{"generated_at": "2026-11-09T09:01:16.661920+00:00", "key_stats": {"computed": "2026-11-09T08:45:16.702032+00:00", "constraint": null, "dcpi_score": 42.0, "excess": null, "facility_count": 366, "mw_reporting_count": 66, "name": "Dallas", "recent_deals": [{"buyer": "KIDZ AI", "date": null, "id": "ext_6b79a33f64385c1b4164", "mw": null, "seller": null, "source_url": "https://news.google.com/rss/articles/CBMiugFBVV95cUxPTm9oNy00cnd5NVlxaHZzUXhfWkRrRUNQdWgxdzlNTktYWHBQSzJYNHpCNUFtemlsbkNRNEFmM3dOU3BmdkRmLXVPckZZbUdDMmlRcVpMcDZ6MEFLV01GdUhUd2pqNVo5TE9rUGdIS1J3Y1otOTBienM3MEx0dkhmMnoyOGpQUDBLWEVvSTZDaExmRDM1RTdYQm5ILUVsS0JsMl9KcThHb0lwSTZxMEdxNXJJemlBakhwUVE?oc=5", "type": "investment", "value": 44.6, "value_unit": "usd_millions"}, {"buyer": "Northampton Capital Partners / Provident Data Centers", "date": null, "id": "ext_73768840a8491d6d1afd", "mw": null, "seller": null, "source_url": "https://news.google.com/rss/articles/CBMiswJBVV95cUxPeVNxX2VZZ01GZXpCOGItVlI4dWllNzVLdXF3c1Z0WndIeUgwQ2FfSnBkTW9maEhnWFJJUzRjMWZPVnN0U25ubEc2RHZTZU5LZUc0MnhGYjFJcUFvMGV5V0dlZDZqUDUyZngxZjBqUE1RWUItLS1CRkp0QllUX2pBdTRWYXI3LV95TzVyNFNNSDN0LXJzTlVCdm9rU3VmVTBQQ0UwajMzUmpfNTNOVEN1TmZqVkl0Vk9VZ0FrX1RpVmJheGJrbHhMbjkzY0JYdWJMZ1VueFV1ai12VHZHeU1ONzZ0b1F0bnQtYkdFRDlDMnF0S3JFWERFekFFVUFDZ1ZTc3RiN2RXaUZLRDlaXzh5a1l5YUVXT1lQejU1QkY3YnQ0MUhxaHd6VFZYZTJEVUpUNmhv?oc=5", "type": "jv", "value": null, "value_unit": "usd_millions"}], "slug": "dallas", "state": "TX", "top_operators": [{"count": 16, "name": "DataBank"}, {"count": 14, "name": "Digital Realty"}, {"count": 14, "name": "Equinix"}, {"count": 11, "name": "Flexential"}, {"count": 8, "name": "Aligned"}], "total_mw": 7017.125, "verdict": "CAUTION"}, "model": "claude-haiku-4-5", "name": "Dallas", "narrative_md": "# Dallas Data Center Power & Supply\n\nDallas data center infrastructure spans 366 tracked facilities totaling 7,017 MW across operational, under-construction, and planned assets, with DataBank, Digital Realty, and Equinix each operating 14\u201316 sites. The market's operator base remains concentrated among five players\u2014DataBank (16 sites), Digital Realty (14), Equinix (14), Flexential (11), and Aligned (8)\u2014though recent activity shows expansion beyond this core. Flexential has acquired 110 acres outside Dallas for a 108 MW data center campus, while KIDZ AI committed $44.6 M in announced investment tied to data center capacity.\n\nThis combination means new facilities can be sited and built, but power procurement will require active coordination with utility providers and grid operators.\n\nDeal flow in Dallas shows mixed signals. Announced commitments remain thin\u2014KIDZ AI's $44.6 M investment and the Northampton Capital Partners / Provident Data Centers joint venture represent the only recent tracked transactions\u2014suggesting either a pause in formal M&A or a shift toward build-to-suit and lease structures not yet reflected in announced deals. Flexential's 110-acre acquisition for greenfield development indicates incumbent operators are still pursuing land banks and capacity expansion, even as headline deal volume remains subdued. The concentration of sites among five operators underscores structural market dynamics: entry and scaling still depend on either acquisition of existing portfolios or capital-intensive ground-up development.\n\nPower supply dynamics will likely remain a negotiating point for any new capacity announcement in Dallas through 2027.", "slug": "dallas", "word_count": 298, "_gated": true, "_locked_fields": ["constraint", "constraint_score", "excess", "excess_power_score", "time_to_power_months", "top_opportunities_json", "top_risks_json"], "_upgrade_cta": "BUILD/CAUTION/AVOID verdicts, the composite score and the market list are free. The DCPI sub-scores (excess-power, grid-constraint, time-to-power) and risk/opportunity detail unlock with the DC Hub plan with every tool: https://dchub.cloud/pricing."}