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Data Centres: Boom and Backlash
24SEP

Stargate and Atlas top Argentina data-centre pipeline

1 min read
13:52UTC

Industrial Info Resources counted 15 announced or under-evaluation Argentine data-centre projects worth US$46.4bn, but two schemes hold about 99% of the disclosed capacity.

IndustryDeveloping
Key takeaway

Argentina's US$46.4bn data-centre pipeline rests mostly on two announced schemes.

Industrial Info Resources, a project tracker, counted 15 announced or under-evaluation data-centre projects in Argentina worth US$46.4bn on 14 September1. Twelve disclose 3,533 MW between them, about 12% of Argentina's all-time peak electricity demand of 30,257 MW.

Two schemes hold about 99% of that capacity: OpenAI's Stargate at US$25bn, and Green Capital Renewable Energy's Atlas Gigahub in Trelew, Chubut, at US$21bn and 3,000 MW. Both chase Argentina's Incentive Regime for Large Investments, open to projects above US$200m. Most tracked projects sit in Patagonia, while all ten of the country's operating data centres are in Buenos Aires.

The total counts announcements, not money spent or contracted. OpenAI told investors in April that it had cut its compute spending target, and Tom's Hardware reported that it now treats Stargate as an umbrella term. Atlas alone accounts for 3,000 of the 3,533 disclosed megawatts, so the capacity figure largely stands or falls with one project in Chubut.

Deep Analysis

In plain English

A research firm, Industrial Info Resources, counted 15 announced or under-review data-centre projects in Argentina worth a combined US$46.4 billion. But this is a tally of proposals and evaluations, not money Argentina's government has confirmed is committed. Almost all of that disclosed capacity, about 99%, sits in just two projects: OpenAI's Stargate and Green Capital's Atlas Gigahub. The headline number describes two very large bets, not a wide spread of new investment.

Deep Analysis
Root Causes

The US$46.4 billion figure comes from Industrial Info Resources counting announced and evaluated projects, not Argentina's government confirming committed investment.

With OpenAI's Stargate and Green Capital's Atlas Gigahub holding roughly 99% of the disclosed capacity between them, the headline total is really a story about two large bets, not a broad-based building boom across many players.

First Reported In

Update #15 · Texas freezes data-centre permits

El Desconcierto / Radio Modelo Chile· 24 Sept 2026
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