[ { "dossier_version": "2026.08.20.1", "dossierVersion": "2026.08.20.1", "identity": { "recordId": "louisianai:infrastructure:meta-hyperion-ai-data-center", "slug": "meta-hyperion", "legacySlug": "meta-hyperion-ai-data-center", "canonicalSlug": "meta-hyperion", "canonicalPath": "/data-centers/meta-hyperion", "hasDedicatedProfile": true }, "relationships": { "operator": { "name": "Meta Platforms", "slug": "meta" }, "parishes": [ { "name": "Richland", "slug": "richland" } ], "utility": "Entergy LA" }, "classification": { "recordKind": "campus", "status": "Under construction", "phase": "Phase II review", "confidence": "B", "evidenceState": "reported" }, "economics": { "capex": { "value": 50000, "label": "$50B+", "state": "available" }, "disclosure": "lower-bound", "includedInStatewideCapexFloor": true }, "power": { "mw": { "value": 5000, "label": "5,000 MW", "state": "available" }, "basis": "compute-capacity" }, "physical": { "acreage": { "value": "2,250 ac", "label": "2,250 ac", "state": "available" }, "squareFeet": { "value": "4M+", "label": "4M+", "state": "available" }, "latitude": { "value": 32.413, "label": "Not in the public record", "state": "available" }, "longitude": { "value": -91.768, "label": "Not in the public record", "state": "available" } }, "context": { "category": { "value": "Hyperscale AI/data-center campus", "label": "Hyperscale AI/data-center campus", "state": "available" }, "parentOrganization": { "value": "Meta Platforms, Inc.", "label": "Meta Platforms, Inc.", "state": "available" }, "summary": { "value": "Meta's Richland Parish campus is a $50B-class AI-optimized data center build — Meta confirmed a 5 GW build-out on July 13, 2026 — with roughly 4 million square feet across 2,250 acres. Phase I power is approved, while Entergy's Phase II expansion package remains under review at the LPSC.", "label": "Meta's Richland Parish campus is a $50B-class AI-optimized data center build — Meta confirmed a 5 GW build-out on July 13, 2026 — with roughly 4 million square feet across 2,250 acres. Phase I power is approved, while Entergy's Phase II expansion package remains under review at the LPSC.", "state": "available" }, "thesis": { "value": "Meta's Rayville buildout is, on its own, larger by load than any previous Entergy Louisiana industrial-customer addition. Three structural features explain why the project moves so quickly: agricultural-only displacement (no legacy heavy load), co-built substation with Bayou Power Station, and a workforce arithmetic that compels Meta to absorb training cost directly.", "label": "Meta's Rayville buildout is, on its own, larger by load than any previous Entergy Louisiana industrial-customer addition. Three structural features explain why the project moves so quickly: agricultural-only displacement (no legacy heavy load), co-built substation with Bayou Power Station, and a workforce arithmetic that compels Meta to absorb training cost directly.", "state": "available" }, "intelligenceAngle": { "value": "Watch U-37425 and U-37882, Entergy substation and transmission work, groundwater reporting, and the ratepayer-cost debate around the larger Hyperion buildout. Labor, civil, and support-service demand remains one of northeast Louisiana's clearest supplier signals.", "label": "Watch U-37425 and U-37882, Entergy substation and transmission work, groundwater reporting, and the ratepayer-cost debate around the larger Hyperion buildout. Labor, civil, and support-service demand remains one of northeast Louisiana's clearest supplier signals.", "state": "available" }, "nextVerificationStep": { "value": "Track LPSC Dockets U-37425 and U-37882, Entergy construction notices, Richland Parish records, and any water-use reporting tied to the Richland Parish campus.", "label": "Track LPSC Dockets U-37425 and U-37882, Entergy construction notices, Richland Parish records, and any water-use reporting tied to the Richland Parish campus.", "state": "available" }, "fieldsToTrack": [ "capex", "MW capacity", "jobs", "timeline", "power (gas plants)", "water usage", "incentives/tax breaks", "public documents", "supplier opportunities" ] }, "freshness": { "dataAsOf": "2026-10-27", "generatedAt": "2026-10-27T00:00:00.000Z", "sourcePublishedAt": "2026-07-13", "lastVerified": "2026-08-05", "nextReviewBy": "2026-10-05", "displayState": "review-due" }, "evidence": { "sourceLinkageStatus": "source_linked", "claimStateVocabulary": [ "confirmed", "reported", "watch", "not-in-public-record" ], "methodologyUrl": "https://louisianai.com/methodology", "caution": "This packet is a routing and research artifact, not legal, tax, engineering, financing, or investment advice. Verify every material claim against the linked primary or source-of-record page before reuse." }, "claims": [ { "key": "identity", "label": "Project and operator", "value": "Meta Hyperion AI Data Center · Meta Platforms", "state": "reported", "note": "Open the linked record before repeating a material claim.", "sourceIds": [ "META-2026-0713" ] }, { "key": "location", "label": "Parish and utility", "value": "Richland Parish · Entergy LA", "state": "reported", "note": "Utility territory is context, not proof of an executed service agreement or energization date.", "sourceIds": [ "lpsc-u-37425", "lpsc-u-37882", "U-37425" ] }, { "key": "status", "label": "Current tracker status", "value": "Under construction · Phase II review", "state": "reported", "note": "Status is a source-labelled tracking assessment. Open regulatory records are not approvals.", "sourceIds": [ "lpsc-u-37425", "lpsc-u-37882", "META-2026-0713", "U-37425", "PR-2025-091", "WD-26-RIC-04" ] }, { "key": "capex", "label": "Tracked capital investment", "value": "$50B+", "state": "reported", "note": "Investment is a tracked public figure, not a completed-spend assertion.", "sourceIds": [ "META-2026-0713" ] }, { "key": "mw", "label": "Tracked power capacity", "value": "5,000 MW", "state": "reported", "note": "Capacity, contracted load, utility design, critical IT load, and in-service power are distinct concepts.", "sourceIds": [ "lpsc-u-37425", "lpsc-u-37882", "U-37425" ] } ], "sources": [ { "id": "project-source:https://about.fb.com/news/2026/07/teachers-local-businesses-win-as-meta-expands-louisiana-data-center", "title": "Teachers and Local Businesses Win as Meta Expands Louisiana