---
title: "The biggest data centers are mostly still in the pipeline"
subtitle: "The share operating falls from 79% among small facilities to 5% among mega campuses"
description: "Data center facility status by size class, from small (0-10 MW) to mega campus (>1,000 MW), shows the share currently operating collapsing from 79% to 5% as project scale increases. Percentages are normalized within each known size class (721 of 1,621 facilities), not compared as raw counts. Built in R with ggplot2, ggtext, and glue."
date: "2026-07-22"
author:
- name: "Steven Ponce"
url: "https://stevenponce.netlify.app"
citation:
url: "https://stevenponce.netlify.app/data_visualizations/MakeoverMonday/2026/mm_2026_29.html"
categories: ["MakeoverMonday", "2026"]
tags: [
"makeover-monday",
"data-visualization",
"ggplot2",
"ggtext",
"data-centers",
"artificial-intelligence",
"infrastructure",
"bar-chart",
"progress-bar",
"r-programming",
"project-maturity",
"2026"
]
image: "thumbnails/mm_2026_29.png"
format:
html:
toc: true
toc-depth: 5
code-link: true
code-fold: true
code-tools: true
code-summary: "Show code"
theme:
light: [flatly, assets/styling/custom_styles.scss]
dark: [darkly, assets/styling/custom_styles_dark.scss]
editor_options:
chunk_output_type: inline
execute:
freeze: true
cache: true
error: false
message: false
warning: false
eval: true
---
```{r}
#| label: setup-links
#| include: false
# CENTRALIZED LINK MANAGEMENT
## Project-specific info
current_year <- 2026
current_week <- 29
project_file <- "mm_2026_29.qmd"
project_image <- "mm_2026_29.png"
## Data Sources
data_main <- "https://pub-cee805df54de4b6c8f93bee984e3c725.r2.dev/datasets/us-data-center-locations/Data_Centers_Database.xlsx"
data_secondary <- "https://pub-cee805df54de4b6c8f93bee984e3c725.r2.dev/datasets/us-data-center-locations/Data_Centers_Database.xlsx"
## Repository Links
repo_main <- "https://github.com/poncest/personal-website/"
repo_file <- paste0("https://github.com/poncest/personal-website/blob/master/data_visualizations/MakeoverMonday/", current_year, "/", project_file)
## External Resources/Images
chart_original <- "https://raw.githubusercontent.com/poncest/MakeoverMonday/refs/heads/master/2026/Week_29_original_chart.png"
## Organization/Platform Links
org_primary <- "https://experience.arcgis.com/experience/5a4d072ad01449bba5698a80103fb909"
org_secondary <- "https://experience.arcgis.com/experience/5a4d072ad01449bba5698a80103fb909"
# Helper function to create markdown links
create_link <- function(text, url) {
paste0("[", text, "](", url, ")")
}
# Helper function for citation-style links
create_citation_link <- function(text, url, title = NULL) {
if (is.null(title)) {
paste0("[", text, "](", url, ")")
} else {
paste0("[", text, "](", url, ' "', title, '")')
}
}
```
### Original
The original visualization comes from `r create_link("US Data Center Locations", org_primary)`

### Makeover
{#fig-1}
### [**Steps to Create this Graphic**]{.mark}
#### [1. Load Packages & Setup]{.smallcaps}
```{r}
#| label: load
#| warning: false
#| message: false
#| results: "hide"
## 1. LOAD PACKAGES & SETUP ----
suppressPackageStartupMessages({
if (!require("pacman")) install.packages("pacman")
pacman::p_load(
tidyverse, ggtext, showtext, scales, glue, janitor
)
})
### |- figure size ----
camcorder::gg_record(
dir = here::here("temp_plots"),
device = "png",
width = 10,
height = 5.5,
units = "in",
dpi = 320
)
# Source utility functions
suppressMessages(source(here::here("R/utils/fonts.R")))
source(here::here("R/utils/social_icons.R"))
source(here::here("R/utils/image_utils.R"))
source(here::here("R/themes/base_theme.R"))
```
#### [2. Read in the Data]{.smallcaps}
```{r}
#| label: read
#| include: true
#| eval: true
#| warning: false
#|
df_raw <- readxl::read_excel(
here::here("data/MakeoverMonday/2026/Data_Centers_Database.xlsx")) |>
clean_names()
```
#### [3. Examine the Data]{.smallcaps}
```{r}
#| label: examine
#| include: true
#| eval: true
#| results: 'hide'
#| warning: false
glimpse(df_raw)
skimr::skim_without_charts(df_raw)
```
#### [4. Tidy Data]{.smallcaps}
```{r}
#| label: tidy
#| warning: false
### |- clean status / sizerank, collapse pipeline categories ----
df_tidy <- df_raw |>
mutate(
status = str_squish(status),
sizerank = str_squish(sizerank),
sizerank = if_else(
sizerank == "Hyperscale (101-999 MW)",
"Hyperscale (100-999 MW)",
sizerank
)
) |>
filter(sizerank != "Unknown") |>
mutate(
status_bucket = case_when(
status == "Operating" ~ "Operating",
status %in% c("Proposed", "Approved/Permitted/Under construction") ~ "In pipeline",
