Two paths
Fastest time to compute lives here
50 MW IT fast-track per 100 MWdc PV
One retasked plant, two yields: power the grid will not take, and 24/7 cooling the compute requires.
Turn daytime solar equipment into a 24/7 cooling asset, then drop in modular AI. Screened to 100 MWdc+ plants whose federal ITC recapture window has closed. +61 MW additional modeled. 111 MW 99.9% firm at maturity.
100 MWdc · +61 MW · 111 MW firm
Second path
+47 MW IT inside 375 MW
Existing AI load and interconnect. A grid-constrained campus with adjacent land — ideally with solar already installed. Named Pecos case. Operator value is $3M per MW-year of 99.9% firm IT.
300 MW IT · 375 MW campus · 1,000 acres
The screen
The working set is existing PV farms of the right age. A constrained campus is a separate path. Screen, not a funnel: fiber, offtake, soils, and overnight import still have to clear.
Existing PV farm
Constrained campus
Where
Ground-mounted utility-scale PV, 100 MWdc or larger, in commercial operation in 2021 or earlier. Old enough that the five-year federal ITC recapture window has closed.
Phase 1 AI this set can host
~24.5 GW
~$40B / year at $3M per MW-year of 99.9% firm IT. Named case: 50 MW IT fast-track per 100 MWdc PV. Qualifying plants, not signed contracts.
USGS / Lawrence Berkeley National Laboratory, United States Large-Scale Solar Photovoltaic Database, v4.0 (April 2026). Public locations. Floor is 100 MWdc per plant; screened nameplate is 49 GWdc. Not a ranked offtake list.
Rest of world
Public registers where they exist. Size and interconnect, not a U.S. ITC vintage test. AI compute at 50 MW per 100 MWdc of screened aperture. Japan and Korea use a 50 MW plant floor. Not offtake.
| Country | Screened plants | Nameplate | Phase 1 AI | Phase 1 firm value |
|---|---|---|---|---|
| Germany | — | 33 GWdc | ~16.5 GW | ~$50B / yr |
| Spain | — | 32.2 GWdc | ~16.1 GW | ~$48B / yr |
| Brazil | 470 | 20 GWdc | ~10 GW | ~$30B / yr |
| Australia | 102 | 14.3 GWdc | ~7.2 GW | ~$22B / yr |
| UAE and Saudi Arabia | ~20 | 12 GWdc | ~6 GW | ~$18B / yr |
| Chile | — | 8.5 GWdc | ~4.3 GW | ~$13B / yr |
| Japan | 86 | 6.6 GWdc | ~3.3 GW | ~$10B / yr |
| France | 425 | 5.6 GWdc | ~2.8 GW | ~$8B / yr |
| Italy | 111 | 3.5 GWdc | ~1.8 GW | ~$5B / yr |
| South Korea | — | 1.9 GWdc | ~1 GW | ~$3B / yr |
United States
49 GWdc
268 plants · ~24.5 GW Phase 1 AI · $74B / yr
Rest of world
137.6 GWdc
1,214+ counted plants · ~69 GW Phase 1 AI · $207B / yr
Phase 1 AI this set can host
~93 GW
186.6 GWdc · $280B / yr at $3M / MW-year
Phase 1 only — 50 MW of design-target 99.9% firm AI per 100 MWdc of screened aperture. Later phases are options on the same land and are not in this total. Floors differ by register: 100 MWdc in the U.S. and the Gulf, 50 MW in Japan and Korea, 30 MW in Brazil and Australia, 10 MW in France, Italy, Spain, Chile, and Germany. Germany, Spain, Chile, and Korea have no public plant-level GIS in this table, so site counts are blank. Qualifying plants, not signed contracts.
Watch list: South Carolina, Colorado, Wisconsin, and Alabama — fewer large aged plants, still worth a look.