Data Center", "url": "https://about.fb.com/news/2026/07/teachers-local-businesses-win-as-meta-expands-louisiana-data-center/", "authority": "Meta", "publishedAt": "2026-07-13", "confidence": "B", "kind": "project-source" }, { "id": "lpsc-u-37425", "title": "U-37425: Laidley LLC", "url": "https://lpscpubvalence.lpsc.louisiana.gov/portal/PSC/DocketDetails?docketId=32146", "authority": "LPSC", "publishedAt": "2024-11-08", "confidence": "A", "kind": "primary-record" }, { "id": "lpsc-u-37882", "title": "U-37882: Evest LLC / Project Evest", "url": "https://lpscpubvalence.lpsc.louisiana.gov/portal/PSC/DocketDetails?docketId=32728", "authority": "LPSC", "publishedAt": "2026-03-27", "confidence": "A", "kind": "primary-record" }, { "id": "META-2026-0713", "title": "Meta · Hyperion expansion to 5 GW / $50B+ (company announcement)", "url": "https://louisianai.com/sources#META-2026-0713", "authority": "Operator", "publishedAt": "Jul 13 2026", "confidence": "A", "kind": "source-record" }, { "id": "U-37425", "title": "Entergy LA · Fair Share Plus supplemental", "url": "https://louisianai.com/sources#U-37425", "authority": "LPSC", "publishedAt": "Feb 14 2026", "confidence": "A", "kind": "source-record" }, { "id": "PR-2025-091", "title": "Richland · Hyperion site plan", "url": "https://louisianai.com/sources#PR-2025-091", "authority": "Parish", "publishedAt": "Sep 18 2025", "confidence": "A", "kind": "source-record" }, { "id": "WD-26-RIC-04", "title": "Boeuf River withdrawal · Meta", "url": "https://louisianai.com/sources#WD-26-RIC-04", "authority": "LDEQ", "publishedAt": "Apr 02 2026", "confidence": "A", "kind": "source-record" }, { "id": "louisianai-methodology", "title": "LouisianAI methodology", "url": "https://louisianai.com/methodology", "authority": "LouisianAI", "publishedAt": null, "confidence": null, "kind": "methodology" } ], "milestones": [ { "id": "lpsc-u-37425", "date": "2024-11-08", "event": "Laidley LLC: Approved", "sourceIds": [ "lpsc-u-37425" ] }, { "id": "lpsc-u-37882", "date": "2026-03-27", "event": "Evest LLC / Project Evest: Open", "sourceIds": [ "lpsc-u-37882" ] } ], "regulatoryRecords": [ { "docket": "U-37425", "shortTitle": "Laidley LLC", "status": "Approved", "dateOpened": "2024-11-04", "datePublished": "2024-11-08", "hearingOrOrder": "Settlement approved at the August 20, 2025 LPSC Business and Executive Session; order document dated August 29, 2025.", "sourceUrl": "https://lpscpubvalence.lpsc.louisiana.gov/portal/PSC/DocketDetails?docketId=32146", "primaryDocumentUrl": "https://lpscpubvalence.lpsc.louisiana.gov/portal/PSC/DocumentDetails?documentId=176967", "nextWatch": "Track compliance filings, cost-allocation exhibits, transmission construction updates, and any later true-up or rider filings tied to the approved settlement." }, { "docket": "U-37882", "shortTitle": "Evest LLC / Project Evest", "status": "Open", "dateOpened": "2026-03-26", "datePublished": "2026-03-27", "hearingOrOrder": "Open certification proceeding. On August 12, 2026, the Commission voted 3-1 to reverse the ALJ ruling that had ordered Meta to produce additional analyses; written order U-37882-A is dated September 17, 2026. On September 16, the Commission accepted an attorneys'-eyes-only confidentiality agreement and vacated the ALJ's August 6 ruling; written order U-37882-B is dated October 16, 2026. Advocacy-party releases from the Alliance for Affordable Energy and Union of Concerned Scientists (represented by Earthjustice) state they filed a late-September 2026 appeal in the 19th Judicial District Court seeking reversal and reinstatement of the ALJ's July 10 partial subpoena order. An October 19, 2026 American Press report (by The Center Square) says the petition asks the court to reinstate the subpoena, halt activity on Entergy's application, reopen the evidentiary record, and expedite review before the Commission's scheduled December 16, 2026 consideration. WWL Louisiana's October 23, 2026 investigation (updated October 26) reports October 7 hearing testimony from Entergy regulatory-affairs director Ryan Jones, under cross-examination by Louisiana Energy Users Group attorney Carrie Tournillon, that other customers could face some costs if Meta exits early and that Entergy would seek rate recovery for assets still providing value. The same WWL report says Entergy's projected $4 billion in 20-year savings is \"not a guarantee\" under questioning, describes Entergy's claimed $1.9 billion immediate benefits (including $695 million storm/resilience, $140 million efficiency, and $60 million low-income support), and frames total proposed buildout costs at about $20 billion (~$13 billion plants plus ~$7 billion switching stations, batteries, and transmission). No court ruling has been reported; appeal status is pending.", "sourceUrl": "https://lpscpubvalence.lpsc.louisiana.gov/portal/PSC/DocketDetails?docketId=32728", "primaryDocumentUrl": "https://lpscpubvalence.lpsc.louisiana.gov/portal/PSC/ViewFile?fileId=Vbiy4Se30ro%3D", "nextWatch": "Track the pending 19th Judicial District Court appeal on the Meta subpoena issue, post-hearing briefs due November 12, reply briefs due November 25, and the Commission's scheduled December 16, 2026 consideration of certification terms." } ], "catalysts": [ { "key": "power", "label": "Power and load", "status": "open-record", "currentRecord": "U-37425: Laidley LLC · U-37882: Evest LLC / Project Evest · Entergy LA · Fair Share Plus supplemental", "nextRecord": "Final LPSC order, certification, or filed service/interconnection update.", "href": "/lpsc-dockets" }, { "key": "permits", "label": "Permits and site controls", "status": "confirmed-control", "currentRecord": "A parish or site-control source record is linked in the packet.", "nextRecord": "Parish agenda, site-plan approval, zoning packet, or environmental permit notice.", "href": "/topics/permitting" }, { "key": "water", "label": "Water and cooling", "status": "confirmed-control", "currentRecord": "An environmental or water-record source is linked in the packet.", "nextRecord": "LDEQ notice, groundwater/water-board record, utility agreement, or operator environmental disclosure.", "href": "/topics/water" }, { "key": "delivery", "label": "Construction and delivery", "status": "open-record", "currentRecord": "Under construction · Phase II