Pippa, the DCSI mascot Data Center Stress Index Water · Subsea, floating, and coastal
DCSI · Tier 2 · On Water

The data centers that go to sea.

Sealed pods on the seafloor. Barges tied to municipal docks. Wind farms with servers in their pylons. Tidal turbine fields with AI training clusters wired into them. Fourteen named projects, three continents, one common thread: jurisdictional waters where land-use ordinances don't reach.

14
Named projects tracked
3
Operational commercially
8
Science constraints
1
Moratorium bill passed → vetoed (Maine, Apr 2026)
Why On Water exists

Microsoft proved it works in 2020. Microsoft quit in 2024. China is the only operator still in commercial production.

Project Natick's sealed steel cylinder ran 864 servers off the Orkney Islands for 25 months with one-eighth the failure rate of an identical land-based control. Then Microsoft retired the program. The stated reason matters: a sealed pod cannot be opened mid-life to swap GPUs, and AI hardware refreshes every 12 to 24 months. The cooling savings are real. The operational lock-in is also real. Highlander's Hainan UDC has been live since March 2023. The Shanghai wind-paired pod went down in October 2025. The U.S. has one operating floating data center, in Stockton, on a river.

The roster 14 projects

Every named subsea, floating, or coastal data center we can find on the public record.

Status reflects May 11, 2026. Operational = paying customers and verified deployment. Hardware deployed = pods in water, commercial status unconfirmed. Funded = financed but not built. Concept = announced, no deployment. Contested = filed but facing organized local opposition. Decommissioned = the program ended.

🇺🇸 Microsoft Research, US · Decommissioned Decommissioned 2024
Project Natick
Phase 1: Pacific off San Luis Obispo, CA (2015). Phase 2: European Marine Energy Centre, Orkney Islands, Scotland, 36m depth (2018–2020).

864 servers in a 12.2-meter sealed steel cylinder, nitrogen-filled, cooled passively by surrounding seawater, powered by tidal + wind. 25-month operation ended July 2020 with recovery; program formally ended June 2024. Recorded one-eighth the failure rate of an identical onshore control. Microsoft cited the inability to swap GPUs in sealed pods as the core blocker for the AI era.

240 kW IT load 1/8× server-failure rate vs. land 25 months on the seafloor
🇨🇳 Highlander Digital + HiCloud, China · State-aligned Operational
Highlander Hainan UDC
Lingshui Li Autonomous County, off Hainan Island, ~35m depth, South China Sea. Module 1 deployed March 2023; Module 2 +400 servers February 2025.

First commercial subsea data center on the public record. Each 1,300-tonne capsule holds 24 racks / ~400–500 servers; cluster targeted at 100 capsules with a long-term 500 MW plan. Cooling is passive seawater. Power is onshore grid via submarine cable. Deployed by COOEC, the offshore engineering arm of state oil major CNOOC.

1,300-tonne capsules ~30,000 PC compute today 500 MW long-term target
🇨🇳 Shanghai HiCloud, China Sunk Oct 2025
HiCloud Shanghai Offshore (Lin-gang)
10 km off Shanghai's eastern coast, 10m depth, East China Sea.

First wind-paired commercial subsea data center anywhere. Installed October 2025; cluster ramp scheduled through 2026. 24 MW planned at $232M (¥1.6B) investment. 97% of power comes from the adjacent offshore wind farm. Target PUE 1.15. This is the operational template every other operator is now studying.

24 MW planned 97% wind-powered PUE 1.15 target
Sources: SCMP · E&T Magazine
🇺🇸 Nautilus Data Technologies, US Operational
Nautilus Stockton 1
Port of Stockton, San Joaquin River, California. Freshwater, moored barge. Operating since 2021.

The only commercially operating floating data center in the United States. 6.5 MW critical IT across four vaults. Once-through river water on primary loop, vacuum-sealed secondary; ASHRAE A1. Certifications: ISO 27001, SOC 2 Type 2, HIPAA, NIST 800-171. Grid tie via Port of Stockton.

6.5 MW critical IT Freshwater cooling ~70% less water vs. inland evaporative
Sources: Nautilus · GovTech
🇺🇸 DeepGreen Western Passage LLC, US Contested
DeepGreen Eastport (proposed)
Western Passage, off Eastport, Maine. 27 acres of tidal seabed. FERC preliminary permit filed February 11, 2026.

