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Microsoft's 422MW Georgia campus. A $540 million Texas construction filing. New power infrastructure in Arkansas. And two more developments contractors should be watching.

The biggest data center construction opportunities don't always begin with a bid announcement.

Sometimes they begin with a state development filing, a utility agreement, or a construction registration that identifies a project months before the contracting picture becomes clear.

This week, we're tracking five U.S. developments across Georgia, Texas, and Arkansas.

Some have proposed construction dates. Others still need regulatory approvals. None of the five has a newly verified open subcontractor solicitation.

But each has a documented reason for contractors to pay attention.

Don't wait until a project is already under construction to learn about it.

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This week's projects show three different ways construction pipelines are taking shape.

In Georgia, Microsoft has filed plans for a three-building data center campus with 422MW of proposed electrical demand.

In Texas, STACK Infrastructure has registered a $540 million building, while Soluna and Applied Digital have signed a development agreement for a new AI data center.

In Arkansas, Google and Entergy are advancing a major program of battery storage, substation, and transmission infrastructure.

And in Westlake, Texas, PowerHouse has registered three proposed construction components while navigating local approvals and litigation.

The common thread is that these projects are visible in public records before all their construction teams have been publicly identified.

That's where we're focusing our research.

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HIGH PRIORITY | DEVELOPMENT REVIEW

Location: Rome, Floyd County, Georgia
Developer: Microsoft
Project: ATL80

Microsoft submitted a Development of Regional Impact application on October 20 for a proposed data center campus along Huffaker Road.

The filing describes a 349-acre property with three data center buildings totaling as much as 1.659 million square feet.

The proposed electrical demand is 422MW, with Georgia Power identified as the utility provider.

The applicant estimates project completion in 2032.

The $340 million figure comes from the state's additional project information and is an applicant estimate, not an awarded construction budget.

The application identifies several infrastructure needs beyond the buildings themselves.

These include an on-site substation, a transmission extension, backup diesel generators, wastewater treatment, stormwater facilities, and transportation improvements.

The development also involves proposed wetland and stream impacts requiring environmental permits.

Those requirements could eventually generate work for civil, electrical, environmental, mechanical, and utility contractors.

The project is undergoing regional review. Local approvals and subsequent construction permitting will help establish its development schedule.

DCCR WATCH: Regional review findings, utility-service milestones, engineering appointments, and the first construction permits.

Source: Georgia project filing analysis | Data Center Dynamics

HIGH PRIORITY | PRECONSTRUCTION

Location: Lancaster, Texas
Developer: STACK Infrastructure
Project: DFW02B

A newly registered construction project at STACK's DFW02 campus provides one of the clearest near-term construction signals in this issue.

The Texas Department of Licensing and Regulation lists a proposed $540 million, two-story office and data center building.

The broader DFW02 campus is planned for more than 300MW, with expansion potential beyond 500MW.

A proposed March 2027 start creates a potential preconstruction window.

The project could eventually involve sitework, foundations, structural steel, electrical systems, mechanical equipment, cooling infrastructure, and commissioning.

Corgan's appearance in the registration identifies a member of the design team, but the filing does not identify a construction manager or establish that subcontractor bids are available.

The important milestones are construction permitting, construction-manager identification, and any announcements about subcontractor procurement.

DCCR WATCH: GC selection, permit activity, utility infrastructure, and trade-package releases.

Primary source: Texas TDLR Registration — TABS2027002755

HIGH PRIORITY | UTILITY DEVELOPMENT

Location: West Memphis and other Arkansas locations
Participants: Google and Entergy Arkansas

Google's growing West Memphis data center presence is driving additional utility infrastructure investment.

On October 19, Entergy Arkansas announced an expanded partnership supporting approximately $600 million in planned grid and energy infrastructure.

Unlike a single data center building, this development involves several separate potential construction workstreams.

Driver Solar area — Mississippi County

A proposed 1,000MWh battery energy storage installation.

Jones Mill area — near Hot Springs

A proposed 400MWh battery energy storage installation.

West Memphis

Expansion of the Galet 500/230kV substation and two new 230kV transmission lines.

Big Island Solar — Mississippi County

A separate 440MW solar power-purchase agreement involving a project developed by Pattern Energy.

The newly proposed battery infrastructure is targeted for 2028, subject to required approvals.

Potential work spans battery installation, civil construction, electrical distribution, transmission, substations, equipment integration, and commissioning.

This is the kind of development where several construction packages may emerge at different times.

Entergy has an established prospective supplier-registration process and has previously hosted vendor outreach for other Arkansas infrastructure projects.

That does not mean bidding has opened for these newly announced projects.

No EPC appointment was independently verified for the Driver, Jones Mill, or newly described transmission work.

Entergy intends to seek Arkansas Public Service Commission approval for the expanded arrangements.

