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Market Brief · CAUTIONDCPI score pending · Live as of 88% live coverage · 7/8 sections
| Operator | Facility | Power | Status | ETA |
|---|---|---|---|---|
| Yondr Group | Yondr Lancaster (Dallas Campus) | 550 MW | Planned | Not tracked |
| DataBank | DataBank Red Oak Mega Campus | 500 MW | Under Construction | Not tracked |
| Anthropic / Fluidstack | Anthropic Texas AI Campus | 300 MW | Planned | Not tracked |
| Compass Datacenters | Compass Red Oak Campus (Dallas) | 250 MW | Under Construction | Not tracked |
| Crow Holdings | Crow Holdings / CleanArc - Stemmons Corridor | 245 MW | Planned | Not tracked |
| PowerHouse Data Centers | PowerHouse Irving (Las Colinas) | 201 MW | Under Construction | Not tracked |
| CoreWeave | CoreWeave Helios TX (Core Scientific) | 200 MW | Under Construction | Not tracked |
| Compass | Compass Allen TX-1 | 96 MW | Under Construction | Not tracked |
| Edged | Edged Texas 1 | 80 MW | Under Construction | Not tracked |
| QTS | QTS DFW-3 | 48 MW | Under Construction | Not tracked |
| Arcadian Infracom | Arcadian Infracom Dallas PoP | Not tracked | Planned | Not tracked |
| Operator | Facilities | Total MW |
|---|---|---|
| DataBank | 16 | 582 MW |
| Equinix | 14 | 518 MW |
| Digital Realty | 14 | 220 MW |
| Flexential | 11 | 148 MW |
| Aligned | 8 | 1,242 MW |
| Date | Buyer | Seller | Value | MW |
|---|---|---|---|---|
| 2026-10-19 | Stack | Not tracked | $540 | Not tracked |
| 2026-09-30 | Amazon | Not tracked | $430 | Not tracked |
| 2026-08-19 | QTS | Not tracked | Not tracked | 48 MW |
| 2026-06-05 | Compass | Not tracked | $15 | Not tracked |
| Not tracked | KIDZ AI | Not tracked | $45 | Not tracked |
| Not tracked | Microsoft | Not tracked | $96 | Not tracked |
Dallas 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 14–16 sites. The market's operator base remains concentrated among five players—DataBank (16 sites), Digital Realty (14), Equinix (14), Flexential (11), and Aligned (8)—though 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.
This combination means new facilities can be sited and built, but power procurement will require active coordination with utility providers and grid operators.
Deal flow in Dallas shows mixed signals. Announced commitments remain thin—KIDZ AI's $44.6 M investment and the Northampton Capital Partners / Provident Data Centers joint venture represent the only recent tracked transactions—suggesting 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.
Power supply dynamics will likely remain a negotiating point for any new capacity announcement in Dallas through 2027.