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Intelligence by Market

NORTH AMERICAN
CONNECTIVITY MARKETS

Power pipeline, network infrastructure, route pressure, and project data for 26 key markets. Built to help buyers and developers understand where connectivity demand is forming.

26
Markets
3
Countries
7
Primary
Power pipeline
Fiber density
Site pressure
Primary Markets
VirginiaPRIMARY
PJM · United States

Northern Virginia hosts more data center capacity than any other market on Earth. Power is the constraint.

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TexasPRIMARY
ERCOT · United States

ERCOT's deregulated market and abundant renewables make Texas a top-tier expansion target for hyperscalers.

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GeorgiaPRIMARY
SERC · United States

Atlanta is the connectivity hub of the Southeast. Georgia Power and TVA territory with strong incentive programs.

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IllinoisPRIMARY
PJM · United States

Chicago is one of the densest network peering hubs in North America. Critical for latency-sensitive deployments.

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OregonPRIMARY
WECC · United States

Affordable hydro power and a long history of hyperscaler investment along the Columbia River corridor.

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WashingtonPRIMARY
WECC · United States

BPA hydro power, Microsoft's home market, and a dense fiber spine along I-90 and I-5.

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OntarioPRIMARY
IESO · Canada

Toronto and the Golden Horseshoe are Canada's leading digital infrastructure markets with strong grid access.

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Emerging Markets
MichiganEMERGING
MISO · United States

Abundant freshwater cooling, competitive power rates, and a growing hyperscaler footprint in West Michigan.

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ArizonaEMERGING
WECC · United States

Low land costs, tax incentives, and APS/SRP utility infrastructure driving rapid Western US expansion.

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OhioEMERGING
PJM · United States

Columbus and central Ohio emerging as the next major data center cluster. Strong PJM grid access.

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QuebecEMERGING
HQ · Canada

Hydro-Québec offers some of the cheapest and cleanest power in North America. New large-DC rate (~13¢/kWh) launches H2 2026 — re-opening the door for AI infrastructure.

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AlbertaEMERGING
AESO · Canada

The only Canadian market where you can credibly co-locate generation with load. 30+ AI DC projects in the AESO queue. Calgary metro is the gravity center.

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QuerétaroEMERGING
CENACE · Mexico

Nearshore manufacturing, strong fiber spine, and a growing hyperscaler presence driven by nearshoring demand.

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UtahEMERGING
WECC · United States

Salt Lake City is a 2026 deal-activity leader — land, power, and permitting economics are pulling hyperscale investment into the Wasatch Front.

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NevadaEMERGING
WECC · United States

Reno is a 2026 deal-activity leader, building on its existing Tahoe Reno Industrial Center hyperscale base and low-cost power access.

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IndianaEMERGING
MISO · United States

Indianapolis is a 2026 deal-activity leader, leveraging its central-US logistics position and MISO grid access for hyperscale expansion.

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Developing Markets
British ColumbiaDEVELOPING
BCH · Canada

BC limits new DC interconnections in 2026 to 300 MW for AI and 100 MW general — but Site C just came online and First Nations partnerships are unlocking the bulk of viable opportunities.

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SaskatchewanDEVELOPING
SaskPower · Canada

Regina and Saskatoon host provincial telecom DCs; Bell's 300 MW Saskatchewan AI campus and George Gordon FN partnership signal the next wave.

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ManitobaDEVELOPING
Manitoba Hydro · Canada

Bell's Winnipeg food-plant-to-AI conversion and Cerebras' announced Manitoba campus put Winnipeg on the sovereign compute map.

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Nova ScotiaDEVELOPING
NS Power · Canada

Halifax anchors Atlantic telecom and colocation — smaller scale but strategic for east-coast latency.

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New BrunswickDEVELOPING
NB Power · Canada

Equinix SJ1 and Bell Moncton provide regional peering and enterprise colocation.

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Newfoundland and LabradorDEVELOPING
NL Hydro · Canada

Limited colo footprint; primarily telecom and enterprise DC capacity.

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Prince Edward IslandDEVELOPING
Maritime Electric · Canada

Single provincial telecom hub — niche edge use cases only.

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Northwest TerritoriesDEVELOPING
NTPC · Canada

Yellowknife Northwestel hub — cooling advantage, limited MW.

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YukonDEVELOPING
Yukon Energy · Canada

No major colo/hyperscale footprint tracked yet.

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NunavutDEVELOPING
Qulliq Energy · Canada

Honest zero — monitor for Arctic edge / sovereign compute pilots.

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