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The wind energy landscape in the U.S. is maturing, and with a significant portion of early-era wind farms approaching 20-30 years of operation, the decision to repower —replacing old turbines with newer, more efficient models—is becoming a critical financial consideration. Repowering allows developers to leverage existing infrastructure, such as access roads, transmission lines, and established lease agreements, dramatically reducing the capital expenditure and permitting time of a brand-new "greenfield" project. However, the question remains: is repowering an existing site more financially attractive than developing a new project? The answer lies in a rigorous, data-driven comparison of the existing lease economics  versus the new site potential , a process where comprehensive data and valuation tools are indispensable. The Repowering Dilemma: Existing Assets vs. New Opportunity When considering repowering, developers are essentially weighing the knowns against the unknowns: Existing Site Economics (The Known):  The cost and revenue structure tied to the current project, including the established land lease payments, proximity to existing grid infrastructure, and proven (though declining) production rates. New Site Potential (The Unknown):  The projected economics of a greenfield site, offering superior wind resources, modern turbine technology, and potentially more favorable lease terms, but requiring significant new capital outlay for all infrastructure. The core challenge is accurately valuing the economic trade-offs, particularly the value of the underlying land leases and resource potential. Quantifying Existing Lease Economics The lease terms for a 20-year-old wind farm were established under different market conditions and technology standards. To accurately assess the value of repowering , you must first quantify the existing lease's financial burden and benefits. Current Land Lease Payments Repowering is often contingent on extending the original land lease, meaning developers must project the cost of these payments for the life of the new turbines. LandGate Data in Action:   LandGate’s platform provides up-to-date, localized lease payment comparables  for wind energy. By analyzing thousands of transactional data points and current market offerings for wind leases, LandGate allows developers to benchmark the original lease's payment structure against today's fair market value. Example:  If an existing lease pays a flat $4,000/$MW/year, and LandGate data shows the current market average for comparable sites in that region (considering wind velocity, proximity to transmission, and capacity) is $7,000/$MW/year, the developer gains a clear negotiating advantage or can quantify the long-term cost savings of the existing, sub-market lease rate. Value of Existing Infrastructure The primary economic benefit of repowering is the ability to reuse infrastructure. The financial value of this reusability needs to be accurately quantified: Grid Access and Interconnection:  The existing interconnection agreement and proximity to a substation are massive assets. LandGate’s Interconnection Queue and Available Transfer Capacity (ATC) data  can be used to model the current grid constraints and capacity, directly translating the value of avoiding a multi-year, multi-million-dollar greenfield interconnection process into a hard dollar figure. Analyzing New Wind Lease Site Potential with Financial Comparables The alternative to repowering is developing a new, high-potential site. Developers must use data-driven financial comparables to gauge the true opportunity cost of selecting a greenfield project over repowering. Valuing the Resource: Wind Quality and Production New sites are selected for their superior wind resource. Determining the potential revenue requires precise, high-resolution wind data. LandGate Data in Action:  LandGate offers proprietary, granular wind data,  including average wind velocity and modeled energy production estimates for every parcel in the U.S. This data is used to run a discounted cash flow (DCF) analysis on a potential new site. Comparisons:  A financial model can compare the projected Annual Energy Production (AEP)  of a repowered site (using new, high-hub-height turbines) against the AEP of a greenfield site (which may have better baseline wind conditions). This delta in MWh is the most crucial revenue-driver for the comparison. LandGate Wind Lease Rate & Infrastructure Data Layer Benchmarking Greenfield Lease Payments Accurate budgeting for a new project requires reliable figures for land acquisition or leasing. LandGate Data in Action:  By providing the estimated Fair Market Rent (FMR)  for wind leases on all available parcels, LandGate enables developers to budget accurately. This FMR is calculated based on site-specific resource quality, regulatory constraints, and infrastructure proximity. Key Metric:  Comparing the estimated LandGate FMR for a high-potential greenfield site  against the effective cost of extending the existing site’s lease  reveals the difference in long-term operational costs. This difference is a crucial input in the final Net Present Value (NPV)  calculation. The Financial Verdict: NPV and Internal Rate of Return (IRR) The final decision hinges on which option offers the superior financial return. This is typically done by comparing the Net Present Value (NPV)  or Internal Rate of Return (IRR)  of the two scenarios. Financial Variable Repowering Scenario (Existing Site) Greenfield Scenario (New Site) LandGate Data Contributes Capital Expenditure (CapEx) Low  (Reuses infrastructure) High  (New everything) Interconnection/ATC, Topography Operating Expense (OpEx) Higher  (Potential for aging infrastructure issues) Lower  (New, reliable equipment) Market Comparables for O&M Costs Land Lease Cost Known/Negotiated  (Often below FMR) Estimated FMR  (Current market rate) Wind Lease Comparables Annual Energy Production (AEP) Good  (New turbines, but established wind) Excellent  (Best-in-class wind resource) Modeled Wind Velocity and AEP Time-to-Operation Fast  (Less permitting/interconnection time) Slow  (Full permitting and grid queue) Interconnection Queue Status The financial model must utilize all these data points: Calculate Repowering NPV/IRR:  Use the existing lease cost, lower CapEx (value of reused infrastructure), and the moderate revenue from the new turbine AEP. Calculate Greenfield NPV/IRR:  Use the higher CapEx, LandGate's estimated Fair Market Rent, and the optimal revenue from the superior AEP. The path with the highest positive NPV and acceptable IRR is the clear winner. In many cases, the massive CapEx savings from reusing infrastructure often makes the repowering scenario financially compelling, even if the absolute wind resource is slightly inferior to a prime greenfield location. By providing a unified, data-rich platform for both greenfield site analysis (wind resource, FMR) and existing project due diligence (interconnection, local comparables), LandGate  empowers wind farm developers and asset owners to move from generalized market assumptions to precise, parcel-specific financial modeling  when making multi-million-dollar repowering decisions. To learn more, book a demo with our dedicated energy infrastructure team.

