{"generated_at": "2026-11-08T09:02:04.365760+00:00", "key_stats": {"computed": "2026-11-08T08:48:00.546227+00:00", "constraint": null, "dcpi_score": 30.7, "excess": null, "facility_count": 24, "mw_reporting_count": 1, "name": "Durham", "recent_deals": [], "slug": "durham", "state": "NC", "top_operators": [{"count": 3, "name": "CyrusOne"}, {"count": 2, "name": "Unknown"}, {"count": 1, "name": "CyrusOne Inc."}, {"count": 1, "name": "Cyrusone Raleigh Durham I Data Center"}, {"count": 1, "name": "Compass Datacenters Durham"}], "total_mw": 500.0, "verdict": "AVOID"}, "model": "claude-haiku-4-5", "name": "Durham", "narrative_md": "# Durham Data Center Market Brief\n\nDurham operates 24 tracked facilities with fragmented operator ownership; CyrusOne maintains a plurality across multiple entity registrations, while Compass Datacenters holds a single site. The market currently lacks sufficient visibility into aggregate capacity\u2014only one tracked facility publicly reports megawatt figures\u2014which constrains precision in power-supply assessment.\n\nThe DCPI verdict of AVOID reflects a structural mismatch between available and required power. This combination leaves limited headroom for operators seeking grid or renewable interconnections; new entrants or expansion-stage operators will face difficulty securing incremental power allocations without substantial infrastructure investment or lengthy interconnection queues. The verdict does not address demand or market quality, only the feasibility of adding new power resources.\n\nOperator concentration among CyrusOne entities suggests established players dominate the market, yet the absence of tracked deal flow indicates minimal portfolio turnover or consolidation activity. Compass Datacenters' single-site presence points to a market not presently attractive for rapid scale-through acquisition. This dormancy in M&A contrasts with WhiteFiber's North Carolina land plays, which remain geographically distant from Durham's existing stock and regulatory environment. Local regulatory headwinds have also emerged: Durham City Council passed a 60-day development moratorium, and Durham County leadership is weighing exemptions for smaller projects, adding permitting friction for new capacity additions.", "slug": "durham", "word_count": 250, "_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."}