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MacroTerrain AI INFRASTRUCTURE INTELLIGENCE ILLUSTRATIVE DEMO
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PROJECT GEOGRAPHY UNITED STATES
U.S. AI INFRASTRUCTURE PROJECTSIndividual project layer • geographic view
MacroTerrainPROJECT INTELLIGENCE / ILLUSTRATIVE DEMO
PROJECT SUMMARY

Stargate Abilene

Construction, capacity, counterparties and disclosed dependencies

STATUSOperational
PLANNED CAPACITY1.2 GW
LOCATIONAbilene, TX
ESTIMATED COSTNot disclosed

PROJECT TIMELINE

Site developmentInitial deliveryPhased expansion

PARTICIPANT OVERVIEW

CrusoeDeveloper
LanciumSite partner
OracleAnchor tenant
Blue Owl CapitalCapital partner
Independent intelligence for the AI infrastructure economy01
MacroTerrainPROJECT INTELLIGENCE / ILLUSTRATIVE DEMO
CAPITAL AND FINANCING

Economic relationship structure

Capital commitmentsDisclosed participantsDebt financingArrangers and facilitiesOwnership / investorsProject interestsCapacity / powerPhysical dependencies
Relationship compositionCategories shown separately to preserve economic meaning.

PARTICIPANT AND COUNTERPARTY OVERVIEW

ParticipantCategoryRoleEvidence
Blue Owl CapitalCapitalCapital partnerPrimary
JPMorganDebtFinancing participantFiling
OracleCommercialAnchor tenantDisclosed
OncorPowerDelivery counterpartyPublic record
Relationships remain source-specific and category-separated02
MacroTerrainPROJECT INTELLIGENCE / ILLUSTRATIVE DEMO
INFRASTRUCTURE DEPENDENCIES

Delivery path and source record

POWER DELIVERYOncor / ERCOT

Grid region and delivery relationships

SITE DEVELOPMENTCrusoe / Lancium

Development and site counterparties

CAPACITY DEMANDOracle

Major identified tenant relationship

PROJECT MILESTONE HISTORY

Site announcedPublic project recordFinancing disclosedCapital structure updateInitial capacity deliveredOperational status

SOURCE SUMMARY

Company materialsPrimary
Public records and filingsReviewed
Attributed reportingSecondary
Source references retained with the underlying research record03
MacroTerrain

Map the buildout. Trace the capital.

Independent intelligence for the AI infrastructure economy.

00:00 / 01:02

Independent infrastructure intelligence

The AI boom is physical.

Trace the projects, capital, companies, power, and dependencies shaping the next buildout.

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One clear view of what changed.

New projects, disclosed capital, critical counterparties, and the source material behind the week’s most important infrastructure moves.

  • 01 The projects worth tracking
  • 02 The companies newly exposed
  • 03 The filings and sources that matter

A connected research surface

Follow a project past the announcement.

Macro Terrain organizes public evidence around the relationships that determine whether a buildout moves, stalls, or changes hands.

01

Projects

Locations, capacity, schedules, status changes, and the entities attached to each build.

02

Capital

Financing structures, counterparties, disclosed commitments, and dependency chains.

03

Physical systems

Power, land, compute, construction, equipment, and the constraints that connect them.

04

Source history

Dated evidence and visible sourcing so each conclusion can be checked and revisited.

Methodology

Evidence first. Interpretation second.

Every useful map begins with disciplined source work. Macro Terrain is designed to separate disclosed facts, attributed reporting, and research interpretation.

Primary-source priorityFilings, permits, official records, and company materials lead the record.
Visible confidenceRelationships are categorized so confirmed facts are not confused with open questions.
Living researchNew evidence can update a connection without erasing the history behind it.