The booming demand for new energy infrastructure—from utility-scale solar and wind to power-hungry data centers —is exposing the Achilles' heel of the U.S. electrical grid. For developers, this critical bottleneck is the Interconnection Queue : the waiting list for projects to connect to the power grid. While site resource quality is vital, the single largest threat to a project's financial model is no longer the wind speed or sun exposure, but the cost and timeline of grid connection . The key to moving forward is adopting site intelligence —using advanced data tools to manage this risk proactively. The Costliest Problem: Grid Uncertainty The exponential growth in new generation capacity has strained the grid operators, leading to queues that represent hundreds of gigawatts of capacity and, often, multi-year delays. This uncertainty introduces two project-killing risks: Massive, Unforeseen Costs:  Developers frequently face last-minute network upgrade charges that can total tens of millions of dollars, torpedoing the original financial model. Unreliable Timelines:  Lengthy and opaque study processes make it nearly impossible to reliably forecast Commercial Operation Dates (CODs), which undermines financing and Power Purchase Agreements (PPAs) . Today, the most critical question for an energy developer isn't simply, “Is this a good piece of land?”  but, “Is the existing grid infrastructure at this location financially and logistically viable?” From Maps to Markets: The Data Foundation for Site Intelligence Successfully navigating the interconnection process requires understanding a site’s location through the lens of the wholesale energy market . This goes far beyond identifying the closest substation; it demands a deep dive into the grid's operational constraints and capacity limits. This is where advanced site intelligence tools , like those offered by LandGate, provide a necessary advantage. They integrate complex, asset-level data into a single platform: Available Transfer Capacity (ATC):   Data that quantifies  how much additional  power a specific substation or transmission line can handle before triggering an expensive infrastructure upgrade. Locational Marginal Pricing (LMP):  Historical and forecasted energy prices  at specific grid nodes. Projects in areas with high congestion (low ATC) often see suppressed revenue prices, creating a double whammy of high connection costs and lower profit margins. Detailed Infrastructure Status:  Geospatial data detailing every substation, transformer, and mile of transmission line, including its voltage, age, and existing operational capacity. LandGate Available Transfer Capacity Data By analyzing the grid as a financially constrained asset, we transform a logistical problem into a quantifiable risk. Proactive De-Risking: The Site Intelligence Workflow The old development method was reactive : submit a project, wait years for the study results, and then scramble to adjust the financial model based on the upgrade charges. The Site Intelligence workflow  is proactive  and data-driven: Screen for Risk:  Before spending heavily on engineering or land options, use ATC and LMP data to immediately filter out any parcel with a high probability of a costly network upgrade or significant price suppression due to congestion. Optimize Site Selection:  Focus project development only on parcels where the existing infrastructure and market prices suggest a low-cost, high-return connection process. Unlock Capital:  By presenting a low-risk, grid-compatible site, developers can secure better financing and faster approvals, accelerating the entire capital deployment cycle. By making this critical connection between land location  and grid capacity , developers can eliminate the largest source of financial uncertainty, significantly accelerating their time-to-market. The future of the energy transition depends on our ability to build faster and smarter. The uncertainty of the Interconnection Queue is no longer a necessary evil; it is a problem solvable with data. Success in today's dynamic energy market belongs to those who use site intelligence  to predict, measure, and avoid grid risk, turning a looming industry bottleneck into a competitive advantage. To learn more about how LandGate's power infrastructure solutions deliver the intelligence you need, book a demo  with our dedicated infrastructure team.

This week's data center news highlights major strategic investments, localized development challenges, and significant economic impacts, all against the backdrop of the intense demands of AI and High-Performance Computing (HPC) workloads. The industry is rapidly advancing liquid cooling technologies , as evidenced by Johnson Controls' investment in Accelsius's two-phase, direct-to-chip solution, which promises substantial efficiency and cost savings. Simultaneously, while states like Ohio tout the economic benefits—reporting over $5.2 billion in tax revenue  since 2017—local opposition, as seen with the rejection of a proposal in Plymouth Township, underscores ongoing siting and community relations  challenges. For developers looking at large-scale capacity, significant debt financing  is enabling massive projects, with Lancium securing $600 million for its Abilene site, home to one of OpenAI's StarGate developments, and major players like Centersquare completing a $1 billion acquisition , signaling robust market consolidation and investor confidence in mission-critical infrastructure. Johnson Controls announces investment in Accelsius to power direct-to-chip liquid cooling Johnson Controls has made a multi-million dollar strategic investment  in Accelsius, a company specializing in two-phase, direct-to-chip liquid cooling for data centers. This move comes as the industry grapples with the intense cooling demands driven by the sharp growth in AI, with cooling systems already accounting for 30-40% of a data center's energy consumption. Accelsius's two-phase technology uses a non-conductive fluid that changes from liquid to vapor to extract heat more efficiently, promising significant operational and cost savings. According to Accelsius, their solution enables a 35% OpEx reduction over single-phase direct-to-chip cooling and up to a 17% total cost of ownership saving. This investment signals a strong industry push towards advanced liquid cooling to manage power-dense AI and HPC workloads more sustainably. This partnership combines Johnson Controls' extensive portfolio in thermal management, including its award-winning YORK® YVAM chillers and Silent-Aire Coolant Distribution Units, with Accelsius's innovative direct-to-chip solutions. For developers, this collaboration points to a future of more integrated, scalable, and energy-efficient cooling systems designed to unlock new levels of performance and sustainability in high-density data centers. Plymouth Township votes 4-0 not to recommend data center proposal on old steel mill site On October 1st, the Plymouth Township Planning Agency voted 4-0  to not recommend a special exception for a proposed data center on the former Conshohocken steel plant site. Developer Brian O’Neill, who has the property under agreement, sought the exception, arguing that data centers are of a similar character to laboratories and warehouses, which are permitted uses under the current zoning. To address common concerns, O'Neill explained the proposed data center would use a closed-loop water system and generate its own power via on-site natural gas turbines, not by drawing from the local grid. He positioned the project as a significant financial benefit, estimating it would generate substantial tax revenue for the township, school district, and county, offsetting the area's high office vacancy rate. Despite these arguments, the proposal faced unanimous public opposition during the meeting, with residents raising concerns about noise, pollution, and the retention of industrial uses along the riverfront. Some professionals in the data and AI fields also challenged the developer's comparisons. Following the planning agency's negative recommendation, O'Neill must now decide whether to proceed to the zoning hearing board or seek a zoning amendment from the township's council. Ohio Chamber of Commerce releases study indicating data centers have contributed over $5.2 billion in state tax revenue A recent study  by the Ohio Chamber of Commerce Research Foundation highlights the significant economic impact of data centers in the state, with projections showing approximately $40 billion in investments by 2030. In 2024 alone, the industry is expected to generate $1 billion in state and local tax revenue. Since 2017, the total tax revenue contribution—including direct, indirect, and induced impacts—has reached $5.2 billion. This growth is accompanied by a projected 800% increase in energy demand over the next six years, posing a challenge as building out the electric grid can take five to ten years. The report also emphasizes the importance of maintaining favorable policies, such as sales tax exemptions for construction materials, which Governor Mike DeWine has supported. The study argues that eliminating these incentives could reduce investment by 35% and decrease revenues by $500 million by 2030. Despite debates over tax incentives, with some analyses suggesting potential revenue losses for the state, the Chamber's report concludes that the economic benefits—including GDP growth, job creation, and local revenues—make a strong case for pro-data center policies. The Ohio House is still considering whether to override the governor's veto on the tax exemption elimination, signaling an ongoing discussion about the future of data center development in the state. Lancium LLC secures $600 million in debt financing for Abilene site hosting one of StarGate’s data centers Data center and powered land provider Lancium has reportedly secured  a $600 million debt financing package through financial services firm Cantor Fitzgerald. This funding is designated for Lancium Abilene LLC, a subsidiary that owns a 1.2 GW powered land package in Abilene, Texas. Lancium, a Blackstone portfolio company, originally launched as a crypto-mining firm but has since pivoted to developing large-scale "Clean Campuses." The Abilene campus is a significant site, hosting OpenAI's debut Stargate data center development. Crusoe is developing multiple data centers on this site for Oracle, which will, in turn, be used by OpenAI. The first two buildings are already live, with work on another six underway for a planned launch next year. This financing supports Lancium's broader strategy to build five data center campuses across West Texas, aiming for a total of 5GW of capacity. The company's expansion plans also include a potential 2GW site in Childress County and another development in Hall County, positioning it as a key player in the region's data center growth. Centersquare announced $1 billion deal to boost its portfolio and investment in over 80 facilities across the country Centersquare, a data center company created through a roll-up deal by Brookfield Infrastructure Partners last year, has completed  a $1 billion acquisition that expands its portfolio to 80 facilities. This major investment demonstrates the continued consolidation and growth in the data center sector, driven by increasing demand for digital infrastructure. The acquisition represents significant capital deployment in the data center market, reflecting the strong investor appetite for mission-critical infrastructure assets. For data center developers, this transaction signals robust market conditions and the potential for premium valuations, particularly as institutional investors like Brookfield continue to view data centers as essential infrastructure investments with stable, long-term returns. Tools & Solutions for Data Center Developers Discover how we address critical challenges like power availability and project siting, and explore our range of available solutions. Book a demo  with our dedicated team. LandGate provides tailored solutions for data center developers .  You can also visit our library of  data center resources .

