Why I'm funding data centers, Part V: Not All Dirt Deserves a Data Center
Not all land is data center land.
Just because you have acreage and a utility hookup does not mean you have an AI infrastructure deal.
For Part V of “Why I’m Funding Data Centers,” I’m talking about the only projects I will take seriously:
Permits in hand.
Shovel-ready now.
50 MW powered today.
Dual fiber.
Water access or a credible cooling strategy.
A path to scale behind the meter.
I’m not calling your baby ugly. I’m just saying not all babies belong in the beauty contest.
The market has plenty of dirt. It does not have enough ready, powered, permitted, fibered, executable infrastructure…
The skinny
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