SAVRN Research · Capital Atlas · REIT and developer
Tract Data Center Capex and Sites
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 Two of the largest documented losses in the dataset are Tract's: a $14B project in Goodyear/Buckeye, Arizona withdrawn in May 2024, and the $30.0B, 1.5 GW Mooresville, North Carolina project cancelled during due diligence after Mooresville Public Utilities denied capacity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.
Tract
REIT and developer
Financing regimeland-banking developer model
Named sites
6
Site-level commitments the atlas ties to Tract
Disclosed site capital
$44.0B
Sum of named sites with a stated dollar figure. Not a capex total; see the spending table
Disclosed capacity
7,100 MW
Sum of named sites with a stated megawatt figure
Financing transactions
1
Transactions naming Tract or tied to one of its sites
Spending
Reported and guided spending
Tract 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 Tract builds
North Carolina
1 site · $30.0B disclosed
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Arizona
1 site · $14.0B disclosed
Open the Arizona investment tracker →
Illinois
1 site
Open the Illinois investment tracker →
Texas
1 site
Open the Texas investment tracker →
Utah
1 site
Open the Utah investment tracker →
Virginia
1 site
Open the Virginia investment tracker →
| 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Tract Goodyear/Buckeye project withdrawn May 2024 |
Arizona | n.a. | $14.0B | n.a. | withdrawn | |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
Financing transactions
Transactions that name Tract as a party or attach to one of its named sites. Amounts are as stated; 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. The full atlas source register is at Capital Atlas sources.
- 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
REIT and developer: one page each
Aligned Data Centers 1Cloverleaf Infrastructure 1Cologix 0Compass Datacenters 3CRG (Clayco) 1CyrusOne 7DataBank 4Digital Realty Trust 8EdgeConneX 0Equinix 2Fermi Inc. (Fermi America) 1Flexential 0H5 Data Centers 2Iron Mountain 3Novva Data Centers 1Prime Data Centers 4QTS Realty Trust (Blackstone) 7Rowan Digital Infrastructure 1Sabey Data Centers 3SB Energy 4STACK Infrastructure 4Tract 6Vantage Data Centers 7
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.
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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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