🛡️ PivotIntel: AI Infrastructure Intelligence Report

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Issue #2 – November 30, 2025

We are still building our resources and refining our process, but in this our second newsletter we are announcing a couple of really cool new features, along with setting the stage for 2026.

BY THE NUMBERS:

  • 29 Projects Tracked nationwide
  • $301.4B Total Investment announced
  • 10 States with active projects
  • NEW THIS WEEK: Wisconsin expansion adds $549M

🎯 WHAT’S NEW

Wisconsin: Google/Foxconn Partnership Expands

Investment: $549 million
Location: Racine County, WI
Status: Announced

Google’s expansion of the Foxconn partnership continues Wisconsin’s data center growth. This adds to the state’s position as a Great Lakes AI infrastructure hub.

🚨 NEW FEATURE: Occupation Risk Tracker

Real-time intelligence on AI’s impact across all U.S. job categories

We’ve launched a comprehensive tracker covering 22 major occupation categories (9+ million workers each). Every occupation gets:

  • Risk score (0-100): Where 0 = critical risk, 100 = high opportunity
  • Automation breakdown: Routine, cognitive, interpersonal, creative tasks
  • Protection factors: What keeps you employed
  • Vulnerabilities: What’s at risk
  • Pivot paths: Recommended transitions with timelines

Key Findings from McKinsey (Nov 2025):

  • 57% of U.S. work hours automatable with current technology
  • 40% of jobs “highly automatable”
  • Entry-level hiring already slowing (programmers, analysts, business operations)
  • AI fluency demand grew 7x from 2023-2025

Most at Risk:

  • Office & Administrative Support (25/100) – 19.7M workers
  • Sales (40/100) – 14.6M workers
  • Production (35/100) – 8.7M workers

Most Protected:

  • Healthcare Practitioners (80/100) – 9.3M workers
  • Protective Services (75/100) – 3.5M workers
  • Skilled Trades (75/100) – 6.0M workers

View Full Occupation Risk Tracker →

Read the full McKinsey analysis: McKinsey’s November 2025 Bombshell

đź“Š TOP INVESTMENTS TRACKED

Note: The three $15B Indiana projects may represent phases of the same development. Source verification ongoing.

🗺️ GEOGRAPHIC DISTRIBUTION

Regional Patterns:

  • Indiana: Massive concentration ($178B across 13 projects) – likely includes Amazon’s New Carlisle megaproject
  • Virginia/Texas: Federal government and hyperscale concentration
  • Great Lakes: Wisconsin, Michigan, Ohio emerging as regional hub
  • Southeast: Georgia expansion continues

🚧 BETA STATUS & EXPANSION ROADMAP

Current Coverage: National Projects

  • Automated collection from tech news, data center industry sources
  • Company press releases (Meta, Google, Amazon, Microsoft)
  • Manual verification before publication

Coming December 2025: Michigan Deep Dive

  • Bridge Michigan, Detroit Free Press, MLive regional coverage
  • County planning commission tracking
  • Community opposition outcomes
  • Local hiring data vs. announced projections
  • Tax incentive analysis by project

Q1 2026: Great Lakes Regional Expansion

  • Wisconsin (Meta Beaver Dam, Microsoft facilities)
  • Ohio (185+ existing data centers)
  • Indiana (Michigan City, northern Indiana projects)
  • Illinois (224 data centers – most active in region)

Methodology Refinement: We’re still beta-testing our automated collection and verification workflows. You may notice:

  • Some duplicate entries being cleaned up
  • Investment amounts verified against multiple sources
  • State-level data improving as regional coverage expands

Your Feedback Matters: Found an error? Have local intelligence we missed? Email us or comment on Substack. We’re building this to serve workers and communities – your ground-level knowledge makes it better.

🔍 METHODOLOGY

Data Collection (Beta Phase):

  • Automated daily scraping of national tech, data center, and business news
  • Michigan regional sources launching December 2025
  • Company press releases and investor filings
  • Public permit and planning commission records

Quality Control:

  • Manual verification of all projects before publication
  • Source archiving via Wayback Machine
  • Duplicate detection across staging and production databases
  • Confidence scoring (30-100%)

What We Track:

  • Investment amounts (announced and actual)
  • Construction timelines
  • Employment projections (temporary and permanent)
  • Community opposition and outcomes
  • Tax incentives and public subsidies

Beta Testing Notice: We’re refining our collection and verification processes. National coverage is operational; regional coverage expands December 2025 (Michigan) and Q1 2026 (Great Lakes). Data accuracy improves weekly as we validate sources and remove duplicates.

đź“Ś COMING THIS WEEK

“AI Is Not a Bubble” Series Continues:

Article 2: The Federal AI Infrastructure Push

Examining:

  • Amazon’s $50B federal government contract – what it means for workers
  • Military data center expansion – geographic distribution and opportunities
  • Agricultural AI applications – rural infrastructure impact
  • Security clearance opportunities – job protection premium for displaced workers

What makes government/military different:

  • Long-term contract stability vs. private sector volatility
  • Security clearance = competitive advantage
  • Geographic distribution (rural military bases, federal facilities)
  • Agricultural AI creates regional opportunities beyond urban centers

Subscribe to get it first: theopenrecordl3c.substack.com

đź”— RESOURCES

Track Your Career Risk:

Infrastructure Intelligence:

Next Edition: December 7, 2025

PivotIntel provides regional AI infrastructure intelligence for workers, communities, and professionals navigating the AI transformation. Free subscription at theopenrecordl3c.substack.com

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