Project announcements tell you where billions may be spent.

Contractors need to know something else:

Who controls the work?

Who has the construction contract?

Who is buying the electrical equipment?

Who is building the substations?

Who is installing the cooling?

And when those names aren't public yet:

Where should contractors be positioning now?

That's the focus of Issue #005.

Three projects this week show three different stages of the opportunity cycle.

At Goodnight in Texas, the contractor tree is already producing names.

At Delta Forge 2 in Alabama, a 210MW hyperscale project is advancing while major contractor and utility-infrastructure relationships remain worth watching.

And in Jayton, Texas, another $4.8 billion of Crusoe development has entered the pipeline.

Three stages.

One question:

Google / Crusoe — Goodnight, Texas

Applied Digital — Delta Forge 2, Alabama

Crusoe — Project Hyper, Jayton, Texas

Colovore — Fort Worth, Texas

Lambda — Chouteau, Oklahoma

DOE SPARK

Fervo — Cape Station, Utah

Samsung / Helix Digital Infrastructure

The newsletter gives you the projects we're investigating most closely.

The DCCR 25 Project Tracker helps you monitor more opportunities between issues.

Search projects.

Filter opportunities.

Identify where your company should dig deeper.

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DCCR PRIORITY: HIGH

Google is the customer.

Crusoe is the developer.

But that's where most project announcements stop.

DCCR kept going.

Crusoe broke ground on the Goodnight campus in June 2025.

The campus connects directly with two adjacent wind projects:

Goodnight 1 — 265.5MW — Operational

Goodnight 2 — 265.5MW — Under Construction

Combined:

But the contractor story extends far beyond the wind projects.

GOOGLE
Customer

↓

CRUSOE / GN DC1
Developer / project structure

↓

DPR CONSTRUCTION
Major construction delivery

SOUTHLAND INDUSTRIES
Mechanical / design-build

ROSENDIN
Electrical

↓

BLACK & VEATCH / OVERLAND CONTRACTING
Power-generation engineering and field-construction activity

↓

PACK POWER
Substation EPC

↓

PROENERGY
13 PE6000 turbine-generator packages

Goodnight is becoming much more than a data center construction project.

It is a:

DATA CENTER + GENERATION + SUBSTATION + ELECTRICAL INFRASTRUCTURE PROGRAM.

DCCR research has identified an approximately 700MW active power-generation program developing alongside the campus.

PROENERGY has confirmed an order from Crusoe for 13 PE6000 turbine-generator packages, representing approximately 650MW of generating equipment.

Project-specific records also reference 7 Dynamis DT46 trailer-mounted turbine units.

DCCR has not yet located equivalent direct confirmation from Dynamis.

EVIDENCE STATUS: UNDER INVESTIGATION / HIGH CONFIDENCE

And an important distinction:

Google is confirmed as the Goodnight data center customer. DCCR has not established that Google has contracted for the natural-gas generation project itself.

Gas supply / pipeline

SCR / emissions systems

Electrical balance-of-plant

Transformers / switchgear

Plant controls

Cooling installation

Commissioning / startup

Additional specialty subcontractors

Keep moving down the contractor tree.

DPR Construction — major construction delivery

Southland Industries — mechanical / design-build

Rosendin — electrical

Black & Veatch / Overland — power-generation engineering / field-construction activity

PACK Power — substation EPC

PROENERGY — turbine-generator equipment

Dynamis — additional generation equipment indicated; direct confirmation still under investigation

Goodnight is exactly why DCCR follows contractor relationships—not just project announcements.

Knowing a project exists is useful.

Knowing who controls the work, what stage procurement is in and where your company might fit is better.

My Data Center Scout provides a focused Opportunity Brief on a project you want investigated.

We dig into:

Project status

Owner / developer

Known contractors

Procurement signals

Power infrastructure

Open contractor questions

Positioning opportunities

GET AN OPPORTUNITY BRIEF

MyDataCenterScout.com

DCCR PRIORITY: HIGH

If Goodnight shows where the money has already moved, Delta Forge 2 shows where important relationships remain worth watching.

Investment: $3.2B+

Critical IT load: 210MW

Customer: investment-grade U.S. hyperscaler

Lease: approximately 15 years

Base contracted revenue: approximately $5.2B

Delivery target: first half of 2028

Applied Digital describes Delta Forge 2 as a single 210MW building under construction.

