Tract's land-banking model is documented at Morris Technology Park, Illinois (343 acres, 1 GW), Caldwell County, Texas (1,515 acres, 2 GW), and Pole Canyon, Utah (844 acres, 1,700 MW). Two of the largest documented losses in the dataset are Tract's: a $14B project in Goodyear/Buckeye, Arizona withdrawn in May 2024, and the $30.0B, 1.5 GW Mooresville, North Carolina project cancelled during due diligence after Mooresville Public Utilities denied capacity allocation, the single largest dollar figure in the cancellation dataset.
Reported and guided spending
Where Tract builds
| Site | State | Place | Capital | MW | Status | Sources |
|---|---|---|---|---|---|---|
Tract Mooresville project Q4 2024, impact realized 2025 |
North Carolina | Mooresville, Iredell | $30.0B | 1,500 | cancelled | |
Tract Goodyear/Buckeye project withdrawn May 2024 |
Arizona | n.a. | $14.0B | n.a. | withdrawn | |
Tract Caldwell County technology park |
Texas | Caldwell | n.a. | 2,000 | announced | |
Tract Pole Canyon technology tract |
Utah | n.a. | n.a. | 1,700 | announced | |
Tract Morris Technology Park |
Illinois | Morris | n.a. | 1,000 | announced | |
Tract Tuckahoe Creek Technology Park Community meeting 23 July 2026; reported 28 July 2026 |
Virginia | Goochland County (eastern, near West Creek), Goochland County | n.a. | 900 | announced |
Financing transactions
Transactions that name Tract 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 |
|---|---|---|---|---|---|
Kodiak Gas Services + unnamed West Texas data center operator (contracted with an investment-grade hyperscaler; lease guaranteed by a GPU designer) Kodiak Gas Services agreed to provide 76 MW of behind-the-meter, baseload power capacity, including balance of plant, to a West Texas data center for a six-year term, deploying about 40 reciprocating natural gas generation units. The customer is a data center operator contracted with an investment-grade-rated hyperscaler, with a GPU designer as guarantor of the data center lease. Deployment is expected to begin in Q4 2026 and scale into Q1 2027, with revenue recognition starting in Q1 2027. Kodiak said it is its second long-term contract to supply primary power to a data center and that about half of its power portfolio is now under long-term contracts; it targets two gigawatts of power generation capacity by 2030. |
power supply agreement | n.a. | Announced 21 September 2026 (Kodiak release via Business Wire) |
n.a. |
Sourced facts on Tract
- Tract's Buckeye position remained active as the company shifted focus toward Arizona, despite the withdrawn Goodyear/Buckeye project.
- Morris Technology Park carries a ComEd transmission service agreement.
Sources for Tract
Every source cited on this page, once each.
- michaelbommarito.comBommarito
- datacenterwatch.orgData Center Watch
- tractcapital.comTract Capital
- tract.comTract
- tract.comTract
- yahoo.comYahoo News
- yahoo.comVirginia Mercury via Yahoo News
- finance.yahoo.comKodiak Gas Services release (Business Wire via Yahoo Finance), 21 September 2026
- pgjonline.comPipeline & Gas Journal, 21 September 2026
More in the Index
Capital figures come from the 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.
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.