review", "nextRecord": "Operator construction milestone, utility energization evidence, parish inspection, or filed completion notice.", "href": "/data-centers/meta-hyperion" } ], "publicResearch": { "snapshotVersion": "3e4510af9d9871ef886bb74142ce358a7ef2b58bddd2d49fa512550f24220e7c", "supplementCoverage": "unconfigured", "supplement": null }, "source_linkage_status": "source_linked", "snapshot_version": "3e4510af9d9871ef886bb74142ce358a7ef2b58bddd2d49fa512550f24220e7c" }, { "dossier_version": "2026.08.20.1", "dossierVersion": "2026.08.20.1", "identity": { "recordId": "louisianai:infrastructure:amazon-ai-data-center-campuses", "slug": "amazon-ai-data-center-campuses", "legacySlug": null, "canonicalSlug": "amazon-ai-data-center-campuses", "canonicalPath": "/data-centers/amazon-ai-data-center-campuses", "hasDedicatedProfile": true }, "relationships": { "operator": { "name": "Amazon / STACK", "slug": "amazon" }, "parishes": [ { "name": "Caddo", "slug": "caddo" }, { "name": "Bossier", "slug": "bossier" } ], "utility": "SWEPCO" }, "classification": { "recordKind": "program", "status": "Announced", "phase": "Plat approved", "confidence": "B", "evidenceState": "reported" }, "economics": { "capex": { "value": 18000, "label": "$18B", "state": "available" }, "disclosure": "reported", "includedInStatewideCapexFloor": true }, "power": { "mw": { "value": null, "label": "Not publicly disclosed", "state": "not-in-public-record" }, "basis": null }, "physical": { "acreage": { "value": "1,400 ac", "label": "1,400 ac", "state": "available" }, "squareFeet": { "value": null, "label": "Not disclosed", "state": "not-in-public-record" }, "latitude": { "value": 32.525, "label": "Not in the public record", "state": "available" }, "longitude": { "value": -93.75, "label": "Not in the public record", "state": "available" } }, "context": { "category": { "value": "Hyperscale cloud + AI campuses", "label": "Hyperscale cloud + AI campuses", "state": "available" }, "parentOrganization": { "value": "Amazon.com, Inc.", "label": "Amazon.com, Inc.", "state": "available" }, "summary": { "value": "$18 billion planned multi-campus Amazon/STACK development across Caddo and Bossier parishes, including a third campus at Resilient Technology Park in Shreveport. Public materials now tie the cluster to Bossier's technology-park final plat, up to 750 direct jobs across three campuses, and up to $400 million of regional water infrastructure investment. The Resilient Technology Park special-use permit is under appeal at the Louisiana Second Circuit.", "label": "$18 billion planned multi-campus Amazon/STACK development across Caddo and Bossier parishes, including a third campus at Resilient Technology Park in Shreveport. Public materials now tie the cluster to Bossier's technology-park final plat, up to 750 direct jobs across three campuses, and up to $400 million of regional water infrastructure investment. The Resilient Technology Park special-use permit is under appeal at the Louisiana Second Circuit.", "state": "available" }, "thesis": { "value": null, "label": "Not in the public record", "state": "not-in-public-record" }, "intelligenceAngle": { "value": "Track how the linked Caddo, Blanchard, Bossier, and Resilient Technology Park sites separate into their own permitting records. Water-service agreements, cooling-water discharge, wetlands buffers, substations, the pending Resilient permit appeal, and general-contractor packages are the load-bearing buyer signals.", "label": "Track how the linked Caddo, Blanchard, Bossier, and Resilient Technology Park sites separate into their own permitting records. Water-service agreements, cooling-water discharge, wetlands buffers, substations, the pending Resilient permit appeal, and general-contractor packages are the load-bearing buyer signals.", "state": "available" }, "nextVerificationStep": { "value": "Monitor the Louisiana Second Circuit appeal of the Resilient Technology Park special-use permit, Bossier Parish Police Jury and Benton MPC records, Caddo water-service and environmental-study actions, STACK site packages, and SWEPCO infrastructure disclosures.", "label": "Monitor the Louisiana Second Circuit appeal of the Resilient Technology Park special-use permit, Bossier Parish Police Jury and Benton MPC records, Caddo water-service and environmental-study actions, STACK site packages, and SWEPCO infrastructure disclosures.", "state": "available" }, "fieldsToTrack": [ "capex", "MW capacity", "jobs", "timeline", "power", "water (Caddo Lake / Red River)", "incentives", "public documents", "general contractor bids" ] }, "freshness": { "dataAsOf": "2026-10-27", "generatedAt": "2026-10-27T00:00:00.000Z", "sourcePublishedAt": "2026-08-18", "lastVerified": "2026-10-27", "nextReviewBy": "2026-11-27", "displayState": "current" }, "evidence": { "sourceLinkageStatus": "source_linked", "claimStateVocabulary": [ "confirmed", "reported", "watch", "not-in-public-record" ], "methodologyUrl": "https://louisianai.com/methodology", "caution": "This packet is a routing and research artifact, not legal, tax, engineering, financing, or investment advice. Verify every material claim against the linked primary or source-of-record page before reuse." }, "claims": [ { "key": "identity", "label": "Project and operator", "value": "Amazon Data Centers in Caddo & Bossier · Amazon / STACK", "state": "reported", "note": "Open the linked record before repeating a material claim.", "sourceIds": [ "U-37289" ] }, { "key": "location", "label": "Parish and utility", "value": "Caddo & Bossier Parish · SWEPCO", "state": "reported", "note": "Utility territory is context, not proof of an executed service agreement or energization date.", "sourceIds": [ "U-37289" ] }, { "key": "status", "label": "Current tracker status", "value": "Announced · Plat approved", "state": "reported", "note": "Status is a source-labelled tracking assessment. Open regulatory records are not approvals.", "sourceIds": [ "U-37289", "WD-25-CDO-11", "LED-MEM-2026-03" ] }, { "key": "capex", "label": "Tracked capital investment", "value": "$18B", "state": "reported", "note": "Investment is a tracked public figure, not a completed-spend assertion.", "sourceIds": [ "U-37289" ] }, { "key": "mw", "label": "Tracked power capacity", "value": "Not in the public