Demand Signals

Total Signals

25

Last 30 days

High Strength

11

Confirmed by 2+ sources

MW Implied

2.8GW

Named project MW

Capital Implied

$6.1B+

Investment + financing signals

Columbus, OH · Source: FERC Interconnect Filing

AWS filed 500MW interconnect application with AEP Ohio for new campus in Licking County. Confirmed by three independent sources.

Phoenix, AZ · Source: Permit Filing + Primary Research

Building permit filed with City of Mesa for 600MW phased development. SRP confirmed capacity study underway for $2.4B project.

Dallas / Fort Worth, TX · Source: LP Source + SEC Filing

GS infrastructure fund closing on $1.8B DC portfolio acquisition in DFW. Three assets; seller identity confirmed.

Northern Virginia, VA · Source: LP Communication

BlackRock closing $3.2B recapitalization of 8-asset NOVA campus portfolio. Cap rate estimated at 4.8%.

Northern Virginia, VA · Source: Debt Market Source

Aligned closed $1.1B construction loan for Manassas liquid-cooled campus. Goldman Sachs led; three-bank syndicate.

Austin, TX · Source: FERC Filing + Primary Research

NVIDIA securing 400MW dedicated AI training campus in Austin. Oncor capacity study filed Q1 2025. Full build-out by Q3 2027.

Seattle, WA · Source: Utility Filing + Permit

NTT filed 550MW interconnect application with Puget Sound Energy for new Quincy campus. Site control confirmed; EIS underway.

Phoenix, AZ · Source: LP Source

KKR infrastructure fund acquiring 3-asset Phoenix colo portfolio for $720M. 98MW total capacity; 94% leased to hyperscalers.

Northern Virginia, VA · Source: LP Communication + SEC Filing

Brookfield closing $2.6B joint venture with Digital Realty for 5-campus NOVA portfolio. 480MW stabilized; 200MW under construction.

Chicago, IL · Source: FERC Filing

Microsoft filed 450MW interconnect application with ComEd for new Azure campus in Elk Grove Village. $1.8B investment confirmed by state.

Columbus, OH · Source: FERC Filing + Primary Research

Google filed 600MW interconnect application with AEP Ohio for new GCP region campus. Columbus site adjacent to existing AWS builds.

Atlanta, GA · Source: M&A Intelligence

Equinix evaluating 3 regional colo operators in Atlanta metro for potential acquisition. Two targets confirmed in LOI stage.

Dallas / Fort Worth, TX · Source: Zoning Application

Meta filed rezoning application for 800MW AI training campus in Westover Hills, Fort Worth. Environmental review initiated.

Kansas City, MO · Source: Utility Filing + Primary

CyrusOne signed 80MW service agreement with Evergy for new Kansas City campus. Site control confirmed; design underway.

Atlanta, GA · Source: Permit Filing

Oracle filed development permit for 300MW OCI Tier 2 region in Suwanee, GA. Georgia Power capacity study submitted.

Denver, CO · Source: Debt Market Source

Vantage closed $850M green bond issuance to fund Denver and Salt Lake City campus expansions totaling 320MW.

Reno, NV · Source: Permit Filing

Apple filed 250MW expansion permit for existing Reno campus. NV Energy capacity study initiated for Phase 3 build.

Chicago, IL · Source: M&A Intelligence

Iron Mountain in advanced discussions to acquire 120MW Chicago carrier-neutral colo. Two bidders remain; close expected Q3 2025.

Dallas / Fort Worth, TX · Source: Zoning Application

ByteDance filed zoning change for 300MW AI workload campus in Irving, TX. Oncor study submitted. Pending CFIUS review.

Atlanta, GA · Source: Debt Market Source

DataBank secured $600M revolving credit facility to fund edge expansion across 12 markets including Atlanta and Miami.

Salt Lake City, UT · Source: Permit Filing

T5 filed development permit for 180MW hyperscale campus in Draper, UT. Rocky Mountain Power interconnect study confirmed.

Seattle, WA · Source: Debt Market Source

Sabey closed $400M construction financing for Quincy Phase 4 campus. 150MW powered shell; full deployment expected Q4 2026.

Dallas / Fort Worth, TX · Source: LP Source

Carlyle infrastructure fund in exclusivity on 240MW DFW colo portfolio. $540M valuation; seller is regional operator.

Chicago, IL · Source: Indirect Source

Google representatives attended Cook County infrastructure meeting; rumored 350MW campus in Elk Grove Village. Unconfirmed.

Las Vegas, NV · Source: Indirect Source

Multiple PE sponsors reportedly circling Switch's remaining Las Vegas campus assets. No LOI confirmed. Speculative at this stage.