DCCR WATCH: Regulatory filings, EPC appointments, equipment procurement, and supplier events.

Sources: Entergy Arkansas — October 19 Announcement | DCD Coverage

HIGH PRIORITY | DEVELOPMENT AGREEMENT

Location: Briscoe County, Texas
Project: Dorothy 3A
Developers: Soluna Holdings and Applied Digital

A new agreement between Soluna and Applied Digital could advance a 50MW AI data center near Silverton, Texas.

The planned joint venture would be owned 51% by Applied Digital and 49% by Soluna after closing.

Soluna's October 20 agreement confirms that certain development work has already begun at the site.

It also provides a mechanism for Applied Digital to fund qualifying early development expenses and potentially procure long-lead equipment before closing.

That's a meaningful construction signal, although it does not establish that the full facility is under construction.

The agreement specifies December 1, 2026, as the outside closing date, subject to limited extensions for particular conditions.

Several matters remain outstanding, including a Briscoe County tax-abatement vote, lease documentation, and other closing requirements.

ChronoScale's proposed lease remains at the nonbinding letter-of-intent stage.

Early site activity and potential long-lead equipment procurement suggest that project development is progressing even before the transaction closes.

Possible future work includes civil construction, electrical distribution, cooling, foundations, power infrastructure, and commissioning.

The tax-abatement decision and joint-venture closing are the immediate milestones.

DCCR WATCH: County proceedings, transaction closing, equipment commitments, and construction-team appointments.

Primary source: Soluna SEC Form 8-K — October 20, 2026

HIGH PRIORITY | APPROVALS PENDING

Location: Westlake, Texas
Developer: PowerHouse Data Centers
Project: DAL130, Circle T Ranch

PowerHouse has registered three proposed construction components at its DAL130 development.

Together, the Texas registrations carry approximately $143 million in estimated costs.

The main data center is listed at 224,152 square feet.

The filings identify Circle T Owner LP as owner and Ci Design as design firm.

The proposed construction start is December 1, 2026.

The project includes distinct building, water infrastructure, electrical, mechanical, and security-related construction scopes.

The broader campus has been proposed as a multi-building development with substantial power requirements.

However, the registrations do not prove that construction permits have been issued or that the project is authorized to proceed.

The proposal has faced litigation and local opposition over zoning and development procedures.

A court hearing was scheduled for October 23, but its final disposition was not independently confirmed for this edition.

The project should therefore be treated as an active preconstruction proposal with unresolved entitlement risk.

Watch Westlake's public records, court proceedings, and construction permitting.

DCCR WATCH: Litigation disposition, local approvals, general-contractor selection, and confirmed construction authorization.

Primary records:

Main Data Center — TABS2027002672

Auxiliary Water Building — TABS2027002674

Access-Control Building — TABS2027002675

Digital Realty is pursuing a large-scale campus at Industrial Park North with potential capacity of approximately 1GW.

The proposed development could eventually require substantial site infrastructure, electrical systems, cooling, and building construction.

Watch for: Local approvals, first-phase scope, utility commitments, and contractor appointments.

Duos recently announced a 20MW customer agreement worth more than $400 million over ten years, along with plans to secure additional development sites.

The contract value represents anticipated commercial revenue, not construction spending.

Watch for: Site locations, construction schedules, and modular deployment partners.

TeraWulf and Kentucky Power have amended an electric service agreement to increase the campus's planned contracted capacity from 500MW to 1GW, subject to approvals.

Watch for: Kentucky utility proceedings, substation construction milestones, and contractor appointments.

Five project milestones worth following:

What matters isn't just how much a developer plans to spend. It's how close the project is to construction and who will control the work.

That's the information DCCR will continue tracking.

This week's five developments represent different stages of the U.S. data center construction pipeline.

Microsoft has entered regional review in Georgia.

STACK has registered a major Texas building with a proposed 2027 start.

Google and Entergy are advancing multiple Arkansas power infrastructure projects.

Soluna and Applied Digital have documented early development activity in Texas.

And PowerHouse has registered proposed buildings while navigating local approvals.

No newly verified open subcontractor solicitations were identified for these five projects.

But the filings, agreements, and public records give contractors a head start on understanding where opportunities may develop.

We'll keep following the documents, the construction milestones, and the companies involved—before the next wave of contractor awards becomes public.

William Coit | Publisher, Data Center Contractor Report

The free DCCR 25 Project Tracker helps you follow major U.S. data center developments in one place.

See the projects, developers, locations, and milestones worth monitoring.

Access the Free DCCR 25 Project Tracker

Data Center Contractor Report | Independent U.S. data center construction intelligence.

Research cutoff: October 25, 2026. Project estimates, schedules, approvals, and development agreements are subject to change. Registered projects and potential contractor work should not be interpreted as confirmed bid opportunities.