North America Power & Utilities UBS Evidence Lab: Data Center Roadmap

研报英文原文证据摘录

North America Power & Utilities UBS Evidence Lab: Data Center Roadmap

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North America Power & Utilities Equities

AmericasUBS Evidence Lab: Data Center Roadmap

Electric Utilities

William Appicelli, CFA

TX, VA, OH, IL, & PA Screen as Top 5 States for Data Center Growth Analyst

This reports presents findings from the UBS Evidence Lab efforts at aggregating both william.appicelli@ubs.com

existing and planned / under construction data centers in the U.S. The data is shown on +1-212-713 1414

both a state level as well as on a utility company level based on the overlay of service Gregg Orrill

territories within in each state. We believe this data is helpful in putting into context the Analyst

magnitude of data center growth by location and type of facility. We think the data is gregg.orrill@ubs.com

generally consistent with investors' views on the areas of growth. The data reflects +1-212-713 1064

aggregation through Q1 2026, and we update it on a quarterly basis. Steve Ludwick

Analyst

D, AEP, SO, SRE, EXC Screen For Most Planned / Under Construction Facilities steve.ludwick@ubs.com

+1-212-713 5073

Dominion remains in a dominant position in terms of market share of data centers for

both operating (26%) and under construction (24%). In terms of number of hyperscaler Allison Paik

data center locations by technology company, Amazon is the leader, followed by Associate Analyst

Microsoft, Meta, Google, Apple, and xAI. allison.paik@ubs.com

+1-212-713 1078

Accessing the Data

Please find the link to the UBS Evidence Lab Global Data Centers Regional Exposure

dataset [ (> Access Dataset) ], and the link to the UBS Evidence Lab U.S. Utility Data

Center Exposure dataset [ (> Access Dataset) ].