energy storage solutions ai data center campus

energy storage solutions ai data center campus

Major new AI data center campus announced in 2025. Construction expected to start Q1 2026.

Investment$19.2B
Power Capacity300 MW
LocationUnknown, Unknown, North Carolina
StatusAnnounced

project overview

Major new AI data center campus announced in 2025. Construction expected to start Q1 2026.

location and scale

LocationUnknown, Unknown, North Carolina
RegionNorth Carolina
StatusAnnounced
Total Investment$19.2B
Power Capacity300 MW
Total AreaN/A

key stakeholders

SponsorsEnergy Storage Solutions
OperatorsEnergy Storage Solutions

investment breakdown

The $19.2 billion investment is distributed across multiple components:

ComponentAmountPercentage
IT Equipment (GPUs, servers, networking)$12.5B65%
Building and Construction$3.8B20%
Power Infrastructure$1.9B10%
Other (cooling, security, land)$960M5%

equipment refresh cycles

IT equipment typically requires replacement every 3-5 years, meaning:

  • Initial deployment: $12.5B
  • 3-year refresh: Additional $10.0B estimated
  • Total over 10 years: $31.2B in equipment

infrastructure requirements

power capacity

The facility requires 300 MW of power capacity:

Total Power Capacity300 MW
Equivalent Homes Powered250,000
Annual Energy Consumption2,628 GWh/year

construction timeline

Announced2025
Construction StartTBD
Expected Completion2026-Q1

development phases

PhaseDescriptionCompletion
Phase 1Initial 300 MW phase2026-Q1

economic impact analysis

job creation

Peak Construction Jobs38,400
Permanent Operations Jobs60
Average Salary (estimated)$85,000 - $120,000

economic multiplier effects

The project’s total economic impact extends beyond direct investment:

Direct Investment$19.2B
Total Economic Impact (2.5x multiplier)$48.0B
Estimated Annual Tax Revenue$96M
30-Year Tax Revenue$2.9B

regional benefits

The project brings significant benefits to North Carolina:

  • Supply chain development: Local suppliers for construction materials, equipment, and services
  • Infrastructure investment: Improved power grid, roads, and telecommunications
  • Technology ecosystem: Attracts related tech companies and talent
  • Educational partnerships: Training programs and university collaborations
  • Real estate development: Increased commercial and residential development

technical specifications

workload types

Workload TypeDescription
HYPERSCALELarge-scale cloud computing and storage
AI-MLArtificial Intelligence and Machine Learning training and inference

ai/ml capabilities

This facility is specifically designed for AI/ML workloads with:

  • High-density GPU computing: NVIDIA H100, H200, or GB200 GPUs
  • Advanced cooling: Direct-to-chip liquid cooling for high power densities
  • High-speed networking: 400G/800G Ethernet or InfiniBious InfiniBand
  • Massive storage: Multi-exabyte storage capacity for training data
  • Low-latency architecture: Optimized for distributed training workloads

rack density and power

Rack Power Density30-100+ kW per rack (AI-optimized)
Cooling TechnologyDirect liquid cooling (DLC) / Immersion cooling
PUE Target1.1 - 1.3 (industry leading)

strategic importance

competitive positioning

This mega-project represents a strategic investment by Energy Storage Solutions to:

  • AI Leadership: Establish dominance in AI infrastructure and capabilities
  • Compute Capacity: Scale compute resources for next-generation AI models
  • Competitive Response: Match or exceed competitor AI infrastructure investments
  • Cloud Expansion: Grow public cloud market share and regional presence
  • Customer Proximity: Reduce latency for regional enterprise customers
  • Service Diversity: Enable new services requiring massive compute resources

national infrastructure significance

As a mega-project (>$10B investment), this facility:

  • Represents a major commitment to US technology infrastructure
  • Contributes to national AI competitiveness and security
  • Demonstrates North Carolina’s emergence as a datacenter hub
  • Sets new standards for scale and efficiency in datacenter design

regional integration

North Carolina datacenter ecosystem

This project integrates into North Carolina’s growing datacenter infrastructure:

  • Power grid integration: Connection to regional transmission infrastructure
  • Fiber connectivity: Access to major internet backbone routes
  • Skilled workforce: Leverage regional technical talent and training programs
  • Supply chain: Integration with local construction and equipment suppliers

community relations

Large-scale datacenter projects require strong community partnerships:

  • Local hiring commitments: Priority hiring for construction and operations roles
  • Educational partnerships: STEM programs and technical training initiatives
  • Infrastructure improvements: Road, water, and utility infrastructure upgrades
  • Tax revenue sharing: Property tax and incentive agreements with local governments

Unknown impact

The project specifically impacts Unknown through:

  • Direct property tax revenue and economic development incentives
  • Increased demand for housing, retail, and professional services
  • Enhanced infrastructure that benefits broader community
  • Recognition as a technology and innovation center

stakeholder analysis

project sponsors

Energy Storage Solutions

The sponsoring organizations bring complementary capabilities:

  • Energy Storage Solutions: Strategic partner and stakeholder

operators and tenants

Primary Operators: Energy Storage Solutions

The operators manage day-to-day facility operations including power, cooling, security, and network management.



analysis current as of October 2025

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