Battery arbitrage represents one of the most promising revenue streams in the modern energy market. This strategy involves storing electricity when prices are low and selling it back to the grid when prices spike. This creates profit opportunities that savvy investors and energy companies are increasingly capitalizing on. Understanding battery arbitrage is crucial for anyone involved in energy storage projects, renewable energy development, or electricity market trading. As grid operators struggle with supply and demand fluctuations, battery storage systems provide essential services while generating substantial returns for their owners. This comprehensive guide will explore how battery arbitrage works, the factors that drive profitability, and the tools available to identify the most lucrative opportunities in this rapidly expanding market. What is Battery Arbitrage & How Does it Work? Battery arbitrage operates on a simple principle: buy low, sell high. Energy storage systems charge during periods of low electricity prices and discharge when prices are elevated, capturing the price differential as profit. The process typically follows a predictable pattern. During overnight hours when demand is low, electricity prices often drop significantly. Battery systems automatically charge during these periods, storing energy at minimal cost. As demand peaks during the day—especially during hot summer afternoons when air conditioning usage soars—electricity prices can increase dramatically. The battery system then discharges, selling stored energy back to the grid at premium rates. The profit potential lies in the price spread between these low and high periods. A battery system might purchase electricity at $20 per megawatt-hour (MWh) at 3 AM and sell it back at $150 per MWh during the 5 PM peak demand period. This $130 spread, minus operational costs and efficiency losses, becomes the arbitrage profit. Modern battery management systems automate this entire process. Advanced algorithms predict price patterns, optimize charging and discharging schedules, and maximize revenue while preserving battery life. These systems can respond to market signals in real-time, adjusting operations based on current grid conditions and price forecasts. Factors That Drive Arbitrage Value Several key factors determine the profitability of battery arbitrage operations. Price volatility stands as the most critical element—greater price swings between peak and off-peak periods create larger arbitrage opportunities. Market structure plays a significant role in arbitrage potential. Regions with deregulated electricity markets typically offer more price volatility and trading opportunities compared to regulated markets. The presence of renewable energy sources also affects price patterns, as solar and wind generation can create rapid price fluctuations when weather conditions change. Grid congestion creates particularly lucrative arbitrage opportunities. When transmission lines reach capacity limits, prices can vary dramatically between different locations on the grid. Battery storage systems positioned strategically near congested areas can capitalize on these price differentials. Seasonal patterns also influence arbitrage value. Summer months often provide the highest spreads due to air conditioning demand, while winter heating loads can create additional opportunities in colder regions. Time-of-use rate structures implemented by utilities further enhance arbitrage potential by creating predictable price patterns. Battery technology characteristics directly impact profitability. Round-trip efficiency—the percentage of stored energy that can be retrieved—affects the net profit from each arbitrage cycle. Higher efficiency systems capture more value from price spreads. Battery degradation rates also matter, as frequent cycling for arbitrage purposes can reduce system lifespan if not properly managed. Identifying High-Value Arbitrage Locations Location selection can make or break a battery arbitrage project. The most profitable sites combine favorable market conditions with strong grid connections and minimal development constraints. LandGate Battery Storage Arbitrage Pricing Data Price node analysis forms the foundation of location evaluation. Each point on the electrical grid has its own pricing characteristics based on local supply, demand, and transmission constraints. Analyzing historical price data reveals which locations consistently experience the largest price spreads and most frequent arbitrage opportunities. Transmission capacity affects both arbitrage potential and project feasibility. Areas with limited transmission infrastructure may experience higher price volatility, creating arbitrage opportunities. However, these same constraints can complicate project interconnection and limit the ability to capture full market value. Proximity to major load centers typically enhances arbitrage value. Cities and industrial areas create predictable demand patterns and price spikes that battery systems can exploit. However, urban locations may face higher development costs and zoning restrictions. Renewable energy penetration in the local grid creates additional arbitrage opportunities. Areas with significant solar development often experience afternoon price suppression followed by evening price spikes as solar generation declines and demand remains high. Wind-heavy regions may see different patterns based on local weather patterns and seasonal wind resources. Tools and Technology for Arbitrage Analysis Successful battery arbitrage requires sophisticated analysis tools to identify opportunities and optimize operations. LandGate provides comprehensive data and modeling capabilities that were previously unavailable to most market participants. Real-time price monitoring systems track electricity prices across thousands of grid locations, identifying arbitrage opportunities as they develop. These platforms often include alerting capabilities that notify operators when significant price spreads emerge or market conditions change rapidly. Historical data analysis reveals long-term arbitrage patterns and seasonal trends. By examining years of pricing data, developers can identify the most consistently profitable locations and estimate annual revenue potential. This analysis is essential for project financing and investment decisions. Advanced forecasting models predict future price patterns based on weather forecasts, demand projections, and generation schedules. These predictions enable battery operators to optimize charging and discharging schedules for maximum profitability while accounting for market uncertainty. Arbitrage index calculations normalize price spread data across different markets, making it easier to compare opportunities between regions with different price levels. These indices typically calculate metrics like the "Battery Storage Arbitrage Index," which rates locations from 0-100 based on their arbitrage potential. Automated reporting systems generate the documentation required for interconnection applications and regulatory approvals. These reports compile technical specifications, financial projections, and grid impact assessments needed for project development. Maximizing Battery Arbitrage Returns Optimizing battery arbitrage operations requires balancing multiple competing objectives. Maximum revenue extraction must be weighed against battery preservation, grid service requirements, and operational constraints. Cycle optimization represents a critical aspect of profitable operations. While frequent arbitrage cycles can maximize short-term revenue, excessive cycling may accelerate battery degradation and reduce long-term profitability. Advanced management systems model the trade-off between immediate arbitrage profits and long-term asset value. Revenue stacking enhances profitability by combining arbitrage with other grid services. Battery systems can provide frequency regulation, voltage support, and capacity services while still capturing arbitrage opportunities. These additional revenue streams often significantly improve overall project economics. Real-time market participation allows battery operators to respond to unexpected price spikes and grid emergencies. Many markets offer premium payments for fast-responding resources, and batteries excel at providing these services while maintaining their arbitrage capabilities. Seasonal strategies adjust operations based on changing market conditions throughout the year. Summer operations might focus on capturing afternoon price spikes, while winter strategies could emphasize morning and evening peaks. Holiday schedules and special events also create unique arbitrage opportunities. The Future of Battery Arbitrage Battery arbitrage is poised for significant growth as grid modernization accelerates and storage costs continue declining. Several trends will shape the evolution of this market over the coming decade. Increasing renewable energy penetration will create more price volatility and arbitrage opportunities. As solar and wind provide larger portions of grid supply, their intermittent nature will drive greater price swings between periods of high and low renewable generation. Grid modernization initiatives are creating more sophisticated market structures that reward flexibility and fast response times—exactly the capabilities that battery storage systems provide. New market products and payment mechanisms will likely enhance arbitrage profitability. Technology improvements continue reducing battery costs while improving performance characteristics. Higher efficiency systems with longer lifespans will capture more value from each arbitrage opportunity while reducing the total cost of ownership. Policy support for energy storage is expanding across numerous jurisdictions. Tax incentives, grants, and favorable regulatory treatment are improving project economics and attracting additional investment to the sector. Your Next Steps in Battery Arbitrage Battery arbitrage represents a compelling opportunity for investors, developers, and energy market participants seeking profitable exposure to the growing storage sector. Success in this market requires combining technical expertise with sophisticated analysis tools and market knowledge. Start by analyzing potential project locations using historical price data and arbitrage metrics. Focus on areas with consistent price volatility, strong grid connections, and favorable development conditions. Investment in quality analysis platforms and data such as LandGate’s PowerTools system, and real-time monitoring systems will prove essential for competitive operations. These tools provide the data and insights needed to identify the most profitable opportunities and optimize ongoing operations. The battery arbitrage market continues evolving rapidly, with new opportunities emerging as grid conditions change and technology advances. To learn more about the data & analysis available to battery system developers, contact our dedicated infrastructure team for a personalized demo.

