A new visualization from Visual Capitalist, based on data from Bloom Energy's 2026 Data Center Power Report, shows how sharply the geography of the US data center market is expected to shift over the next two years. By 2028, total US data center load capacity is projected to reach about 150 gigawatts, nearly double the 80 gigawatts recorded in 2025.

Texas is projected to see the largest gain in market share of any state, growing 142 percent and adding more than 40 gigawatts of capacity, roughly 30 percent of the nation's total projected growth. Georgia follows with a projected 75 percent increase, while the rest of the country combined is expected to gain 21 percent.

Several long established data center markets are projected to lose relative share even as their capacity keeps growing in absolute terms. Virginia, currently the largest data center market in the world and home to about 35 percent of known global hyperscale facilities, is projected to lose 35 percent of its market share by 2028. California, headquarters to major cloud and AI companies, is projected to decline 50 percent, with Oregon down 67 percent and Nebraska down 75 percent.

The shift points to power availability as the deciding factor behind where new data center capacity gets built. Developers increasingly favor regions offering cheaper electricity, faster grid connections, and fewer capacity constraints, a dynamic that is redrawing the map of the industry away from several of its original hubs.

Source: Visual Capitalist - https://www.visualcapitalist.com/sp/u-s-states-winning-and-losing-data-center-market-share/