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L0 · Physical Infrastructure

Aligned Data Centers

Provider of sustainable, adaptive data centers for AI and cloud.

Updated April 2026

Overview

Founded
2013
Headquarters
Plano, Texas, United States
Segment
Data Center Operators
Posture
Build-to-Suit / Developer

Product overview

Aligned Data Centers builds innovative, sustainable digital infrastructure including hyperscale campuses, scale data centers, and build-to-scale solutions with advanced cooling technology. It supports hyperscalers, neocloud, and enterprises with high-density AI, HPC, and cloud workloads across 50 campuses in the Americas. The company emphasizes rapid deployment, 100% renewable energy, and operational reliability backed by major investors.

Revenue model

Leasing data center space and infrastructure to hyperscalers and enterprises

Moat

  • Patents/IP
  • Scale Advantages
  • Cost Advantages
  • Regulatory Moat
  • Distribution
  • Brand
  • Proprietary Technology

Aligned Data Centers' competitive moat stems from its patented cooling technologies (air, liquid, hybrid), enabling adaptive, high-density AI infrastructure; a robust supply chain, strategic land acquisitions, and energy enablement for rapid scaling; and massive capital access via $40B acquisition by AIP consortium (including BlackRock, Nvidia, Microsoft, xAI) plus prior $12B raise, fueling 5+ GW expansion. Additional strengths include scale advantages with 50 campuses across Americas, renewable 100% power, industry-leading PUE, and partnerships with hyperscalers like Oracle and Lambda.

Headwinds

Aggressive expansion across 50 campuses requires sustained capital access and execution capability in a competitive market.