Start with the people, not the code name.
I started by looking for secrecy: code names, NDAs and long tax abatements. That sounded reasonable until I checked the other big projects. Intel, Panasonic, Samsung, Scout and Foxconn used some of the same tactics. The more useful questions were who was behind the land deal and how many permanent jobs the project promised for the money going in. In this group of 38 projects, those two signals separated data centers from the other projects much better than the code names did.
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Show signal data as a table
| Signal | AUC | What it measures |
|---|---|---|
| Who's in the room (S6) | 0.955 | A known data-center developer, engineer or counsel behind the LLC |
| Jobs per dollar (S8) | 0.938 | Under 5 permanent jobs per $100M of capex |
| Power filings (S1) | 0.679 | Load-side utility, RTO or generator air-permit filings |
| Land assembly (S2) | 0.624 | 100+ contiguous acres by a new LLC |
| Timing (S7) | 0.592 | Grading before disclosure; expedited review |
| Site specs (S4) | 0.554 | Water, parking, docks, fiber |
| Code name (S3) | 0.445 | Project X, NDAs in minutes |
| Capex-sized incentives (S5) | 0.409 | Equipment exemptions, 30-year abatements, IRBs |
The first rule missed almost everything.
My first pass added up seven signals, most of them related to secrecy. I set the rule before checking 15 more cases. It found only one of the nine data centers in that second group. I tried adding jobs per dollar and putting more weight on the companies in the filings. That helped. A simpler check did better in this sample: look for at least 100 acres and a known data-center company somewhere in the paperwork. I would not treat that result as a proven detection rate. Thirty-eight selected projects are too few for that.
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Show all 38 projects as a table
| Project | Place | Actual | First rule | Revised rule |
|---|---|---|---|---|
| Project Jupiter (Oracle/STACK) | Santa Teresa, NM | Data center | 13 | 19 |
| Meta Hyperion (Project Sucre) | Richland Parish, LA | Data center | 12 | 17 |
| Vantage Port Washington | Port Washington, WI | Data center | 13 | 19 |
| Amazon New Carlisle | St. Joseph County, IN | Data center | 11 | 16 |
| Google New Albany (Montauk Innovations LLC) | New Albany, OH | Data center | 10 | 15 |
| Meta New Albany | New Albany, OH | Data center | 11 | 16 |
| Google Fort Wayne | Allen County, IN | Data center | 8 | 12 |
| Oracle/Crusoe Stargate Abilene | Abilene, TX | Data center | 11 | 17 |
| Homer City Energy Campus | Homer City, PA | Data center | 9 | 14 |
| Microsoft Mount Pleasant | Mount Pleasant, WI | Data center | 6 | 12 |
| Slavic Village hyperscale | Cleveland, OH | Data center | 5 | 10 |
| Amherst Nordson campus | Amherst, OH | Data center | 1 | 5 |
| Microsoft Licking County | Heath/Hebron, OH | Data center | 9 | 15 |
| Intel Ohio One | New Albany, OH | Other | 8 | 5 |
| Anduril Arsenal-1 | Pickaway County, OH | Other | 6 | 3 |
| Hadrian Mesa factory | Mesa, AZ | Other | 2 | -1 |
| Honda-LG battery plant | Fayette County, OH | Other | 8 | 5 |
| Micron Clay megafab | Clay, NY | Other | 10 | 7 |
| Ford BlueOval City | Stanton, TN | Other | 5 | 2 |
| Scout Motors (Project Connect) | Blythewood, SC | Other | 8 | 5 |
| Foxconn Wisconn Valley (2017) | Mount Pleasant, WI | Other | 11 | 8 |
| Code-named fulfillment center (generic) | Ohio | Other | 5 | 7 |
| Supplier plant (generic) | Midwest | Other | 3 | 0 |
| Saline Twp (Related / Oracle-OpenAI) | Saline Twp, MI | Data center | 7 | 13 |
| Microsoft Project Nova | Caledonia, WI | Data center | 9 | 14 |
| PRSM Preble County | Preble County, OH | Data center | 5 | 11 |
| CRG Project Cumulus | St. Charles, MO | Data center | 10 | 16 |
| Hancock County MegaSite | Buck Creek Twp, IN | Data center | 8 | 13 |
| Bristol Innovation Park | Bristol, IN | Data center | 7 | 12 |
| Howell Twp (Randee LLC) | Howell Twp, MI | Data center | 6 | 11 |
| QTS Dane County | DeForest, WI | Data center | 9 | 15 |
| Google Franklin Township | Indianapolis, IN | Data center | 6 | 12 |
| Panasonic De Soto (Project Ocean) | De Soto, KS | Other | 9 | 6 |
| Samsung Taylor (Project Silicon Silver) | Taylor, TX | Other | 9 | 11 |
| Hyundai Metaplant | Bryan County, GA | Other | 7 | 4 |
| Oak Run Solar | Madison County, OH | Other | 4 | 8 |
| Nucor Mason County | Point Pleasant, WV | Other | 6 | 3 |
| 300 MW battery storage (generic) | Midwest | Other | 2 | 6 |
The two persistent misses are Cleveland’s Slavic Village campus and the Nordson conversion in Amherst. The first was filed as a data center; the second was described that way at its first hearing. A method for spotting an undisclosed use has little to add when the use is already public. These misses still matter when you read the chart as a test of the whole sample.
