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北京时间·🕒 发布 19:00:00·⟳ 抓取 19:03:39 +3m39s·⚡ 决策 07-28 19:04:59 +1m20s·91.1 天前

Galaxy在德州收购500英亩土地推进第二个AI/HPC数据中心园区

Galaxy官方披露收购德州McGregor约500英亩土地并规划AI/HPC数据中心园区,方向上支持其多园区数据中心战略。

📄 原文GLXY↗ 原文
Galaxy Expands Data Center Footprint with Acquisition of 500 Acre Campus in McGregor, Texas
Galaxy's second data center campus in Texas will grow the Company's footprint, with the execution of a services agreeme…
不做 Galaxy Digital(GLXY.US)
不做:公告是长期数据中心土地收购和规划,预计2028年才开始受电,未披露客户租约、订单金额或近期收入/利润增量,短线edge不足。
展开详情(成交明细 / 研究档案 / 原文全文 / 决策记录链)

研究档案

🔎 新鲜度:最早出现 2026-07-28 · 扩散 low · price-in 风险 medium ↗

关键理由

  • Galaxy官方披露收购德州McGregor约500英亩土地并规划AI/HPC数据中心园区,方向上支持其多园区数据中心战略。
  • 但本次只是土地收购、开发协议和初期74MW规划,预计2028年才开始受电,未披露客户租约、订单金额、融资回报或近期收入指引上修。
  • 现有信息更像长期基础设施扩张和战略叙事确认,无法形成1-10个交易日内可量化的收入/利润重定价。

主要风险

  • 项目仍受电力接入、传输设施建设、ERCOT大负荷协调和开发里程碑影响,兑现周期长。
  • 主动扩建本身不构成净利空,但短线追多缺少已签客户或近期商业化增量支撑。

