Data center announcements are everywhere.

But an announcement doesn’t tell a contractor whether the opportunity is six months away, actively bidding, already under construction, or mostly awarded.

That’s the distinction we’re tracking this week.

In Issue #3, we follow eight projects from Virginia to Texas and Pennsylvania and go deeper into the construction chain:

OWNER → DEVELOPER → GC/CM → TRADE PACKAGES → PROCUREMENT ROUTE → CONTRACTOR OPPORTUNITY

This week, we found actual bid documents in Arkansas, confirmed construction partners on a 2GW Pennsylvania campus, identified an early-stage Microsoft development in Georgia, and found projects where major construction teams remain publicly unresolved.

The opportunity isn’t the announcement.

It’s knowing where the project sits in the procurement cycle.

8 primary opportunities

4 projects where early positioning matters now

4 projects further into procurement or construction

2 projects with unusually strong procurement intelligence

1 verified downstream subcontractor uncovered

Billions in active and planned construction

🟢 POSITION NOW

Microsoft MNZ07 Wellington
CoreSite DA1
Microsoft ATL50
Meta Eagle Mountain

🟡 PROCUREMENT / CONSTRUCTION ACTIVE

Serverfarm ARK1/ARK2
Aligned Project Phoenix
Digital Realty DFW45
Hut 8 Beacon Point

These aren’t simply eight data center announcements.

They’re eight projects at different points in the construction cycle.

That’s what matters if you’re trying to win work.

DCCR OPPORTUNITY SCORE: 96/100

🟡 PROCUREMENT / CONSTRUCTION ACTIVE

Serverfarm is developing a major multi-building data center campus in Clarksville representing an estimated $6.6 billion investment.

Serverfarm lists approximately 300,000 square feet and 108MW per building, with the first phase expected in early 2028.

But the size of the project isn’t why this is our #1 opportunity.

We found the procurement trail.

Owner / Developer: Serverfarm

Construction Leadership: Yates Construction + Nabholz

Architecture: Corgan

Mission-Critical Engineering: kW Mission Critical Engineering / WSP

Structural Engineering: TGRWA Structural Engineers

Additional engineering firms appear in the project documentation.

DCCR located Serverfarm Clarksville bid documentation showing a procurement round structured around major GC & Fee packages, including:

Concrete — Building 1

Mechanical / Plumbing — Buildings 1–3

Fire Protection — Buildings 1–3

Electrical — Buildings 1–3

Other trades and scopes were solicited as lump-sum bids.

The procurement package also included:

60% drawings
Target schedule
BIM requirements
Safety requirements
Quality requirements
Site logistics
Owner-furnished contractor-installed equipment information

That’s a real procurement structure — not an inferred opportunity.

DCCR has not publicly verified the winning contractors for several major packages.

✅ Yates + Nabholz project involvement

✅ Major trade-package structure

✅ Design-team documentation

❓ Electrical award

❓ Mechanical / plumbing award

❓ Fire-protection award

❓ Remaining lump-sum awards

We found relationship signals around the project, but hiring activity or proximity alone is not enough for DCCR to call an award.

Monitor both the Nabholz bid-document channel and Yates Construction’s Clarksville trade-partner activity for subsequent packages and future buildings.

The important question is no longer whether Clarksville will generate work.

It’s:

Which packages remain available — and who controls the next round?

DCCR OPPORTUNITY SCORE: 95/100

🟢 POSITION NOW

Microsoft is advancing plans for a new data center development on approximately 123 acres in Prince William County.

The proposed project includes:

Two one-story data center buildings

On-site electrical substation

Water storage

Domestic and fire-water infrastructure

Sanitary sewer

Industrial wastewater infrastructure

Fiber and electrical conduit

Stormwater infrastructure

Site access and supporting infrastructure

The federal wetlands permitting process is underway.

We can see the physical project.

We can see the permitting.

We can see the infrastructure scope.

But the principal construction team is still not publicly visible in the records DCCR has verified.

DCCR has not yet publicly verified:

❓ GC / CM

❓ Architect

❓ Civil contractor

❓ Electrical contractor

❓ Mechanical contractor

❓ Substation contractor

❓ Commissioning authority

Construction has not started.

Microsoft says the Wellington project remains in early planning and permitting.

That’s precisely why DCCR classifies MNZ07 as POSITION NOW, rather than Procurement Active.

This isn’t a “bid now” project.

It’s a:

Position-before-the-GC-map-becomes-obvious project.

Civil, utility, stormwater, underground electrical, fiber, water/fire-water and substation contractors should be paying attention before the major building packages become common knowledge.