In the dynamic landscape of the data center industry, recent developments highlight a significant acceleration in growth and technological evolution, particularly driven by the insatiable demand for artificial intelligence infrastructure. This week's news underscores key trends, including massive-scale projects like the Nvidia and OpenAI partnership and MSB Global's Matrix Data Center Campus, which are setting new benchmarks for power consumption and innovative cooling solutions. We're also seeing regional hubs like Dallas and Columbus experiencing unprecedented expansion, with new facilities rapidly being deployed to meet the high-density power requirements of modern AI applications. The industry is grappling with critical challenges such as power availability and water usage, but is also responding with advancements in sustainable design, as exemplified by projects utilizing water-free cooling and integrated renewable energy sources. This forward momentum, while presenting hurdles, also signals lucrative opportunities for developers to innovate and invest in a market defined by its explosive growth and evolving technological demands. Project Jupiter data center gains approval for an industrial revenue bond despite major community backlash Project Jupiter, a multibillion-dollar data center proposal in Dona Ana County, New Mexico, has received approval  for industrial revenue bonds despite significant local opposition. The project, developed by Borderplex Digital and Stack Infrastructure, plans to establish four data centers near the Santa Teresa border crossing, powered by a natural gas plant that will consume approximately one gigawatt of energy—enough to power 100 million LED lightbulbs. Local residents, particularly those with engineering backgrounds, have raised concerns about the environmental impact, noting that even a smaller 700MW plant would emit more carbon dioxide than El Paso Electric's entire system. The data center complex will utilize a closed-loop water recycling system requiring an initial 20 million gallons and approximately 7 million gallons annually thereafter. While developers have committed millions of dollars toward improving local water and wastewater infrastructure, residents in the Santa Teresa and Sunland Park areas continue to face water reliability issues. County officials maintain they will have strong oversight capabilities since they will own the water utility by the time the facility becomes operational, allowing them to monitor usage precisely and ensure compliance with water usage agreements. Edged Energy launches 24MW data center in New Albany, Ohio after breaking ground on site only 13 months ago Edged Data Centers has opened  its first Ohio facility in New Albany, a $246 million, 206,000-square-foot data center that delivers 24 megawatts of critical capacity using innovative water-free cooling technology. The facility employs cutting-edge cooling systems developed by sister company ThermalWorks that eliminate water usage for cooling operations, saving over 92 million gallons of water annually compared to traditional data centers of similar size. Additionally, this revolutionary cooling approach reduces energy overhead by 50%, addressing two critical challenges facing the data center industry. The New Albany facility represents a significant advancement in sustainable data center design at a time when the industry faces mounting pressure over resource consumption. Columbus has emerged as a national leader in data center growth, with facilities increasing 1,800% between 2020 and 2025, and electricity demand projected to reach Manhattan-level consumption by 2030. Edged's facility will employ approximately 70 workers and is designed to lease space to two or three enterprise clients who will operate their own servers while utilizing Edged's infrastructure, power, and cooling services. The facility is partially leased with customers expected to begin operations in early 2026. Nvidia to invest $100 billion in Open AI as part of data center buildout Nvidia announced a strategic partnership  with OpenAI involving up to $100 billion in investments to build massive AI data centers requiring 10 gigawatts of power. According to Nvidia CEO Jensen Huang, this infrastructure will utilize between 4-5 million GPUs, equivalent to Nvidia's entire annual shipment and double last year's output. The first phase, featuring Nvidia's next-generation Vera Rubin systems, is scheduled to come online in the second half of 2026, with the initial $10 billion investment deployed upon completion of the first gigawatt of capacity. This partnership represents one of the largest AI infrastructure projects to date, with estimated costs of $50-60 billion per gigawatt of data center capacity, of which approximately $35 billion goes toward Nvidia chips and systems. The collaboration addresses OpenAI's growing computational needs as it serves 700 million weekly active users and develops next-generation AI models. For data center developers, this signals the scale of infrastructure investment required for advanced AI applications and demonstrates the critical role of specialized hardware partnerships in meeting unprecedented computational demands. The project complements existing infrastructure work with Microsoft, Oracle, and SoftBank, indicating a multi-partner approach to scaling AI infrastructure at enterprise levels. MSB announces 30 AI data center facilities to be built on their Sulphur Springs campus, totalling 3000MW  MSB Global is developing  the Matrix Data Center Campus, a massive 1,677-acre AI data center facility in Sulphur Springs, Texas, scheduled to open in September 2026. The project represents a $140 million investment and will be built in three phases, ultimately featuring 30 identical 100MW data center buildings with a total capacity of 3,000MW. Each facility will be 278,000 square feet and utilize NVIDIA GB300 AI GPU systems with immersion cooling technology for AI training, large-language model development, and cloud computing services. The campus emphasizes sustainability through a combination of renewable energy sources including geothermal, solar, batteries, and natural gas with carbon capture, positioning itself as a "net-zero AI infrastructure" model. MSB plans an aggressive deployment schedule, opening the first 100MW facility in September 2026 followed by an additional 100MW data center every month thereafter. The development includes comprehensive support infrastructure such as executive conference centers, staff housing, dining facilities, and medical centers, with the potential to generate up to $18 billion in community investment. The project is a public-private partnership with the City of Sulphur Springs and Hopkins County, featuring a 35% property tax abatement for the first 10 years. Dallas estimates a double in data center footprint by the end of 2027 Dallas is experiencing  unprecedented data center growth, with vacancy rates at just 2.4% in the first half of 2025 and absorption reaching 279 megawatts—a 575% increase from the previous year. The demand is primarily driven by AI applications requiring significantly higher power density, with modern facilities needing up to 200kW per rack compared to the 5-7kW typical of facilities built just seven to ten years ago. This technological evolution has rendered many existing data centers obsolete, contributing to the tight market conditions. The region is positioned for massive expansion, with 350 megawatts currently under construction (90% pre-leased) and an additional 1.3 gigawatts planned to come online by early 2027. By 2031, Dallas is expected to reach a total footprint of 3.7 gigawatts, effectively doubling its current capacity. The primary constraint remains power availability, with hyperscalers like Amazon Web Services, Microsoft Azure, and Google Cloud driving demand as they expand their AI services. This supply-demand imbalance is keeping pricing elevated at over $200 per kilowatt, making Dallas a critical market for data center developers seeking opportunities in one of the nation's most power-constrained environments. Tools & Solutions for Data Center Developers Discover how we address critical challenges like power availability and project siting, and explore our range of available solutions. Book a demo  with our dedicated team.LandGate provides tailored solutions for data center developers .  You can also visit our library of  data center resources .

