Floating Data Centre Race: 6.5 MW → 200 MW in Five Years
18 September, 2026 Floating Data Centre Race: 6.5 MW → 200 MW in Five Years Why offshore: Land • Grid • Cooling UNIT COST 🇨🇳 $9.4K/kW — Shanghai HiCloud / Hailanyun — 24 MW 🇺🇸 $3.6K/kW — Hockema — 25 MW 🇺🇸 $6.9K/kW — Nautilus Stockton — 6.5 MW $6.6K/kW — Simple average* TECHNICAL VALIDATION CAPACITY 🇺🇸 6.5 MW critical IT — Nautilus — Operational since 2021 [6] 🇨🇳 2.3 MW live → 24 MW planned — Shanghai HiCloud / Hailanyun — Operational / Expansion [1] 🇯🇵 20–73 M
AI Infrastructure Gap: $1.8tn Contracted — $700bn+ CAPEX
10 September 2026 Evolution: Oil → Gas → LNG → Power → Power for AI Key Points $1.8tn — contracted future business $700bn+ — planned CAPEX (2026) 17 GW — AI data-centre capacity delivery gap $1.8 Trillion — Contracted Future Business $678bn — Microsoft $638bn — Oracle $514bn — Google Cloud [1–3] $700+ Billion — Planned CAPEX in 2026 $200bn+ — Amazon $200bn — Alphabet $175bn — Microsoft $130–145bn — Meta [4] 85 GW — In Development (458 Facilities) 24 GW — fully secured 68 G