51 MW tidal-powered subsea AI complex: 170 tidal turbines + 34 data pods, $415M, backed by a Needham, Massachusetts real-estate developer with no marine operations experience. Passamaquoddy Tribe (Sipayik) and Down East lobster + scallop fishermen mobilized immediately. Maine LD307 — a statewide data-center moratorium running through November — cleared the legislature on April 14, 2026; Gov. Janet Mills vetoed it on April 24 over a single carveout dispute (the Jay paper mill), then signed an Executive Order on April 29 standing up the data-center advisory council the bill would have created. The bill is the first U.S. statewide data-center moratorium to clear a legislature; the EO is the operative regulatory pause.

51 MW proposed $415M capex 60 days from filing to state moratorium
🇺🇸 Subsea Cloud, US · Founded 2021 Hardware deployed
Subsea Cloud Jules Verne + Njord01 + Manannan
Jules Verne: Port Angeles, WA, ~9m depth, Salish Sea. Njord01: Gulf of Mexico (250m target, concept). Manannan: North Sea (200m target, concept).

U.S. private-sector challenger. 20-foot containers, 16 racks / ~800 servers / ~1 MW per pod. Pressure-equalized dielectric fluid instead of a sealed nitrogen interior. 100 Gbps fiber + power cable to shore. Pilot pod claimed deployed; commercial paying-customer count has not been confirmed publicly since 2023. Flag as opaque.

~1 MW per pod 100 Gbps fiber to shore Status: unverified
Sources: DCD · Subsea Cloud
🇯🇵 MOL × Kinetics (Karpowership), Japan + Türkiye Funded · Conversion 2026
MOL Floating DC Powership
120-meter converted Mitsui O.S.K. Lines vessel, paired with a powership for off-grid generation. MoU July 7, 2025; Hitachi joined April 2026.

Modular subsea racks at 20 MW per module, scalable to 73 MW per vessel. Floating data center plus an attached generation ship that can dock at any port deep enough to accept it. Conversion 2026, first operations 2027. This is the model that escapes coastal-state jurisdiction entirely: a data center that can sail away.

73 MW per vessel Mobile jurisdiction 2027 first ops
🇰🇷 Samsung Heavy Industries × OpenAI · LoI Oct 2025 Concept
Stargate Floating DC
Concept hull only. Sister project to Stargate's land buildout in South Korea.

Letter of intent October 2025; conceptual ship model unveiled. The headline claim is 1.5 GW within 36 months. No hull exists yet. Tracking because if Samsung Heavy ships even 10% of that capacity, it changes the regulatory conversation about floating data centers globally. Until then, the claim sits in the same bucket as gigawatt-class orbital data center pitches.

1.5 GW headline claim 36 months to delivery (claimed) No hull yet
Roster methodology
Projects qualify if they are named, cited in primary sources, and physically located in or on water (subsea, floating, or coastal-adjacent submerged). Six additional projects we are aware of (NetworkOcean, NYK Yokohama mini-float, Nautilus Limerick, Nautilus Millinocket pivot, NEOM Oxagon, Norwegian wave-energy concept) are tracked at lower confidence and will be promoted as evidence consolidates. If you operate a project not listed here, write us.
The science 8 constraints

Eight constraints every marine data center has to satisfy.

The ocean is an infinite heat sink. It is also corrosive, biologically active, pressurized, expensive to reach, and legally complicated. Each tile below quantifies one constraint operators design around.

Constraint 1 · Thermal

Ocean is an infinite heat sink. Biofilm undoes it.

~50%
heat-transfer loss from 1 mm of biofilm
HiCloud Hainan reports cooling-energy share dropped from 40–50% of total load to under 10%. But fouling rate is the dominant maintenance variable.
Constraint 2 · Pressure

~1 atm per 10m depth. Cable glands fail first.

10 atm
Natick design pressure at 36m
Sealed steel hulls handle pressure fine. Connectors and cable glands at the hull penetrations are the operational weak point.
Constraint 3 · Corrosion

Saltwater plus dissimilar metals equals galvanic cells.

Ti + N₂
titanium hulls, dry nitrogen interior
Standard solutions: titanium or FRP hulls, dry nitrogen interior, sacrificial-anode + impressed-current cathodic protection. Adds capex.
Constraint 4 · Biofouling

Crabs arrive in 24 hours. Anti-fouling coatings restricted in MPAs.

24 hr
first marine-life colonization, Natick
TBT anti-fouling banned globally since 2008. In Marine Protected Areas, restrictions are tighter still. ROV cleaning intervals become operating cost.
Constraint 5 · Connectivity

Coastal pods add ~0.5 ms vs. landside.

~0.5 ms
latency penalty under 50 km offshore
Fiber to a landing station, repeater amps every 40–80 km. Range is arbitrary but each repeater adds power draw and a single point of failure.
Constraint 6 · Power

Three paradigms. Wind-paired is the new template.

