Woke up and thought let's do some quick maths & guesstimating for fun. Using rough approximations, it appears AMZN and MSFT are credibly bringing on 2+ GWs/yr each over the next 1-2 years while META and GOOGL in the +1-2 GW/yr range. ORCL ambitions seem to be ~2 GWs/yr as well. DatacenterHawk vs. DCByte (diff sources = diff methodologies) - Current Capacity: -AMZN ~8 GW self-build vs. ~4.7 GW live -MSFT ~4.4 GW self-build vs. ~3.3 GW live -GOOGL~4.7 GW self-build vs. ~3.5 GW live -META ~2.9 GW self-build vs. ~3.8 GW live -If you include leased for DCH = AMZN-10.6 GW, MSFT-8.6 GW, GOOGL-6.1 GW, META-5.0 GW -ORCL leases all their capacity today at ~2.5 GW Under Construction (same two sources): -AMZN ~3.4 GW vs. ~1.61 GW -MSFT ~1.8 GW vs. ~1.72 GW -GOOGL~1.4 GW vs. ~1.53 GW -META - ~1.6 GW vs. ~2.17 GW We know AMZN and MSFT are the largest and seem to also be the fastest. ORCL is attempting a rapid scale-up so will probably move aggressively. -AMZN 3Q25: +3.8 GW added in the last 12 months. ≥1 GW more to be energized in Q4 CY25. Now double the power capacity they had in 2022 and on track to double again by 2027. -MSFT 2Q+3Q25: +2 GW of new capacity over the past 12 months and will increase total AI capacity by over 80% this year and roughly double our total data-center footprint over the next two years. -GOOGL: Joint release with Anthropic states Google Cloud will provide the AI start-up “well over a gigawatt of capacity coming online in 2026" -META: bring online almost 1 GW of capacity this year (CY-2025) and is building a 2 GW (and potentially larger) AI data center. >ORCL 3Q25: management said contracted power capacity will “double this calendar year and triple by the end of next fiscal year" + 4.5 GW deal with OpenAI >So if we assume AMZN has 5-11GW and plan to double next years implies ~2.5-5.5 GW/yr. >MSFT at ~3-9GW and plan to double next two years implies 1.5-4.5 GW/yr. >Checks out as faster to GOOGL and Meta which appear to be in the 1-2 GW/yr range based on the above data points? ...