Constrained campuses
Remove heat first. Recover AI heat after uptime. Qualified generation last.
Opportunity
Constrained campuses. Already-connected solar.
Interconnection, cooling, water, or emissions — not server demand — is the limit.
- Candidate U.S. PV sites
- 100+
- Nameplate screen
- 100 MWdc+
- COD on or before
- 2021 or earlier
Brownfield PV
100 MWdc+ plants, COD 2021 or earlier. No solar-land expansion.
Portfolio owners
Portfolio ownership enables repeatable deployment across multiple sites.
Forced rank — by state
Priority order for legacy 100 MWdc+ brownfield PV.
Illustrative screening rank — not an audited site census.
- 01CaliforniaDeepest legacy large-site base
- 02TexasGiant brownfield cohort and AI demand
- 03North CarolinaEarly utility-scale solar market
- 04FloridaUtility-scale portfolio concentration
- 05ArizonaStrong solar resource, older large sites
- 06NevadaDesert brownfield and CSP fit
- 07GeorgiaLarge Southeast utility portfolio
- 08VirginiaHyperscale demand and grid constraints
- 09New MexicoStrong solar resource and large sites
- 10UtahMeaningful older large projects
Watch list: South Carolina, Colorado, Wisconsin, and Alabama.
What we look for
- 100 MWdc+ legacy PV, COD 2021 or earlier
- Existing interconnection and site control
- Room for modular halls
- Low-water cooling; dry-cooler reuse
- Owner platform with a multi-site fleet
- Hyperscaler or industrial offtake path