September 28, 2026 · By Phil
Which Costcos would make the best data centers?
Six hundred and seventeen warehouses, one dumb question.
Part 1: Initial Triage
Given all the community outrage about data centers lately, I've decided it's time our industry finally answered one of its oldest questions.
Which Costcos should we convert into data centers?
This mini-series will run through a mock site selection exercise to see which Costcos appear to have proximity to the best electrical grid infrastrucure. We'll call it Project Kirkland.
Project Kirkland Basics
- Load: 50 MW at first energization, expandable to 150 MW.
- Shell reuse: the warehouse stays. Roughly 150,000 square feet, high clear height, a slab rated for pallet jacks full of canned goods, huge parking lot.
- Flood: outside a FEMA Special Flood Hazard Area.
- Transmission: a 230kV substation within 2 miles.
Project Kirkland Fine Print
- I've invented a client. Their requirements are made up. I want to be completely clear about that, because the entire point of this exercise is the line between what data tells you and what you decide.
- It's just a fun exercise. Nothing in here should be taken as a recommendation.
- There are some obvious reasons this exercise is silly:
- We're searching for proximity to transmission infrastructure and cross referencing with queue data, but we don't check to see if there is actual headroom at these nearby subs. The point of the initial screening tools on this site are just to make the initial kill list, not the eventual shortlist.
- Costcos are usually about 150,000sf, so as of today probably too small to make much use of the gigawatts we are typically searching for these days. But we do see local/regional inference plays in the 50-150MW range... and Costcos do have a huge parking lot for expansion, plus NVDA says they're targeting 1MW racks, so who knows!
Anyway, we may be loud, we may be power-hungry and water thirsty, but a Costco is a worse neighbor. Twelve hundred cars a day, a gas station, a tire bay... Let's see which ones we should take!
Building the list
There are about 650 Costco warehouses in the United States. I pulled them from OpenStreetMap, filtered to actual warehouses and cut to the lower 48. That leaves 617.
Then I ran all 617 through Site Scanner, which is the tool on this site that takes a coordinate and tells you what's around it: nearest substations and their voltages, the franchise utility, the flood zone, the watershed. Six hundred and seventeen scans, about six minutes.
The funnel
| Stage | Sites remaining | Share of all Costcos |
|---|---|---|
| All Costco warehouses in the lower 48 | 617 | 100% |
| Outside a FEMA Special Flood Hazard Area | 592 | 96% |
| ↳ and any ≥100 kV substation within 10 mi | 532 | 86% |
| ↳ and ≥230 kV within 10 mi | 292 | 47% |
| ↳ and ≥345 kV within 10 mi | 107 | 17% |
| ↳ and ≥345 kV within 2 mi | 41 | 7% |
Look at the first two rows and sit with them for a second.
I expected flood plain and transmission proximity to cut the list way down. They eliminated just 14% of Costcos.
Ninety-six percent of Costco warehouses are outside a Special Flood Hazard Area. Ninety percent have a 100 kV or better substation within ten miles. Which, on reflection, is obvious: Costco spent decades and enormous sums picking sites near infrastructure, on dry, flat, commercially zoned land with good road access. They are, as a portfolio, extremely well sited. So the flood screen isn't weak, the population was pre-filtered by somebody else's very good real estate department.
Here's each screen applied on its own:
| Screen | Costcos passing | Share |
|---|---|---|
| Outside a Special Flood Hazard Area | 592 | 96% |
| ≥100 kV substation within 10 mi | 556 | 90% |
| ≥230 kV within 10 mi | 310 | 50% |
| ≥345 kV within 10 mi | 111 | 18% |
| ≥500 kV within 10 mi | 29 | 5% |
| ≥230 kV within 2 mi | 175 | 28% |
| ≥345 kV within 2 mi | 43 | 7% |
| ≥500 kV within 2 mi | 14 | 2% |
Voltage alone at ten miles: 18% survive. Distance alone at two miles with a modest voltage floor: 28% survive. Put them together and you're at 7%.
So the screen that does the work isn't flood, and it isn't "near transmission." It's high voltage AND short distance, jointly. Ten miles from 345 kV is a different project than two miles from 345 kV. It's a transmission line build, a new right-of-way, possibly a new switching station, and years.
Here again, a 150,000sf building isn't very big, so there's really no reason we shouldn't be looking at 230kV substations or even smaller. Utilities can typically provide multiple smaller feeds from such subs as the data center grows. A typical 230kV substation can still get us over a gigawatt, for example, if we get multiple feeds. But given the results, we're going to run with the 345kV threshold for now to keep the list more manageable.
