STACK Infrastructure – Weekly Recap

STACK Infrastructure is a privately held data center and digital infrastructure provider focused on serving hyperscale, cloud, and AI-oriented workloads, and this weekly summary reviews notable operational and sustainability developments for the company. Over the past week, STACK underscored both progress in scaling critical capacity in a key U.S. market and its continued emphasis on long-term Net-Zero commitments.

Operationally, STACK highlighted momentum at its 48MW data center campus in Santa Clara, California, one of the most supply-constrained and strategically important data center markets globally. The company reported that 18MW of gross power at the site has been successfully energized, marking a significant step toward full commercial operation. The facility is supported by a dedicated on-site substation and is engineered to accommodate high-density AI, machine learning, and cloud computing deployments. STACK indicated strong demand for the remaining capacity and signaled that additional contracted power is expected to come online, pointing to a visible pipeline of lease-up activity with hyperscale and large enterprise customers.

From a strategic standpoint, the Santa Clara campus benefits from proximity to a dense concentration of Fortune 500 firms and technology innovators in Silicon Valley, where low-latency, high-reliability infrastructure is critical. The focus on GPU-intensive and AI-driven workloads aligns the asset with one of the fastest-growing segments of data center demand, where customers typically seek long-term contracts and are willing to pay premiums for power density, reliability, and connectivity. As more capacity is energized and leased, the project is positioned to contribute to higher utilization and more predictable recurring revenue for STACK’s broader platform.

On the sustainability front, STACK announced its participation in the Net-Zero Data Center Summit in Berlin, where Director of Sustainability Anita Goyal-Eames will present on the role of life cycle analysis in sustainable data centers. The session will emphasize the use of life cycle assessments for credible carbon accounting, informed Net-Zero decision-making, and strategies to reduce Scope 3 emissions. The company also referenced its Impact Report, which outlines a commitment to achieving Net-Zero emissions by 2050.

These initiatives strengthen STACK’s positioning with customers that face increasing ESG and disclosure requirements and are seeking low-carbon infrastructure partners. Robust sustainability practices and a clear framework around LCAs and Scope 3 management can support access to green financing, mitigate regulatory and transition risks, and enhance brand differentiation in a sector under growing scrutiny for energy use and emissions.

Overall, it was a constructive week for STACK Infrastructure, combining a key operational milestone at a flagship Silicon Valley campus with a visible commitment to sustainability and Net-Zero-aligned growth.