131 Photos and videos
Jun 16
The mid-market is getting built power-first, tenant-second. This week: a 20 MW Michigan miner pivoting off Bitcoin to AI colo, $650M of debt for a 60 MW Texas box with no tenant yet, and a 210 MW take-or-pay signed before the site was named. This week in numbers:
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Jun 16
Density check. Prime broke ground on 18 MW over 150 ksf in Sacramento: 120 W/sf. DataBank's Red Oak slab blends to ~300 W/sf. Same workload class, a 2.5x spread. The difference is cooling, market, and tenant mix, not magic.
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Ivan retweeted
Jun 14
A school district in Louisiana says some of its teachers will receive bonuses of more than $50,000 this year thanks to increased tax revenue linked to a Meta data center, per WSJ
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Jun 12
For three years the only Texas energy question was how fast you could build. This week it changed to who pays. Abbott bills the data centers, Google brings its own gigawatt, the state underwrites the gas. The week in numbers.
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Jun 12
The week's quiet contradiction: as Abbott told data centers to stop socializing grid costs, the state's own loan book put 456 MW of NRG gas online at TH Wharton on a $216M Texas Energy Fund loan at 3%. Cost-causers pay, except when the grid needs the megawatts.
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Jun 9
Five data-center deals cleared this week in five states, and none was really about money. Capital is everywhere. What sponsors bought was a way around the grid queue and the zoning counter: buy the brownfield, build your own gas, settle the lawsuit, or borrow against Amazon.
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Jun 9
Where the dealflow actually transacts: the sub-75 MW band. DartPoints ~25, Digi 40, Cipher 70. Off the chart this week — Cedar City, UT cleared 1.5 GW of behind-the-meter gas, and Niagara Falls, NY settled a 5-yr land fight to free 1.23M sf downtown (load n/d).
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Ivan retweeted
If a degenerate gambler wasn’t allowed to work in West Texas, the Permian Basin would be a ghost town.
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