The data center market  has been long defined by mega-scale, massive, centralized hyperscale projects that serve as the backbone of the digital market. Considering how vast these markets are, their efficiency levels, time-sensitive transmission, and physical distance from end-users can create room for lags in latency. Paired with the evolution of the Internet of Things (IoT), the increase in 5G networking, and the demand for real time data storage and artificial intelligence, micro data centers serve as a solution. With low latency, localized computation, and near to no physical distance from the consumer, these facilities provide computing and storage solutions right at the network edge. Micro data centers complement the centralized cloud, enabling speed, responsiveness, efficiency, and low-latency to power connected technologies.  Micro data centers serve various use cases across multiple industries. While playing a pivotal role in supporting 5G networks and infrastructure, their proximity to cell towers enables low-latency communications for autonomous vehicles and real time artificial intelligence. The Internet of Things allows the communication and exchange of data without human intervention, facilitating remote monitoring automation. Along with micro data center facilities, the need to send vast amounts of information across centralized cloud servers decreases, allowing on-site transmission and systemization.  These facilities also play key roles in other various markets, offering on-site solutions for businesses in retail and banking. By providing robust infrastructure at remote and branch offices (ROBO) these facilities ensure the user faster streaming, browsing, and efficiency experiences. Micro data infrastructure can also be used in geographically isolated areas, to provide small-scale, independent IT infrastructure. Considering these units can withstand harsh conditions, on site-data processing comes with a much smaller risk in comparison to a large scaled building, offering more cost-effective and long term solutions to data transmission, especially for smaller businesses. Additionally, the rise of smart city infrastructure creates an increased demand for micro data centers. With connections to traffic lights, cameras, public sensors, streetlights, and other municipal infrastructure, micro facilities provide real-time traffic management, public safety surveillance, and utility grid optimization.  Micro Data Center in Lake County, IL. LandGate platform. By centralizing data center models to local processing, micro data centers conserve bandwidth and increase scalability, enabling businesses to expand computing capacity as demand increases. As our reliability on the digital landscape increases, paired with existing challenges in the larger data center market, micro data centers serve as crucial solutions.  As of this year, the market for micro data centers is estimated to reach around $7.5 billion, an increase that is representative of the adoption of edge computing and exponential growth in demand for localized processing. With the United States serving as the largest market for micro data centers and edge computing, trends within the micro data center industry seem supplemental to already existing data hubs. Northern Virginia , California , Texas , Arizona and Chicago  are just some areas where the market is booming, along with Colorado, Georgia  and most of the East Coast to follow trends of emerging markets.  Projections across the market estimate valuations to exceed $60 billion by the end of the next decade, with the expansion of 5G networks to supplement such a boost.  LandGate’s data center coverage  spans across all data center types, and coupled with exclusive cell tower coverage, data center users and developers alike can benefit greatly from coupling 5G network infrastructure and micro-data centers  To learn more, book a demo  with our dedicated data center infrastructure team.

While overall data center numbers are comparatively lower than most major states, Wyoming has well established itself as a prominent data center hub, especially over the last five years. What started off as a single company’s presence has now increased multifold with massive investments for several mega-campuses and power trajectories surpassing 1000 MW. Wyoming Top Data Center Providers Want to read more? Access the full report below:

This week in data center news, we're seeing major developments that highlight the industry's rapid evolution, from massive new projects to significant regulatory hurdles. AVAIO Digital has broken ground on a $6 billion data center in Mississippi, while Capstone Green Energy and Microgrids 4AI have partnered to create sustainable, AI-ready data centers. However, not all projects are moving forward smoothly, as a proposed development in Henrico, Virginia was denied due to community opposition. Meanwhile, a monumental $300 billion deal between OpenAI and Oracle shows just how critical cloud infrastructure is becoming for the future of AI. AVAIO Digital breaks ground on $6 billion 116MW 329-acre data center in Jackson, Mississippi AVAIO Digital has officially started  site work on its $6 billion Taurus Data Center Hub in Brandon, Mississippi. This 329-acre campus is poised to become a significant center for cloud and artificial intelligence infrastructure in the Southeast. The project has secured an agreement with Entergy for electric service and has engaged Mississippi-based Yates Construction as the general contractor, signaling a strong commitment to local economic growth. The development is emphasizing sustainability through water-efficient practices, rainwater recapture, and preserving natural landscapes. The first phase of construction, which includes over 600,000 square feet of data center buildings with 116 megawatts of power capacity, is on a fast track. This initial stage is scheduled for completion and occupancy in the first half of 2027, marking a major milestone in the development of this large-scale data center project. Capstone signs a MOU with Microgrids 4AI to deliver AI-ready data centers with microturbines Capstone Green Energy and Microgrids 4 AI (MG4AI) have signed  a Memorandum of Understanding (MOU) agreement to deliver next-generation AI infrastructure powered by sustainable microgrids. This collaboration combines Capstone's microturbine technology with MG4AI's modular AI data center solutions to address the growing demand for scalable, liquid-cooled GPU data centers under 20MW. The partnership integrates Capstone's Combined Cooling and Power (CCP) systems with MG4AI's containerized compute pods, enabling rapid deployment of grid-independent AI infrastructure. This solution allows enterprises to bypass multi-year grid upgrade delays while reducing operating costs and achieving greater resiliency for mission-critical AI workloads. The modular approach can scale from 140kW to 600kW per rack, providing customers with secure, sovereign, and sustainable AI environments that can be deployed in months rather than years. For data center developers, this partnership represents a significant advancement in addressing the energy-intensive demands of AI applications while maintaining environmental sustainability through ultra-low-emission microturbine technology and advanced cooling solutions. Henrico planning commission deny data center development from Wagner Urban Logistics LLC due to community backlash In Henrico County, Virginia, the Planning Commission has denied  a provisional use permit (PUP) for a large data center campus proposed by Wagner Urban Logistics. The project, planned for nearly 200 acres in the Varina District, faced significant opposition from local residents who raised concerns about traffic, noise, and environmental impacts, including air pollution from diesel generators and the campus's proximity to schools. This was the first permit application reviewed under new, stricter regulations for data centers that the county approved in June, which now mandate PUPs and public hearings for such projects. Despite the developer's assertion that the proposal met all county requirements, strong community resistance influenced the decision. The Varina District Supervisor also stated he would not support the project without community approval. The Planning Commission's denial serves as a recommendation to the Henrico Board of Supervisors, which will hold a final vote on the matter on October 14. This case highlights the increasing importance of community engagement and the impact of local regulatory changes on data center development. OpenAI and Oracle sign $300 billion deal in computer infrastructure that could change AI development OpenAI has signed  a massive $300 billion contract with Oracle to purchase cloud computing power over approximately five years. This deal is among the largest cloud contracts ever signed, highlighting the significant and growing investment in AI data centers, despite some concerns about a potential market bubble. The commitment underscores the immense computational resources required to power advanced AI models. This partnership reflects a major strategic move for both companies, signaling a huge revenue stream for Oracle and securing critical infrastructure for OpenAI's future development. Tools & Solutions for Data Center Developers Discover how we address critical challenges like power availability and project siting, and explore our range of available solutions. Book a demo  with our dedicated team.LandGate provides tailored solutions for data center developers .  You can also visit our library of  data center resources .

