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SAVRN Research · Capital Atlas · Market intelligence

Green Street Data Center Capex and Sites

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, 2026 0 named sites 6 financing transactions 4 sourced facts 16 sources
Green Street
Market intelligence
Financing regimeindependent research and data provider, subscription-gated, no principal capital position stated
Named sites
0
Site-level commitments the atlas ties to Green Street
Disclosed site capital
n.a.
Sum of named sites with a stated dollar figure. Not a capex total; see the spending table
Disclosed capacity
n.a.
Sum of named sites with a stated megawatt figure
Financing transactions
6
Transactions naming Green Street or tied to one of its sites
Spending

Reported and guided spending

Green Street has no reported or guided spending line in the atlas. Its position is recorded through its named sites, its transactions and its sourced facts below.
Named sites

Where Green Street builds

Green Street has no named site commitment on record in the atlas as of October 8, 2026. That is normal for a market intelligence position: the capital shows up 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; overlapping commitments are never summed.

PartiesInstrumentAmountDateSiteSources
Crusoe Energy Systems + Jane Street
Bloomberg 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 Street
Term 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 Street
Fluidstack 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 Capital
Greenidge 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 + EdgeConneX
Sixth 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 Energy
A 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. The full atlas source register is at Capital Atlas sources.

Market intelligence: one page each

Avison Young 0CBRE 0Colliers 0Cushman & Wakefield 0datacenterHawk 0Green Street 0JLL 0Newmark 2Transwestern 0

The figure beside each provider is its count of named sites in the atlas.

Part of the North American Data Center Capital Atlas, refreshed every Tuesday, Thursday and Saturday. Site commitments overlap reported capital expenditure and overlap one another, so this page shows each figure as its source states it and never adds them into a single deployment number. Informational, not investment advice.
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.

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.
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Water Tracker
Every federal, state, local and interstate water measure that touches a data center, plus a fifty-state water ledger.
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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.
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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.
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