TRUE ~ "Stalled/Other"
),
sizerank = factor(
sizerank,
levels = c(
"Small (0-10 MW)",
"Medium (11-50 MW)",
"Large (51-99 MW)",
"Hyperscale (100-999 MW)",
"Mega campus (>1,000 MW)"
)
)
)
### |- summarize: % operating by size class ----
plot_data <- df_tidy |>
summarise(
n = n(),
n_operating = sum(status_bucket == "Operating"),
.by = sizerank
) |>
mutate(
pct_operating = n_operating / n * 100,
label_pct = paste0(round(pct_operating), "%"),
label_n = paste0("n=", n)
) |>
arrange(sizerank) |>
ungroup()
```
#### [5. Visualization Parameters]{.smallcaps}
```{r}
#| label: params
#| include: true
#| warning: false
### |- plot aesthetics ----
clrs <- get_theme_colors(
palette = list(
accent = "#1E3A5F",
track = "#F2F2F2",
text = "#1A1A1A",
muted = "#6B6B6B",
background = "#FFFFFF"
)
)$palette
### |- annotation / layout scalars ----
n_known <- nrow(df_tidy)
n_total <- nrow(df_raw)
pct_known <- round(n_known / n_total * 100, 1)
track_max <- 100
n_label_x <- 112
x_axis_max <- 130
bar_width <- 0.62
### |- titles and caption ----
title_text <- "The biggest data centers are mostly still in the pipeline"
subtitle_text <- glue(
"The share operating falls from {round(plot_data$pct_operating[plot_data$sizerank == 'Small (0-10 MW)'])}% ",
"among small facilities to {round(plot_data$pct_operating[plot_data$sizerank == 'Mega campus (>1,000 MW)'])}% ",
"among mega campuses"
)
caption_lead <- glue(
"Larger facilities are far less likely to be operating: **",
"{round(plot_data$pct_operating[plot_data$sizerank == 'Small (0-10 MW)'])}% of small ",
"facilities are operational, compared with just ",
"{round(plot_data$pct_operating[plot_data$sizerank == 'Mega campus (>1,000 MW)'])}% ",
"of mega campuses.**"
)
caption_note <- glue(
"Size class was available for {n_known} of {scales::comma(n_total)} facilities ",
"({pct_known}%); facilities with unknown size were excluded. Operating share is shown ",
"directly; the remainder includes pipeline and other statuses. \u2018In pipeline\u2019 combines ",
"Proposed and Approved/Permitted/Under\u00A0construction statuses. Status reflects the database ",
"snapshot, not a construction forecast.<br>"
)
caption_text <- glue(
"{caption_lead}<br>",
"{caption_note}<br>",
create_mm_caption(
mm_year = 2026,
mm_week = 29,
source_text = "US Data Center Database, ArcGIS"
)
)
### |- fonts ----
setup_fonts()
fonts <- get_font_families()
### |- plot theme ----
base_theme <- create_base_theme(clrs)
weekly_theme <- extend_weekly_theme(
base_theme,
theme(
plot.background = element_rect(fill = clrs$background, color = NA),
panel.background = element_rect(fill = clrs$background, color = NA),
panel.grid = element_blank(),
axis.title = element_blank(),
axis.text.x = element_blank(),
axis.ticks = element_blank(),
axis.text.y = element_text(
family = fonts$text, color = clrs$text, size = 11, hjust = 1
),
plot.title = element_text(
family = fonts$title_1, color = clrs$text, size = 22, face = "bold"
),
plot.subtitle = element_text(
family = fonts$subtitle, color = clrs$muted, size = 10,
margin = margin(b = 14)
),
plot.caption = element_textbox_simple(
family = fonts$caption, color = clrs$muted, size = 6,
margin = margin(t = 12)
),
plot.margin = margin(20, 30, 20, 20)
)
)
theme_set(weekly_theme)
```
#### [6. Plot]{.smallcaps}
```{r}
#| label: plot
#| warning: false
### |- plot ----
p <- ggplot(plot_data, aes(y = sizerank)) +
geom_col(
aes(x = track_max),
fill = clrs$track,
width = bar_width
) +
geom_col(
aes(x = pct_operating),
fill = clrs$accent,
width = bar_width
) +
geom_text(
aes(x = pct_operating, label = label_pct),
hjust = -0.18,
size = 3.6,
fontface = "bold",
color = clrs$accent,
family = fonts$text
) +
geom_text(
aes(x = n_label_x, label = label_n),
hjust = 0,
size = 3.2,
color = clrs$muted,
family = fonts$text
) +
scale_y_discrete(limits = rev) +
scale_x_continuous(
limits = c(0, x_axis_max),
expand = c(0, 0)
) +
labs(
title = title_text,
subtitle = subtitle_text,
caption = caption_text
)
```
#### [7. Save]{.smallcaps}
```{r}
#| label: save
#| warning: false
### |- plot image ----
save_plot(
plot = p,
type = "makeovermonday",
year = current_year,
week = current_week,
width = 10,
height = 5.5
)
```
#### [8. Session Info]{.smallcaps}
::: {.callout-tip collapse="true"}
##### Expand for Session Info
```{r, echo = FALSE}
#| eval: true
#| warning: false
sessionInfo()
```
:::
#### [9. GitHub Repository]{.smallcaps}
::: {.callout-tip collapse="true"}
##### Expand for GitHub Repo
The complete code for this analysis is available in `r create_link(project_file, repo_file)`.
