# SAVRN Index: Green Street AI Infrastructure Profile Source: https://savrn.com/ai-index/companies/green-street Markdown alternate of the page above; the site index is https://savrn.com/llms.txt --- [SAVRN Index.](https://savrn.com/ai-index) Explore the IndexCompanies Green Street published its second annual Global Data Center Report on February 6, 2025, alongside 2025 U.S. Sector Outlooks covering 10 property sectors, and launched expanded US Data Centers & Lodging Intelligence on June 26, 2025. It identifies the industry's largest challenges as access to power, transmission of electricity, and obsolescence. Specific Green Street vacancy or absorption series are n.a. in the source, as they are subscription-gated. Updated October 8, 2026Capital record from the Capital Atlas Named sites 0 Site commitments on record for Green Street Disclosed site capital n.a. Named sites with a stated dollar figure. A floor, not a capex total Disclosed capacity n.a. Named sites with a stated megawatt figure Financing transactions 6 Transactions naming Green Street or one of its sites Sources 16 Every cited page, listed below Market Green Street is privately held, so there is no public market data to show. Spending ## Reported and guided spending No reported or guided spending line is on record for Green Street. Its position shows in the sites, transactions and facts below. Named sites ## Where Green Street builds No named site commitment is on record for Green Street as of October 8, 2026. That is normal for market intelligence and brokerage: the capital shows in the transactions below rather than on a site of its own. Financing ## Financing transactions Transactions that name Green Street as a party or attach to one of its named sites. Amounts are as stated, and overlapping commitments are never summed. | Parties | Instrument | Amount | Date | Site | Sources | | --- | --- | --- | --- | --- | --- | | Crusoe Energy Systems + Jane StreetBloomberg reported on 3 September 2026 that Crusoe had signed a five-year cloud contract worth roughly $13 billion to supply Jane Street with GPU clusters and related AI infrastructure through the Crusoe cloud platform, described as Crusoe's highest-profile cloud customer to date. Press reporting places Jane Street at roughly $19 billion of contracted AI compute across Crusoe and CoreWeave combined. The atlas records this as press-reported; no company release or filing states the terms. | other | ≥$13.0B | Reported 3 September 2026 by Bloomberg | n.a. | | | CoreWeave + Jane StreetTerm loan disclosed with Q2 FY2026 results alongside a $1 billion Jane Street investment and more than $10 billion of unsecured notes and convertibles. | debt facility | ≥$3.1B | Q2 FY2026 | n.a. | | | Fluidstack + Jane StreetFluidstack closed a $1.5 billion round led by Jane Street at a reported valuation above $18 billion, more than doubling the $7.5 billion valuation attached to its $750 million July 2026 raise and taking total funding to just over $2.6 billion. Reporting notes Fluidstack builds and operates facilities rather than owning chips, and that the raise follows its previously disclosed multi-year Anthropic capacity programme recorded separately in this atlas. Jane Street's participation makes it an investor in the model company, the chip-cloud provider and the facility builder at the same time. | equity raise | ≥$1.5B | Reported 3 September 2026; closing reported 5 September 2026 | n.a. | | | Vulcan Infrastructure and Power (formerly Greenidge Generation Holdings) + Machine Investment Group + Atlas Holdings + Conversant CapitalGreenidge Generation renamed itself Vulcan Infrastructure and Power and closed a strategic investment led by affiliates of Machine Investment Group and Atlas Holdings to reposition as a powered-site platform for AI and HPC data centers. Net proceeds are primarily for redeeming approximately $33.1 million of 8.50% senior notes due October 2026, with the remainder for predevelopment in Dresden, New York and Columbus, Mississippi. Vulcan cites up to 104 MW of near-term capacity and a 654 MW development pipeline across owned sites | PIPE equity and senior secured convertible note | ~$39M | Announced 20 July 2026; closed 10 September 2026 | n.a. | | | Sixth Street + EQT + EdgeConneXSixth Street took a minority strategic stake in EdgeConneX in September 2024. | equity raise | n.a. | September 2024 | n.a. | | | Greenlight Electricity Centre Limited Partnership (Pembina Pipeline, Morgan Stanley Infrastructure Partners, Kineticor) + Aecon Group + Tecnicas Reunidas + Siemens EnergyA fixed-price EPC contract and Siemens Energy equipment and service agreements were reported for the Greenlight Electricity Centre in Sturgeon County, Alberta, a combined-cycle gas plant of 932 MW initially, expandable to 1,864 MW of permitted capacity, intended to serve data center development. About 85% of project costs are reported as secured under fixed-price agreements Pembina, Morgan Stanley Infrastructure Partners and Kineticor took a positive final investment decision, and the plant will supply the co-located data centre customer behind the meter under a long-term tolling agreement | other | n.a. | Final investment decision and EPC award announced 2 July 2026; in service expected in the second half of 2030 | n.a. | | The record ## Sourced facts on Green Street - Green Street published its second annual Global Data Center Report on February 6, 2025, alongside 2025 U.S. Sector Outlooks covering 10 property sectors, and launched expanded US Data Centers & Lodging Intelligence on June 26, 2025. - Green Street identifies the industry's largest challenges as access to power, transmission of