Institutional rotation into data centers & power-constrained niches
Key Questions
What power solutions are being developed for AI data centers?
Microgrids, natural gas, SMRs, batteries, and VPPs are key for powering AI data centers amid constraints.
What is PowerBridge's project in Reeves, TX?
PowerBridge secured a 3,400-acre lease for a 2GW data center campus with Alpha Digital, targeting 2027 in the Permian Basin.
Details on Crusoe's Texas data center?
Crusoe is developing a 933MW modular AI data center called Goodnight in TX, leveraging innovative technology.
What challenges are data centers facing in Virginia?
Northern Virginia (NOVA) data centers are straining water resources, leading to concerns over sustainability.
What are Google's and Microsoft's data center plans in Texas?
Google has 63 projects worth $40B in TX; Microsoft plans 900MW capacity there.
What is the DOE's Portsmouth, OH project?
DOE's Portsmouth site in OH hosts the largest AI data center by SB/SoftBank, with EdgeConneX adding 800MW.
What power plant deal did FO Permian sign?
FO Permian signed a lease for a 400MW power plant in Permian Basin, operational Q4 2027.
How is KKR involved in data center cooling?
KKR invested in CoolIT with a 15x return, supporting cooling tech for high-density data centers.
Microgrids/nat gas/SMRs/batteries/VPPs for AI DCs; PowerBridge 3.4k ac/2GW Reeves TX; Crusoe TX Goodnight 933MW; Google 63 proj $40B TX; Microsoft 900MW TX; DOE Portsmouth OH SB/SoftBank largest AI DC; EdgeConneX 800MW OH; FO Permian 400MW Q4'27; Cipher Digital pivot to long-term DC leases.