Two paths
The offering
Phase 0 is 50 MW, Phase 1 is 58.5 MW, then 153.72 MW, then 175.04 MW
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. Phase 1 is 58.5 MW. Phase 2 is 153.72 MW. Phase 3 is 175.04 MW, full off-grid.
100 MWdc · +103.7 MW · 153.7 MW firm
Same land
153.72 MW, then 175.04 MW full off-grid
Phase 2 stays on the grid, adds engines and the heat train, and reaches 153.72 MW. Phase 3 is full off-grid at 175.04 MW of firm IT.
153.7 MW then 175 MW · 500 acres · same fence
The screen
The working set is existing interconnected PV. Screen, not a funnel: fiber, offtake, soils, and overnight import still have to clear.
Existing PV farm
Later phases
Where
Ground-mounted U.S. utility-scale PV that already exports. Same cooling-first set as the partner screen: 474 plants, 43.5 GWdc. Qualifying plants, not signed contracts.
Phase 1 AI this set can host
~21.8 GW
~$65B / 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.
Same cooling-first set as Partners → Screen (September 2026). 474 plants, 43.5 GWdc. Public locations. Qualifying plants, not signed contracts.
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
43.5 GWdc
474 plants · ~21.8 GW Phase 1 AI · $65B / 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
~91 GW
181.1 GWdc · $272B / 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.
