TrendForce

TrendForce

Data Center Tracker

Google Adds 2.3 GW in One Announcement. The Pipeline Keeps Growing

Ground Truth #002: Tracking where the world’s major hyperscalers are actually building AI capacity.

TrendForce's avatar
TrendForce
Nov 03, 2026

About Ground Truth

Ground Truth is a monthly TrendForce Substack column built on our proprietary Data Center Tracker, which covers major hyperscalers in the US and China, and monitors nearly 2,000 facilities worldwide. We cross-reference satellite imagery, permit filings, and utility records with our own supply chain research to deliver a first-hand, ver…

Subscribe for free to continue reading

Enter your email and get every post from TrendForce.
Already have an account? Sign in
© 2026 TrendForce · Publisher Terms
Substack · Privacy ∙ Terms ∙ Collection notice
Start your SubstackGet the app
Substack is the home for great culture