Meteor Labs

The equipment behind the AI buildout, tracked filing by filing.

Meteor Labs follows the generators, turbines, transformers, switchgear, cable and memory behind every data center, from supplier order books to site permits, down to individual units.

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Amarillo, TXHomer City, PARichland Parish, LAKingston, TNWilliston, ND
  • Project Matador Gas Plant (PMG), TX: 11679 MW
  • Homer City Generating Station, PA: 4396 MW
  • Pointe Coupee Power Station, LA: 2341 MW
  • Kingston, TN: 1831 MW
  • Franklin Farms 1&2, LA: 1561 MW
  • Richland Parish Power Station 1&2, LA: 1561 MW
  • Cumberland (TN), TN: 1556 MW
  • Bison Generation Station, ND: 1518 MW
  • Yates, GA: 1448 MW
  • CPV Basin Ranch Energy Center, TX: 1445 MW
  • Comanche (OK), OK: 1373 MW
  • Orange County Advanced Power Station, TX: 1306 MW
  • Sandow Lakes Energy Station, TX: 1290 MW
  • Lincoln Land Energy Center, IL: 1277 MW
  • Saddleback Generation Station, AZ: 1250 MW
  • South Oak Creek, WI: 1182 MW
  • NTEC Gas Plant, NM: 1089 MW
  • Chesterfield, VA: 1000 MW
  • Sycamore Riverside Energy, LLC, IN: 964 MW
  • Naples Power Plant, TX: 900 MW
  • Horseshoe Lake, OK: 896 MW
  • Vast Sands Power, TX: 880 MW
  • Waterford 5, LA: 820 MW
  • Jefferson Power Station, AR: 820 MW
  • Waterford 6, LA: 820 MW
  • Delta Blues Advanced Power Station, MS: 819 MW
  • Vicksburg Advanced Power Station, MS: 819 MW
  • Traceview Advanced Power Station, MS: 819 MW
  • Westlake Power Station, LA: 819 MW
  • Smarr Combined Cycle Energy Facility, GA: 804 MW
  • Cass County, NE: 792 MW
  • Richland Parish Power Station 3, LA: 780 MW
  • Richland Parish Power Station 4, LA: 780 MW
  • Viola Generating Station, KS: 765 MW
  • McNew Generating Station, KS: 765 MW
  • Legend Power Station, TX: 754 MW
  • Princeton Road Station, NE: 748 MW
  • Mill Creek (KY), KY: 740 MW
  • Cedar Bayou 5, TX: 721 MW
  • Castle Bluff Energy Center, MO: 648 MW
  • Shady Hills Combined Cycle Facility, FL: 612 MW
  • GREC, OK: 594 MW
  • Wolf Summit Energy, WV: 579 MW
  • New Caledonia, MS: 504 MW
  • MEC North, MI: 500 MW
  • MEC South, MI: 500 MW
  • Mullin Creek #1 Generating Station, MO: 490 MW
  • Horizon, CO: 480 MW
  • Fort St Vrain, CO: 478 MW
  • Lone Star Power Station, TX: 467 MW
  • Ironwood Power Station, AR: 467 MW
  • Hallsville, TX: 450 MW
  • R M Schahfer, IN: 448 MW
  • Greens Bayou 6, TX: 447 MW
  • Lowman Energy Center, AL: 438 MW
  • Lyon County Generating Station, MN: 420 MW
  • Ripley Energy Center, OK: 419 MW
  • Turney Energy Center, MO: 419 MW
  • Red Hawk, AZ: 392 MW
  • Foundry Ridge Energy Center LLC, WI: 324 MW
  • Coolidge Generation Station, AZ: 297 MW
  • Turtle Creek, NE: 264 MW
  • Talbot County Energy, GA: 262 MW
  • Mohave Energy Park, AZ: 242 MW
  • Rawhide, CO: 223 MW
  • Liberty Station, KY: 217 MW
  • Elk Station, TX: 200 MW
  • McCartney, MO: 147 MW
  • Toronto Power Plant, SD: 145 MW
  • Marshall Energy Center, MO: 122 MW
  • Rock Island Generation Project, TX: 122 MW
  • Cheyenne Prairie Generating Station, WY: 120 MW
  • El Centro Hybrid, CA: 113 MW
  • Terry Bundy Generating Station, NE: 104 MW
  • Lange Generating Station, SD: 100 MW
  • Hannibal Energy Center, MO: 76 MW
  • KYMEA Energy Center I, KY: 75 MW
  • Thomas Fitzhugh, AR: 69 MW
  • Westside - (NM), NM: 60 MW
  • GPI WACO Power, TX: 43 MW
  • Muscatine Plant #1, IA: 35 MW
  • Aberdeen CT, SD: 32 MW
  • Riverton, KS: 27 MW
  • Crawfordsville Power Plant, IN: 16 MW
  • Ergon Refining Vicksburg, MS: 16 MW
  • Fulton Energy Center, MO: 16 MW
  • T B Simon Power Plant, MI: 15 MW
  • Staghorn Gas, TX: 10 MW
  • Coyanosa Gas, TX: 10 MW
  • MU Combined Heat and Power Plant, MO: 9 MW
  • Papillion Creek Wastewater, NE: 8 MW
  • ITT Cogen Facility, IL: 8 MW
  • Franklin Heating Station, MN: 8 MW
  • Brigham City Gas, UT: 8 MW
  • New York University Central Plant, NY: 6 MW
  • CHP Plant, DC: 6 MW
  • Solar BESS Hybrid, GA: 6 MW
  • Central Utility Plant - Texas A&M, TX: 5 MW
  • West Point (PA), PA: 2 MW
  • Energy Center, CA: 1 MW
Planned gas generation, United States
Under constructionPlanned, sized by MW
100power plants
69 GWof turbines and engines planned
13.3 GWalready under construction

