EnergySource1Power Infrastructure
Program III · Power Infrastructure

Firm power for the AI era — owned, contracted, behind the meter.

EnergySource1 develops integrated power-and-compute campuses: behind-the-meter generation, powered-shell data centers, and long-term tenant contracts — built without the multi-year grid queue. The portfolio grows project by project, each structured as its own asset-backed offering.

United States · Two Campuses & Growing
313 MW
Current program capacity — contracted, in development, and planned
24/7
Firm behind-the-meter power
0
Grid interconnection queue
NNN
Long-term tenant leases
$1.2B+
Combined program cost (indicative)
2
Active campuses — PA & OK
5
Revenue streams per integrated campus
~4 mo
Reciprocating-engine lead times

Why power infrastructure

AI and cloud demand has outrun the grid. The scarce asset is time-to-power — and the durable margin belongs to whoever owns the whole stack.

Time-to-power

Behind-the-meter generation with no utility interconnection bypasses multi-year grid queues entirely. Reciprocating engines at ~4-month lead times let capacity be delivered in blocks, matched to signed tenant demand.

Contracted cash flows

Long-term tenant PPAs and 20-year triple-net powered-shell leases with creditworthy counterparties — the same asset-backed discipline that governs every EnergySource1 program.

Integrated ownership

Where the site allows, one owner captures the producer, generator, utility, landlord, and sequestration margins — from the wellhead to the rack-ready shell, including federal 45Q credits.

The current portfolio

Each project is developed in a dedicated special-purpose entity with its own offering materials. New projects are added as they reach definitive stage.
Cameron East
100 MW BTM + CCUS · Cameron County, PA
Development · Offering Open

A fully integrated power-to-compute campus on 1,650 owned acres: three Utica Shale gas wells fueling a 100 MW engine plant serving a powered-shell data center — with ~95% of CO₂ captured and sequestered on site. $882M fully funded program; ~$121M projected Year-1 revenue.

Explore Cameron East →
Atoka AI Campus
13 MW Contracted + 200 MW Planned · Atoka, OK
Phase 1 Deploying

One of the region’s few immediately deployable AI-infrastructure sites: 13 MW of contracted utility power on a ready pad — revenue targeted within 6–9 months — expanding to a 200 MW behind-the-meter engine plant delivered in 50 MW blocks against signed tenant demand.

View in portfolio →