# SAVRN Index: Tract AI Infrastructure Profile Source: https://savrn.com/ai-index/companies/tract 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 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 Two of the largest documented losses in the dataset are Tract's: a $14B project in Goodyear/Buckeye, Arizona withdrawn in May 2024, and the $30.0B, 1.5 GW Mooresville, North Carolina project cancelled during due diligence after Mooresville Public Utilities denied capacity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. Updated October 8, 2026Capital record from the Capital Atlas Named sites 6 Site commitments on record for Tract Disclosed site capital $44.0B Named sites with a stated dollar figure. A floor, not a capex total Disclosed capacity 7,100 MW Named sites with a stated megawatt figure Financing transactions 1 Transactions naming Tract or one of its sites Sources 9 Every cited page, listed below Market Tract 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 Tract. Its position shows in the sites, transactions and facts below. Named sites ## Where Tract builds | Site | State | Place | Capital | MW | Status | Sources | | --- | --- | --- | --- | --- | --- | --- | | Tract Mooresville projectQ4 2024, impact realized 2025 | [North Carolina](https://savrn.com/data-center-capital-atlas/north-carolina) | Mooresville, Iredell | $30.0B | 1,500 | cancelled | | | Tract Goodyear/Buckeye projectwithdrawn May 2024 | [Arizona](https://savrn.com/data-center-capital-atlas/arizona) | n.a. | $14.0B | n.a. | withdrawn | | | Tract Caldwell County technology park | [Texas](https://savrn.com/data-center-capital-atlas/texas) | Caldwell | n.a. | 2,000 | announced | | | Tract Pole Canyon technology tract | [Utah](https://savrn.com/data-center-capital-atlas/utah) | n.a. | n.a. | 1,700 | announced | | | Tract Morris Technology Park | [Illinois](https://savrn.com/data-center-capital-atlas/illinois) | Morris | n.a. | 1,000 | announced | | | Tract Tuckahoe Creek Technology ParkCommunity meeting 23 July 2026; reported 28 July 2026 | [Virginia](https://savrn.com/data-center-capital-atlas/virginia) | Goochland County (eastern, near West Creek), Goochland County | n.a. | 900 | announced | | Financing ## 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. | | The record ## 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 ## Sources for Tract Every source cited on this page, once each. - michaelbommarito.com[Bommarito](https://michaelbommarito.com/wiki/datacenters/risks/cancellations/) - datacenterwatch.org[Data Center Watch](https://www.datacenterwatch.org/report) - tractcapital.com[Tract Capital](https://tractcapital.com/news/tract-closes-acquisition-of-1515-acres-in-caldwell-county-texas-for-multi-gigawatt-data-center-technology-park/) - tract.com[Tract](https://www.tract.com/project/pole-canyon-technology-tract/) - tract.com[Tract](https://www.tract.com/news/tract-enters-greater-chicago-market-with-the-acquisition-of-343-acres-to-be-developed-as-a-1gw-data-center-campus-known-as-the-morris-technology-park/) - yahoo.com[Yahoo News](https://www.yahoo.com/news/us/articles/virginia-residents-push-back-900-014700728.html) - yahoo.com[Virginia Mercury via Yahoo News](https://www.yahoo.com/news/us/articles/goochland-residents-rebuff-data-center-091318995.html) - finance.yahoo.com[Kodiak Gas Services release (Business Wire via Yahoo Finance), 21 September 2026](https://finance.yahoo.com/energy/articles/kodiak-gas-services-announces-power-110000014.html) - pgjonline.com[Pipeline & Gas Journal, 21 September 2026](https://pgjonline.com/news/2026/september/kodiak-to-deploy-76-mw-of-natural-gas-fired-power-for-west-texas-data-center) Data center developer ## More in the Index [Aligned Data Centers](https://savrn.com/ai-index/companies/aligned-data-centers)[Cloverleaf Infrastructure](https://savrn.com/ai-index/companies/cloverleaf-infrastructure)[Cologix](https://savrn.com/ai-index/companies/cologix)[Compass Datacenters](https://savrn.com/ai-index/companies/compass-datacenters)[CyrusOne](https://savrn.com/ai-index/companies/cyrusone)[DataBank](https://savrn.com/ai-index/companies/databank)[Digital Realty Trust](https://savrn.com/ai-index/companies/digital-realty)[EdgeConneX](https://savrn.com/ai-index/companies/edgeconnex)[Equinix](https://savrn.com/ai-index/companies/equinix)[Flexential](https://savrn.com/ai-index/companies/flexential)[H5 Data Centers](https://savrn.com/ai-index/companies/h5-data-centers)[Iron Mountain](https://savrn.com/ai-index/companies/iron-mountain)[Novva Data Centers](https://savrn.com/ai-index/companies/novva-data-centers)[Prime Data Centers](https://savrn.com/ai-index/companies/prime-data-centers)[QTS Realty Trust (Blackstone)](https://savrn.com/ai-index/companies/qts-realty-trust)[Rowan Digital Infrastructure](https://savrn.com/ai-index/companies/rowan-digital-infrastructure)[Sabey Data Centers](https://savrn.com/ai-index/companies/sabey-data-centers)[SB Energy](https://savrn.com/ai-index/companies/sb-energy)[STACK Infrastructure](https://savrn.com/ai-index/companies/stack-infrastructure)[Vantage Data Centers](https://savrn.com/ai-index/companies/vantage-data-centers) 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)