Source: US Energy Information Administration

Companies in coverage
HD Hyundai Electric267260 KS LS Electric010120 KS Hyosung Heavy Industries298040 KS LS Cable & System006260 KS Taihan Cable & Solution001440 KS Doosan Enerbility034020 KS SK hynix000660 KS Samsung Electronics005930 KS CaterpillarCAT US CumminsCMI US Rolls-Royce (mtu)RR LN GeneracGNRC US GE VernovaGEV US Siemens EnergyENR GR Bloom EnergyBE US
500+US data center projects tracked at the site level
6,000+permitted generator units, each with make, rating and fuel
40+listed equipment suppliers followed through their filings
<24hfrom public filing to structured record

The AI buildout runs on equipment, and equipment leaves a paper trail.

Spending on US data center construction has never been higher, and utilities and developers are ordering gas turbines and engines at a pace not seen in decades. New capacity comes online on the schedule of transformers, switchgear, cable and generators, and those orders show up in public records months before a campus is announced.

US data center construction spending
$5.4bn in Aug 2026, up 66% on a year earlier. Monthly, inflation-adjusted.
02462014201620182020202220242026$5.4bn
US data center construction spending per month, billions of US dollars, inflation-adjusted
2014$0.2bn
2014$0.2bn
2014$0.2bn
2014$0.2bn
2014$0.2bn
2014$0.2bn
2014$0.2bn
2014$0.2bn
2014$0.2bn
2014$0.2bn
2014$0.2bn
2014$0.2bn
2015$0.2bn
2015$0.2bn
2015$0.2bn
2015$0.2bn
2015$0.4bn
2015$0.4bn
2015$0.3bn
2015$0.3bn
2015$0.3bn
2015$0.3bn
2015$0.3bn
2015$0.3bn
2016$0.3bn
2016$0.4bn
2016$0.4bn
2016$0.4bn
2016$0.4bn
2016$0.5bn
2016$0.5bn
2016$0.5bn
2016$0.5bn
2016$0.4bn
2016$0.4bn
2016$0.4bn
2017$0.4bn
2017$0.4bn
2017$0.4bn
2017$0.4bn
2017$0.5bn
2017$0.5bn
2017$0.5bn
2017$0.5bn
2017$0.5bn
2017$0.5bn
2017$0.5bn
2017$0.5bn
2018$0.5bn
2018$0.6bn
2018$0.6bn
2018$0.6bn
2018$0.7bn
2018$0.7bn
2018$0.8bn
2018$0.7bn
2018$0.6bn
2018$0.7bn
2018$0.6bn
2018$0.7bn
2019$0.7bn
2019$0.7bn
2019$0.7bn
2019$0.7bn
2019$0.8bn
2019$0.9bn
2019$0.8bn
2019$0.8bn
2019$0.8bn
2019$0.8bn
2019$0.8bn
2019$0.7bn
2020$0.8bn
2020$0.8bn
2020$0.8bn
2020$0.8bn
2020$0.8bn
2020$0.8bn
2020$0.8bn
2020$0.8bn
2020$0.9bn
2020$0.8bn
2020$0.8bn
2020$0.8bn
2021$0.8bn
2021$0.7bn
2021$0.9bn
2021$0.8bn
2021$0.8bn
2021$0.8bn
2021$0.9bn
2021$0.9bn
2021$1.0bn
2021$0.7bn
2021$0.8bn
2021$0.8bn
2022$0.8bn
2022$0.7bn
2022$0.8bn
2022$0.8bn
2022$0.8bn
2022$0.9bn
2022$0.9bn
2022$0.9bn
2022$1.0bn
2022$0.8bn
2022$0.8bn
2022$0.9bn
2023$0.9bn
2023$1.0bn
2023$1.1bn
2023$1.1bn
2023$1.2bn
2023$1.2bn
2023$1.3bn
2023$1.4bn
2023$1.4bn
2023$1.5bn
2023$1.5bn
2023$1.5bn
2024$1.6bn
2024$1.6bn
2024$1.8bn
2024$1.8bn
2024$2.1bn
2024$2.3bn
2024$2.4bn
2024$2.4bn
2024$2.5bn
2024$2.5bn
2024$2.5bn
2024$2.7bn
2025$2.7bn
2025$2.7bn
2025$2.8bn
2025$3.3bn
2025$3.1bn
2025$3.0bn
2025$3.1bn
2025$3.2bn
2025$3.3bn
2025$3.4bn
2025$3.2bn
2025$3.3bn
2026$3.3bn
2026$3.3bn
2026$3.5bn
2026$3.8bn
2026$4.1bn
2026$4.6bn
2026$4.9bn
2026$5.4bn