electricity, and obsolescence. - Head of Global Data Center and Tower Research David Guarino contrasts hyperscaler leases of 15 years or longer with one-year apartment and five-year office leases, describing tenants as AAA-caliber. - Specific Green Street vacancy or absorption series: n.a. (subscription-gated). Sources ## Sources for Green Street Every source cited on this page, once each. - bloomberg.com[Bloomberg](https://www.bloomberg.com/news/articles/2026-09-03/crusoe-signs-roughly-13-billion-ai-cloud-deal-with-jane-street) - ca.finance.yahoo.com[Reuters via Yahoo Finance](https://ca.finance.yahoo.com/news/crusoe-signs-13-billion-ai-195326470.html) - datacenterdynamics.com[DCD](https://www.datacenterdynamics.com/en/news/crusoe-signs-13bn-deal-with-jane-street-report/) - investors.coreweave.com[Q2 2026 results](https://investors.coreweave.com/news/news-details/2026/CoreWeave-Reports-Strong-Second-Quarter-2026-Results/default.aspx) - forbes.com[Forbes](https://www.forbes.com/sites/iainmartin/2026/09/03/a-tiny-startup-helping-google-take-on-nvidia-is-now-worth-18-billion/) - techtimes.com[Tech Times](https://www.techtimes.com/articles/326746/20260905/fluidstack-closes-15b-revenue-soars-18m-660m-projected-while-owning-zero-chips.htm) - sec.gov[SEC EDGAR (Vulcan press release, Ex. 99.1, 10 September 2026)](https://www.sec.gov/Archives/edgar/data/1844971/000119380526001214/e665775_ex99-1.htm) - sec.gov[SEC EDGAR (Greenidge press release, Ex. 99.1, 20 July 2026)](https://www.sec.gov/Archives/edgar/data/1844971/000119380526000990/e665662_ex99-1.htm) - edgeconnex.com[EdgeConneX press release](https://www.edgeconnex.com/news/press-releases/eqt-welcomes-sixth-street-as-strategic-investor-in-edgeconnex/) - powermag.com[POWER Magazine](https://www.powermag.com/new-gas-fired-power-plant-in-alberta-will-serve-data-center-development/) - morningstar.com[Company press release (Pembina Pipeline, Business Wire via Morningstar)](https://www.morningstar.com/news/business-wire/20260701575540/pembina-pipeline-announces-positive-final-investment-decision-on-the-greenlight-electricity-centre) - theglobeandmail.com[Company press release (Aecon, GlobeNewswire via The Globe and Mail)](https://www.theglobeandmail.com/investing/markets/stocks/ARE-T/pressreleases/36759659/) - greenstreet.com[Green Street newsroom](https://www.greenstreet.com/about/newsroom/) - greenstreet.com[2025 US Sector Outlooks](https://www.greenstreet.com/green-street-releases-2025-u-s-sector-outlooks-with-market-forecasts/) - greenstreet.com[Green Street European outlooks release](https://www.greenstreet.com/green-street-releases-2025-european-real-estate-sector-outlooks/) - datacenterfrontier.com[Data Center Frontier](https://www.datacenterfrontier.com/colocation/article/55330489/the-new-digital-infrastructure-geography-green-streets-david-guarino-on-ai-demand-power-scarcity-and-the-next-phase-of-data-center-growth) Market intelligence and brokerage ## More in the Index [Avison Young](https://savrn.com/ai-index/companies/avison-young)[CBRE](https://savrn.com/ai-index/companies/cbre)[Colliers](https://savrn.com/ai-index/companies/colliers)[Cushman & Wakefield](https://savrn.com/ai-index/companies/cushman-wakefield)[datacenterHawk](https://savrn.com/ai-index/companies/datacenterhawk)[JLL](https://savrn.com/ai-index/companies/jll)[Newmark](https://savrn.com/ai-index/companies/newmark)[Transwestern](https://savrn.com/ai-index/companies/transwestern) Capital figures come from the [Capital Atlas](https://savrn.com/data-center-capital-atlas), refreshed every Tuesday, Thursday and Saturday. Site commitments overlap reported capital expenditure and overlap one another, so each figure appears as its source states it and none are added into a single deployment number. Informational, not investment advice. Sources The SAVRN reference set ## Seven references, one system Capital, delay, policy, water, grid, permits and scarcity are one system seen from seven sides. Each reference is primary-sourced, refreshed on a schedule, and links into the others, so a project can be followed from the money committed to the docket that stopped it. Capital Atlas Who is funding AI data centers: capital providers, named sites, financing transactions, and the blocked-and-delayed record, state by state and company by company. [Open the atlas →](https://savrn.com/data-center-capital-atlas) Delay Watchlist Project-level slippage: named projects, jurisdictional actions, utility and federal dockets, SEC disclosures, and the interconnection queue. Open the watchlist → Moratorium Tracker The policy layer: every state measure and local moratorium mapped and cited, with one page per state. Open the tracker → Water Tracker Every federal, state, local and interstate water measure that touches a data center, plus a fifty-state water ledger. Open the water tracker → Grid Operator Watchlist ERCOT, PJM, MISO, CAISO, SPP, NYISO, ISO-NE and FERC: the large-load rules, filings and queue positions that decide whether a site can energize. Open the watchlist → Permits and Power Development Data center and substation permits, large loads in the interconnection queues, and the power plants planned to serve them, refreshed hourly from public records. Open the permits tracker → SAVRN Scarcity Tracker Eleven primary-sourced indicators of AI infrastructure scarcity, one composite index, read against the token index, SAVRN's own cost basis and the frontier ceiling. Open the scarcity tracker → Have a specific address? Site Intelligence reads all seven references against one location, county, utility and grid operator included, and cites every finding. [Check an address →](https://savrn.com/site-intelligence)