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Investment Snapshot

Critical metrics at a glance

Financial Targets

Stabilized YoC11%
EBITDA Margin56%
Total CapEx (100MW)$1.3B
Stabilized ARR$254MM

Power & Capacity

Target Capacity100 MW
Phase 120 MW
Power Cost$0.06/kWh
Grid CapEx$30MM

Market Demand

Market Demand3x Capacity
Forecasted Demand300+ MW
Vacancy Rate2.3%
Lease Rate$212/kW

Construction

Phase 1 Timeline22 Months
Transformer Lead72+ wks
Target PUE< 1.15
Cap Rate6.5%

Market Comparison Analysis

Overall market attractiveness scores (0-100 scale) evaluating power availability, cost efficiency, and deployment readiness across major data center markets

Texas (ERCOT)
95
Midwest (MISO)
80
Southeast (SERC)
75
N. Virginia (PJM)
60

Deep Dive Analysis

Explore comprehensive site evaluation analysis across 6 research streams covering AI Data Centers, Oil & Gas, Geothermal, SMR Nuclear Sites, and Market Investment Analysis.