➤ Key Highlights
Full buildout targets ~900 MW, delivered over a decade.
Located in the world’s most supply-constrained data-center region.
Requires extensive grid coordination and new transmission infrastructure.
Reinforces Virginia’s position as the anchor market for global compute capacity.
Indicates continued institutional conviction despite regulatory pressure and rising power scarcity.
This is a long-duration visibility signal: developers are committing capital far beyond the current AI hype cycle, projecting sustained demand for power-dense facilities well into the 2030s.
⚠️ Why it matters now
Northern Virginia remains the control center for U.S. and global cloud/AI infrastructure. This project highlights three realities:
Grid as the True Limiter
Power availability — not demand, not capital — is the dominant constraint shaping development timelines.Regulatory Durability
Despite noise around moratoriums and environmental pushback, institutional developers continue to secure large entitlements.Portfolio Repricing
Existing assets within transmission-adjacent corridors will re-rate upwards as new supply becomes harder and more expensive to deliver.
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What’s Next
Expect:
Longer lead times for interconnection agreements.
Higher pre-development CapEx tied to substations and transmission.
Premium valuations for shovel-ready compute land.
➤ TAKEAWAY
This reinforces the structural thesis: data-center development is now energy infrastructure. Developers who can secure power — not land — will dominate the next cycle.
