The global geography of compute is changing

Where should the next gigawatt of compute be built?

DataSentinel tracks the physical infrastructure behind global compute: power, transmission, fibre, land, cooling, approvals and delivery.

Compute demand is digital. Compute infrastructure is physical.

Approximate geometry · not a census · announced ≠ deliverable

Operating IT MW (seed)

Preliminary

8.5

Not a census

Construction MW (seed)

Preliminary

Enabling works included

Approved MW (seed)

Preliminary

Empty until a DC is approved

Proposed MW (seed)

Preliminary

1780

Announced ambition

Power-secured MW (seed)

Preliminary

508.5

Includes storage

Announced is not deliverable

Project funnel — v0.1 seed, not a global census

Compiled from the v0.1 seed, not a global census. Storage MW (Liddell Battery) is excluded from IT operating totals below when labelled separately.

IT operating MW in seed8.5 MW
NEXTDC D1 + PH1. Not a national census.
Storage operating MW in seed500 MW
Liddell Battery. Not IT load.
Announced compute MW in seed1780 MW
Dominated by Beetaloo Digital 1,000 MW statement.
Power-secured MW in seed508.5 MW
Includes storage. Do not read as deliverable IT.

Latest intelligence

2025-12-23
Lansdown geography — material transmission update
Flinders Substation MID approved 23 December 2025. This is a committed CopperString node near Hughenden, not a Townsville campus reservation. Prospective regional capacity increases in the 2030s remain unallocated to compute.
2026-07-22
Weddell — announced GW, confidence preliminary
NT exclusivity over 185 ha and GW-scale statements. Deliverable MW today remains the Darwin edge market (D1), not Weddell.
2026-06-01
Pilbara — fibre diversity improved
Vocus Horizon lit. This changes the fibre story. It does not create spare NWIS megawatts.
2026-06-01
Liddell Battery commercially available
500 MW / 2 h storage is operating. Do not file as 500 MW of IT load or as a campus offtake.

Australian depth