The 41
You can download the actual Site Scanner reports for these sites here.
| # | City | State | Nearest ≥345 kV substation | Distance | Franchise utility | Utility type |
|---|---|---|---|---|---|---|
| 1 | Covington | WA | 500 kV — COVINGTON | 0.54 mi | PUGET SOUND ENERGY INC | INVESTOR OWNED |
| 2 | Allentown | PA | 500 kV — WESCOSVILLE | 0.56 mi | PPL ELECTRIC UTILITIES CORP | INVESTOR OWNED |
| 3 | Wilsonville | OR | 500 kV — PEARL | 0.71 mi | PORTLAND GENERAL ELECTRIC CO | INVESTOR OWNED |
| 4 | Kennesaw | GA | 500 kV — BIG SHANTY | 0.75 mi | GEORGIA POWER CO | INVESTOR OWNED |
| 5 | Eastvale | CA | 500 kV — MIRA LOMA | 0.94 mi | SOUTHERN CALIFORNIA EDISON CO | INVESTOR OWNED |
| 6 | Rancho Cucamonga | CA | 500 kV — RANCHO VISTA | 1.06 mi | SOUTHERN CALIFORNIA EDISON CO | INVESTOR OWNED |
| 7 | Tempe | AZ | 500 kV — KYRENE | 1.19 mi | CITY OF MESA - (AZ) | MUNICIPAL |
| 8 | Pottstown | PA | 500 kV — LIMERICK (500KV SUB) | 1.32 mi | PECO ENERGY CO | INVESTOR OWNED |
| 9 | Spokane | WA | 500 kV — BELL | 1.32 mi | AVISTA CORP | INVESTOR OWNED |
| 10 | Mt. Juliet | TN | 500 kV — WILSON | 1.61 mi | MIDDLE TENNESSEE E M C | COOPERATIVE |
| 11 | San Bernardino | CA | 500 kV — SAN BERNARDINO | 1.62 mi | SOUTHERN CALIFORNIA EDISON CO | INVESTOR OWNED |
| 12 | Tumwater | WA | 500 kV — OLYMPIA | 1.78 mi | PUGET SOUND ENERGY INC | INVESTOR OWNED |
| 13 | Victorville | CA | 500 kV — VICTORVILLE | 1.94 mi | SOUTHERN CALIFORNIA EDISON CO | INVESTOR OWNED |
| 14 | North Hollywood | CA | 500 kV — STATION E (TOLUCA) | 2 mi | LOS ANGELES DEPARTMENT OF WATER & POWER | MUNICIPAL |
| 15 | Eden Prairie | MN | 345 kV — EDEN PRAIRIE | 0.2 mi | NORTHERN STATES POWER CO - MINNESOTA | INVESTOR OWNED |
| 16 | Maplewood | MN | 345 kV — KOHLMAN LAKE | 0.33 mi | NORTHERN STATES POWER CO - MINNESOTA | INVESTOR OWNED |
| 17 | Everett | MA | 345 kV — MYSTIC | 0.35 mi | FITCHBURG GAS & ELEC LIGHT CO | INVESTOR OWNED |
| 18 | Brooklyn | NY | 345 kV — GOWANUS | 0.54 mi | CONSOLIDATED EDISON CO-NY INC | INVESTOR OWNED |
| 19 | Minneapolis | MN | 345 kV — TERMINAL | 0.67 mi | NORTHERN STATES POWER CO - MINNESOTA | INVESTOR OWNED |
| 20 | Plain City | OH | 345 kV — UNKNOWN157686 | 0.67 mi | UNION RURAL ELECTRIC COOP, INC | COOPERATIVE |
| 21 | Houston | TX | 345 kV — BELLAIRE | 0.94 mi | CENTERPOINT ENERGY | INVESTOR OWNED |
| 22 | La Habra | CA | 345 kV — COYOTE CREEK | 0.98 mi | SOUTHERN CALIFORNIA EDISON CO | INVESTOR OWNED |
| 23 | Chicago | IL | 345 kV — UNKNOWN124436 | 0.99 mi | COMMONWEALTH EDISON CO | INVESTOR OWNED |
| 24 | Bedford Park | IL | 345 kV — BEDFORD PARK | 1.06 mi | COMMONWEALTH EDISON CO | INVESTOR OWNED |
| 25 | Plano | TX | 345 kV — ALLEN SWITCHING | 1.06 mi | TEXAS-NEW MEXICO POWER CO | INVESTOR OWNED |
| 26 | San Antonio | TX | 345 kV — CAGNON ROAD | 1.11 mi | CITY OF SAN ANTONIO - (TX) | MUNICIPAL |
| 27 | Westbury | NY | 345 kV — EAST GARDEN CITY | 1.16 mi | LONG ISLAND POWER AUTHORITY | STATE |
| 28 | Albuquerque | NM | 345 kV — SANDIA | 1.18 mi | PUBLIC SERVICE CO OF NM | INVESTOR OWNED |
| 29 | La Vista | NE | 345 kV — UNKNOWN131651 | 1.2 mi | OMAHA PUBLIC POWER DISTRICT | POLITICAL SUBDIVISION |
| 30 | Pleasant Prairie | WI | 345 kV — BAIN | 1.2 mi | WISCONSIN ELECTRIC POWER CO | INVESTOR OWNED |
| 31 | Yonkers | NY | 345 kV — SPRAIN BROOK | 1.25 mi | CONSOLIDATED EDISON CO-NY INC | INVESTOR OWNED |
| 32 | Houston | TX | 345 kV — UNKNOWN302970 | 1.28 mi | CENTERPOINT ENERGY | INVESTOR OWNED |
| 33 | Bayonne | NJ | 345 kV — BAYONNE SWITCHING STATION | 1.42 mi | PUBLIC SERVICE ELEC & GAS CO | INVESTOR OWNED |
| 34 | South Windsor | CT | 345 kV — TAP136499 | 1.45 mi | FARMINGTON RIVER POWER COMPANY | INVESTOR OWNED |
| 35 | Omaha | NE | 345 kV — OPPD BLONDO STREET | 1.6 mi | OMAHA PUBLIC POWER DISTRICT | POLITICAL SUBDIVISION |
| 36 | Arlington | TX | 345 kV — UNKNOWN305459 | 1.68 mi | ONCOR ELECTRIC DELIVERY COMPANY LLC | INVESTOR OWNED |
| 37 | Lewisville | TX | 345 kV — NORTHWEST CARROLLTON | 1.77 mi | TEXAS-NEW MEXICO POWER CO | INVESTOR OWNED |
| 38 | Avon | MA | 345 kV — STOUGHTON | 1.81 mi | MASSACHUSETTS ELECTRIC CO | INVESTOR OWNED |
