Rotating Data

Evidence atlas

The record between announcement and capacity.

Rotating Data traces the power, land, operators, equipment, approvals, capital, and time that stand between an AI infrastructure claim and energized capacity.

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Buildability traceRD–TX–026633.6729° N 100.2040° WChildress County, Texas

Project dossier

Childress AI campus

Crusoe × Lancium · primary-source record

Swipe to follow all seven dependencies

  1. PowerSource-backed
  2. LandSource-backed
  3. OperatorResolved
  4. EquipmentOpen
  5. ApprovalsOpen
  6. CapitalUndisclosed
  7. ScheduleTarget
Dependency notes
  1. 01Power1.0 GW grid-connected scaleSource-backed

    Disclosed campus scale. Deliverability still depends on phased interconnection and equipment.

  2. 02Land270-acre Childress siteSource-backed

    The issuer record identifies the site footprint in Childress, Texas.

  3. 03OperatorCrusoe + LanciumResolved

    Lancium controls the site and energy layer. Crusoe designs, builds, and operates the campus.

  4. 04EquipmentElectrical scopeOpen

    Transformer, switchgear, and delivery milestones are not resolved in the current public record.

  5. 05ApprovalsPermitting pathOpen

    The current record does not yet resolve the complete permitting and approval sequence.

  6. 06CapitalProject financingUndisclosed

    Project value, customer identity, and commercial financing terms remain undisclosed.

  7. 07ScheduleQ3 2026 constructionTarget

    A stated construction target—not delivered or energized capacity.

The parties, site, disclosed scale, and construction target are sourced. Equipment milestones, financing, customer identity, and phased energization remain unresolved. Read the complete evidence record

Evidence ledger

What entered the record.

New commitments are dated, graded, and left open where the source is silent.

All 309 records
Primary source
FinancingNscale raises $3.36B pre-IPO convertible financing

Nscale + Third Point + NVIDIA + other note investors

$3.36B convertible loan notes: $2.36B tranche at closing plus $1B NVIDIA commitment expected mid-November 2026

Primary source
Cloud capacityAkamai signs $11.6B Anthropic cloud infrastructure deal

Akamai Technologies + Anthropic

$11.6B contractual commitment over seven years; additional $9B is a potential expansion, not the announced commitment

Primary source
PowerGenerac signs Amazon data-center backup-power supply deal

Generac Holdings + Amazon

Expected $2.4B of initial deliveries in 2027–2028; warrant vesting tied to up to $8B of generator payments

Primary source
Data centersGoogle commits at least €13B to Finland AI infrastructure

Google + Finnish infrastructure and energy partners

At least €13B planned investment in 2027–2028 across four Finnish locations

A disclosed claim is not a resolved dependency, and a target is not delivered capacity.