Chemelex AI Data Center Intelligence
Overview
95 U.S. facilities·
7 enriched samples
U.S. Data Center Asset Protection & Liquid-Cooling Opportunity Overview
Facility, cooling, decision-window and commercial engagement intelligence for Chemelex
95 Facilities · 7 Enriched Technical Samples
Facilities Tracked
95
U.S. facility records in the dataset
Under Construction
49
51.6%
Hyperscale Exposure
47
49.5%
Texas Concentration
32
33.7%
Chemelex Opportunity Snapshot
Based on 7 enriched technical facilities
Next-12-Month Opportunity
6/7
85.7%
High Engagement Priority
5/7
71.4%
Liquid-Cooling Base Case ≥75%
5/7
71.4%
Modeled CDU Connectors
219,180
109,590 modeled hoses
$100.99B facility capex context · 8.33 GW disclosed IT load across 6/7 enriched facilities
Facility capex is project-scale context, not Chemelex TAM. Modeled CDU connection counts are liquid-loop exposure indicators, not Chemelex product-unit demand.
Pursuit Strategy
Derived from the leading qualifier of the source Engagement Priority text · enriched samplePursue Now
71.4%
5
Active cooling, specification or expansion pursuit
Specify / Influence
14.3%
1
Influence next-phase cooling and leak-detection architecture
Monitor / Trigger
14.3%
1
Wait for power, tenant or fit-out trigger
Portfolio Development Lifecycle
All 95 facilities20
21.1%
49
51.6%
24
25.3%
Announced / Planned
Under Construction
Operational
Mixed / Multi-phase — 1 · 1.1%Delayed — 1 · 1.1%
Facilities by State
All 29 individually named states represented in the portfolio
Additional geography records: Multiple 2 · Multi-state 1 · Undisclosed 1
Owner Type
Normalized owner classification, shown with short chart labels
Why These Opportunities Matter for Chemelex
Strategic interpretation of the enriched technical sample — not a repeat of the source fields
| Facility | Opportunity Class | Why Now | Chemelex Entry Point | Route to Opportunity | Recommended Action |
|---|---|---|---|---|---|
| Vantage Frontier Vantage Data Centers — Frontier AI Mega-Campus | Immediate High-Fit / Pursue Now | A 1.4 GW greenfield AI campus with liquid cooling, very high rack-density capability and 2026–2027 CDU deployment creates an active specification opportunity across multiple buildings. | Facility Loop Rack / CDU / OEM | Vantage engineering + Kiewit + cooling/OEM stakeholders | Use a dual-path specification approach: pursue facility-level cooling/leak-detection design while positioning OEM-integrated sensing around CDU, manifold, hose and rack liquid loops. Prioritize later buildings where specification influence remains greater. |
| Applied Digital Polaris Forge 2 Applied Digital — Polaris Forge 2 AI Campus | Immediate High-Fit / Platform Qualification | Direct-to-chip architecture and a 90% base-case liquid-cooling assumption create a strong technical fit, but initial first-wave packages are comparatively late-stage while Building 2 and broader expansion remain more actionable. | Rack / CDU / OEM Facility Heat Rejection | Applied Digital platform engineering/procurement + cooling/electrical OEM partners | Prioritize platform/OEM qualification and Building 2/future expansion rather than relying primarily on late-stage site-GC substitution. Position repeatable leak-detection integration that can fit Applied Digital's standardized AI Factory delivery model. |
| DataBank Red Oak DataBank — Red Oak Campus (DFW9–DFW12 Phase 1) | Phase / Specification Opportunity | The campus is liquid-ready at 100 kW+ cabinet density, but DFW9–DFW11 are more advanced while DFW12 and Phase 2 provide a stronger forward specification window. | Facility Loop Tenant Liquid Loop | DataBank engineering/procurement + Rogers-O'Brien/package owners + tenant cooling stakeholders | Separate the pursuit by phase: target DFW9–DFW11 for commissioning/fit-out leak detection while prioritizing DFW12 and Phase 2 for earlier specification influence. |
| Microsoft Fairwater Microsoft Fairwater AI Datacenter Campus — Mount Pleasant | Phase / Expansion Influence | Phase 1 is operational, but Phase 2 construction is active and Phase 3 remains a future opportunity. The campus combines an extensive closed-loop chilled-water system with direct-to-server liquid cooling. | Facility Loop Rack / CDU / OEM | Microsoft cooling/data-center engineering + Walsh project engineering/procurement | Do not target Fairwater 1 core construction. Focus commercial effort on Phase 2/3 cooling infrastructure, mechanical-piping monitoring and rack/CDU liquid-cooling specification. |
