Memphis — xAI Colossus (TVA)
Memphis (Southwest) · DeSoto County MS
The high-realization outlier. xAI self-supplies with on-site gas turbines plus ~250 MW from TVA (+150 MW approved), so it actually energizes what it requests — ~1 GW+ live in under two years. In January 2026 a third building expanded Colossus to a ~2 GW target (555,000 GPUs, ~$18B), and in March 2026 xAI filed a $659M permit to build out the Colossus 2 (Tulane Road) site, with Solaris JV turbines reaching >1.1 GW by Q2 2027. When you build your own power, the queue isn't the bottleneck.
Megawatts per quarter — requested vs energized vs delivered
Faint rose = load requested (queue inflow, padded); solid rose = load energized; green = generation delivered (the supply KPI).
Quarterly throughput
| Quarter | Gen delivered | DC energized | DC requested | Realization |
|---|---|---|---|---|
| 2024-Q3 | 90 | 65 | 100 | 65% |
| 2024-Q4 | 120 | 90 | 140 | 64% |
| 2025-Q1 | 110 | 100 | 170 | 59% |
| 2025-Q2 | 150 | 120 | 200 | 60% |
| 2025-Q3 | 160 | 140 | 230 | 61% |
| 2025-Q4 | 220 | 160 | 270 | 59% |
| 2026-Q1 | 250 | 220 | 300 | 73% |
| 2026-Q2 | 280 | 280 | 330 | 85% |
| 2026-Q3(f) | 310 | 340 | 360 | 94% |
| 2026-Q4(f) | 340 | 400 | 390 | 103% |
All figures in MW. (f) = forecast. Realization = energized ÷ requested. Requested is gross queue inflow and is heavily padded — it is not energized load.
Anchor tenants & supply
- xAI Colossus 1Southwest Memphis · ~250 MW grid + on-site gas turbines250 MWOperating
- xAI Colossus 2Memphis · 3rd building Jan 2026 → ~2 GW target; 555k GPUs; Solaris JV turbines2.0 GWEnergizing
- TVA supplemental supplyGrid · Board-approved additional 150 MW150 MWApproved
Queue snapshot
- Generation in queue
- 8.0 GW
- Data-center load requested
- 800 MW
- Data-center share of load
- 85%
- Active projects
- 41
- Typical interconnect wait
- 3.0 yr