record", "state": "not-in-public-record", "note": "Capacity, contracted load, utility design, critical IT load, and in-service power are distinct concepts.", "sourceIds": [ "U-37289" ] } ], "sources": [ { "id": "project-source:https://www.opportunitylouisiana.gov/news/amazon-grows-northwest-louisiana-planned-investment-to-18-billion-with-new-shreveport-campus", "title": "Amazon Grows Northwest Louisiana Planned Investment to $18 Billion With New Shreveport Campus", "url": "https://www.opportunitylouisiana.gov/news/amazon-grows-northwest-louisiana-planned-investment-to-18-billion-with-new-shreveport-campus", "authority": "Louisiana Economic Development", "publishedAt": "2026-08-18", "confidence": "B", "kind": "project-source" }, { "id": "project-source:https://www.aboutamazon.com/news/company-news/amazon-data-center-louisiana-new-jobs", "title": "Amazon to invest $18 billion in Louisiana for new data centers", "url": "https://www.aboutamazon.com/news/company-news/amazon-data-center-louisiana-new-jobs", "authority": "Amazon", "publishedAt": "2026-08-18", "confidence": "B", "kind": "project-source" }, { "id": "project-source:https://wgno.com/news/louisiana/shreveport-residents-take-fight-against-6b-amazon-data-center-to-court/amp", "title": "Shreveport residents take fight against $6B Amazon data center to court", "url": "https://wgno.com/news/louisiana/shreveport-residents-take-fight-against-6b-amazon-data-center-to-court/amp/", "authority": "WGNO / KTAL", "publishedAt": "2026-09-30", "confidence": "B", "kind": "project-source" }, { "id": "U-37289", "title": "SWEPCO · Rate base reopener", "url": "https://louisianai.com/sources#U-37289", "authority": "LPSC", "publishedAt": "Jan 09 2026", "confidence": "A", "kind": "source-record" }, { "id": "WD-25-CDO-11", "title": "Caddo · STACK cooling tower", "url": "https://louisianai.com/sources#WD-25-CDO-11", "authority": "LDEQ", "publishedAt": "Dec 03 2025", "confidence": "A", "kind": "source-record" }, { "id": "LED-MEM-2026-03", "title": "Megaproject incentives framework", "url": "https://louisianai.com/sources#LED-MEM-2026-03", "authority": "LED", "publishedAt": "Mar 18 2026", "confidence": "A", "kind": "source-record" }, { "id": "louisianai-methodology", "title": "LouisianAI methodology", "url": "https://louisianai.com/methodology", "authority": "LouisianAI", "publishedAt": null, "confidence": null, "kind": "methodology" } ], "milestones": [], "regulatoryRecords": [], "catalysts": [ { "key": "power", "label": "Power and load", "status": "confirmed-control", "currentRecord": "SWEPCO · Rate base reopener", "nextRecord": "Subsequent utility, transmission, or customer-agreement record affecting the current load thesis.", "href": "/lpsc-dockets" }, { "key": "permits", "label": "Permits and site controls", "status": "watch", "currentRecord": "No controlling parish permit or site-plan record is linked in this packet.", "nextRecord": "Parish agenda, site-plan approval, zoning packet, or environmental permit notice.", "href": "/topics/permitting" }, { "key": "water", "label": "Water and cooling", "status": "confirmed-control", "currentRecord": "An environmental or water-record source is linked in the packet.", "nextRecord": "LDEQ notice, groundwater/water-board record, utility agreement, or operator environmental disclosure.", "href": "/topics/water" }, { "key": "delivery", "label": "Construction and delivery", "status": "open-record", "currentRecord": "Announced · Plat approved", "nextRecord": "Operator construction milestone, utility energization evidence, parish inspection, or filed completion notice.", "href": "/data-centers/amazon-ai-data-center-campuses" } ], "publicResearch": { "snapshotVersion": "3e4510af9d9871ef886bb74142ce358a7ef2b58bddd2d49fa512550f24220e7c", "supplementCoverage": "unconfigured", "supplement": null }, "source_linkage_status": "source_linked", "snapshot_version": "3e4510af9d9871ef886bb74142ce358a7ef2b58bddd2d49fa512550f24220e7c" }, { "dossier_version": "2026.08.20.1", "dossierVersion": "2026.08.20.1", "identity": { "recordId": "louisianai:infrastructure:hut-8-river-bend-ai-data-center-campus", "slug": "hut-8-river-bend", "legacySlug": "hut-8-river-bend-ai-data-center-campus", "canonicalSlug": "hut-8-river-bend", "canonicalPath": "/data-centers/hut-8-river-bend", "hasDedicatedProfile": true }, "relationships": { "operator": { "name": "Hut 8", "slug": "hut-8" }, "parishes": [ { "name": "West Feliciana", "slug": "west-feliciana" } ], "utility": "Entergy LA" }, "classification": { "recordKind": "campus", "status": "Under construction", "phase": "Phase I buildout", "confidence": "C", "evidenceState": "reported" }, "economics": { "capex": { "value": 10000, "label": "Up to $10B", "state": "available" }, "disclosure": "upper-bound", "includedInStatewideCapexFloor": false }, "power": { "mw": { "value": 330, "label": "330 MW", "state": "available" }, "basis": "utility-capacity" }, "physical": { "acreage": { "value": "627 ac", "label": "627 ac", "state": "available" }, "squareFeet": { "value": "1.6M", "label": "1.6M", "state": "available" }, "latitude": { "value": 30.904, "label": "Not in the public record", "state": "available" }, "longitude": { "value": -91.409, "label": "Not in the public record", "state": "available" } }, "context": { "category": { "value": "AI digital infrastructure campus", "label": "AI digital infrastructure campus", "state": "available" }, "parentOrganization": { "value": "Hut 8 Corp.", "label": "Hut 8 Corp.", "state": "available" }, "summary": { "value": "Hut 8's River Bend campus pairs a 245 MW Phase I AI lease with a longer runway toward 1 GW of potential utility capacity in West Feliciana Parish. Public company materials frame it as a $10B-class campus with 2027 delivery still dependent on infrastructure execution.", "label": "Hut 8's River Bend campus pairs a 245 MW Phase I AI lease with a longer runway toward 1 GW of potential utility capacity in West Feliciana Parish. Public company materials frame it as a $10B-class campus with 2027 delivery still dependent on infrastructure execution.", "state": "available" }, "thesis": { "value": null, "label": "Not in the public record", "state": "not-in-public-record" }, "intelligenceAngle": { "value": "Key watch items are Entergy service milestones, Hut 8's $16M parish water-system expansion, closed-loop cooling claims, and