Microsoft: following the AI money.

Reports SIN01’s first full operating-year performance; annual renewable matching and measured water figures distinguish operations from targets.

Announces Microsoft agreement, 66,000+ Rubin GPUs starting late 2027, EUR 230m shared infrastructure and EUR 465m second building.

Independent reporting of 26 MW SIN01, expanded compute agreement, second-building investment and future deployment schedule.

Identifies Microsoft agreement and 30,000+ Rubin GPUs in 2027 at the 230 MW campus.

Identifies USD 790m committed financing and separate USD 790m uncommitted accordion for another 115 MW.

Reports three North Campus buildings totaling 100 MW, works underway and 2027 completion expectation.

Independent reporting of financing and Microsoft capacity relationship replacing the earlier OpenAI plan.

Establishes Aker partnership, hydropower rationale and historical Stargate/OpenAI plan; does not verify the current customer contract.

DRI 4603 identifies ATL2 East, Fayetteville as submitting government and QTS Eastwood LLC as developer. The regional-review process is recorded complete; that does not mean the data center was approved, built or energized.

City identifies one QTS campus, approximately 6.2 million sq ft across 13 buildings. The January 27 denial and March 18 appeal withdrawal on this page concern Crow Holdings/CHI, a separate Highway 85 North proposal, not QTS ATL2 East. City says new data centers were prohibited by Ordinance 26-0-12 on March 5; application to any QTS phase needs its own review.

Operator page identifies the Fayetteville campus and closed-loop recirculating cooling. Operator claims do not establish delivered capacity, customer occupancy or project returns.

Specialist reporting distinguishes the ATL2 East filing from the larger Project Excalibur campus and notes that whether the filing is an expansion or amendment was unclear.

Local investigative reporting documents construction-water billing and infrastructure questions. Reported water use is not operating cooling demand or evidence of commissioned IT load.

QTS Eastwood LLC proposes 2 million sq ft on approximately 313 acres west of Veterans Parkway. The relationship to earlier Excalibur plans remains unresolved; the filing is not a building permit.

ATL2 East reports USD 3 billion estimated value at build-out, not committed funding or spending. Georgia Power is the provider; peak connected MW is TBD dependent on customer usage. An on-site substation and transmission lines are proposed. Estimated water demand is 0.20 MGD and wastewater flow 0.18 MGD.

Affiliates of Blackstone Infrastructure Partners, BREIT and Blackstone Property Partners completed the approximately USD 10 billion QTS acquisition including debt on August 31, 2021. This is platform ownership, not Fayetteville project capital.

April 21 transaction announcement documents USD 4.6 billion of 5.700% senior secured notes due 2036 by QTS Fayetteville I DC1-2 and QTS TRS Fayetteville I DCI-2, indirect QualityTech subsidiaries. This is a financing transaction, not proof of equal new construction spending or an ATL2 East phase budget.

County says meters were not digitally linked during its upgrade; QTS was billed for past use at USD 6.46 per 1,000 gallons and promptly paid. This clarifies construction-water billing; it does not certify steady-state cooling demand.

Research identifies Microsoft as the Fayetteville borrower’s tenant and describes a further USD 5.4 billion debt proposal. Treat this as attributed research, not a reviewed lease or a confirmed financing close; do not add proposed debt to the April offering.

General availability of India South Central in Hyderabad; three availability zones; named early customers. Company reporting does not disclose accepted IT MW, utilization or region earnings.

Describes the region as live, AI-ready and expanding services progressively. Same issuer as launch release; September event is not a second campus or first opening. $20.5 billion is an India-wide commitment.

Explicitly identifies Microsoft India South Central as launched from Hyderabad. Not a site permit, occupancy certificate or electrical acceptance record; state capacity totals do not describe Microsoft alone.

Reports the Hyderabad launch and early customers. No independently measured operating MW or site earnings; attributes company statements.

Cologne regulator identifies Microsoft Deutschland MCIO GmbH as applicant at Bergheim/Paffendorf, K41, parcel 269, Flur 009. Phase 1 is NRW01 and infrastructure for NRW02/03. The backup-generator application specifies 297.4 MW thermal input; this is neither IT load nor grid capacity. Participation ran May 26–July 27, 2026; closure is not an approval decision.

Microsoft reports a March 12, 2026 symbolic groundbreaking in Bergheim and issued building permits for Bergheim and Bedburg. This confirms an initiation milestone, not commissioning or current completion. Bergheim is distinct from the other regional campuses.

RWE Annual Report 2024, printed page 39 (PDF page 39), records an April 2024 Bergheim land sale to Microsoft. It establishes a historical land-vendor role, not a campus electricity contract or recurring operating exposure. No transaction price is allocated here.

Microsoft described a EUR 3.2 billion Germany investment package on March 18, 2024, with the Rhenish region a focus. The envelope is not Bergheim-only capex, closed project financing or actual spending.

Germany Trade & Invest describes the Bergheim ceremony within a wider program spanning Bergheim, Bedburg, Elsdorf and an additional Hesse site. Its April 2, 2026 account corroborates the multi-site scope, not a Bergheim investment allocation.