This Is What It Takes to Get a Data Center Financed

Bullish:

• $PWRLAND - Powered land (land with existing power connections) is becoming increasingly valuable as data center development accelerates, with REITs and real estate developers moving into this space due to power infrastructure bottlenecks

  • “So powered land is huge. And that is developing It's existed for a while, but it's becoming more and more important because there are REITs and real estate developers who don't need to have the sophistication”

    Travis·43:10
• $WATERINFRA - Data center hyperscalers are driving significant investment in water infrastructure in previously overlooked areas, creating opportunities for water treatment facility development and upgrades

  • “When these data centers come in and the balance sheets of these hyperscalers come into an area that's largely been overlooked... A hyperscaler comes in and starts saying, well, this water treatment facility isn't sufficient. We need to build it out. That's very meaningful.”

    Travis·25:52
• $TEXAS - Texas and ERCOT have become attractive locations for large data center development due to favorable regulatory environment and infrastructure availability for power and water

  • “If you want to build that next large giant data center and you need power or you need water or you need other parts of the infrastructure and you need to do it quickly, you're often going to look elsewhere. That's one of the reasons that Texas and ERCOT have become so attractive.”

    Travis·21:21