The first filing can buy you time.
I could find both a first public trace and a later disclosure date for 13 Midwest projects. The gap was 14 months at the median, though it varied a lot. Toledo was the longest: a shell company sought rezoning in late 2022, “data storage” appeared in a zoning amendment nine months later, and Meta’s name surfaced 28 months after the first filing. If you begin with the hearing agenda, you may miss the earlier trail in deeds and company records.
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Show lead times as a table
| Project | Months | First record to disclosure | Dates |
|---|---|---|---|
| Meta, Middleton Twp (Toledo) | 28 | Shell LLC rezoning → tenant named | Liames LLC, late 2022 → Apr 2025 |
| Aligned, Pataskala (Columbus) | 24 | Deed → application | Nov 2023 → Nov 2025 |
| Meta, Lebanon (Indianapolis) | 24 | Mayor's pursuit → disclosure | ~2022 → Nov 2024 |
| Prologis, Trenton (Cincinnati) | 18 | Purchase agreement → plans | Apr 2024 → Jan 2026 |
| Bristolville 25, Lordstown (Youngstown) | 17 | Rezoning → site plan | May 2024 → Oct 2025 |
| Meta, Beaver Dam (Madison) | 14 | Shell LLC NDA → announcement | Balloonist LLC, Dec 2023 → Feb 2025 |
| Microsoft, Gaines Twp (Grand Rapids) | 14 | Deed → rezoning | Aug 2024 → Dec 2025 |
| Bitdeer, Weathersfield (Youngstown) | 9 | Deed → investor update | May 2025 → Feb 2026 |
| Google, Monrovia (Indianapolis) | 9 | PUD filing → tenant named | Jan 2025 → Oct 2025 |
| Cloverleaf, Edwardsville (St. Louis) | 9 | City emails → disclosure | May 2025 → Feb 2026 |
| QTS, DeForest (Madison) | 8 | State NDA → announcement | Feb 2025 → Oct 2025 |
| Microsoft, Mount Pleasant (Milwaukee) | 2 | Village NDA → announcement (voluntary) | Jan 2023 → Mar 2023 |
| Springdale (Pittsburgh) | 1 | Deed → council vote (voluntary) | Nov 2025 → Dec 2025 |
Some names turn up again.
The company names change, but a few people appear in more than one filing. Indiana and Missouri records connect two managers to several LLCs associated with Google projects. The same lawyer appears on both Indiana filings in this set. That gives you names to search when a new LLC buys land. It does not prove who owns a new project; you still need the deed, the application or another direct link.
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Show network names as a table
| Name | Type | Where it appears |
|---|---|---|
| Michael Montfort | Manager | Indiana and Missouri public filings |
| David Thomas | Manager | Indiana and Missouri public filings |
| Joseph Calderon | Counsel | Indiana Google filings |
| Deep Meadow Ventures | LLC | Franklin Township, Indiana |
| Morgan County Data Center I PUD | Filing | Monrovia, Indiana |
| Spark Innovations LLC | LLC | St. Charles, Missouri |
| Groot | LLC | St. Charles, Missouri |
| AG Rose Solutions | LLC | Kansas City |
| Peanut LLC | LLC | Virginia |
The same proposal lands differently in different places.
