Capacity secured for AI companies, from a hall to a full campus. AI tenants placed with operators and powered sites. And the problems that stall either side, worked until the servers are live.
Nameplate quoted as firm, or an interconnection that is still in study.
What moves itThe read taken from the utility's study stage and the signed agreements, then price and date reset to what's real. On-site generation where the gap is short enough to bridge.
Most slips trace back to energization: a utility delay, a late transformer or switchgear.
What moves itBefore signing, late credits and a walk-away right in the lease. After, delivery phased from whatever is energized first, or interim space elsewhere.
A new subsidiary, a project vehicle, or a balance sheet the operator's own lender won't count.
What moves itThe right entity on the contract, a guarantee from a parent or investor, security that steps down as the bills get paid, or a first phase the credit team can sign off.
Zoning, water, title, or an offtake a lender won't fund against.
What moves itEach gap named and priced. Fixed if it can be, dropped before more money goes in if it can't.
Space in a hall that can run your GPUs, from the short list to your servers running.
Whole buildings, campuses and powered sites, with the power and the date established before you sign.
A site worth owning: candidates found, the weak ones ruled out early, and the questions a lender will ask answered first.
Tenants you can approve, who ramp on plan and stay in your building.
What a connection is worth, who would sign for it, and the path to an anchor tenant.
The facts on power, date and demand, before you spend on a site.
What you need, what you hold, or where it's stuck: the megawatts, the market and the date. A first read comes back within one business day, and nothing is shared without your written consent.
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