26 October 2026 / DATA STORY

What gives a data center away

I looked at 38 big projects to see which public records gave away a data center before anyone called it one. Code names were less useful than I expected. The people in the filings and the permanent jobs promised for the investment told me more.

38 projects8 signals5 findingsScored 21 October 2026

This is a small, selected set of projects. The charts can help you decide what to check next; they cannot confirm what an undisclosed site will become.

01 / THE SIGNALS

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.

How well each signal separates data centers from everything else
Area under the curve across 38 projects. 1.0 is perfect; 0.5 is a coin flip; below 0.5 the signal points the wrong way.

The interactive chart needs JavaScript. The data table follows.

Each signal scored 0–2 on evidence public before the end use was disclosed. Pooled panel: 22 data centers, 16 large non-data-center projects. AUC = probability a random data center outscores a random control.
Show signal data as a table
SignalAUCWhat it measures
Who's in the room (S6)0.955A known data-center developer, engineer or counsel behind the LLC
Jobs per dollar (S8)0.938Under 5 permanent jobs per $100M of capex
Power filings (S1)0.679Load-side utility, RTO or generator air-permit filings
Land assembly (S2)0.624100+ contiguous acres by a new LLC
Timing (S7)0.592Grading before disclosure; expedited review
Site specs (S4)0.554Water, parking, docks, fiber
Code name (S3)0.445Project X, NDAs in minutes
Capex-sized incentives (S5)0.409Equipment exemptions, 30-year abatements, IRBs
02 / THE TEST

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.

Same 38 projects, two scoring rules
Each dot is a project. Above the dashed line, the rule calls it a data center. Hollow dark rings mark the mistakes.

The interactive chart needs JavaScript. The data table follows.

Data centerNot a data centerWrong call
Pre-specified rule: S1–S7 summed, flag at ≥10. Discriminated rule: adds 2×jobs-ratio + party, −3 if job-heavy, flag at ≥12. Hover or focus any dot for the project. Open the table for all cases.
Show all 38 projects as a table
ProjectPlaceActualFirst ruleRevised rule
Project Jupiter (Oracle/STACK)Santa Teresa, NMData center1319
Meta Hyperion (Project Sucre)Richland Parish, LAData center1217
Vantage Port WashingtonPort Washington, WIData center1319
Amazon New CarlisleSt. Joseph County, INData center1116
Google New Albany (Montauk Innovations LLC)New Albany, OHData center1015
Meta New AlbanyNew Albany, OHData center1116
Google Fort WayneAllen County, INData center812
Oracle/Crusoe Stargate AbileneAbilene, TXData center1117
Homer City Energy CampusHomer City, PAData center914
Microsoft Mount PleasantMount Pleasant, WIData center612
Slavic Village hyperscaleCleveland, OHData center510
Amherst Nordson campusAmherst, OHData center15
Microsoft Licking CountyHeath/Hebron, OHData center915
Intel Ohio OneNew Albany, OHOther85
Anduril Arsenal-1Pickaway County, OHOther63
Hadrian Mesa factoryMesa, AZOther2-1
Honda-LG battery plantFayette County, OHOther85
Micron Clay megafabClay, NYOther107
Ford BlueOval CityStanton, TNOther52
Scout Motors (Project Connect)Blythewood, SCOther85
Foxconn Wisconn Valley (2017)Mount Pleasant, WIOther118
Code-named fulfillment center (generic)OhioOther57
Supplier plant (generic)MidwestOther30
Saline Twp (Related / Oracle-OpenAI)Saline Twp, MIData center713
Microsoft Project NovaCaledonia, WIData center914
PRSM Preble CountyPreble County, OHData center511
CRG Project CumulusSt. Charles, MOData center1016
Hancock County MegaSiteBuck Creek Twp, INData center813
Bristol Innovation ParkBristol, INData center712
Howell Twp (Randee LLC)Howell Twp, MIData center611
QTS Dane CountyDeForest, WIData center915
Google Franklin TownshipIndianapolis, INData center612
Panasonic De Soto (Project Ocean)De Soto, KSOther96
Samsung Taylor (Project Silicon Silver)Taylor, TXOther911
Hyundai MetaplantBryan County, GAOther74
Oak Run SolarMadison County, OHOther48
Nucor Mason CountyPoint Pleasant, WVOther63
300 MW battery storage (generic)MidwestOther26
1 of 9
new data centers caught by the first rule (recall 0.11)
9 of 9
caught by “100+ acres + a known data-center party”
0
false alarms in 38 under that rule
2
misses that survive every rule: both announced themselves on day one

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.

03 / THE CLOCK

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.

Months from first public record to disclosure of the end use
Thirteen Midwest projects where both dates are on the record.

The interactive chart needs JavaScript. The data table follows.