Understanding the financial and operational dynamics of energy markets requires more than just knowing how to build a power plant- it requires insight into how electricity is priced and sold. Two key concepts in this space are Locational Marginal Prices (LMPs)  and Power Purchase Agreements (PPAs) . LMP data tracks the cost of electricity at specific locations on the grid, while PPAs are contracts that secure the sale of electricity from a project to a buyer over time. Together, they play a critical role in determining the profitability, feasibility, and financing of energy projects. In this guide, we’ll break down what LMP and PPA are, how they relate to each other, and how developers and investors can use this data to make smarter energy decisions. What is LMP? In the context of energy development and finance, "LMP data" typically refers to "Locational Marginal Price" data. Locational Marginal Prices (LMPs) are prices that are paid for electricity in specific locations within a power grid at a specific point in time. LMP data is used to track the prices of electricity in different parts of the grid, and to help manage supply and demand for electricity. LMP data is important for energy developers and financiers because it can help them to better understand the costs and revenues associated with developing and operating power plants. By analyzing LMP data , energy companies can determine which areas are likely to be the most profitable for new power plants, and can make informed decisions about where to invest in new infrastructure. LMP data can also help energy traders to make more informed decisions about when to buy and sell electricity in different markets. What is a PPA? A Power Purchase Agreement (PPA) is a contract between an renewable energy developer and a buyer (usually a utility company, corporation or government agency) for the purchase and sale of electricity. The PPA typically outlines the terms of the sale, including the quantity of electricity to be sold, the price per unit of electricity, and the length of the agreement. PPAs are commonly used in the development of renewable energy projects, such as wind or solar power, where the project developer seeks to secure long-term contracts to sell the power generated by the project. By entering into a PPA, the energy developer can secure a reliable revenue stream for the project, while the buyer can secure a reliable source of renewable energy to meet its energy needs. There are many different types of PPA's for renewable energy , so the terms of a PPA can vary widely depending on the specific project and the needs of the buyer and developer. Some PPAs may include provisions for the buyer to purchase the energy at a fixed price over the life of the agreement, while others may include pricing mechanisms that allow the price of the electricity to fluctuate with market conditions. LMP & PPA for Energy Development Understanding how LMPs and PPAs interact is key for energy developers, investors, and traders alike, because it informs where to build projects, how to structure contracts, and ultimately, how to maximize profitability in a competitive energy market. How are LMP and PPAs Related? In the world of energy development, Locational Marginal Prices (LMPs) and Power Purchase Agreements (PPAs) are two sides of the same coin when it comes to pricing and managing electricity. LMPs reflect the cost of delivering one additional unit of electricity to a specific point on the grid at a particular time, factoring in grid constraints and local demand. In other words, LMPs show the real-time value of electricity at different locations, helping developers and traders understand where power is most needed and most profitable. PPAs, on the other hand, are contracts between power producers and buyers- often utilities or large energy consumers- that set the terms for electricity sales over time, including price, quantity, and duration. PPAs are crucial for financing new energy projects like wind and solar farms because they provide a predictable revenue stream that makes investments more attractive. The connection between the two comes down to market dynamics. High LMPs in a certain location might make selling electricity on the spot market more lucrative than locking in a long-term PPA, while a signed PPA can influence local electricity demand and even impact LMPs. Essentially, the pricing insights from LMPs can shape PPA terms, and PPA agreements can, in turn, affect local market prices. How to Find LMP and PPA Data To find data on LMP and PPA in the context of energy development, there are several sources that can be used, including: Energy Market Data Providers: Companies like LandGate, Platts, S&P Global, and Bloomberg NEF provide data on electricity prices and market trends, including LMP data for different locations and time frames. These companies may require a subscription or fee to access their data. Energy Regulatory Agencies: In many countries, energy regulatory agencies publish data on energy markets and electricity pricing, including LMP data. For example, in the United States, the Federal Energy Regulatory Commission (FERC) provides access to LMP data through its eLibrary . Energy Industry Associations: Industry associations such as the American Wind Energy Association (AWEA) or the Solar Energy Industries Association (SEIA) may provide data on PPA prices and trends for specific energy sources. Energy Companies: Power producers, utilities, and energy developers may provide information on their PPAs and LMP data in their financial reports or other public disclosures. Research Papers and Studies: Academic and industry research papers may provide insights into PPA and LMP data and their relationship. It is important to note that access to this data may be limited and may require a certain level of expertise in the energy sector to interpret and analyze the data effectively. Consulting with experts in the field may also be helpful in understanding and utilizing this data. LandGate's LMP and PPA Data LandGate provides a unique platform that incorporates all of the tools and data one would need for the energy industry, including data related to LMP and PPA data. The platform offers a range of applications to support energy developers, investors, and other stakeholders in the industry. Some key features include: Data on land ownership and land use: LandGate provides data on land ownership and land use across the United States, which can be valuable for energy developers looking to identify potential sites for new energy projects. Data on mineral rights and royalties: LandGate also provides data on mineral rights and royalties , which can be useful for energy investors and developers looking to acquire rights to extract energy resources like oil, gas, or minerals. Market analysis tools: LandGate's platform includes tools for analyzing energy markets and pricing, including LMP data for different regions and timeframes. Project management tools: LandGate's platform also includes project management tools to help energy developers manage their projects and track their progress. Additionally, users can easily model different pricing structures and the economic impacts related to their projects. For example, Solar PowerVal comes pre-loaded with historical and forecasted price decks in all Wholesale Energy Markets (Hub/LMP on Day ahead and real time), Avoided Energy Cost Price decks used by regulated energy service providers, and retail energy prices (Industrial, Commercial, Residential rates).

This month, the data center industry is buzzing with new partnerships and developments that address the escalating demands of artificial intelligence and cloud computing. From innovative cooling solutions to strategic campus expansions, companies are finding new ways to boost efficiency and capacity. Johnston Controls is focusing on greener data centers with technologies that reduce energy and water consumption, while Nokia and SuperMicro have teamed up to deliver integrated, AI-optimized networking solutions. Meanwhile, on the ground, new data center projects are hitting a roadblock in Jerome Township, Ohio, and Equifax is converting its data center in Georgia into office space, reflecting a broader shift to cloud-based operations. Finally, Compal and ZutaCore are making waves with their waterless, direct-to-chip cooling technology, a key innovation for handling the immense heat generated by next-generation servers. Johnston Controls launches Silent-Aire Coolant Distribution Unit (CDU) for high density data centers Johnson Controls has introduced  the Silent-Aire Coolant Distribution Unit (CDU) platform to meet the increasing thermal management needs of high-density data centers. This new platform offers scalable liquid cooling solutions with capacities from 500kW to over 10MW, designed to support the industry's shift towards more intensive computing environments. The CDUs can be flexibly positioned, either in-row or on the perimeter, to accommodate various data center layouts.This launch enhances Johnson Controls' existing portfolio of thermal management products, which includes the Silent-Aire, York, and M&M Carnot brands.  The company states that its solutions can cut non-IT energy consumption by over 50% in many North American data centers, which could lead to significant energy savings for large-scale AI facilities. The new CDU platform is manufactured globally across Johnson Controls' extensive production network and is backed by a large team of service technicians. Nokia and Supermicro combine Linux with 800G Ethernet for AI data centers for pre-validated use Nokia and Supermicro have announced  a strategic partnership to address the evolving demands of AI-driven data centers by integrating Supermicro's 800G Ethernet switches with Nokia's Service Router Linux and automation tools. This collaboration delivers a pre-validated solution designed to reduce implementation time, lower operational costs, and improve overall efficiency through Nokia's Event-Driven Automation, which enables faster response times and reduces manual operations. The partnership specifically targets the transformation of traditional data centers into "AI factories," which require significantly higher network speeds and the ability to handle unprecedented power demands from GPU-intensive AI workloads. By combining Supermicro's high-performance switching platforms with Nokia's network operating system and proactive automation capabilities, the solution aims to place networking infrastructure at the core of modern data center architecture while providing the scalability and reliability needed for AI applications. This alliance represents Nokia's broader strategy of leveraging partnerships to expand its enterprise market reach, while giving Supermicro customers enhanced flexibility and choice in their infrastructure deployments. The collaboration ensures full integration between Nokia's SR Linux and Event-Driven Automation with Supermicro's systems, providing data center developers with a comprehensive solution for next-generation AI infrastructure requirements. Jerome Township, Ohio sets moratorium on data center development Amid community feedback and concerns over potential limitations, Jerome