Federal Land Data Center Sites Are Now the Most Strategically Valuable Infrastructure in U.S.

Bessemer Venture Partners' data center stack analysis explicitly identifies grid connection timeline (5-7 years) as the binding constraint on data center development -- more limiting than compute availability, capital, or permitting in most markets. DOE federal land sites (16 identified, solicitations forthcoming), DAF Alaska (4,700 acres, proposals due May 29), and military base co-location programs are unique precisely because they offer pre-positioned power capacity that bypasses the 5-7 year grid interconnection queue. (more)