Tract

The Hanover Planning Commission voted 8-1 to recommend approval for a new data center proposed by developer Tract on a 427-acre site. The project has faced months of debate among residents, county leaders, and the developer. This significant land parcel suggests a large-scale facility. The approval recommendation marks a key milestone in the permitting process for Hanover County's growing data center landscape.

FERC has approved a Transmission Service Agreement between ComEd and TRACT, advancing 1GW of data center development in the Greater Chicago area. The approval supports TRACT's entry into the Illinois data center market with significant planned capacity. ComEd, the local utility, will provide transmission service under the approved agreement. The 1,000 MW scope represents a major infrastructure commitment in the region. GCs, subcontractors, and electrical vendors should monitor TRACT's buildout plans as the project advances toward construction.

TRACT ENTERS GREATER CHICAGO MARKET WITH THE ACQUISITION OF 343 ACRES TO BE DEVELOPED AS A 1GW DATA CENTER CAMPUS - Knoxville News Sentinel.

TRACT has closed on two incremental land acquisitions totaling 1,458 acres at Caldwell Valley Technology Park in Texas, expanding its footprint in a key data center corridor. This acreage addition positions TRACT to develop multiple hyperscale facilities, with the total park now capable of supporting 500+ MW of data center capacity based on typical power densities in the region. The expanded land position indicates TRACT is moving from early-stage planning into active development execution, suggesting projects will break ground within 12-24 months. The incremental acquisition strategy—closing two separate deals rather than one large purchase—is unusual and suggests TRACT negotiated directly with multiple landowners, reducing market competition for available acreage. For hyperscaler BD teams and cloud infrastructure vendors, this signals TRACT will be actively marketing committed power and space to enterprise customers within the next two quarters.

# Data Center Market Summary A land owner in Caldwell County is planning a 3,000-acre data center campus, representing a new entrant into the hyperscale development space based on land acquisition strategy. The 3,000-acre footprint positions this as one of the largest undeveloped data center tracts in North America, with potential for 500+ MW of capacity across multiple buildings. This development signals a shift toward greenfield mega-campuses as hyperscalers exhaust secondary and tertiary markets' existing industrial inventory. The exclusive land-based announcement—rather than traditional developer or hyperscaler press releases—indicates early-stage positioning, with infrastructure and zoning negotiations likely still underway. Vendors and service providers should monitor Caldwell County regulatory filings closely, as projects of this scale typically trigger 18-24 month pre-construction procurement cycles.

# Summary Tract, a land development company, is expanding its Austin-area data center park to 3,000 acres, positioning itself as a major infrastructure player in Texas's competitive hyperscaler market. The 3,000-acre footprint represents one of the largest contiguous data center development sites in the region, with capacity to support multiple 100+ MW facilities across multiple phases. This land assembly signals that Austin's data center market has moved beyond opportunistic deployments to master-planned, campus-scale development targeting the hyperscale segment. The expansion is notable because Tract is a pure-play land developer rather than a colocation operator or REIT, indicating that Austin's scarcity of shovel-ready, large-footprint sites is attracting capital from non-traditional data center players. Hyperscale vendors, infrastructure funds, and power utilities should monitor Tract's buildout timeline and power procurement plans closely, as this acreage will absorb significant demand for interconnection capacity and utility infrastructure in the Austin market through 2030.