Township has implemented  a nine-month moratorium on data center development. The board of trustees voted in favor of this "pause" after a 12-month ban was initially proposed by Trustee Wezlynn Davis. This decision temporarily halts any new data center projects in the township, providing officials time to re-evaluate their approach to this type of development. Equifax decommissions data center to convert into office space with $25 million corporate expansion in Alpharetta, Georgia  Credit reporting giant Equifax is investing  $25 million to convert a 65,000 sq ft data center on the third floor of its Alpharetta, Georgia campus into collaborative office space, creating capacity for nearly 250 new jobs. This conversion is part of the company's ongoing $3 billion cloud transformation initiative that began in 2018, which has seen Equifax decommission 36 data centers since 2019, including 10 in 2024 alone, as it shifts to a cloud-first infrastructure approach using Google Cloud services. The Alpharetta facility conversion reflects broader industry trends toward cloud adoption and data center consolidation. While Equifax continues to operate some on-premises data centers with efficiency improvements like optimized HVAC systems and cold aisle containment, the company reports that its remaining data centers now represent approximately 31% of its total scope 1 and 2 emissions, a figure expected to decline further as cloud migration progresses. This strategic shift demonstrates how enterprises are balancing operational efficiency, environmental considerations, and workforce needs in their infrastructure modernization efforts. Compal and ZutaCore join forces to create integrated server and cooling solutions that revolutionize data center efficiency Compal and ZutaCore have partnered  to deliver breakthrough AI data center cooling solutions that address the surging power demands of next-generation AI workloads. The collaboration integrates Compal's high-performance server platforms with ZutaCore's HyperCool® waterless, two-phase liquid cooling technology, which uses a non-conductive dielectric fluid to instantly remove heat directly at the chip level. Unlike traditional water-based systems, this approach eliminates risks of hardware damage from leaks while achieving exceptional Power Usage Effectiveness (PUE) scores as low as 1.04-1.1. The partnership showcases two cutting-edge platforms: the SG720-2A-L2 (7U 8-GPU system) designed for AMD Instinct™ MI325X GPUs with universal rack compatibility, and the SD221-8A-L2 (2U 4-Node system) achieving an industry-leading partial PUE of 1.01. These systems demonstrate how advanced cooling translates into real-world gains in density, efficiency, and reliability while supporting both current EIA 19-inch racks and future ORv3 open standards. For data center operators, this technology delivers immediate benefits including higher performance per rack, dramatically reduced energy costs, enhanced reliability without condensation or corrosion risks, and significant sustainability improvements through reduced water and electricity consumption. The waterless cooling approach is particularly valuable for edge AI deployments where space constraints and reliability are critical factors. Tools & Solutions for Data Center Developers Discover how we address critical challenges like power availability and project siting, and explore our range of available solutions. Book a demo  with our dedicated team.LandGate provides tailored solutions for data center developers .  You can also visit our library of  data center resources .

President Trump's Thursday night gathering with Silicon Valley's most powerful leaders at the White House wasn't just diplomatic theater—it was a strategic realignment that could reshape America's AI infrastructure landscape. The dinner, featuring 33 of tech's biggest names including CEOs Mark Zuckerberg, Tim Cook, and Sam Altman, delivered a clear message: the administration is rolling out the red carpet for AI development and the massive infrastructure investments it requires. For AI infrastructure developers in the energy, telecommunications, and data center sectors, this high-profile endorsement of Trump from prominent tech CEOs represents a potential watershed moment for regulatory clarity and investment opportunities. A $600 Billion Vote of Confidence The numbers alone tell the story. Meta's Zuckerberg committed to $600 billion in U.S. infrastructure investments through 2028, while Apple's Cook reaffirmed a $100 billion domestic manufacturing pledge. These aren't just corporate PR moves—they represent the kind of massive capital deployment that transforms entire sectors. "The investment that's happening here, the ability to get the power of the industry back in the United States, is going to set us up for a long period of great success leading the world," OpenAI's Sam Altman told Trump during the televised portion of the dinner. This surge in AI infrastructure spending creates ripple effects across multiple industries. Data centers require enormous amounts of power, driving demand for energy infrastructure. The computational needs of AI models necessitate cutting-edge telecommunications networks. The physical footprint of these operations demands new construction, specialized cooling systems, and backup power solutions. Regulatory Winds Shifting in Favor of Innovation Perhaps more significant than the dollar figures was the tone of collaboration between the tech industry and the Trump administration. For years, Big Tech has navigated an increasingly complex regulatory environment. Thursday's dinner suggested a fundamental shift toward partnership over punishment. Google co-founder Sergey Brin captured this sentiment perfectly: "The fact that your Administration is supporting our companies instead of fighting with them—it's hugely important. It's a global race and I think we're at the cusp where these AI models are about to become profoundly useful." This regulatory thaw could accelerate permitting processes for critical infrastructure projects. Energy companies looking to build new power plants or upgrade grid capacity for AI data centers may find smoother approval pathways. Telecommunications providers investing in 5G and fiber networks to support AI workloads could encounter fewer bureaucratic hurdles. The Infrastructure Reality Behind AI Ambitions The technical requirements for AI leadership demand unprecedented infrastructure buildouts. Training frontier AI models requires massive clusters of specialized chips, which generate enormous heat and consume industrial-scale power. A single large language model training run can consume as much electricity as a small city uses in a month. Oracle CEO Safra Catz emphasized this reality during the dinner: "You've unleashed American innovation and creativity. All the work you're doing in basically every cabinet post in addition to what's coming out of the White House is making it possible for America to win." This infrastructure challenge creates opportunities across multiple sectors: Energy Infrastructure : AI data centers  require reliable, high-capacity power sources . This drives demand for new generation capacity , upgraded transmission lines, and innovative cooling solutions. Telecommunications Networks : The distributed nature of AI applications demands ultra-low latency networks and massive bandwidth capacity, spurring 5G deployment and fiber infrastructure investments. Real Estate Development : Purpose-built AI data centers require specialized facilities with robust power delivery, advanced cooling systems, and strategic geographic positioning. LandGate provides tools and datasets for these developers to make smarter, faster, and more informed project development decisions. One of the most pressing challenges faced by data center developers today is power availability. By zeroing in on location with existing infrastructure in place to support these efforts, developers can bolster their development efforts. Additionally, site control intelligence  creates opportunities behind the meter for renewables developers and data center operators to bypass grid congestion and work in tandem to develop their own power sources. Global Competition Drives Urgency The dinner's emphasis on global competition wasn't merely rhetorical. China continues to invest heavily in AI infrastructure despite U.S. export restrictions on advanced semiconductors. European nations are developing their own AI strategies and infrastructure policies. The administration's embrace of tech industry partnership reflects recognition that AI leadership requires both private sector innovation and government support. Microsoft CEO Satya Nadella highlighted this dynamic: "The policies that you have put in place for the United States to lead... everything that you're doing in terms of setting in place the platform where the rest of the world can not only use our technology, but trust our technology more than any other alternative, is perhaps the most important issue." This competitive pressure creates urgency around infrastructure development. Companies that can rapidly deploy AI-capable infrastructure—whether power systems, network equipment, or specialized facilities—position themselves at the center of a generational technology shift. What Trump’s Tech CEO Dinner Means for Infrastructure Developers The Trump administration's tech embrace signals several key opportunities for infrastructure developers: Streamlined Permitting : Expect faster approval processes for projects supporting AI development, particularly those involving energy generation and data center construction. Investment Incentives : The administration may expand tax credits and other incentives for infrastructure projects that support domestic AI capabilities. Public-Private Partnerships : Government agencies are likely to accelerate partnerships with private companies to build the infrastructure foundation for AI leadership. National Security Priority : AI infrastructure is increasingly viewed through a national security lens, potentially unlocking defense spending and priority project status. Positioning for the AI Infrastructure Boom Thursday's dinner wasn't just about current technology leaders—it was about building the foundation for America's AI future. For infrastructure developers, the message is clear: the administration views AI infrastructure as a national priority worth significant investment and regulatory support. Companies in energy, telecommunications, construction, and related sectors should prepare for accelerated demand driven by AI infrastructure needs. The combination of massive private investment commitments and supportive government policy creates conditions for rapid market expansion. The tech industry's alignment with the Trump administration represents more than political theater—it's a strategic partnership designed to maintain American technological leadership. For infrastructure developers ready to support this vision, the opportunities have never been greater. LandGate Power Infrastructure Data To learn more about the tools and data available for developers looking to take advantage of this new tech landscape, book a call  with LandGate’s dedicated AI infrastructure team.