| Digital Realty SJC37 Digital Realty — Silicon Valley SJC37 | Trigger-Gated / Monitor | The base building is complete, but utility certainty and tenant fit-out remain the key commercial gates. Current liquid-cooling relevance is substantially lower than the other enriched opportunities. | Facility Loop Now Rack / CDU Conditional | Digital Realty + future tenant after utility/power certainty | Maintain a monitoring position. Do not spend full pursuit resources on rack-level liquid cooling until power delivery and anchor-tenant fit-out provide a clear trigger. |
| Vantage Lighthouse Vantage Lighthouse Campus — Stargate / Oracle / OpenAI | Immediate High-Fit / Pursue Now | A 902 MW four-building AI campus with confirmed mixed air/liquid cooling and 2026–2027 design/procurement activity provides an active multi-building specification opportunity. | Facility Loop Rack / CDU / OEM | Vantage engineering + construction/cooling partners + OEM ecosystem | Pursue active specification and treat Lighthouse together with Frontier as a potential Vantage platform-level opportunity rather than as an isolated project. |
| Meta Hyperion Meta Hyperion / Richland Parish Data Center Campus | Immediate High-Fit / Multi-Wave Strategic Pursuit | The expanded 5 GW program is a multi-year construction and compute deployment opportunity with high-density liquid-cooled rack architecture and ongoing design/procurement waves. | Rack / CDU / OEM Facility Heat Rejection Backup-Power Infrastructure | Meta data-center/cooling engineering + OCP/OEM technical qualification + DPR/Turner/Mortenson packages | Treat Hyperion as a multi-wave program rather than one procurement event. Pursue Meta technical/OCP/OEM integration in parallel with GC/package-level specification. |
Project Profile — Source Evidence
Source fields shown exactly as supplied · 7 enriched technical facilities
| Facility | City | State | Country | Owner / Operator | Owner Type | Construction Status | Facility / Campus Phase (MW) | Planned IT Load (MW) | Capex Estimate ($Billion) | Facility Area (Sq. Ft.) | Estimated Go-Live | Go Live Date — Facility / Phase Specific (Additional Comment) | Commercial Horizon / Next-12-Month Opportunity |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Vantage Data Centers — Frontier AI Mega-Campus | Shackelford County | Texas | United States | Vantage Data Centers | Hyperscale | Under construction | Full master plan: 1400 | 1400 | 25 | 3700000 | Q4 2026 | Registered building completion dates currently span 15 Feb 2027–18 Apr 2028; treat delivery and filing dates as different schedule bases. | YES |
| Applied Digital — Polaris Forge 2 AI Campus | Cass County | North Dakota | United States | Applied Digital Corporation | Hyperscale | Under construction | Phase 1: 200; Phase 2: 300 | 500 | 3 | 1,800,000 (for Current Phase) | Q4 2026 | Full initial 200MW: early 2027. ABB indicates the two 150MW buildings are scheduled for 2026 and 2027. | YES |
| DataBank — Red Oak Campus (DFW9–DFW12 Phase 1) | Ellis County | Texas | United States | DataBank | Colocation | Under construction | Phase 1: 240; Phase 2: 240 | 480 | 2.65 | 1600000 | Q2 2026 | Permit-based tenant-fit-out completions: DFW9 31 Dec 2026; DFW10 31 Jan 2027; DFW11 1 Mar 2027; DFW12 30 Oct 2027. | YES |
| Microsoft Fairwater AI Datacenter Campus — Mount Pleasant | Mount Pleasant, Racine County | Wisconsin | United States | Microsoft | Hyperscale | Operational: Phase 1; Under construction: Phase 2; Announced/Planned: Phase 3 | Not available | Not available | 4.7 | 1.2M sq ft across three Fairwater 1 buildings on 315 acres | Q1 2026 | Phase 2: scheduled for early 2028. Phase 3: no public completion date. | YES: For Phase 2/Phase 3 design and procurement; NO: For Fairwater 1 core build, which is operational |
| Digital Realty — Silicon Valley SJC37 | Santa Clara | California | United States | Digital Realty Trust, Inc. | Colocation | Announced/Planned | Full master plan: 48 | 48 | 0.64 | 435050 | Q4 2028 | Full energization is dependent on utility upgrades | NO |
| Vantage Lighthouse Campus — Stargate / Oracle / OpenAI | Port Washington | Wisconsin | United States | Vantage Data Centers | Hyperscale | Under construction | Full master plan: 902 | 902 | 15 | 2,500,000 across four data centers | Q3 2028 | Full campus scheduled for completion in 2028; building-level ready-for-service dates are not publicly disclosed | YES |
| Meta Hyperion / Richland Parish Data Center Campus | Richland Parish | Louisiana | United States | Meta Platforms, Inc. | Hyperscale | Under construction | Phase 1: 2000; Phase 2: 3000 | 5000 | 50 | Nearly 10,000,000 expanded campus; original announced scope was 4,000,000 | Q2 2028 | Full 5GW buildout completion date is not publicly disclosed. Earlier Louisiana project material listed 2030 for the original scope. | YES: For expansion design, power, cooling and procurement activity; NO: For operational go-live, which begins in 2028 |