DCCR OPPORTUNITY SCORE: 95/100

🟡 PROCUREMENT / CONSTRUCTION ACTIVE

This project became substantially more interesting once DCCR followed the construction chain.

Aligned Data Centers has broken ground on a 2GW campus comprising three facilities at the former Bruce Mansfield power-generation site.

Aligned says Project Phoenix will anchor approximately $10 billion in regional investment and support approximately 3,000 construction jobs.

DCCR can verify:

Developer: Aligned Data Centers

Construction Partners: Holder Construction + Kokosing

And we found our first publicly disclosed downstream trade assignment:

Avalotis Corporation → supporting Holder Construction

Its disclosed scope includes:

Spray-applied fireproofing

Intumescent coatings

Painting

That gives us an actual contractor chain:

ALIGNED → HOLDER / KOKOSING → TRADE CONTRACTOR

DCCR has not publicly verified the Phoenix awards for:

❓ Electrical

❓ Mechanical

❓ Controls / BMS

❓ Low voltage / fiber

❓ Security

❓ Major fire-protection systems

❓ Commissioning

❓ Major equipment packages

Holder maintains an established trade-partner prequalification system and says it works directly with mechanical, electrical, controls and other key trade contractors.

That does not mean a specific Project Phoenix package is currently open.

It does give contractors a verified route for positioning with one of the project’s confirmed construction partners.

Prequalify with Holder.

Monitor Holder and Kokosing for Phoenix-specific package releases.

Don’t wait until every MEP award becomes public before establishing the relationship.

DCCR OPPORTUNITY SCORE: 92/100

🟡 ACTIVE / POSITION

Digital Realty has registered another major data center building at its Garland campus.

Investment: approximately $300 million

Building: approximately 672,000 square feet

Capacity: 80MW

Configuration: ten 8MW data center suites

Construction schedule: June 2026 – January 2029

Design firm: HED

DFW45 represents a defined multiyear construction program with a named designer while several major trade relationships remain publicly unresolved in the records DCCR has reviewed.

We’re tracking:

❓ GC / CM

❓ Electrical

❓ Mechanical

❓ Controls

❓ Commissioning

❓ Equipment installation

Companies already working inside Digital Realty’s Dallas ecosystem should determine whether existing campus relationships carry into DFW45.

Companies outside that ecosystem should identify the GC and procurement chain before trade awards become obvious.

DCCR OPPORTUNITY SCORE: 91/100

🟢 POSITION NOW

CoreSite is preparing its first major Texas development.

DA1 is planned as an approximately $200 million, 230,000-square-foot, two-story data center at 2701 E. Grauwyler Road in Irving.

The larger approximately 37-acre property could ultimately support three two-story data center buildings.

The currently reported construction window is approximately April 2027 through December 2028.

The first building in a new market can matter far beyond the first contract.

Companies that establish successful relationships on DA1 could be positioned for subsequent buildings if CoreSite develops the larger campus as contemplated.

DCCR is still looking for:

❓ GC / CM

❓ Architect / engineer

❓ MW capacity

❓ Utility / power arrangements

❓ Civil / site contractor

❓ Electrical

❓ Mechanical

❓ Commissioning

Treat DA1 as a relationship-building opportunity, not a bid-board opportunity.

The objective is to identify CoreSite’s Texas construction and procurement leadership before its local contractor ecosystem becomes established.

DCCR OPPORTUNITY SCORE: 90/100

🟢 EARLY POSITIONING

Microsoft has filed plans for ATL50 at 5235 Stonewall Tell Road in Union City.

The proposed development calls for approximately:

88 acres

Two three-story data center buildings

910,000 total square feet

2032 target

ATL50 is early.

That’s the point.

The project gives Atlanta-area contractors an opportunity to track:

Civil / sitework

Power infrastructure

Water / stormwater

Structural

Electrical

Mechanical / cooling

Fiber

Security

Commissioning

before the construction team becomes obvious.

❓ Construction value

❓ MW capacity

❓ GC / CM

❓ Architect

❓ Civil engineer / contractor

❓ MEP team

❓ Power infrastructure team

❓ Procurement route

If you work in the Atlanta mission-critical market, put ATL50 on your account-capture list now.

The immediate job isn’t bidding.

It’s finding out:

Who is Microsoft assembling around the project?

DCCR OPPORTUNITY SCORE: 89/100

🟡 CONSTRUCTION / PROCUREMENT

Beacon Point is becoming one of the largest AI infrastructure programs in Texas.