Data centers are growing not just in size, but also in operational intelligence, sustainability, and efficiency. This expansion is driven by global enterprises investing heavily in new facilities, thereby expanding their digital infrastructure and redefining IT power and management. This transformation is influenced by new legislation and technological breakthroughs, meeting the rising global demand for better performance and reduced environmental impact. This week, we dive into key updates from Google in Virginia, ENGIE in Texas, BorderPlex in New Mexico, Novva in Nevada, and Hut 8 across Texas, Louisiana, and Illinois. Google to invest $9 billion in Virginia data center growth through 2026, with new 300 acres campus outside Richmond Google is making  a significant $9 billion investment in Virginia through 2026, focused on expanding cloud and AI infrastructure across the Commonwealth. The investment includes developing a new data center campus in Chesterfield County and expanding existing facilities in Loudoun and Prince William Counties. This expansion will strengthen Google's global data center network, which serves as the backbone for the company's AI capabilities and digital services. The investment extends beyond infrastructure development to include comprehensive workforce development programs for Virginia residents. All Virginia-based college students now receive free access to Google's AI Pro plan for 12 months, along with AI training and job search support. Several Virginia institutions, including the University of Virginia, Brightpoint Community College, and Northern Virginia Community College, are participating in Google's AI for Education Accelerator program, providing students and faculty with access to Google Career Certificates and AI training courses. This development reinforces Virginia's position as the world's largest data center market and a leading hub for AI talent and innovation. The project aligns with Virginia's AI Career Launch Pad initiative and broader efforts to prepare the state's workforce for the evolving technology sector, positioning the Commonwealth at the forefront of the AI economy. ENGIE North America announces partnership with Prometheus Hypercale to colocate data centers at renewable and BESS facilities along Texas I-35 corridor ENGIE North America has partnered  with Prometheus Hyperscale to develop AI-ready data centers co-located with renewable energy and battery storage facilities along the Texas I-35 corridor. Under this exclusive agreement, Prometheus will deploy high-efficiency, liquid-cooled data center infrastructure alongside ENGIE's renewable assets, with the first sites expected to go live in 2026 and additional locations planned from 2027 onward. The collaboration combines ENGIE's expertise in renewables, batteries, and energy management with Prometheus' liquid-cooled data center design to meet growing demand for sustainable compute capacity, particularly for AI and high-performance workloads. Prometheus will work with Conduit for near-term power generation solutions, and the alliance will enable tenants to offset carbon emissions through established market mechanisms. This partnership represents an innovative approach to developing sustainable digital infrastructure that addresses both current market needs and future scalability requirements. BorderPlex Digital Assets announces partnership with STACK for $165 billion investment to build mega-campus and microgrid infrastructure project in New Mexico Doña Ana County commissioners have advanced  a $165 billion data center project called "Project Jupiter" proposed by BorderPlex Digital Assets and STACK Infrastructure  for Santa Teresa, New Mexico. The massive investment would create four hyperscale data center buildings, generate 750 permanent jobs paying $75,000-$100,000 annually, and provide $300 million in direct payments to the county over 30 years through industrial revenue bonds that avoid traditional property taxes. The project faces significant community opposition over water usage concerns, particularly given the area's recent water crisis involving unsafe arsenic levels and utility mismanagement by the Camino Real Regional Utility Authority. While developers claim the facility will use minimal water through closed-loop cooling systems requiring only domestic water for employees, critics question the unproven technology and lack of oversight guarantees. The timeline has also drawn criticism, with the final vote scheduled just 23 days after detailed project information was first presented publicly. The scale of this investment is unprecedented—exceeding the annual capital spending of tech giants like Microsoft ($64.5B), Google ($52.5B), and Meta ($37.25B) combined, and representing nearly twice the value of all property in neighboring El Paso County. If approved in the September 19 hearing, Project Jupiter would position itself as one of the largest private investments in New Mexico history, designed to support AI computing demands while operating independently through dedicated power generation and microgrid systems. Novva Data Centers purchases 205 acres in Apex Industrial Park, Las Vegas for $181 million VanTrust Real Estate has sold  nearly 205 acres in North Las Vegas' Apex Industrial Park to Utah-based Novva Data Centers for approximately $181 million, representing a significant markup from VanTrust's original 2021 purchase price of less than $130,000 per acre to over $880,000 per acre. The transaction, which closed on August 8, highlights the growing demand for data center infrastructure, particularly as artificial intelligence technologies drive increased need for data storage and processing capabilities. The sale occurs amid a broader slowdown in Southern Nevada's industrial real estate market, characterized by increased vacancies and reduced construction activity. However, data center development continues to thrive due to AI-driven demand, despite water usage concerns in the drought-stricken region. Novva, which already operates a data center near Las Vegas Motor Speedway, utilizes water-free cooling systems that rely on ambient desert air and closed-loop refrigeration rather than traditional evaporative cooling methods. This transaction underscores the strategic value of Apex Industrial Park as a data center hub, benefiting from recent infrastructure improvements including new water pipelines and streamlined permitting processes. For data center developers, the sale demonstrates both the premium pricing for suitable land in the Las Vegas market and the continued investor confidence in the region's capacity to support large-scale digital infrastructure projects. Hut 8 announces four data center projects totalling 1.5GW in Texas, Louisiana, and Illinois Bitcoin mining company Hut 8 has announced  a massive $2.4 billion expansion plan to add four new facilities across the United States, effectively doubling its power capacity with an additional 1,530 MW. The new sites are strategically positioned in energy-rich regions including Texas (1,180 MW), Louisiana (300 MW), and Illinois (50 MW), with all facilities having secured land and power agreements and entering active development. This expansion is backed by diversified liquidity sources including 10,278 bitcoins valued at $1.2 billion, a $200 million revolving credit facility, and a $1 billion equity program. Once operational, Hut 8 will manage over 2.5 gigawatts across 19 locations as part of their multi-gigawatt North American growth strategy. The company's broader development pipeline spans 10,620 MW, with over 14% already in active development, positioning them to capitalize on growing demand for data centers and AI computing infrastructure. Investment analysts view this as a significant step toward establishing Hut 8 as one of the largest energy and digital infrastructure platforms globally, with potential for material stock re-rating as facilities come online and begin contracting for high-performance computing workloads. Tools & Solutions for Data Center Developers Discover how we address critical challenges like power availability and project siting, and explore our range of available solutions. Book a demo  with our dedicated team.LandGate provides tailored solutions for data center developers .  You can also visit our library of  data center resources .