The Data Center Power Reckoning Has Begun
And the Market Is Just Now Starting to Think Seriously About the Solution
For the better part of a decade, the conversation around data centers has focused on speed, scale, and artificial intelligence. Hyperscale campuses. Edge deployments. GPU density. Liquid cooling.
But behind the scenes— quietly, and now suddenly very loudly — one constraint has emerged as the defining issue of the next decade:
Power.
Data centers don’t just need electricity. They need massive, resilient, fast, and economically stable power — delivered on timelines that traditional utilities were not built to meet. And only recently has the market begun to critically ask the right question: What if the utility grid alone cannot solve this?
The Reality: The GridIs Not Designed for AI-Scale Demand
Across the United States, data center developers are encountering:
• 3–7year interconnection queues
• Transmission bottlenecks
• Substation capacity limitations
• Rising demand charges
• Curtailment risks
• Regulatory uncertainty
Meanwhile, AI workloads are accelerating load requirements from 20–40 MW campuses to 100–500MW clusters — and beyond. The old model was simple:
1. Secure land
2. Secure utility commitment
3. Build
That model is cracking. Utilities are not failing —they’re simply operating within infrastructure constraints designed for a different era. The explosive growth of hyperscale computing, AI training clusters, crypto mining, and edge expansion has outpaced grid modernization. And now the market is waking up.
The Shift: From“Power Request” to “Power Strategy”
Forward-thinking developers are beginning to ask more sophisticated questions:
• How do we control our own timeline to power?
• How do we de-risk resiliency?
• How do we stabilize long-term energy costs?
• How do we build assets that are financeable, scalable, and repeatable?
This is where the concept of Powered Real Estate Assets emerges.
Enter Power Stack Microgrids (www.powerstackgrids.com)
Power Stack Microgrids has been anticipating this shift. While much of the market was still treating power as a utility request, we were designing integrated, financeable, distributed microgrid platforms capable of delivering:
• Speed to Power
• Resiliency
• Stabilized Cost of Power
Our model does not replace the grid — it complements, strengthens, and accelerates access to power through engineered microgrid systems integrated directly into real estate development.
We call this the development of Powered Real Estate Assets (or “Powered Assets” for short). These are not backup generators. They are structured energy platforms designed as core infrastructure — underwritten, scalable, and engineered to meet mission-critical demands.
Why This Matters Now
The market is just beginning to critically think about solving the power bottleneck because:
1. AI load forecasts are no longer theoretical.
2. Interconnection delays are real and measurable.
3. Capital markets are rewarding resiliency and control.
4. Land without power is stranded value.
Data center developers who fail to rethink their power strategy risk being:
• Caught short
• Left behind in queue
• Exposed to escalating energy costs
• Dependent on uncertain grid timelines
The competitive advantage now belongs to those who integrate power strategy into land strategy from day one.
Strengthening the Leadership to Meet the Moment
To lead aggressively into this new era of power infrastructure, PowerStack Microgrids has recently strengthened its executive leadership team.
Joe South (LinkedIn) joined our team earlier in 2025 as a senior leader focused on operations and development execution. Joe will serve as our Senior Vice President of Development and Operations.
We are pleased to announce:
Mike Mushaty (LinkedIn) has joined our team leading the bold expansion and commercialization of our Powered Asset strategy. Mike will serve as our Vice President of Sales and work closely with Joe to ensure clients get the best-in-class service and deliverables we have grown to expect from the Gould Group family of companies.
Together, they bring operational rigor, market aggression, and disciplined execution to ensure we not only design solutions — we deliver them at scale. This is not a passive market shift. It is an inflection point. And we are positioning ourselves —and our clients — to lead through it.
Collaborative Problem Solving: The Path Forward
Power challenges at hyperscale cannot be solved in isolation. They require:
• Engineering
• Capital structuring
• Utility coordination
• Development integration
• Long-term operational strategy
PowerStack Microgrids is ahead of the curve because we have built our model around collaboration —not commoditized power procurement.
We are actively engaging with:
• Datacenter developers
• Industrial real estate owners
• Ports and logistics campuses
• AI infrastructure platforms
• Institutional capital partners
We are currently accepting new clients who recognize that the next generation of data center success depends on solving power strategically — not reactively.
The Question Every Developer Must Ask
Five years from now, the winners in data infrastructure will not simply be those with the best GPUs or cooling systems. They will be those who answered this question correctly: How do we guarantee power certainty?
At PowerStack Microgrids, we are not waiting for the market to catch up. We are building the Powered Real Estate Assets that ensure our clients never get left behind.