Market & Investment Analysis
Investment trends, market dynamics, and financial considerations across energy infrastructure sectors.
AI Compute CAGR
25%+
Clean Energy Growth
3x
AI Compute Demand Growth
AI Infrastructure Market Projection (MW)
Lease Rate Comparison
Monthly rate per kW
Lease Rate Comparison
$/kW/month NNN Rate
Strategic Interlock & Cash Flow Draw Schedule
| Month | Grid CapEx ($M) | DC CapEx ($M) | Narrative |
|---|---|---|---|
| M-01 | 20.0 (57%) | 2.0 | Interlock – wire CIAC to utility. |
| M-03 | 2.0 | 10.0 | Design – engineering & deposits. |
| M-06 | 1.0 | 30.0 | Civil – grading, substation pad, conduit. |
| M-12 | 2.0 | 80.0 | Shell – steel erection, roof, floors. |
| M-18 | 5.0 | 100.0 | MEP – chillers, switchgear, generators. |
| M-22 | 5.0 | 20.0 | Energize – substation commissioning. |
| M-24 | 0 | 18.0 | Live – final retainage, tenant move‑in. |
Data Center Market Dynamics
The shift to high-density AI training clusters has created unprecedented power demand. NVIDIA H100/Blackwell architectures require 50-100kW per rack, far exceeding traditional 15-20kW designs. Vacancy rates below 3% in major markets signal critical capacity constraints.
Oil & Gas Acquisition Opportunities
Distressed asset sales and stripper well consolidation create acquisition opportunities. Low commodity prices pressure operators with high lifting costs, while efficient operators can extract value from marginal properties.
Geothermal Renaissance
Advanced drilling technologies and enhanced geothermal systems (EGS) expand viable resource areas. Tech company data center operators increasingly seek 24/7 renewable power, driving geothermal PPAs.
Nuclear Resurgence
SMR designs from NuScale, X-energy, and others offer scalable baseload power. Data center operators and industrial users explore SMR co-location for reliable, carbon-free electricity.
Infrastructure Investment Thesis
Energy infrastructure benefits from long-term contracted revenue streams, inflation protection through escalation clauses, and essential service status. Cap rates for stabilized assets range from 6-8%.
Due Diligence Imperative
Comprehensive site evaluation reduces investment risk and accelerates deal timelines. SiteSelector's standardized scoring enables consistent evaluation across opportunities and informed capital allocation.