The AI Boom Has Six Months of Supply Left ͏ ͏ ͏ ͏ ͏
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_This is being sent on behalf of Host Digital_
Dear Reader,
Microsoft has told investors it holds roughly $80 BILLION OF AZURE
ORDERS IT CANNOT FULFILL. Not for lack of chips. For lack of powered
buildings to put them in.
The four largest cloud companies are spending about $725 BILLION on
capital expenditure this year, up 77% from a record 2025. The money is
there. The chips are there. What is missing is somewhere to plug them
in.
CBRE's mid-year report puts it in one number. Supply across the
primary U.S. markets rose 33.7% IN A YEAR and vacancy still fell to
1.4%. More than 80% of everything under construction is already
leased. Fewer than 1,500 MEGAWATTS remain available nationwide, about
SIX MONTHS OF DEMAND.
There is plenty of land in America. What there is not is powered land.
A new grid connection in the busiest markets now takes FOUR TO SEVEN
YEARS.
Which is why the most interesting new listing in AI infrastructure is
not a company promising a gigawatt campus someday. It is one that
already has the power, the building and the tenant.
On August 31 it announced a 15-YEAR, TAKE-OR-PAY LEASE for 43
MEGAWATTS at an already-energized site in northeast Oklahoma:
approximately $1.25 BILLION in base-term contracted revenue, and
approximately $3.2 BILLION with renewals. The tenant is one of the
world's largest privately held cloud infrastructure companies,
expected to be backstopped by an INVESTMENT-GRADE GLOBAL TECHNOLOGY
COMPANY.
It just listed on the NYSE American.
SEE WHY THIS POWERED-LAND STORY IS GAINING URGENCY NOW.
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