how much of the 1 GW potential becomes commercialized beyond the 245 MW initial lease.", "label": "Key watch items are Entergy service milestones, Hut 8's $16M parish water-system expansion, closed-loop cooling claims, and how much of the 1 GW potential becomes commercialized beyond the 245 MW initial lease.", "state": "available" }, "nextVerificationStep": { "value": "Track parish water-main delivery, PILOT and infrastructure agreements, Entergy service milestones, and any additional River Bend commercialization filings.", "label": "Track parish water-main delivery, PILOT and infrastructure agreements, Entergy service milestones, and any additional River Bend commercialization filings.", "state": "available" }, "fieldsToTrack": [ "capex", "MW capacity", "jobs", "timeline", "power", "water", "incentives", "public documents" ] }, "freshness": { "dataAsOf": "2026-10-27", "generatedAt": "2026-10-27T00:00:00.000Z", "sourcePublishedAt": "2025-12-17", "lastVerified": "2026-08-05", "nextReviewBy": "2026-09-05", "displayState": "review-due" }, "evidence": { "sourceLinkageStatus": "source_linked", "claimStateVocabulary": [ "confirmed", "reported", "watch", "not-in-public-record" ], "methodologyUrl": "https://louisianai.com/methodology", "caution": "This packet is a routing and research artifact, not legal, tax, engineering, financing, or investment advice. Verify every material claim against the linked primary or source-of-record page before reuse." }, "claims": [ { "key": "identity", "label": "Project and operator", "value": "Hut 8 River Bend Data Center · Hut 8", "state": "reported", "note": "No source record is attached to this packet; treat the tracker row as a watch item, not independently verified diligence.", "sourceIds": [] }, { "key": "location", "label": "Parish and utility", "value": "West Feliciana Parish · Entergy LA", "state": "reported", "note": "Utility territory is context, not proof of an executed service agreement or energization date.", "sourceIds": [] }, { "key": "status", "label": "Current tracker status", "value": "Under construction · Phase I buildout", "state": "reported", "note": "Status is a source-labelled tracking assessment. Open regulatory records are not approvals.", "sourceIds": [] }, { "key": "capex", "label": "Tracked capital investment", "value": "Up to $10B", "state": "reported", "note": "Investment is a tracked public figure, not a completed-spend assertion.", "sourceIds": [] }, { "key": "mw", "label": "Tracked power capacity", "value": "330 MW", "state": "reported", "note": "Capacity, contracted load, utility design, critical IT load, and in-service power are distinct concepts.", "sourceIds": [] } ], "sources": [ { "id": "project-source:https://www.hut8.com/data-centers/river-bend", "title": "River Bend", "url": "https://www.hut8.com/data-centers/river-bend", "authority": "Hut 8", "publishedAt": null, "confidence": "C", "kind": "project-source" }, { "id": "project-source:https://www.opportunitylouisiana.gov/news/hut-8-selects-southeast-louisiana-as-site-of-10-billion-artificial-intelligence-data-center", "title": "Hut 8 Selects Southeast Louisiana as Site of $10 Billion Artificial Intelligence Data Center", "url": "https://www.opportunitylouisiana.gov/news/hut-8-selects-southeast-louisiana-as-site-of-10-billion-artificial-intelligence-data-center", "authority": "Louisiana Economic Development", "publishedAt": "2025-12-17", "confidence": "C", "kind": "project-source" }, { "id": "louisianai-methodology", "title": "LouisianAI methodology", "url": "https://louisianai.com/methodology", "authority": "LouisianAI", "publishedAt": null, "confidence": null, "kind": "methodology" } ], "milestones": [], "regulatoryRecords": [], "catalysts": [ { "key": "power", "label": "Power and load", "status": "not-in-public-record", "currentRecord": "No project-specific LPSC control record is linked in this public packet.", "nextRecord": "Utility service agreement, interconnection filing, transmission record, or LPSC docket.", "href": "/topics/power" }, { "key": "permits", "label": "Permits and site controls", "status": "watch", "currentRecord": "No controlling parish permit or site-plan record is linked in this packet.", "nextRecord": "Parish agenda, site-plan approval, zoning packet, or environmental permit notice.", "href": "/topics/permitting" }, { "key": "water", "label": "Water and cooling", "status": "watch", "currentRecord": "No project-specific withdrawal, cooling, or water-service record is linked in this packet.", "nextRecord": "LDEQ notice, groundwater/water-board record, utility agreement, or operator environmental disclosure.", "href": "/topics/water" }, { "key": "delivery", "label": "Construction and delivery", "status": "open-record", "currentRecord": "Under construction · Phase I buildout", "nextRecord": "Operator construction milestone, utility energization evidence, parish inspection, or filed completion notice.", "href": "/data-centers/hut-8-river-bend" } ], "publicResearch": { "snapshotVersion": "3e4510af9d9871ef886bb74142ce358a7ef2b58bddd2d49fa512550f24220e7c", "supplementCoverage": "unconfigured", "supplement": null }, "source_linkage_status": "source_linked", "snapshot_version": "3e4510af9d9871ef886bb74142ce358a7ef2b58bddd2d49fa512550f24220e7c" }, { "dossier_version": "2026.08.20.1", "dossierVersion": "2026.08.20.1", "identity": { "recordId": "louisianai:infrastructure:applied-digital-project-lightning", "slug": "delta-forge-1", "legacySlug": "applied-digital-project-lightning", "canonicalSlug": "delta-forge-1", "canonicalPath": "/data-centers/delta-forge-1", "hasDedicatedProfile": true }, "relationships": { "operator": { "name": "Applied Digital", "slug": "applied-digital" }, "parishes": [ { "name": "Rapides", "slug": "rapides" } ], "utility": "Cleco" }, "classification": { "recordKind": "campus", "status": "Under construction", "phase": "Delta Forge 1", "confidence": "C", "evidenceState": "reported" }, "economics": { "capex": { "value": 3600, "label": "$3.6B", "state": "available" }, "disclosure": "reported", "includedInStatewideCapexFloor": true }, "power": { "mw": { "value": 430, "label": "430 MW", "state": "available" }, "basis": "utility-design" }, "physical": { "acreage": { "value": "672 ac", "label": "672 ac", "state": "available" }, "squareFeet": { "value": null, "label": "Not