The full critical IT load is contracted.

Demand isn't the question.

Developer: Applied Digital

Project entity: APLD BHM-01 LLC

Civil engineering / permitting: Kimley-Horn

Utility: Alabama Power

GC / construction management

Civil / sitework

Electrical

Mechanical

Cooling

Controls / BMS

Commissioning

Substation / transmission

Major equipment suppliers

Applied Digital's Brookwood construction organization references work involving GC coordination, primary subcontractors, GMP negotiations, vendor procurement, owner-furnished equipment and utility coordination.

That's the signal.

At 210MW of critical IT load, the opportunity doesn't stop with the building.

APPLIED DIGITAL

↓

ALABAMA POWER

↓

TRANSMISSION / SUBSTATION / DISTRIBUTION

↓

CAMPUS

We're watching for major contractor, trade and Alabama Power infrastructure awards.

Why Delta Forge 2?

Because DCCR wants to identify opportunities before every box in the contractor tree is filled.

The project has:

$3.2B+ of investment

210MW of contracted critical IT load

A long-term hyperscaler customer

Construction underway

But publicly, significant pieces of the construction and utility tree remain incomplete.

That doesn't mean those contracts haven't been awarded.

It means we don't yet have sufficient public evidence to responsibly put names in those boxes.

And that's exactly why we're watching.

DCCR PRIORITY: HIGH

Another major Texas project entered the pipeline this week.

Crusoe has filed plans for two data center buildings in Jayton.

Building 1: approximately 759,260 sq. ft.

Building 2: approximately 759,260 sq. ft.

Combined: approximately 1.52 million sq. ft.

Estimated construction cost: $4.8B combined

Target construction start: January 2027

The filings identify the developments as Project Hyper spur buildings.

For contractors, January isn't far away.

We're now looking for:

GC / construction manager

Architect / engineering

Civil / sitework

Electrical

Mechanical

Cooling

Power infrastructure

Commissioning

Long-lead equipment

DCCR PRIORITY: HIGH

Colovore is planning a high-density, liquid-cooled facility in Fort Worth's Alliance corridor.

Estimated construction: $430M

Size: approximately 156,500 sq. ft.

Data halls: 4

Capacity: approximately 32MW

Design: Ci Design

Construction start: December 2026

Liquid cooling makes the mechanical side particularly interesting.

GC / construction manager

Mechanical

Liquid-cooling distribution

Piping

Electrical

Controls / BMS

Commissioning

Utility interconnection

PROCUREMENT WATCH

DCCR PRIORITY: HIGH

Lambda is developing a new AI data center at MidAmerica Industrial Park.

Up to 1,000 construction workers could be required during development.

Two names already give us the beginning of the infrastructure tree:

Cloverleaf Infrastructure

Grand River Dam Authority — GRDA

Cloverleaf is involved in preparing the property.

GRDA sits on the power/infrastructure side.

GC

Civil / sitework

Electrical

Substation / transmission

Mechanical

Cooling

Fiber

Controls

Commissioning

EARLY POSITIONING

DCCR PRIORITY: HIGH — POWER WATCH

Approximately $1.9B in federal funding is moving toward grid projects through DOE's SPARK program.

Combined with recipient investment, the projects represent roughly $5.25B.

DOE says the program could unlock more than 23GW of additional grid capacity.

For contractors, that means potential work in:

Transmission

Reconductor projects

Substations

Grid-enhancing technologies

Electrical equipment

Engineering

Controls

Commissioning

DCCR's job now is to turn the funding announcement into something more useful:

Named utilities. Named EPCs. Procurement dates. Vendor routes.

DCCR PRIORITY: MED-HIGH

Initial geothermal power is coming online at Cape Station while another 400MW advances through construction.

Google has contracted for a significant portion of future output.

The contractor opportunity sits upstream:

DRILLING

↓

GENERATION

↓

ELECTRICAL BOP

↓

TRANSMISSION

↓

INTERCONNECTION

POWER CONSTRUCTION WATCH

DCCR PRIORITY: MEDIUM

Samsung has committed $1 billion to Helix Digital Infrastructure.

Helix has secured more than $10 billion in capital commitments.

Samsung also brings capabilities extending beyond capital into areas including construction, cooling and energy storage.

What we don't have yet is the piece DCCR really wants:

Until then, this remains an upstream capital and procurement signal.