For the full repository, `r create_link("click here", repo_main)`.
:::
#### [10. References]{.smallcaps}
::: {.callout-tip collapse="true"}
##### Expand for References
**Primary Data (Makeover Monday):**
1. Makeover Monday `r current_year` Week `r current_week`: `r create_link("US Data Center Locations", "https://experience.arcgis.com/experience/5a4d072ad01449bba5698a80103fb909")`
- Excel: 1,621 rows × 44 columns. Each record represents a single U.S. data center facility, with fields covering location, development status, size classification, reported power capacity (MW), operator, cooling infrastructure, and documented community pushback.
- The original Esri/ArcGIS dashboard presents facilities as clustered map markers labeled only by raw facility count. This makeover instead asks a maturity question: how does the share of facilities actually operating change as project size increases?
- Analysis was restricted to the 721 of 1,621 facilities (44.5%) with a known `sizerank` classification; facilities coded `"Unknown"` size were excluded rather than imputed. A near-duplicate size-label entry (`"Hyperscale (101-999 MW)"`, n=1) was merged into `"Hyperscale (100-999 MW)"` prior to analysis.
2. Original Chart: `r create_link("US Data Center Locations dashboard", "https://experience.arcgis.com/experience/5a4d072ad01449bba5698a80103fb909")` — Esri / ArcGIS
- An interactive clustered map showing facility count totals as circle labels at varying zoom levels, with no encoding for development status, size, or ownership.
- This makeover asks a different question: rather than showing *where* facilities are located, it examines *how mature* facility development is (operating vs. still in the pipeline) as project size class increases.
**Source Data:**
3. `r create_link("US Data Center Database", "https://pub-cee805df54de4b6c8f93bee984e3c725.r2.dev/datasets/us-data-center-locations/Data_Centers_Database.xlsx")`
- The database tracks individual U.S. data center facilities — proposed, under construction, operating, suspended, and cancelled — compiled from media monitoring and public records.
- This visualization uses only the `status` and `sizerank` fields. Facility-level fields such as operator name, power source, and community pushback were reviewed during exploratory analysis but are not shown in the published chart.
**Methodological Notes:**
4. Development status was grouped from the source's seven `status` categories for the caption text (not shown as a separate visual encoding in the final chart):
- **Operating:** Operating
- **In pipeline:** Proposed + Approved/Permitted/Under construction
- **Stalled/Other:** Cancelled + Suspended + Expanding + Pre-proposal
- The chart encodes Operating share directly; the gray remainder includes both pipeline and stalled/other statuses and should not be read as "100% − Operating = Pipeline."
5. Size class (`sizerank`) is a source-published categorical field, not independently recomputed from reported megawatt (`mw`) capacity. Reported `mw` was missing for 62% of facilities overall, while `sizerank` was populated independently for a minority of those cases — `sizerank` was therefore used as the sole size-grouping variable rather than deriving classes from `mw` directly.
:::
#### [11. Custom Functions Documentation]{.smallcaps}
::: {.callout-note collapse="true"}
##### 📦 Custom Helper Functions
This analysis uses custom functions from my personal module library for efficiency and consistency across projects.
**Functions Used:**
- **`fonts.R`**: `setup_fonts()`, `get_font_families()` - Font management with showtext
- **`social_icons.R`**: `create_social_caption()` - Generates formatted social media captions
- **`image_utils.R`**: `save_plot()` - Consistent plot saving with naming conventions
- **`base_theme.R`**: `create_base_theme()`, `extend_weekly_theme()`, `get_theme_colors()` - Custom ggplot2 themes
**Why custom functions?**\
These utilities standardize theming, fonts, and output across all my data visualizations. The core analysis (data tidying and visualization logic) uses only standard tidyverse packages.
**Source Code:**\
View all custom functions → [GitHub: R/utils](https://github.com/poncest/personal-website/tree/master/R)
:::