The regional count is uneven. Across four Northeast Ohio metros, I counted 15 proposals since 2022; seven had been withdrawn, rejected or stalled at the time of the sweep. I also found 30 local moratoriums in those metro counties. Pittsburgh’s area had seven proposals, one in the withdrawn or stalled group and one local moratorium in this count. Those numbers describe the records I found, not a vote on whether either region wants data centers. Zoning and site history matter too.
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Show metro data as a table
| Metro | Proposed | Dead or stalled | Moratoriums | Largest live proposal |
|---|---|---|---|---|
| Chicago | 14 | 7 | 2 | Joliet 1.8 GW; Project Cardinal 1.8 GW |
| Detroit–Ann Arbor | 9 | 7 | 2 | Saline 1,383 MW |
| Indianapolis | 8 | 2 | 3 | Meta Lebanon $10B |
| Pittsburgh | 7 | 1 | 1 | Homer City 4.5 GW; Shippingport 2 GW; Upper Burrell 3 GW |
| Columbus | 7 | 2 | 6 | Meta Prometheus ~1 GW |
| St. Louis | 7 | 1 | 3 | CRG Festus $6B |
| Minneapolis–St. Paul | 7 | 3 | 13 | Tract Farmington ~$5B |
| Milwaukee–Madison | 7 | 3 | 2 | Vantage Port Washington $15B |
| Akron–Canton | 5 | 2 | 11 | Bitdeer/Geis Shalersville to 750 MW |
| Youngstown | 5 | 3 | 7 | McDonald Works to 900 MW (paper) |
| Cincinnati–Dayton | 4 | 2 | 10 | Trenton 250 MW |
| Grand Rapids | 4 | 1 | 4 | Microsoft Gaines 414 ac |
| Cleveland | 3 | 2 | 7 | H5 downtown expansion |
| Toledo | 2 | 0 | 5 | Meta Middleton $800M |
Where I would look next
Check the new land deals
Start with large deeds, options and easements. For each buyer, check the Secretary of State record for its formation date and listed people. A familiar name is a lead worth filing away, not proof of the end use.
Map the land
Group recordings by grantee, map contiguity, check annexation petitions. In Wisconsin, the DOR transfer return is free where the recorder charges by the search.
Look for new demand on the grid
Check large-load and special-contract filings, plus air permits for backup generators. Keep generation projects separate: an 800 MW solar farm fooled my first scoring rule.
Find the jobs estimate
Incentive applications often give both capital spending and permanent jobs. Very few jobs for a very large investment can fit a data center, but it is not a diagnosis on its own. Compare it with local factories, warehouses and utility projects.
Read the agendas
A code name or NDA can tell you a deal is moving. It usually cannot tell you what will be built. Use it to set a date and find the related land and utility records.
Keep a dated lead log
Write down the record, what it actually says and what you still need to check. Keep “possible,” “disclosed” and “built” separate. Plenty of proposals never reach construction.
Nine more records worth checking
Utility land sales
Xcel sold 348 acres at Becker to a Black & Veatch subsidiary for $7.7M in a regulatory filing. It flipped to Amazon for $73.5M.
MN PUC, Sept 2022 → 2024Load forecasts filed with the grid
AES Ohio told PJM of nine hyperscale sites totaling 6,485 MW by 2033, none named.
PJM LAS, Sept 2026NDA logs
Four Wisconsin villages and the state signed NDAs with Balloonist, Degas, Vantage and Microsoft. The agreement itself is a public record, even when what it covers is not.
Wisconsin Watch, Jan 2026Generator air permits
One Elk Grove Village site sought permits for 112 three-megawatt backup generators. That scale is worth checking against the site’s other records.
IEPA, Aug 2025Federal water permits
Groot, a Google-linked LLC, applied to the Army Corps for the St. Charles site while the city’s staff were under NDA.
USACE / STLPR, 2025Gas-supply contracts
EQT signed with Homer City and Shippingport before site plans existed.
BusinessWire, Jul 2025EDC email
“Project Peninsula,” 800 acres in Solon Township, surfaced only through a county records request.
DCD, Jun 2026Flips and renames
Magellan Scientific held a Niles plant for five weeks before selling to Bitdeer’s White Tail Creek LLC. Acoma became Yucca Growth. Western Hospitality became Bristolville 25.
Business Journal Daily, 2025–26Transfer returns
Wisconsin DOR data showed Vantage still buying in Port Washington, parcel by parcel, in Sept 2026.
Ozaukee Press, Oct 2026