97%
wind share at HiCloud Shanghai
Onshore grid via submarine cable (Hainan). Co-located offshore wind (Shanghai). Powership / floating gen (MOL Kinetics). Tidal pairing unproven at scale (DeepGreen Maine).
Constraint 7 · Maintenance

Sealed pods cannot be opened. GPU refresh is impossible.

$50–150K
per day, DSV or crane barge (estimate)
This is what killed Project Natick. AI hardware refreshes every 12 to 24 months. A sealed five-year pod cannot keep pace. Subsea Cloud's pressure-equalized fluid approach is the architectural rebuttal.
Constraint 8 · Discharge

Thermal plumes, cetaceans, and the Clean Water Act.

CWA §316
U.S. thermal-plume authority
U.S.: Clean Water Act §316(a/b), MMPA take limits, ESA Section 7 consultations. EU: MSFD Good Environmental Status. NE Atlantic: OSPAR. No regulator has approved a hyperscale subsea cluster yet.
You may have seen this on the news · Eastport, Maine

A Massachusetts developer filed for a 51 MW subsea AI complex over Passamaquoddy fishing grounds. Maine’s legislature passed a statewide moratorium in 60 days. The Governor vetoed it — then signed an Executive Order standing up the advisory council it would have created.

FERC preliminary permit filed February 11. Legislature passed LD307 April 14. Gov. Mills vetoed April 24. Executive Order April 29. Three months from filing to a live state regulatory pause — via executive action after a contested statute.

The applicant, DeepGreen Western Passage LLC, is an SPV organized by a Needham, Massachusetts real-estate developer named Louis Wolfson who, per reporting, had no documented marine operations experience before the filing. The project proposed 170 tidal turbines and 34 data pods across 27 acres of seabed in the Western Passage off Eastport, claiming 51 MW of tidal-powered AI training capacity for $415 million.

The site sits over Passamaquoddy Tribe fishing grounds at Sipayik. Down East lobster and scallop fishermen organized in parallel. Both groups testified before the Maine legislature in March and April. LD307, a statewide data-center moratorium running through November, passed and was enacted on April 14, 2026. It is the first U.S. state-level moratorium triggered specifically by an offshore data-center proposal.

51 MW
Proposed tidal-powered AI load
170
Tidal turbines proposed
$415M
Capex claimed
60 days
Filing to legislative passage

Sources: Portland Press Herald, March 22 2026 · Bangor Daily News, April 13 2026 · DCD on the FERC filing

The compliance pathway

Every named project hits at least three regulators across two jurisdictions.

The table below maps the key authorities a marine data-center operator has to clear. Maine LD307 is the most consequential recent action.

AuthorityTriggersRecent activity
UNCLOSCoastal-state sovereignty 0–12 nmi; EEZ to 200 nmiU.S. not a party but follows OCS conventions
FERC (US)Hydrokinetic + tidal generationActive: DeepGreen Maine preliminary permit, Feb 2026
BOEM (US)Outer Continental Shelf installationsNo subsea DC has applied yet
USACE §10 / §404Navigable waters + dredge or fillNautilus Stockton precedent
EPA / state water boardsCWA §316 thermal, §402 NPDESBCDC + SF RWQCB stopped NetworkOcean, Aug 2024
USCG (US)Navigation hazards, unmanned subseaNo standardized review pathway yet
NMFS (US)MMPA acoustic + ESA Section 7Triggered by every U.S. coastal proposal
Maine state legislatureState waters jurisdictionLD307 passed Apr 14 2026 → vetoed by Gov. Mills Apr 24
Maine Governor’s officeState executive authorityExecutive Order Apr 29 2026: data-center advisory council established
China MNRSea-area-use approval, all PRC watersOpaque, no public registry, biggest transparency gap
Crown Estate (UK)Seabed lease, all UK seabedNo UDC has secured one yet
MMO (UK)Marine license, NEPA-equivalentFirst EU UDC will set tone
EU MSFDGood Environmental StatusYokohama outside EU; no EU UDC operational
P&I clubs / Lloyd'sHull cover for unmanned subsea hardwareNo standard product; bespoke wordings only
What we cannot see yet

The transparency gaps DCSI is trying to close.

A note on confidence
This page treats operational as the highest evidence bar (paying customers and verified deployment), hardware deployed as the second-highest (pods in water, no commercial confirmation), and concept as the lowest among active projects. Programs that have been formally retired (Project Natick) carry a separate decommissioned tag. Numbers tagged as estimates use the same methodology tooltip pattern as the National dashboard.