DOE AI infrastructure RFI — federal land co-location opportunity
DOE’s 16-site RFI is not yet a construction award, but it is one of the most important pipeline signals in the market. It points toward public-private partnerships, power-backed AI infrastructure, and potential 2026–2027 contracting activity. (More)
Pennsylvania Treasury colocation RFP — state government signal
The Pennsylvania Treasury colocation procurement is a useful reminder that state agencies remain a recurring market for high-availability, high-security colocation services tied to financial and transactional systems. (More)
Army ERDC/HPCMP AI/ML HPC CSO — AI compute signal
The ERDC WERX solicitation is one of the more concrete near-term AI compute signals in the issue. Secure, scalable AI/ML environments at meaningful power density create opportunities well beyond compute hardware alone. (More)