Data Center Developer, Major Investment Group Plan Gigawatts of New Capacity

Core Insights - A partnership has been formed between LightHouse Data Centers and Wharton Digital to create a platform for hyperscale data centers in North America, leveraging expertise in development and institutional capital [1][2] - The platform aims to deliver over 2 GW of capacity to meet the increasing demand from hyperscale, AI, and cloud customers [1] - LightHouse currently operates about 300 MW of power capacity and has more than 2 GW in active development across various U.S. markets [2] Company Developments - LightHouse Data Centers is positioned as a next-generation turnkey data center developer and operator, focusing on high-density AI workloads and liquid-cooled architectures [2] - Wharton Digital has invested in LightHouse and contributed its powered land business to the partnership, enhancing the development pipeline for both hyperscale campuses and major metro infill sites [2] - The leadership of LightHouse has been strengthened with the appointment of Peter C. Lewis as chairman, who brings decades of real estate experience [2] Market Demand - There is unprecedented demand for data center capacity anticipated in 2026 and 2027, driven by the growth of AI and cloud services [2] - The partnership aims to accelerate the delivery of next-generation infrastructure to meet this demand, with plans to deliver multiple data center campuses later this year and early in 2027 [2] - The combined expertise of LightHouse and Wharton is expected to create a robust development pipeline with a long-term runway for growth [2]