WATCH FOR THE FIRST PHYSICAL PROJECT

Delta Forge 2 — Alabama
Watch major contractor, trade and utility-infrastructure relationships.

Project Hyper — Texas
January 2027 construction target. Watch GC, civil, MEP and long-lead equipment.

Colovore — Fort Worth
December construction target. Watch GC, mechanical and liquid-cooling packages.

Lambda — Oklahoma
Watch campus construction plus Cloverleaf/GRDA infrastructure.

Goodnight — Texas
Watch generation BOP, gas infrastructure, controls, emissions and commissioning.

DOE SPARK
Watch utility solicitations and EPC packages.

Fervo — Utah
Watch generation and electrical infrastructure.

Samsung / Helix
Watch for the first named U.S. campus.

Waiting for a groundbreaking is increasingly too late.

The useful signals often appear earlier:

Land acquisition

Large-load utility agreements

Environmental permits

Owner construction hiring

GC RFPs

Equipment orders

Substation filings

Generation permits

Transmission upgrades

Long-lead procurement

Those signals tell you something the groundbreaking doesn't:

By the time the cranes appear, somebody may already have the contract.

Look at this week's construction chain:

GENERATION

↓

PIPELINES / FUEL

↓

TRANSMISSION

↓

SUBSTATIONS

↓

CAMPUS ELECTRICAL

↓

DATA CENTER

↓

COMMISSIONING

Goodnight combines data centers, wind, substations and behind-the-meter generation.

Delta Forge 2 brings a 210MW load into Alabama Power's infrastructure system.

Fervo is constructing hundreds of megawatts of geothermal generation.

SPARK is directing billions toward grid infrastructure.

If your company only watches the data center building, you're watching only part of the market.

Supported directly by a company announcement, filing or equivalent primary source.

Supported by permits, regulatory filings or government documentation.

Supported by credible project-specific evidence assembled by DCCR.

A credible lead that isn't ready to be stated as established fact.

We want to be early.

We want to be right more.

GOODNIGHT
Gas infrastructure • electrical BOP • emissions • commissioning

DELTA FORGE 2
GC • primary trades • Alabama Power infrastructure

PROJECT HYPER
GC • design team • civil • MEP

COLOVORE
GC • mechanical • liquid cooling

LAMBDA
Cloverleaf scope • GRDA packages • GC

DOE SPARK
EPC awards • procurement dates • vendor routes

FERVO
Electrical BOP • transmission • commissioning

SAMSUNG / HELIX
First U.S. campus

The newsletter gives you the projects we're investigating most closely. The DCCR 25 Project Tracker helps you monitor more opportunities between issues.

OPEN THE DCCR 25 PROJECT TRACKER

tracker.datacentercontractorreport.com

A fourth building has surfaced at the Hutto campus.

STATUS: WATCH

Massive compute commitments. Physical deployment locations still needed.

STATUS: WATCH

High-capacity liquid-cooling technology with future U.S. procurement implications.

STATUS: PROCUREMENT WATCH

Interesting off-grid model. Waiting for the first identifiable physical project.

STATUS: WATCH

The sequence increasingly looks like:

CAPITAL

↓

LAND

↓

POWER

↓

PERMITS

↓

PROCUREMENT

↓

CONTRACTORS

↓

CONSTRUCTION

The earlier you enter that sequence, the more useful the intelligence becomes.

There are excellent publications covering data center growth.

DCCR asks a narrower question:

And when those names aren't public yet:

That's why we follow permits, utility filings, equipment orders, construction hiring and subcontractor relationships.

A billion-dollar announcement is interesting.

A billion-dollar project where you understand who controls the work is useful.

Working on one of these projects?

Know who received a package?

Have intelligence on:

GC / CM awards

Civil / sitework

Electrical

Mechanical

Cooling

Controls / BMS

Commissioning

Substations

Generation

Equipment procurement

Bid invitations

Vendor prequalification

Send it to DCCR.

We verify before we publish.

We're continuing to investigate:

Delta Forge 2 contractor awards

Project Hyper construction team

Goodnight power-generation packages

Alabama Power infrastructure

Colovore's liquid-cooling construction team

Lambda's Oklahoma contractor tree

Helix's first U.S. campus

And whatever moves next.

Projects. Contractors. Opportunities.

William Coit
Publisher

Built for the contractors building the AI infrastructure boom.