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How Big Is Virginia’s Role in the Future of Cloud and AI Infrastructure?

Virginia is home to the highest concentration of data centers in the U.S., with 729 facilities and over 150 million square feet of space powering everything from hyperscale cloud operations to AI workloads. As demand for digital infrastructure surges, global investors are tracking energy capacity, development trends, and growth hotspots like Fredericksburg and Prince William County — making Virginia a focal point in the future of data and power.

Aterio Research Team

Aterio Research Team

Research at Aterio

Aterio’s Report on US Data Center developments, April, 2025

Discover Aterio’s March 2025 US Data Center Insights: 178 new announcements, major hyperscaler moves, and over 1,200 MW of planned capacity. Key highlights include Google’s $3B expansion in Oklahoma, Skybox’s 25% share of total capacity, STACK’s steady growth, and $100B in AI infrastructure investments from leading firms like BlackRock and NVIDIA.

Javier Reyes

Javier Reyes

Data Analyst at aterio.io

Microsoft to invest $765 Millions in two new Data Centers in Texas

Microsoft is expanding its Texas data center footprint with SAT89 and SAT90, two 244,700 sq. ft. facilities near San Antonio. The $765 million investment will bring Microsoft’s total owned capacity in the region to 5.7+ million sq. ft., with operations expected to begin before Q4 2028.

Javier Reyes

Javier Reyes

Data Analyst at aterio.io

Where the Money Flows: $325B Data Center Boom Fuels Cloud, AI, and Behind-the-Meter Innovations

This blog delves into the monumental $325 billion CAPEX surge by hyperscalers such as Amazon, Meta, Microsoft, and Google, highlighting where the capital is flowing in today’s tech landscape. It examines how these investments are being channeled into massive data center construction, advanced hardware like GPUs for AI and cloud services, and innovative behind-the-meter energy solutions designed to overcome grid constraints. Additionally, the blog explores the impressive pipeline of over 47 million square feet already in development, with an additional 80+ million square feet announced for future projects.

Javier Reyes

Javier Reyes

Data Analyst at aterio.io

Blackstone Strategic Investment Acquiring the Potomac Energy Center

The Potomac Energy Center, a 774 MW natural gas power plant in Loudoun County, Virginia, recently acquired by Blackstone, highlights the growing intersection of energy and digital infrastructure. Situated in “Data Center Alley,” which hosts 25% of the U.S.’s data center capacity, this plant is strategically located within a 2-mile radius of 11 operational data centers and 21 hyperscale facilities projected to launch in the next seven years.

Javier Reyes

Javier Reyes

Data Analyst at aterio.io

How Much Power Would a Data Center with 30,000 GPUs Consume in a year?

This blog explores the energy consumption and costs associated with a data center housing 30,000 GPUs, using the NVIDIA DGX SuperPOD with H100 GPUs as a benchmark. With a PUE of 1.15 and an 80% utilization rate, the data center consumes approximately 35.2 MW of power, resulting in an annual electricity cost of $25.35 million. Energy alone accounts for a significant 30-40% of total operating costs (TOC), emphasizing the importance of optimizing efficiency to manage the financial and environmental impact of modern AI and HPC infrastructure.

Javier Reyes

Javier Reyes

Data Analyst at aterio.io

It costs $1 Billion to Transmit 1,000 MW

Dominion Energy recently estimated that upgrading its regional transmission infrastructure to handle an additional 10,000 megawatts (MW) of demand will cost around $10 billion. That means each 1,000 MW requires approximately $1 billion in investment.

Aterio Research Team

Aterio Research Team

Research at Aterio

Is Scaling the Key to Achieving Artificial General Intelligence (AGI)?

Scaling AI to AGI demands immense computational resources, driving major investments in state-of-the-art data centers. Microsoft, which hosts most of OpenAI's digital infrastructure, spent over $50 billion last year on capital expenditures, primarily for data center construction, and has committed an additional $80 billion for this fiscal year to further develop AI-enabled data centers(source).

Javier Reyes

Javier Reyes

Data Analyst at aterio.io

A New ‘Data Center Alley’ in the Making? Fredericksburg the Next Data Center Boomtown in Virginia

Discover why Fredericksburg is becoming the next big data center hub with 22 million square feet planned across 8 campuses within a 7.53-mile radius. Leading providers like AWS and Power are driving this transformation as Northern Virginia faces constraints in land availability, power supply, and zoning regulations. Learn how this growing region is set to redefine digital infrastructure and attract significant economic opportunities.

Javier Reyes

Javier Reyes

Data Analyst at aterio.io

The Colossus AI Supercomputer

Elon Musk's Colossus AI Supercomputer is designed to handle massive computational workloads. Initially equipped with 100,000 GPUs, this supercomputer is set to scale up to a staggering 1 million GPUs

Aterio Research Team

Aterio Research Team

Research at Aterio

How far away are we from a 1 GW Data Center?

The quest for a 1-gigawatt (1GW) data center—the pinnacle of computational power—is not just a technical challenge but also an economic and logistical undertaking. While data centers are growing rapidly, achieving 1GW capacity introduces unique challenges in infrastructure, power, and technology.

Javier Reyes

Javier Reyes

Data Analyst at aterio.io

What are Small Modular Nuclear Reactors?

Small Modular Nuclear Reactors in Data Centers

Discover the potential of Small Modular Nuclear Reactors (SMRs)—a new wave of safer, scalable, and flexible nuclear energy technology. Learn about key players like NuScale, Oklo, TerraPower, and more, as well as insights into the challenges and opportunities shaping the future of SMRs. Explore how Aterio.io provides market intelligence on this transformative energy sector.

Sergio Toro

Sergio Toro

Chief Executive at aterio.io

Where could project Stargate by Microsoft and OpenAI be built?

Uncover the buzz around Microsoft's and OpenAI's rumored Project Stargate, a transformative data center initiative poised to advance AI and cloud computing. Explore why Wisconsin and Iowa are top contenders, driven by renewable energy, economic incentives, and robust infrastructure. Stay ahead with insights from Aterio.io.

Javier Reyes

Javier Reyes

Data Analyst at aterio.io