STACK Infrastructure Energizes 18MW at Santa Clara Data Center, Targets AI and Cloud Demand

STACK Infrastructure has shared an update. The company announced that its 48MW data center in Santa Clara, California, has energized 18MW of gross power, with additional contracted capacity expected to come online soon. The facility is supported by a dedicated on-site substation and is engineered to handle AI, machine learning, and cloud computing workloads. It is located near a concentration of Fortune 500 firms and technology innovators in Silicon Valley, and STACK reports strong demand for the remaining available capacity.

For investors, this update indicates that STACK is progressing in monetizing a major capacity build-out in a prime U.S. data center market. The energization of 18MW and mention of contracted future capacity suggest an emerging revenue ramp as space and power are leased to hyperscalers and enterprise clients. The focus on AI and ML workloads positions the asset to benefit from structurally rising demand for high-density compute and GPU-heavy deployments, which typically command premium pricing and long-term contracts. The dedicated substation can improve power reliability and efficiency, factors that are increasingly important to large cloud and AI customers.

Strategically, expanding capacity in Santa Clara strengthens STACK’s footprint in one of the most supply-constrained and strategically important data center hubs globally. High interest in the facility, if it translates into signed leases, could enhance utilization rates and support stable, recurring cash flows. Over time, successful lease-up of this site and additional phases could improve the company’s competitive position versus other wholesale and hyperscale-focused data center operators, and may increase its attractiveness as a platform for further capital investment or strategic partnerships in the digital infrastructure space.