disclosed", "state": "not-in-public-record" }, "latitude": { "value": 31.254, "label": "Not in the public record", "state": "available" }, "longitude": { "value": -92.446, "label": "Not in the public record", "state": "available" } }, "context": { "category": { "value": "AI compute & high-performance computing", "label": "AI compute & high-performance computing", "state": "available" }, "parentOrganization": { "value": "Applied Digital Corporation", "label": "Applied Digital Corporation", "state": "available" }, "summary": { "value": "Louisiana Economic Development announced Delta Forge 1 as a $3.6 billion Rapides Parish AI factory build. Applied Digital describes 430 MW of total utility power, up to 300 MW of critical IT load, and initial operations targeted for mid-2027. Local reporting documented Project Lightning as an internal development codename; it is an alias, not an operator-confirmed project name.", "label": "Louisiana Economic Development announced Delta Forge 1 as a $3.6 billion Rapides Parish AI factory build. Applied Digital describes 430 MW of total utility power, up to 300 MW of critical IT load, and initial operations targeted for mid-2027. Local reporting documented Project Lightning as an internal development codename; it is an alias, not an operator-confirmed project name.", "state": "available" }, "thesis": { "value": null, "label": "Not in the public record", "state": "not-in-public-record" }, "intelligenceAngle": { "value": "Watch Cleco delivery work, any project-specific LPSC proceedings, and the unresolved site-size scopes: Applied Digital has described more than 500 and more than 600 acres, while Louisiana's rollout describes approximately 300 acres for the two initial facilities.", "label": "Watch Cleco delivery work, any project-specific LPSC proceedings, and the unresolved site-size scopes: Applied Digital has described more than 500 and more than 600 acres, while Louisiana's rollout describes approximately 300 acres for the two initial facilities.", "state": "available" }, "nextVerificationStep": { "value": "Track Rapides Parish site permits, Cleco infrastructure updates, OpportunityLouisiana releases, and Applied Digital investor materials for phase-by-phase MW and delivery timing.", "label": "Track Rapides Parish site permits, Cleco infrastructure updates, OpportunityLouisiana releases, and Applied Digital investor materials for phase-by-phase MW and delivery timing.", "state": "available" }, "fieldsToTrack": [ "capex", "MW capacity", "jobs", "timeline", "power", "incentives", "public documents" ] }, "freshness": { "dataAsOf": "2026-10-27", "generatedAt": "2026-10-27T00:00:00.000Z", "sourcePublishedAt": "2026-05-26", "lastVerified": "2026-08-05", "nextReviewBy": "2026-09-05", "displayState": "review-due" }, "evidence": { "sourceLinkageStatus": "source_linked", "claimStateVocabulary": [ "confirmed", "reported", "watch", "not-in-public-record" ], "methodologyUrl": "https://louisianai.com/methodology", "caution": "This packet is a routing and research artifact, not legal, tax, engineering, financing, or investment advice. Verify every material claim against the linked primary or source-of-record page before reuse." }, "claims": [ { "key": "identity", "label": "Project and operator", "value": "Delta Forge 1 · Applied Digital", "state": "reported", "note": "Open the linked record before repeating a material claim.", "sourceIds": [ "lpsc-u-38035" ] }, { "key": "location", "label": "Parish and utility", "value": "Rapides Parish · Cleco", "state": "reported", "note": "Utility territory is context, not proof of an executed service agreement or energization date.", "sourceIds": [ "lpsc-u-38035" ] }, { "key": "status", "label": "Current tracker status", "value": "Under construction · Delta Forge 1", "state": "reported", "note": "Status is a source-labelled tracking assessment. Open regulatory records are not approvals.", "sourceIds": [ "lpsc-u-38035" ] }, { "key": "capex", "label": "Tracked capital investment", "value": "$3.6B", "state": "reported", "note": "Investment is a tracked public figure, not a completed-spend assertion.", "sourceIds": [ "lpsc-u-38035" ] }, { "key": "mw", "label": "Tracked power capacity", "value": "430 MW", "state": "reported", "note": "Capacity, contracted load, utility design, critical IT load, and in-service power are distinct concepts.", "sourceIds": [ "lpsc-u-38035" ] } ], "sources": [ { "id": "project-source:https://www.opportunitylouisiana.gov/news/central-louisiana-secures-3-6-billion-applied-digital-ai-factory-campus", "title": "Central Louisiana Secures $3.6 Billion Applied Digital AI Factory Campus", "url": "https://www.opportunitylouisiana.gov/news/central-louisiana-secures-3-6-billion-applied-digital-ai-factory-campus", "authority": "Louisiana Economic Development", "publishedAt": "2026-05-26", "confidence": "C", "kind": "project-source" }, { "id": "project-source:https://ir.applieddigital.com/news-events/press-releases/detail/144/applied-digital-breaks-ground-on-delta-forge-1-a-430-mw-ai", "title": "Applied Digital Breaks Ground on Delta Forge 1, a 430 MW AI Factory Campus", "url": "https://ir.applieddigital.com/news-events/press-releases/detail/144/applied-digital-breaks-ground-on-delta-forge-1-a-430-mw-ai", "authority": "Applied Digital", "publishedAt": "2026-01-22", "confidence": "C", "kind": "project-source" }, { "id": "lpsc-u-38035", "title": "U-38035: Cleco / Applied Digital service package", "url": "https://lpscpubvalence.lpsc.louisiana.gov/portal/PSC/ViewFile?fileId=%2FBCQNjQtyTw%3D", "authority": "LPSC", "publishedAt": "2026-07-01", "confidence": "A", "kind": "primary-record" }, { "id": "louisianai-methodology", "title": "LouisianAI methodology", "url": "https://louisianai.com/methodology", "authority": "LouisianAI", "publishedAt": null, "confidence": null, "kind": "methodology" } ], "milestones": [ { "id": "lpsc-u-38035", "date": "2026-07-01", "event": "Cleco / Applied Digital service package: Open", "sourceIds": [ "lpsc-u-38035" ] } ], "regulatoryRecords": [ { "docket": "U-38035", "shortTitle": "Cleco / Applied Digital service package", "status": "Open", "dateOpened": "2026-07-01", "datePublished": "2026-07-01", "hearingOrOrder": "Open certification proceeding. Cleco's filing seeks approval of an electric service agreement, a capacity