Campus: approximately 525 acres

Utility capacity: 1,000MW

First two phases: approximately $17 billion combined capital investment

Contracted IT capacity: 704MW across the first two phases

Hut 8 has also secured approximately $4.25 billion in construction financing for Beacon Point.

A recent Texas filing provides additional detail on a defined building:

Construction value: approximately $399 million

Building size: approximately 657,130 square feet

Schedule: September 2026 – November 2027

Design firm: Jacobs Project Management

Known project counterparties also include American Electric Power and Vertiv.

The campus is no longer simply a 1GW announcement.

The customer commitment exists.

The financing exists.

The power capacity exists.

And physical construction packages are becoming more visible.

The intelligence target now moves farther down the delivery chain.

We’re tracking:

❓ GC

❓ Civil

❓ Electrical

❓ Mechanical

❓ Commissioning

❓ Major subcontractors beneath the Tier 1 relationships

DCCR OPPORTUNITY SCORE: 88/100

🟢 POSITION / VERIFY

Meta is expanding its Eagle Mountain campus again.

The latest expansion will push Meta’s Utah investment above $3 billion and support more than 1,200 construction workers at peak.

The new buildings are expected to use closed-loop liquid cooling with dry cooling.

The cooling architecture matters.

AI infrastructure is changing the mechanical package.

Contractors capable of supporting high-density cooling, piping, controls and associated electrical infrastructure should be tracking projects like this closely.

But DCCR has not yet publicly verified the new phase’s:

❓ Building count

❓ Square footage

❓ GC

❓ Electrical contractor

❓ Mechanical contractor

❓ Cooling equipment suppliers / installers

❓ Package schedule

Existing Meta trade partners should determine whether their campus agreements extend into the latest expansion.

New entrants should monitor permitting and construction-team disclosures rather than assuming every incumbent automatically receives the next package.

Microsoft MNZ07 — Virginia

CoreSite DA1 — Texas

Microsoft ATL50 — Georgia

Meta Eagle Mountain — Utah

These projects offer opportunities to establish relationships before the entire construction team becomes publicly visible.

Serverfarm ARK1/ARK2 — Arkansas

Aligned Project Phoenix — Pennsylvania

Digital Realty DFW45 — Texas

Hut 8 Beacon Point — Texas

These projects are further into the cycle.

The opportunity increasingly becomes identifying remaining packages, subsequent phases and the correct GC/trade-partner route.

The strongest opportunities this week sit at opposite ends of the procurement window.

MNZ07 and ATL50 reward contractors who position before the team is public.

ARK1/ARK2 and Project Phoenix reward contractors who identify the companies actually controlling the work — and get into their procurement systems before remaining packages disappear.

96/100

🟡 PROCUREMENT / CONSTRUCTION ACTIVE

A $6.6 billion headline gets attention.

A bid document tells contractors what to do.

That’s why Clarksville is this week’s Opportunity of the Week.

DCCR’s research moved the project through the intelligence chain:

SERVERFARM

↓

YATES CONSTRUCTION + NABHOLZ

↓

TRADE-PACKAGE PROCUREMENT

↓

CONCRETE

MECHANICAL / PLUMBING

ELECTRICAL

FIRE PROTECTION

↓

REMAINING LUMP-SUM TRADES

The procurement documents show us how the job was structured.

They do not tell us those packages remain open today.

That’s an important distinction.

DCCR has not publicly verified the winning MEP/fire contractors, so we’re continuing to track the award chain rather than converting an older bid invitation into a current opportunity.

Project bid-document directories identify Tad Hankins / Nabholz in connection with the Serverfarm Clarksville ITB materials.

DCCR has not verified a public project-specific direct email or phone number.

We’re not going to manufacture one from a corporate email pattern.

Who won the first packages — and what comes next?

That intelligence determines whether contractors should bid, partner, position for a later building, or move their resources elsewhere.

Project Phoenix gives us another example of how contractor intelligence develops.

Aligned Data Centers — Developer

Holder Construction — Construction partner

Kokosing — Construction partner

Avalotis Corporation — publicly disclosed fireproofing, intumescent-coatings and painting work supporting Holder

Electrical

Mechanical

Controls / BMS

Low voltage / fiber

Security

Commissioning

Major equipment packages

Holder maintains a trade-partner prequalification system.

For contractors capable of working on a project of this scale, that creates a verified relationship route even though it does not prove a particular Phoenix package is currently open.

Prequalification is a route. It is not an open bid.

That distinction matters.

Project Phoenix is being developed around dedicated onsite power.

Beacon Point was built around securing 1GW of utility capacity.

MNZ07 includes an onsite electrical substation.

