Six of the forty campuses in the ledger are in Texas. Four of them carry an announced or estimated capacity, 3,626 MW in all, and two announce no figure. The record evidences 554 MW across the six, at the end-of-August 2026 reading.
3 not yet due · 2 slipped · 1 never dated
From The AI Compute Race. Read the book
The campuses
| Campus | Where | Announced or estimated capacity (IT load) | Evidenced power (IT load) | The book’s verdict |
|---|---|---|---|---|
| Stargate Shackelford / Frontier | Shackelford County, Texas, US | 1,400 MW | 0 MW | Not yet due |
| Stargate Milam County | Milam County, Texas, US | 857 MW | 0 MW | Not yet due |
| Stargate Abilene | Abilene, Texas, US | 843 MW | 421 MW | Slipped |
| Helios | Dickens County, Texas, US | 526 MW | 133 MW | Slipped |
| Project Matador / HyperGrid | Amarillo (Carson County), Texas, US | not on file | 0 MW | Not yet due |
| IREN Sweetwater | Sweetwater County, Texas, US (as the August 2026 compilation gives it) | not on file | 0 MW | Never dated |
Who is involved
- OpenAI 3 of 6
- Oracle 2 of 6
- CoreWeave 1 of 6
- Crusoe 1 of 6
- Crusoe asset SPV 1 of 6
- Fermi America 1 of 6
- Galaxy Digital 1 of 6
- IREN 1 of 6
- SB Energy 1 of 6
- SoftBank 1 of 6
- TensorWave 1 of 6
- Vantage Data Centers 1 of 6
The dated tests that name these campuses
- · Chapter 7, the frontier’s deployment. An audited frontier model trained end to end on domestic Chinese silicon, at a compute budget within a factor of two of the American frontier, weakens the clause that denial slows the frontier’s deployment in China and confirms the clause that durable denial accelerates the ecosystem beneath it. The audit counts only if a party outside the developer publishes it.
- · Chapters 1 and 12, the first route. Supported if one laboratory holds an independently measured frontier lead through three or more complete improvement cycles, which at a three-month training run is nine months or more without a break. Undermined if American leadership has gone on rotating between laboratories since 1 January 2027 at a median laboratory tenure under thirteen weeks, less than one such cycle and near the present rate of about ten weeks. Both limbs count laboratories: a laboratory’s consecutive leading models make one tenure. A record that meets neither limb, a median of thirteen weeks or more with no lead held for nine months, scores neither. If Epoch has published no count of lead periods for that window by that day, the limb is unscored.
- · Chapters 1 and 12, the second route. Supported if the leading American-controlled system, or the allied stack behind it, sustains a lead of more than fourteen months over the strongest Chinese system with the gap widening, both at once. Undermined if the lag is fourteen months or less. The lag is a proxy for the machine, not a measure of it. It stands in because the lead the wager needs is a lead in what the models can do, and a superior machine serves the wager only if it yields one.
- · Chapters 1 and 12, the wager. Falsified if both of two things hold. Rivals are still reproducing each advance within fourteen months, the top of the historical four-to-fourteen-month envelope, so that a faster catch-up counts too. The public record still shows the leader’s generation time, the time one generation of models takes to produce the next, at months rather than weeks, which chapters 1 and 12 read as more than eight weeks between successive frontier releases. The lag alone undermines the second route, and the generation time alone falsifies nothing.
- · Chapter 2, compute moved rather than stopped. Falsified if the frontier of Epoch’s capability index keeps its slope in calendar 2027 and 2028, advancing at least 14 points in each year, the pace Epoch reported on 1 September 2026, while the growth of compute slows sharply everywhere at once in both years. That means Epoch’s frontier training-compute series growing less than twofold in each year, no offsetting rise in any post-training or inference estimate Epoch publishes for those years, and accelerator demand flat, NVIDIA’s reported Data Center revenue no higher in either of its fiscal years 2028 and 2029 than in the year before it. Every one of those conditions must hold together, and any one alone, frontier training compute slowing on its own included, leaves the claim standing. If Epoch has not published its index or its training-compute series for those years by the reading date, the test is unscored.
Every figure is the campus page’s own, read at the end of August 2026; each campus page carries its sources. Places · All 40 campuses.