Toledo’s Meta site: 9 months to “data storage” use, 28 to the tenant’s name. Sources: Toledo Blade, DCD, Business Journal Daily, Journal-News, Wisconsin Watch, Crain’s Grand Rapids, IBJ, STLPR, Pittsburgh Business Times.
Show lead times as a table
ProjectMonthsFirst record to disclosureDates
Meta, Middleton Twp (Toledo)28Shell LLC rezoning → tenant namedLiames LLC, late 2022 → Apr 2025
Aligned, Pataskala (Columbus)24Deed → applicationNov 2023 → Nov 2025
Meta, Lebanon (Indianapolis)24Mayor's pursuit → disclosure~2022 → Nov 2024
Prologis, Trenton (Cincinnati)18Purchase agreement → plansApr 2024 → Jan 2026
Bristolville 25, Lordstown (Youngstown)17Rezoning → site planMay 2024 → Oct 2025
Meta, Beaver Dam (Madison)14Shell LLC NDA → announcementBalloonist LLC, Dec 2023 → Feb 2025
Microsoft, Gaines Twp (Grand Rapids)14Deed → rezoningAug 2024 → Dec 2025
Bitdeer, Weathersfield (Youngstown)9Deed → investor updateMay 2025 → Feb 2026
Google, Monrovia (Indianapolis)9PUD filing → tenant namedJan 2025 → Oct 2025
Cloverleaf, Edwardsville (St. Louis)9City emails → disclosureMay 2025 → Feb 2026
QTS, DeForest (Madison)8State NDA → announcementFeb 2025 → Oct 2025
Microsoft, Mount Pleasant (Milwaukee)2Village NDA → announcement (voluntary)Jan 2023 → Mar 2023
Springdale (Pittsburgh)1Deed → council vote (voluntary)Nov 2025 → Dec 2025
04 / THE NETWORK

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.

The Google shell network, as documented in public filings
Managers and counsel in the center; the LLCs they appear on; where each LLC surfaced.

The interactive chart needs JavaScript. The data table follows.

Deep Meadow Ventures: counsel stated on the record it “was created by Google” (MDC hearing, Aug 20, 2025). Spark Innovations and Groot linked by STLPR, Sept 8, 2025. Meta’s shells (Liames, Balloonist, Degas, Sidecat) and Oracle’s Green Chile Ventures follow the same pattern.
Show network names as a table
NameTypeWhere it appears
Michael MontfortManagerIndiana and Missouri public filings
David ThomasManagerIndiana and Missouri public filings
Joseph CalderonCounselIndiana Google filings
Deep Meadow VenturesLLCFranklin Township, Indiana
Morgan County Data Center I PUDFilingMonrovia, Indiana
Spark Innovations LLCLLCSt. Charles, Missouri
GrootLLCSt. Charles, Missouri
AG Rose SolutionsLLCKansas City
Peanut LLCLLCVirginia
05 / THE MAP

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.

Pipeline and pushback, fourteen Midwest metros
Projects proposed since 2022 (bar), of which withdrawn, rejected or stalled (dark segment), and local moratoriums in force (number).

The interactive chart needs JavaScript. The data table follows.

Live or builtWithdrawn, rejected or stalled
Counts from the Oct 21, 2026 metro sweep; litigated-but-proceeding projects are counted as live. Moratoriums are municipal and county pauses in the metro’s counties, not statewide totals (Ohio ≥138; Michigan ≥52; Indiana ~17 counties).
Show metro data as a table
MetroProposedDead or stalledMoratoriumsLargest live proposal
Chicago1472Joliet 1.8 GW; Project Cardinal 1.8 GW
Detroit–Ann Arbor972Saline 1,383 MW
Indianapolis823Meta Lebanon $10B
Pittsburgh711Homer City 4.5 GW; Shippingport 2 GW; Upper Burrell 3 GW
Columbus726Meta Prometheus ~1 GW
St. Louis713CRG Festus $6B
Minneapolis–St. Paul7313Tract Farmington ~$5B
Milwaukee–Madison732Vantage Port Washington $15B
Akron–Canton5211Bitdeer/Geis Shalersville to 750 MW
Youngstown537McDonald Works to 900 MW (paper)
Cincinnati–Dayton4210Trenton 250 MW
Grand Rapids414Microsoft Gaines 414 ac
Cleveland327H5 downtown expansion
Toledo205Meta Middleton $800M
Several Pittsburgh-area proposals start on former industrial or power sites. That changes the zoning fight.In this review, Homer City, Shippingport and Upper Burrell did not need rezoning or a referendum. Their listed capacities are proposals, not operating load.
06 / THE ROUTINE

Where I would look next

1

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.

2

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.

3

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.

4

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.

5

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.

6

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 → 2024

Load forecasts filed with the grid

AES Ohio told PJM of nine hyperscale sites totaling 6,485 MW by 2033, none named.

PJM LAS, Sept 2026

NDA 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 2026

Generator 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 2025

Federal 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, 2025

Gas-supply contracts

EQT signed with Homer City and Shippingport before site plans existed.

BusinessWire, Jul 2025

EDC email

“Project Peninsula,” 800 acres in Solon Township, surfaced only through a county records request.

DCD, Jun 2026

Flips 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, 2025–26

Transfer returns

Wisconsin DOR data showed Vantage still buying in Port Washington, parcel by parcel, in Sept 2026.

Ozaukee Press, Oct 2026

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