Some of the largest AI projects now depend on generation, transmission and interconnection programs that can rival the data centers themselves.

For contractors, that expands the opportunity map.

The project is no longer always:

SITE → BUILDING → MEP

Increasingly, it looks like:

GENERATION → TRANSMISSION → SUBSTATION → SITE INFRASTRUCTURE → DATA CENTER → COOLING → COMMISSIONING

Electrical infrastructure contractors, civil firms, generation EPCs, controls specialists and commissioning firms should increasingly treat:

POWER INTELLIGENCE AS DATA CENTER LEAD INTELLIGENCE.

We separate what we know from what we’re still investigating.

Confirmed through owner/developer announcements, government filings, construction documents or direct contractor disclosures.

Hiring activity, previous project relationships, project proximity or other evidence suggesting involvement — but not enough evidence to call it an award.

DCCR has not found reliable evidence identifying the contractor or award.

If the GC isn’t verified, we say it isn’t verified.

If a bid document is months old, we don’t call the package open today.

If a company is hiring nearby, we don’t automatically call it the contractor.

Credibility compounds.

→ Monitor Nabholz + Yates procurement activity.

→ Identify subsequent trade-package releases.

→ Identify the GC/CM and civil/substation team before major construction awards become public.

→ Enter Holder’s trade-partner ecosystem.

→ Monitor Holder/Kokosing for project-specific packages.

→ Identify the GC and determine whether existing Garland campus contractors carry forward.

→ Build the relationship before CoreSite establishes its Texas contractor ecosystem.

→ Track Georgia permitting, design appointments and early civil/power activity.

→ Follow the delivery chain beneath Hut 8, Jacobs, Vertiv and AEP.

→ Watch for new-phase permits and cooling/MEP assignments.

Oracle’s reported 2GW renewable-generation RFP tied to Project Jupiter remains one of the most interesting power-procurement signals DCCR is tracking.

We’re watching for:

RFP documentation

Submission requirements

Project-size thresholds

EPC opportunities

Contract awards

DCCR CLASSIFICATION: POWER / PROCUREMENT WATCH

Anthropic’s infrastructure platform with Macquarie Asset Management and GIC is preparing to develop purpose-built U.S. facilities.

The first specific U.S. site hasn’t surfaced publicly yet.

When it does, we’ll immediately begin tracing:

LAND → POWER → ENGINEER → GC → TRADE PARTNERS → PROCUREMENT

DCCR CLASSIFICATION: EARLY PROJECT RADAR

Red Oak appeared in our earlier coverage.

Now another defined building has entered the pipeline.

Rather than pretend this is an entirely new lead, we’re treating it as what it is:

A PROJECT WE TOLD YOU TO WATCH — AND ONE THAT CONTINUES TO DEVELOP.

That’s the value of maintaining project history instead of chasing isolated headlines.

Microsoft has reportedly targeted approximately 38GW of global data center capacity by 2032, compared with roughly 12GW previously reported.

If realized, that represents potentially enormous additional owned or leased infrastructure.

MNZ07 in Virginia and ATL50 in Georgia illustrate why contractors should care.

The useful question isn’t:

“How much is Microsoft spending?”

It’s:

“Where does that capacity physically get built — and who gets the work?”

That’s what DCCR will continue tracking.

The data center market doesn’t lack news.

It lacks contractor intelligence.

Knowing that a $10 billion campus was announced is useful.

Knowing:

Who owns it

Who’s designing it

Who’s managing construction

Which packages have been released

Which contractors already have work

What remains unresolved

Where to prequalify

and

When you’re already too late

is more useful.

That’s the gap we’re building Data Center Contractor Report to fill.

If you’re a:

General contractor

Electrical contractor

Mechanical contractor

Civil / site contractor

Commissioning firm

Equipment supplier

Controls / BMS contractor

Fire-protection contractor

Fiber / low-voltage contractor

Specialty service provider

—or you work anywhere else in the data center construction chain—

Subscribe and forward DCCR to someone else chasing this market.

The larger the contractor network becomes, the better our intelligence becomes.

We’re already tracking the next round.

Who won the major MEP packages — and what packages come next?

Who will lead construction?

Which major trade packages remain publicly unresolved?

Who joins CoreSite’s first Texas construction team?

Which contractors emerge around Microsoft’s new Atlanta-area project?

And we’re tracking every new U.S. project that crosses from:

ANNOUNCEMENT → POSITIONING → PROCUREMENT → CONSTRUCTION

Projects. Procurement. People. Opportunities.

Subscribe. Forward. Get positioned.