Arizona — Greater Phoenix (WECC)
Phoenix · Mesa / Gilbert · Tucson · Goodyear
Anchored by TSMC Fab 21 and a dense semiconductor cluster. APS now reports ~4.5 GW of committed high-load demand plus >20 GW uncommitted (SRP peaked ~8.5 GW in 2025 with just ~441 MW of metered data-center load). Governor Hobbs's April 2026 strategic energy plan warns proposed data-center loads could nearly triple combined APS+SRP demand, requiring up to ~29 GW of new power. A more built-out market than most, but realization still runs low (~4%) as requests climb against a constrained, summer-peaking desert grid.
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 | 260 | 65 | 950 | 7% |
| 2024-Q4 | 410 | 70 | 1,200 | 6% |
| 2025-Q1 | 350 | 75 | 1,500 | 5% |
| 2025-Q2 | 480 | 80 | 1,850 | 4% |
| 2025-Q3 | 420 | 85 | 2,200 | 4% |
| 2025-Q4 | 560 | 90 | 2,700 | 3% |
| 2026-Q1 | 620 | 100 | 2,900 | 3% |
| 2026-Q2 | 700 | 110 | 3,100 | 4% |
| 2026-Q3(f) | 780 | 120 | 3,300 | 4% |
| 2026-Q4(f) | 860 | 130 | 3,500 | 4% |
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
- TSMC Fab 21 (load)North Phoenix · Semiconductor megafab cluster900 MWEnergizing
- MicrosoftGoodyear / El Mirage750 MWOperating
- GoogleMesa600 MWApproved
- MetaMesa500 MWPermitting
Queue snapshot
- Generation in queue
- 35 GW
- Data-center load requested
- 25 GW
- Data-center share of load
- 80%
- Active projects
- 248
- Typical interconnect wait
- 4.0 yr