contract with Tenaska through May 31, 2037, and related generation and grid-connection support. On September 16, 2026, the Commission unanimously set consideration no later than the March 2027 Business and Executive Session, with an October 15 written order directing the ALJ to compile the record without recommendation and setting hearing dates for January 26-27, 2027.", "sourceUrl": "https://lpscpubvalence.lpsc.louisiana.gov/portal/PSC/ViewFile?fileId=%2FBCQNjQtyTw%3D", "primaryDocumentUrl": "https://lpscpubvalence.lpsc.louisiana.gov/portal/PSC/ViewFile?fileId=Zgad4DThgUA%3D", "nextWatch": "Track the January 26-27, 2027 hearing, subsequent ALJ record compilation, and Commission consideration no later than the March 2027 meeting." } ], "catalysts": [ { "key": "power", "label": "Power and load", "status": "open-record", "currentRecord": "U-38035: Cleco / Applied Digital service package", "nextRecord": "Final LPSC order, certification, or filed service/interconnection update.", "href": "/lpsc-dockets" }, { "key": "permits", "label": "Permits and site controls", "status": "watch", "currentRecord": "No controlling parish permit or site-plan record is linked in this packet.", "nextRecord": "Parish agenda, site-plan approval, zoning packet, or environmental permit notice.", "href": "/topics/permitting" }, { "key": "water", "label": "Water and cooling", "status": "watch", "currentRecord": "No project-specific withdrawal, cooling, or water-service record is linked in this packet.", "nextRecord": "LDEQ notice, groundwater/water-board record, utility agreement, or operator environmental disclosure.", "href": "/topics/water" }, { "key": "delivery", "label": "Construction and delivery", "status": "open-record", "currentRecord": "Under construction · Delta Forge 1", "nextRecord": "Operator construction milestone, utility energization evidence, parish inspection, or filed completion notice.", "href": "/data-centers/delta-forge-1" } ], "publicResearch": { "snapshotVersion": "3e4510af9d9871ef886bb74142ce358a7ef2b58bddd2d49fa512550f24220e7c", "supplementCoverage": "unconfigured", "supplement": null }, "source_linkage_status": "source_linked", "snapshot_version": "3e4510af9d9871ef886bb74142ce358a7ef2b58bddd2d49fa512550f24220e7c" }, { "dossier_version": "2026.08.20.1", "dossierVersion": "2026.08.20.1", "identity": { "recordId": "louisianai:infrastructure:stack-infrastructure-bossier", "slug": "stack-infrastructure-bossier", "legacySlug": null, "canonicalSlug": "stack-infrastructure-bossier", "canonicalPath": "/data-centers#stack-infrastructure-bossier", "hasDedicatedProfile": false }, "relationships": { "operator": { "name": "STACK Infrastructure", "slug": "stack-infrastructure" }, "parishes": [ { "name": "Bossier", "slug": "bossier" } ], "utility": "SWEPCO" }, "classification": { "recordKind": "watch", "status": "Watch", "phase": "Not independently disclosed", "confidence": "D", "evidenceState": "watch" }, "economics": { "capex": { "value": null, "label": "Not separately disclosed", "state": "not-in-public-record" }, "disclosure": "not-disclosed", "includedInStatewideCapexFloor": false }, "power": { "mw": { "value": null, "label": "Not separately disclosed", "state": "not-in-public-record" }, "basis": null }, "physical": { "acreage": { "value": null, "label": "Not disclosed", "state": "not-in-public-record" }, "squareFeet": { "value": null, "label": "Not disclosed", "state": "not-in-public-record" }, "latitude": { "value": null, "label": "Not in the public record", "state": "not-in-public-record" }, "longitude": { "value": null, "label": "Not in the public record", "state": "not-in-public-record" } }, "context": { "category": { "value": null, "label": "Not in the public record", "state": "not-in-public-record" }, "parentOrganization": { "value": null, "label": "Not in the public record", "state": "not-in-public-record" }, "summary": { "value": "Potential subsite within Amazon/STACK's $18B multi-campus program; independent cost and MW are not public. Capex stays on the program record so this watch row is not counted twice.", "label": "Potential subsite within Amazon/STACK's $18B multi-campus program; independent cost and MW are not public. Capex stays on the program record so this watch row is not counted twice.", "state": "available" }, "thesis": { "value": null, "label": "Not in the public record", "state": "not-in-public-record" }, "intelligenceAngle": { "value": null, "label": "Not in the public record", "state": "not-in-public-record" }, "nextVerificationStep": { "value": null, "label": "Not in the public record", "state": "not-in-public-record" }, "fieldsToTrack": [] }, "freshness": { "dataAsOf": "2026-10-27", "generatedAt": "2026-10-27T00:00:00.000Z", "sourcePublishedAt": "2026-02-23", "lastVerified": "2026-10-27", "nextReviewBy": "2026-11-27", "displayState": "current" }, "evidence": { "sourceLinkageStatus": "source_linked", "claimStateVocabulary": [ "confirmed", "reported", "watch", "not-in-public-record" ], "methodologyUrl": "https://louisianai.com/methodology", "caution": "This packet is a routing and research artifact, not legal, tax, engineering, financing, or investment advice. Verify every material claim against the linked primary or source-of-record page before reuse." }, "claims": [ { "key": "identity", "label": "Project and operator", "value": "STACK Bossier site context · STACK Infrastructure", "state": "watch", "note": "Open the linked record before repeating a material claim.", "sourceIds": [ "U-37289" ] }, { "key": "location", "label": "Parish and utility", "value": "Bossier Parish · SWEPCO", "state": "watch", "note": "Utility territory is context, not proof of an executed service agreement or energization date.", "sourceIds": [ "U-37289" ] }, { "key": "status", "label": "Current tracker status", "value": "Watch · Not independently disclosed", "state": "watch", "note": "Status is a source-labelled tracking assessment. Open regulatory records are not approvals.", "sourceIds": [ "U-37289", "WD-25-CDO-11" ] }, { "key": "capex", "label": "Tracked capital investment", "value": "Not separately disclosed", "state": "watch", "note": "Investment is a tracked public figure, not a completed-spend assertion.", "sourceIds": [ "U-37289" ] }, { "key": "mw", "label": "Tracked power capacity", "value": "Not in the public