Source: US Census Bureau, via Our World in Data

New gas generation coming online
69 GW of planned gas turbines, engines and combined-cycle units, by expected online year.
0510152020263.3202712.3202817.1202914.5203018.12031+4.1
Planned US gas generation capacity by expected online year, gigawatts
PeriodValue
20263.3
202712.3
202817.1
202914.5
203018.1
2031+4.1

Source: US Energy Information Administration

Two ends of one supply chain.

Most data center datasets count announced megawatts. We measure the physical inputs instead: at the factory, where equipment is ordered and built, and at the site, where it is installed. Both sides share one equipment taxonomy, one set of company identifiers and one point-in-time clock.

Supply side

What is being built

Order books, factory utilization, capacity expansions and contract wins at the manufacturers that supply power equipment, cable and memory to US data centers.

backlog, new orders, utilization, capacity, capex, R&D, export mix, contracts

Meteor Labs shared taxonomy
entity & ticker IDs
point-in-time
Demand side

Where it is going

Site-level detail on 500+ US data center projects: how many generators, how large, whose engines, what fuel, how much power is made on site, and whether the project is on schedule.

site, operator, unit count, unit rating, engine make, fuel, on-site MW, status

Granular data on the equipment that sets the pace.

Supply Chain Intelligence covers the equipment that decides when new data center capacity comes online.

Product overview

Generators & on-site power

Every backup generator, turbine, engine and fuel cell in US data center permit filings, with counts, ratings, makes, fuel and operating limits.

Power equipment & exports

Order backlog, utilization, capacity and contracts at the makers of transformers, switchgear and cable, including the Korean suppliers that ship much of it to the US.

Memory

Facility investment, capacity and R&D at Korean memory makers, read from the same filings.

Projects, delays & cancellations

A site-level view of US data center projects and how their plans change: new filings, expansions, resizings, stalls and withdrawals.

We add sources continuously. If you are looking for something specific in the data center supply chain, ask us.

The announcement says a gigawatt. The filing says what that means.

Press releases give a headline number. Permit filings and supplier disclosures give the parts list: how many units, of what size, from which manufacturer, running for how many hours a year. That is the level our data works at, for every site and supplier we cover.

See a full record
HeadlineWhat the filing shows
"1 GW AI campus"54 diesel gensets at 2.5 MW each, Caterpillar, Tier 2, 100 hours a year
"Powered by natural gas"6 gas turbines at 57 MW each, permitted for prime duty
"Phase 2 underway"Modification adds 24 units, filed eleven months before the announcement
"Record orders"Transformer backlog up 6.1% q/q, North America 58% of new orders, plant at 96% utilization

Example records.

Data your research team can check.

Every number traces back to a document, every history can be rebuilt as of any date, and every company maps to something you can trade or benchmark.

Read the methodology
  • Source-linkedEach record links to the filing it came from, with a translation where the original is not in English.
  • Point-in-timeRecords carry the time they became public. Revisions are versioned, never overwritten.
  • UnmaskedProject LLCs and shell applicants are resolved to the operators and developers behind them.
  • Ticker-mappedSuppliers, manufacturers and operators resolve to legal entities, parents and tickers.

Built for every seat around the buildout.

All solutions

Hedge funds

Order flow and site demand across US and Korean equipment names, ahead of earnings.

Private equity & infrastructure

Where demand is forming, and what equipment constraints mean for timelines.

Consulting & strategy

Bottom-up, site-level data for market sizing and supply chain maps.

Equipment manufacturers

Share of permitted units by make and model, and competitor wins by region.

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See the data on your coverage universe.

Tell us the names, regions or equipment you follow. We will walk through live records and send a sample built around them.

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  1. Intro call30 minutes on your universe and the questions you are trying to answer.
  2. Sample deliveryHistorical records and a data dictionary, scoped to your names.
  3. TrialFull access to the feed for a defined evaluation window.