Published 2026-11-05 · Cyclone Bolt

LandGate, a Wood Mackenzie business that provides data for energy and infrastructure site selection, released its Q4 2026 Data Center Activity Report on November 4, 2026. In its announcement, the company said it now tracks 6,561 U.S. data center projects and that new project announcements in 2026 have already passed the total for all of 2025. Texas has more projects in development than any other state in the count.

What the report counts

Of the 6,561 projects LandGate tracks, 3,045, or 46.4%, are in development. That nearly matches the 3,191, or 48.6%, that are already operating, according to the release. LandGate's summary of the report describes the 3,045 as projects still in pre-operational development.

The pace of new announcements is the headline figure. LandGate counted 819 new projects announced in 2026 through October, against 764 announced in all of 2025.

Most of what is planned is large. The release says 71% of the development pipeline, or 2,154 projects, is hyperscale.

In five grid regions, the Southeast, ERCOT, MISO, SPP and PJM, the development pipeline is now larger than the operating base, LandGate said. The Southeast alone has 1,014 projects in development against 690 active.

These are project counts. Neither the release nor the summary gives megawatt or construction dollar totals for the tracked projects.

Texas and the state rankings

The release ranks states by projects in development. Texas is first with 454 and Virginia second with 443, followed by Georgia with 272, Pennsylvania with 199 and Arizona with 160.

The summary ranks states a second way, counting active and in-development projects together. On that measure Texas leads with 804, followed by Virginia with 758, California with 402, Georgia with 397 and Ohio with 304.

LandGate notes that the mix differs by state. California and New York are dominated by facilities already operating, while Georgia, Pennsylvania, Arizona and Indiana carry far more projects in development than in operation. The company says those are the states where upcoming capacity will be settled, and where power, zoning and community sentiment will matter most.

Power and local approval, not capital

LandGate's main argument is that money is no longer what holds projects back. The summary says the four largest hyperscalers now guide to roughly $720 billion to $740 billion in combined 2026 capital spending. The release says the deciding factors are now grid interconnection and local approval.

The release points to two changes in grid access rules. In June, it says, FERC issued show cause orders on large-load interconnection to all six of the RTOs and ISOs under its jurisdiction. In August, Texas ordered an audit of every data center in the ERCOT queue.

It also says local restrictions have spread to 42 states, and describes them as local, not national. According to the summary, the full report includes a national map of more than 400 moratorium instruments across those 42 states.

"The project pipeline continues to expand rapidly," LandGate CEO Yoann Hispa said in the release. He added that successful execution depends on early analysis of local grid conditions and municipal zoning limits.

These are LandGate's own findings, drawn from its project database. The company sells data for site selection, development and financing of energy and infrastructure projects, and this article relies on its release and published summary, not the full report.

What a pipeline this size means for bolting supply

A project count is not a purchase order, and LandGate's own point is that power and local approval will decide which of these projects get built. The count does show how many construction projects are lined up behind those decisions, and in which states.

Each data center building that goes ahead consumes structural and anchoring hardware. That typically includes anchor rods cast into foundations, high-strength structural bolt assemblies for steel framing, and anchors for generators, switchgear, chillers and rooftop equipment. Specifications for this work commonly call out ASTM F1554 anchor rods and ASTM F3125 structural bolts, with heavy hex nuts and hardened washers matched to each grade, and galvanized or other coatings for exposed hardware.

The mechanical systems add a second package. Flanged piping in cooling and fuel systems is typically bolted with stud bolts and heavy hex nuts. Buyers on these projects usually require mill test reports and lot traceability for each size, and the grades and sizes come from the project's engineer of record.

Timing is the part of the report that bears most directly on procurement. When interconnection and local approval decide which projects move, start dates can shift. That can make demand uneven for the supply base, because material is typically ordered when a project is released for construction, not when it is announced. Procurement teams tend to buy against a take-off at the start and then chase shorts near the end, when a missing size can hold up a crew.

Where Cyclone fits

Cyclone Bolt is a Houston, Texas manufacturer of fasteners, threaded products and custom machined components, established in 2016. Cyclone is supplying several large data center builds in Texas and welcomes more, from full-build take-offs to the shorts at the end of a project. Cyclone's published certifications include AS9100D, AS9120B, ISO 9001:2015, API Spec Q1, API 20E and API 20F.

This article reports on a published industry report. It does not describe Cyclone's own work, and nothing here indicates any Cyclone involvement with the company or projects covered. To discuss a data center bolting package, request a quote with your take-off, specifications and delivery dates.

Sources

Related on cyclonebolt.com