The well publicized energy concerns stemming from data center demands leave out a very big mitigating factor. While there are energy constraints for some greenfield projects and projects with very specific location requirements, the reality is there are gigawatts worth of available power scattered about in disparate buildings and properties throughout the US and the world. This includes both immediate connectivity and available grid capacity that is untapped.
We have assembled a large and growing portfolio of properties through site rights, referrals, lease or purchase that provide access to this available capacity.