原文全文

展开原文 · 8,000 字
Galaxy's second data center campus in
Texas
will grow the Company's footprint, with the execution of a services agreement with the utility for interconnection facilities to support the campus and an initial development phase expected to reach 74 MW, which Galaxy believes has the potential to grow into a multi-hundred-megawatt campus
Advances Galaxy's multi-campus strategy to meet surging demand for high-performance computing
The privately funded campus will add to the local tax base and create new jobs, building on Galaxy's track record as the largest employer and taxpayer in
Dickens County
MCGREGOR, Texas
,
July 28, 2026
/PRNewswire/ --
Galaxy Digital Inc.
(Nasdaq: GLXY) ("Galaxy" or the "Company") today announced that it has acquired approximately 500 acres in
McGregor
,
McLennan County, Texas
, pursuant to a development agreement with the
City of McGregor
(the "City") for the construction and operation of an artificial intelligence (AI) and high-performance computing (HPC) data center campus within the
McGregor Industrial Park
. The campus will be the Company's second major data center investment in the state, building on its 1.6-gigawatt flagship Helios campus in
West Texas
.
"We've spent the last several years proving in
Dickens County
that a privately funded data center can be a real, long-term partner to a rural community, adding to the tax base, funding local infrastructure, and creating jobs," said
Mike Novogratz
, Founder and CEO of Galaxy. "
McGregor
is the next step in our strategy to build a disciplined, multi-campus data center business. The demand for compute is a structural shift, not a passing cycle, and we believe the right way to meet it is by building infrastructure that strengthens the communities that host it."
The campus will be located in
McGregor's
Industrial Park
and developed in collaboration with the
McGregor Economic Development Corporation
(MEDC) and
Heart of Texas Electric Cooperative
(HOTEC). Galaxy's purchase of the 500-acre site provided approximately
$7.5 million
in land-sale revenue to the City.
Galaxy is also advancing electrical infrastructure required to support the campus and has secured an initial agreement from the utility to support construction of the utility's required interconnection facilities. An initial phase of development is expected to reach 74 MW. Galaxy plans to coordinate with the utility to support development above the 75 MW large load threshold in
ERCOT
. The Company currently expects the initial phase of the campus to begin receiving power in 2028, with operations ramping thereafter, subject to the completion of development milestones. Following the development and completion of additional transmission infrastructure by the utility, Galaxy believes the
McGregor
campus has the potential to grow into a multi-hundred-megawatt campus through 2030.
Underscoring its broader commitment to being an active, engaged partner in the
McGregor
community, Galaxy has committed to the following under the development agreement throughout construction and operation of the proposed campus:
Galaxy will build its own private substation.
Pursuant to the development agreement, Galaxy will fund and build a private electrical substation on the campus, and it will provide full financial security as required by the utility for incidental upgrades to local infrastructure. This is intended to insulate rate payers from costs associated with electrical infrastructure required to support the campus development.
The project will add to the local tax base.
Galaxy will carry its full tax obligations to the City from day one, adding an estimated minimum of
$130 million
to the local property tax base that supports schools, emergency services, and other community needs.
The campus will use water-efficient cooling.
Just like its Helios data center campus, the facility will use a closed-loop cooling system that recirculates water internally, keeping water use low. Galaxy will fund additional water infrastructure required for the project as provided in the development agreement.
The project will create local jobs.
Construction is expected to support several hundred trade partners and construction jobs, with permanent full-time operations roles to follow at competitive annual salaries agreed to with the City in the development agreement.
A proven
Texas
track record
Galaxy acquired Helios in
Dickens County
,
West Texas
, in 2022 and has transformed it into one of the largest AI and HPC data center campuses in
North America
, with more than 1.6 GW of
ERCOT
-approved power capacity and a long-term anchor lease. In
Dickens County
, Galaxy is the largest employer and taxpayer and an active investor in the community, supporting community recreation and public safety, expanding local broadband, and building workforce pipelines with local schools.
The
McGregor
campus is Galaxy's second in
Texas
and a first concrete step in a strategy the Company has laid out publicly: building a disciplined, multi-campus data center business to meet what Galaxy views as a structural, long-term increase in demand for AI and high-performance computing.
Galaxy is committed to being a good neighbor and an active community member everywhere it builds and operates. Galaxy will continue to share information with the community as the campus moves through construction and into operation. The Company looks forward to growing together with
McGregor
in the years ahead.
About Galaxy
Galaxy Digital Inc. (Nasdaq: GLXY) is a global leader in digital assets and data center infrastructure, delivering solutions that accelerate progress in finance and artificial intelligence. Our digital assets platform offers institutional access to trading, advisory, asset management, staking, self-custody, and
tokenization
technology. In addition, we develop and operate cutting-edge data center infrastructure to power AI and HPC workloads. The Company's 1.6 GW Helios campus in Texas positions Galaxy among the largest and fastest-growing data center developers in North America. Galaxy is headquartered in New York City, with offices across North America, Europe, the Middle East, and Asia. Additional information about Galaxy's businesses and products is available at
www.galaxy.com
.
CAUTION ABOUT FORWARD-LOOKING STATEMENTS
The information in this document may contain "forward-looking statements" within the meaning of Section 27A of the Securities Act of 1933, as amended (the "Securities Act") and Section 21E of the Securities Exchange Act of 1934, as amended and "forward-looking information" under Canadian securities laws (collectively, "forward-looking statements"). Our forward-looking statements include, but are not limited to, statements regarding our or our management team's expectations, hopes, beliefs, intentions or strategies regarding the future, including statements regarding the planned development, investment, timeline, capacity, economic impact, job creation, and operational characteristics of the McGregor data center campus. Statements that are not historical facts are forward-looking statements. In addition, any statements that refer to estimates, projections, forecasts or other characterizations of future events or circumstances, including any underlying assumptions, are forward-looking statements. The words "anticipate," "believe," "continue," "could," "estimate," "expect," "forecast," "intend," "may," "might," "plan," "possible," "potential," "predict," "project," "should," "would" and similar expressions may identify forward-looking statements, but the absence of these words does not mean that a statement is not forward-looking. The forward-looking statements contained in this document are based on our current expectations and beliefs concerning future developments and their potential effects on us taking into account information currently available to us. There can be no assurance that future developments affecting us will be those that we have anticipated. These forward-loo

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