancellation if support disappears.
Funded vs. Unfunded / Maximum Contingent Exposure by Arrangement ($B)
Complete SEC-Sourced NVIDIA Commitments, Backstops & Lease Guarantees (Click Any Row for Exact Filing Citation)
Simulated 2027–2030 Annual Outcomes: Completed vs. Delayed vs. Canceled vs. Rescued (GW)
Most Impacted Projects Under Current Simulator Settings
Project
Company
Unbuilt GW
Base Fin/Dem
Sim Fin/Dem
Sim Quadrant
Sim Add (GW)
Page 9 — AI Infrastructure Supply Chain Implications (2027–2030)
Quantifies cumulative 2027–2030 spending across 7 hardware, memory, optical, semicap, power, and cooling layers, separating Delayed Spending from Permanently Lost Spending and Spending Transferred via Hyperscaler Step-In Rescue.
Cumulative 2027–2030 Spend by Supply Chain Tier Across Scenarios ($B)
Decomposition of Stress Reduction: Delayed vs. Permanently Lost vs. Transferred ($B)
Research Cutoff: November 14, 2026 • Every material chart, financial figure, and project estimate is traceable to SEC filings, utility dockets, or primary research below.
Coverage & Deduplication Audit
Gross Announced Capacity: 71.44 GW across 36 campus programs. Duplicates Removed: -21.99 GW (multi-party landlord/neocloud/hyperscaler claims). Unique Physical Capacity: 49.45 GW (9.80 GW live Nov 2026 + 39.65 GW unbuilt 2027–2030).