InferenceBuildout2026
The largest field dataset on modular AI capacity
We tracked 212 live sites and 1.9 GW of contracted capacity across 14 countries for twelve months, and paired every reading with the contracts behind it. Speed, power, cooling, revenue timing, and where the next gigawatt lands.
Built from a network
of 212 live sites
Northvane builds and operates factory-made AI data centers under one contract. Every unit reports power, thermal and utilisation telemetry back to the same platform, which is where this Index comes from.
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Deployment
Across the AI buildout
Operators are bringing capacity online faster than ever.
From a single 4.5 MW unit on a brownfield pad to networked 100 MW+ campuses, the share of contracted capacity that is actually energized has moved past pilots into routine delivery.
Contracted capacity energized,
by site size
| Period | Single unit | Campus | Networked sites |
|---|---|---|---|
| 3 years ago | 8% | 4% | 2% |
| 2 years ago | 14% | 9% | 5% |
| 1 year ago | 27% | 19% | 12% |
| 6 months ago | 48% | 36% | 27% |
| 1 month ago | 66% | 53% | 44% |
| Today | 74.2% | 61.8% | 55.3% |
Revenue before full energization
% of final capacity billing
Revenue before full energization
% of final capacity billing
Get the full
Inference Buildout Index 2026
Twelve months of field readings, 212 sites, every chart with its method. Delivered as a 48-page PDF and a quarterly data drop.
Get the Index- 212
- live sites tracked
- 1.9 GW
- contracted capacity
- 14
- countries
- 12
- months of readings