| 39 | Auburn Hills | MI | 345 kV — UNKNOWN128507 | 1.86 mi | DTE ELECTRIC COMPANY | INVESTOR OWNED |
| 40 | Richmond | TX | 345 kV — O'BRIEN | 1.9 mi | CENTERPOINT ENERGY | INVESTOR OWNED |
| 41 | Loves Park | IL | 345 kV — UNKNOWN122295 | 1.95 mi | COMMONWEALTH EDISON CO | INVESTOR OWNED |
A few things I notice, none of which the tool told me:
California has 140 Costcos and six finalists. The largest store count in the country, a 4% conversion rate, and a queue and permitting environment that would make you think hard about all six. Texas actually leads the finalist list with seven.
Some of these are silly. Brooklyn, at 0.54 miles from the Gowanus 345 kV substation, is a Costco in New York City. You probably aren't building a 150 MW data center there. The data is correct and the answer is ridiculous, which is a useful reminder that a passing score on four criteria is not a site.
Mt. Juliet, Tennessee is served by a cooperative and sits 1.61 miles from a 500 kV substation named Wilson. A co-op with a 500 kV neighbor is an interesting conversation, and a completely different conversation than the one you'd have with Southern California Edison.
Eight of the 41 have substations with no name. UNKNOWN157686, TAP136499, and six others. More on that in a moment.
What Substation Scout did not do
This is the part we actually care about when using screening tools.
Substation Scout did not rank these 41. It did not tell me that two miles was the right radius, or that 345 kV was the right floor, or that flood zones matter more than utility type. It does not know what a good data center site is. It has no opinion about Brooklyn.
I picked every threshold in this post. I made up the client. I chose to treat a 500kV substation as better than a 345kV one without checking whether either has a single megawatt of available capacity — which, spoiler for part two, is the actual question.
The tool answered exactly one kind of question: what is near this coordinate, according to public data, and where did that data come from? Every number above traces to a published federal or ISO source, and the reports say so on their face.
The interpretation is yours. That's not a limitation I'm apologizing for, it's the ethos of this site. The moment tools like these start telling you which site is best, it's smuggling in somebody else's assumptions about load, tariffs, timelines and risk tolerance.
A footnote on the data, which is also the point
- Those
UNKNOWN157686substations aren't a bug in my code. They're unnamed in the source data, and they're not rare. Eight of my 41 finalists have an unnamed or placeholder-named substation as their nearest high-voltage neighbor. - That matters more than it looks. An unnamed record still carries a voltage and a location, so it screens fine. But you can't match it to an interconnection queue entry by name, which means for those eight sites the next question in this series is unanswerable on a technicality.
- The substation layer I'm using is a 2022 publisher snapshot in which individual records carry source dates as early as June 2015. Only 28 of the 617 sites have all eight of their nearest substations named.
- Voltages are as-published and not field-verified.
So the honest caveat on every number in this post is: this is what the public record says, and the public record is a decade old in places and incomplete in others.
Which raises a question: why is the best public map of the American grid this old? We are in the middle of the largest load growth event in fifty years, every serious person agrees interconnection is the bottleneck, and the freely available substation inventory has 2015 source dates on it. Sweet.
That gap — between how fast we need to move and how legible the grid actually is — is why I'm building this site.
Next: I try to check what's already queued up at these 41 substations.
Site Scanner and the Queue Wire are on this site. Every figure in this post came out of them, and every source is cited in the reports they generate.