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北京时间·🕒 发布 07-28 19:08:41时区推断·⟳ 抓取 07-28 19:10:55·⚡ 决策 07-29 08:02:27 +12h51m·90.7 天前
Galaxy Digital在德州购入约500英亩土地建设第二个AI/HPC数据中心园区
事件方向利好Galaxy Digital（GLXY.US）的数据中心业务布局，但初期74MW预计2028年才供电，短线收入贡献不可见。
📄 原文Investing.com↗ 原文
Galaxy Digital acquires 500 acres in Texas for second data center
Oil extends slide as U.S.-Iran talks raise hopes of lasting de-escalation MCGREGOR, Texas - Galaxy Digital Inc. (NASDAQ…
不做 Galaxy Digital（GLXY.US）
长期数据中心储备利好但无已签客户、收入合同或短期现金流增量，2028年后才开始供电，当前不做。
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研究档案
🔎 新鲜度:最早出现 2026-07-28 · 扩散 medium · price-in 风险 medium ↗
关键理由
- 事件方向利好Galaxy Digital（GLXY.US）的数据中心业务布局，但初期74MW预计2028年才供电，短线收入贡献不可见。
- 项目给当地带来约750万美元土地收入和至少1.3亿美元税基，量级更多体现长期资产开发，不是即期订单或客户签约。
主要风险
- 未披露AI/HPC客户、租约、capex回报率或融资安排，短期难以量化每股价值增量。
原文全文
展开原文 · 2,274 字
Oil extends slide as U.S.-Iran talks raise hopes of lasting de-escalation
MCGREGOR, Texas - Galaxy Digital Inc. (NASDAQ:GLXY) announced today the acquisition of approximately 500 acres in McGregor, McLennan County, Texas, for the construction of an artificial intelligence and high-performance computing data center campus.
The company purchased the site in McGregor’s Industrial Park pursuant to a development agreement with the City of McGregor, providing approximately $7.5 million in land-sale revenue to the city. The campus represents Galaxy’s second major data center investment in Texas, following its 1.6-gigawatt Helios campus in West Texas.
Galaxy has executed a services agreement with Heart of Texas Electric Cooperative for interconnection facilities to support the campus. An initial development phase is expected to reach 74 MW, with the company planning to coordinate with the utility for development above the 75 MW threshold in ERCOT. The initial phase is expected to begin receiving power in 2028, with operations ramping thereafter, according to the press release statement.
The company stated it believes the McGregor campus has the potential to grow into a multi-hundred-megawatt campus through 2030, subject to completion of additional transmission infrastructure by the utility.
Under the development agreement, Galaxy committed to building a private electrical substation on the campus and providing financial security for incidental upgrades to local infrastructure. The project is expected to add an estimated minimum of $130 million to the local property tax base.
The facility will use a closed-loop cooling system that recirculates water internally. 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.
"McGregor is the next step in our strategy to build a disciplined, multi-campus data center business," said Mike Novogratz, Founder and CEO of Galaxy.
Galaxy acquired its Helios campus in Dickens County, Texas, in 2022, which now has more than 1.6 GW of ERCOT-approved power capacity.
This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.
MCGREGOR, Texas - Galaxy Digital Inc. (NASDAQ:GLXY) announced today the acquisition of approximately 500 acres in McGregor, McLennan County, Texas, for the construction of an artificial intelligence and high-performance computing data center campus.
The company purchased the site in McGregor’s Industrial Park pursuant to a development agreement with the City of McGregor, providing approximately $7.5 million in land-sale revenue to the city. The campus represents Galaxy’s second major data center investment in Texas, following its 1.6-gigawatt Helios campus in West Texas.
Galaxy has executed a services agreement with Heart of Texas Electric Cooperative for interconnection facilities to support the campus. An initial development phase is expected to reach 74 MW, with the company planning to coordinate with the utility for development above the 75 MW threshold in ERCOT. The initial phase is expected to begin receiving power in 2028, with operations ramping thereafter, according to the press release statement.
The company stated it believes the McGregor campus has the potential to grow into a multi-hundred-megawatt campus through 2030, subject to completion of additional transmission infrastructure by the utility.
Under the development agreement, Galaxy committed to building a private electrical substation on the campus and providing financial security for incidental upgrades to local infrastructure. The project is expected to add an estimated minimum of $130 million to the local property tax base.
The facility will use a closed-loop cooling system that recirculates water internally. 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.
"McGregor is the next step in our strategy to build a disciplined, multi-campus data center business," said Mike Novogratz, Founder and CEO of Galaxy.
Galaxy acquired its Helios campus in Dickens County, Texas, in 2022, which now has more than 1.6 GW of ERCOT-approved power capacity.
This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.
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