record", "state": "not-in-public-record", "note": "Capacity, contracted load, utility design, critical IT load, and in-service power are distinct concepts.", "sourceIds": [ "U-37289" ] } ], "sources": [ { "id": "project-source:https://www.stackinfra.com/about/news-press/press-releases/stack-infrastructure-announces-data-center-developments-supporting-economic-growth-in-louisiana", "title": "STACK Infrastructure Announces Data Center Developments Supporting Economic Growth in Louisiana", "url": "https://www.stackinfra.com/about/news-press/press-releases/stack-infrastructure-announces-data-center-developments-supporting-economic-growth-in-louisiana/", "authority": "STACK Infrastructure", "publishedAt": "2026-02-23", "confidence": "D", "kind": "project-source" }, { "id": "U-37289", "title": "SWEPCO · Rate base reopener", "url": "https://louisianai.com/sources#U-37289", "authority": "LPSC", "publishedAt": "Jan 09 2026", "confidence": "A", "kind": "source-record" }, { "id": "WD-25-CDO-11", "title": "Caddo · STACK cooling tower", "url": "https://louisianai.com/sources#WD-25-CDO-11", "authority": "LDEQ", "publishedAt": "Dec 03 2025", "confidence": "A", "kind": "source-record" }, { "id": "louisianai-methodology", "title": "LouisianAI methodology", "url": "https://louisianai.com/methodology", "authority": "LouisianAI", "publishedAt": null, "confidence": null, "kind": "methodology" } ], "milestones": [], "regulatoryRecords": [], "catalysts": [ { "key": "power", "label": "Power and load", "status": "confirmed-control", "currentRecord": "SWEPCO · Rate base reopener", "nextRecord": "Subsequent utility, transmission, or customer-agreement record affecting the current load thesis.", "href": "/lpsc-dockets" }, { "key": "permits", "label": "Permits and site controls", "status": "watch", "currentRecord": "No controlling parish permit or site-plan record is linked in this packet.", "nextRecord": "Parish agenda, site-plan approval, zoning packet, or environmental permit notice.", "href": "/topics/permitting" }, { "key": "water", "label": "Water and cooling", "status": "confirmed-control", "currentRecord": "An environmental or water-record source is linked in the packet.", "nextRecord": "LDEQ notice, groundwater/water-board record, utility agreement, or operator environmental disclosure.", "href": "/topics/water" }, { "key": "delivery", "label": "Construction and delivery", "status": "watch", "currentRecord": "Watch · Not independently disclosed", "nextRecord": "Operator construction milestone, utility energization evidence, parish inspection, or filed completion notice.", "href": "/data-centers#stack-infrastructure-bossier" } ], "publicResearch": { "snapshotVersion": "3e4510af9d9871ef886bb74142ce358a7ef2b58bddd2d49fa512550f24220e7c", "supplementCoverage": "unconfigured", "supplement": null }, "source_linkage_status": "source_linked", "snapshot_version": "3e4510af9d9871ef886bb74142ce358a7ef2b58bddd2d49fa512550f24220e7c" }, { "dossier_version": "2026.08.20.1", "dossierVersion": "2026.08.20.1", "identity": { "recordId": "louisianai:infrastructure:vantage-east-bank", "slug": "vantage-east-bank", "legacySlug": null, "canonicalSlug": "vantage-east-bank", "canonicalPath": "/data-centers#vantage-east-bank", "hasDedicatedProfile": false }, "relationships": { "operator": { "name": "Vantage Data Centers", "slug": "vantage" }, "parishes": [ { "name": "East Baton Rouge", "slug": "east-baton-rouge" } ], "utility": "Entergy LA" }, "classification": { "recordKind": "watch", "status": "Rumoured", "phase": "Site search", "confidence": "D", "evidenceState": "watch" }, "economics": { "capex": { "value": null, "label": "Not publicly disclosed", "state": "not-in-public-record" }, "disclosure": "not-disclosed", "includedInStatewideCapexFloor": false }, "power": { "mw": { "value": null, "label": "Not publicly disclosed", "state": "not-in-public-record" }, "basis": null }, "physical": { "acreage": { "value": null, "label": "—", "state": "not-in-public-record" }, "squareFeet": { "value": null, "label": "Not disclosed", "state": "not-in-public-record" }, "latitude": { "value": null, "label": "Not in the public record", "state": "not-in-public-record" }, "longitude": { "value": null, "label": "Not in the public record", "state": "not-in-public-record" } }, "context": { "category": { "value": null, "label": "Not in the public record", "state": "not-in-public-record" }, "parentOrganization": { "value": null, "label": "Not in the public record", "state": "not-in-public-record" }, "summary": { "value": "Unconfirmed; tracked from supplier RFPs only.", "label": "Unconfirmed; tracked from supplier RFPs only.", "state": "available" }, "thesis": { "value": null, "label": "Not in the public record", "state": "not-in-public-record" }, "intelligenceAngle": { "value": null, "label": "Not in the public record", "state": "not-in-public-record" }, "nextVerificationStep": { "value": null, "label": "Not in the public record", "state": "not-in-public-record" }, "fieldsToTrack": [] }, "freshness": { "dataAsOf": "2026-10-27", "generatedAt": "2026-10-27T00:00:00.000Z", "sourcePublishedAt": null, "lastVerified": null, "nextReviewBy": null, "displayState": "unverified" }, "evidence": { "sourceLinkageStatus": "source_linked", "claimStateVocabulary": [ "confirmed", "reported", "watch", "not-in-public-record" ], "methodologyUrl": "https://louisianai.com/methodology", "caution": "This packet is a routing and research artifact, not legal, tax, engineering, financing, or investment advice. Verify every material claim against the linked primary or source-of-record page before reuse." }, "claims": [ { "key": "identity", "label": "Project and operator", "value": "Vantage East Bank · Vantage Data Centers", "state": "watch", "note": "Open the linked record before repeating a material claim.", "sourceIds": [ "EST-LD-001" ] }, { "key": "location", "label": "Parish and utility", "value": "East Baton Rouge Parish · Entergy LA", "state": "watch", "note": "Utility territory is context, not proof of an executed service agreement or energization date.", "sourceIds": [ "EST-LD-001" ] }, { "key": "status", "label": "Current tracker status", "value": "Rumoured · Site search", "state": "watch", "note": "Status is a source-labelled tracking assessment. 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