Flagship deployment, first tranche 100MW. Liberty and Caterpillar prime power tracks in parallel, ANA EBOSS call today. Revised delivery schedule is the open gate.
17,000+ acre former mining site via Matt Carlsson. Counterparty claims 15+ GW, verify in the data room. Met 7 Jul, second meeting Fri 10 Jul. Anthropic pitch candidate.
Imperial Land Corporation site, met Brian Temple and Patty Horvatich 7 Jul. Via Mike Brady. Anthropic pitch candidate.
Pilot deployment, 800V DC architecture, UGI as the utility relationship. Next step is the large project load form to Rich Hazzard.
MWRD of Greater Chicago is the host partner on this wastewater site. Confirmed with Jacobs as the near term priority site, with the city RFP the active path. The RWE campus power thread stays live, awaiting their step since 29 Jun. People: Kumar (MWRD).
Alcoa East / NCCS, NYISO Zone D, National Grid and NYPA. 435 MW energized, 635 MW pending. NYPA hydro around $30 to 50/MWh, energized now. Load Interconnection Modification not greenfield, 490 MW Preservation Power block largely committed. Bitcoin miner acquisition angle via Anne Rosenau (6 Jul), inbound via the IDA. Introduced by tbd · owed.
NYC wastewater host. 2 MW pod concept with a 15 MW thermal ceiling and a community center ask. Con Edison territory effectively halted, colocation only path, NYISO Zone J. Introduced by tbd · owed.
Bay Area wastewater host, San Jose RWF. Prologis context around 240 MW. CAISO with PG&E and SVP, ISA pending, PG&E 740 MW cluster, San Jose 100 MW substation reconfiguration. Strongest closed loop water argument under California water rules. Introduced by tbd · owed.
Vicinity Energy is the host partner at Grays Ferry and our one heat customer. Power path runs through the Vicinity CHP plant: PJM inside PECO, 230 kV interconnect, PECO substation upgrade complete, transmission study still owed. The binding constraint is Enbridge gas lateral capacity, not the electrical interconnect. Vicinity NDA is coming from Nate Paist, then a heat study. Rice (Laura Schaefer) is engaged on the thermal side. Talen AWS BTM precedent informs the interconnect approach. People: Nate Paist, Rohan Sinha, David Mack (Vicinity) · Laura Schaefer (Rice).
23 km² near Laramie, willing landowner with full rights and political connections, SMR also planned on site; Nick to forward Sage's deck and introduce Lev Ring if interest is confirmed. Source: Sage Geosystems call 29 Sep 2026.
Open Point 8, power available to the data centre, unanswered by Berelli
Phase 1 modular 200 MW firm, air permits to 400 MW
200 to 300 MW programme working document opened 30 Aug
Collecting every possible European site in one register
1 GW platform: 500 MW solar, 500 MW BESS, 500 MW reliability generation
Sent by Anne Rosenau, Cushman & Wakefield
LOI call 1 Oct: broker says 2027 for the first 30 MW, the seller's study says end 2028; 400 MW end 2029 to 2030; Phase 2 grid study due November. Nexus gas agreement wanted as a condition of closing. Dan puts land approvals at 6 to 9 months; Vertiv 16 month lead time with about $350M deposit. Anne sent the revised redline and clean copy the same day. Source: LOI call review and Anne Rosenau email 1 Oct 2026.
Replay (Chris) said he could take about 2 MW of the roughly 4 MW available to third parties, subject to power price; both sides put Oberlin behind faster options. Dave framed campus sites as compute infrastructure or research labs rather than data centers. Reply to Michael Ahern still owed. Source: Replay call 29 Sep and Dave call 1 Oct 2026.
JLL (Roman Kuropas, Dave Lange) mapping buildings in and next to the CenTrio loop and scheduling a broader JLL team call; Google named as preferred anchor, JLL holds Midwest Google mandates. Convergen confirmed, with caveats, that its pellets could fire the freed up building boilers. Source: JLL call 29 Sep and Convergen call 1 Oct 2026.
Raised with C&W as the community wastewater site next to the CenTrio work, with corporate farming offtakers and a thermal land network in view; a Public Benefit LLC with partial community ownership floated in the Academic Paper Series call. Second meeting with Nathaniel Cook still being asked for. Source: C&W call 29 Sep and Academic Paper Series 1 Oct 2026.
Sites by sink type · MW is recorded capacity
A neocloud tenant will not sign above the kill line · power passes through at cost
Logged events per site per week · nothing for 30 days means it is not moving
Sorted by how much is recorded · blank means nothing recorded yet
| Site | Power | Thermal sink | Physical | Partner | Recorded |
|---|---|---|---|---|---|
| Mansfield · 300MWR7 | Pass | Marginal | Pass | Marginal | 4 of 4 |
| BethlehemR7 | Pass | Pass | Pass | Pass | 4 of 4 |
| Philadelphia · Grays FerryR4 | Marginal | Pass | Pass | Marginal | 4 of 4 |
| Newtown CreekR2 | Marginal | Pass | Marginal | Marginal | 4 of 4 |
| Massena · St. LawrenceR4 | Pass | Marginal | Pass | · | 3 of 4 |
| Gigawatt LandR2 | Pass | Kill | Pass | · | 3 of 4 |
| Fort Cherry DistrictR2 | Pass | · | Pass | Marginal | 3 of 4 |
| San JoseR2 | Marginal | Pass | · | Pass | 3 of 4 |
| Stickney · MWRDR4 | · | · | · | · | 0 of 4 |
| Cape TownR1 | · | · | · | · | 0 of 4 |
| FrankfurtR1 | · | · | · | · | 0 of 4 |
| TokyoR1 | · | · | · | · | 0 of 4 |
| WyomingR1 | · | · | · | · | 0 of 4 |
| PleasantsR1 | · | · | · | · | 0 of 4 |
| TexasR1 | · | · | · | · | 0 of 4 |
| SingaporeR1 | · | · | · | · | 0 of 4 |
| EU sitesR1 | · | · | · | · | 0 of 4 |
| KentuckyR1 | · | · | · | · | 0 of 4 |
| North CarolinaR1 | · | · | · | · | 0 of 4 |
| Genoa, Ohio OneR1 | · | · | · | · | 0 of 4 |
| Oberlin CollegeR1 | · | · | · | · | 0 of 4 |
| CenTrio ChicagoR1 | · | · | · | · | 0 of 4 |
| Green Era ChicagoR1 | · | · | · | · | 0 of 4 |
Bar is sites that have reached the rung · the solid end is what stopped there