English

How Much of the United States Can Still Host New Hyperscale Data Centers? A Constraint-Based Feasibility Analysis

Physics and Society 2026-02-04 v1

Abstract

The rapid expansion of hyperscale data centers, primarily driven by cloud computing and generative AI is placing growing pressure on electricity systems, land, and climate-sensitive infrastructure. While existing maps document where data centers are currently located, a major unanswered question remains: where can hyperscale data centers still be built under present-day physical, infrastructural, and environmental constraints? Here we address this question, focusing on the United States, using a national-scale, constraint-first geospatial framework that infers feasibility from revealed hyperscale siting patterns rather than from demand forecasts or optimization assumptions. By combining power-grid adjacency, environmental limits, land-use constraints, and climatic constraints within a uniform hexagonal spatial system, we estimate the feasible hyperscale hosting capacity. Our presented approaches converge on a limited feasible land envelope, implying a substantial contraction relative to naive land-availability assumptions. Based on observed build-out patterns, we estimate that total physically feasible U.S. hyperscale capacity lies in the tens of gigawatts rather than the hundreds. The results of this piece are intended to support national-scale reasoning about infrastructure feasibility under modern constraints.

Keywords

Cite

@article{arxiv.2602.02529,
  title  = {How Much of the United States Can Still Host New Hyperscale Data Centers? A Constraint-Based Feasibility Analysis},
  author = {Milan Janosov},
  journal= {arXiv preprint arXiv:2602.02529},
  year   = {2026}
}

Comments

15 pages, 5 figures