Notes from the Project Warehouse Network

For two decades, Northern Virginia owned the title of America's data center capital. That era is ending in 2026. Georgia — specifically the Atlanta metro and Northwest Georgia industrial corridor — has emerged as the next center of gravity for U.S. hyperscale construction, anchored by two mega-projects that together represent more than $36 billion in commitments.

Project Sail: A $17B Newnan Build at 900 MW

Project Sail, the Prologis-led campus in Coweta County (Newnan), is one of the largest single data center builds on record. The site spans 4.34 million square feet at full buildout, with a 900 MW power footprint.

Project Bunkhouse: $19B and Three On-Site Substations

Just north in Bartow County, Project Bunkhouse pushes the envelope further. At 8.6 million square feet and a 1,830 MW capacity, Bunkhouse will need three dedicated on-site substations and a multi-decade equipment-delivery cadence.

Why Georgia Won

• Power availability. Northern Virginia's Dominion Energy interconnection queue is now over 36 months. Georgia Power has built faster relationships with hyperscalers.
• Fiber routes. Atlanta's tier-1 fiber backbone connects directly to the Southeast's growing cloud regions.
• Industrial workforce. The Hyundai SK battery plant in Cartersville and Hyundai Metaplant America near Savannah have built the skilled-trade base hyperscalers need.

The Staging Problem

Every megaproject runs into the same logistics constraint: server racks, switchgear, fiber cable on reels, UPS systems, CRACs, and battery backup modules cannot sit in an outdoor laydown yard for 18-30 months. Warehouse4Rent's Bainbridge GA facility (150,000 SF) is positioned within service radius of both Project Sail and Project Bunkhouse.

The U.S. industrial real estate map is being redrawn in real time. According to Cushman & Wakefield's Q1 2026 Industrial MarketBeat, inland markets accounted for 70% of quarterly leasing activity — the highest share since the firm began tracking the split.

The Supply Crunch Is Already Here

• 2025 year-to-date construction starts are down 25% compared to the 2017-2019 average.
• 2026 deliveries will be down more than 70% versus the pandemic peak.
• Big-box assets larger than 750,000 SF fell 85% year over year.

Why Inland Wins in 2026

1. Nearshoring is flowing through inland corridors

Mexico-U.S. cross-border freight is moving through Laredo and El Paso into inland logistics corridors — Dallas-Fort Worth, Kansas City, Chicago, and out to the Central Valley solar corridor.

2. Power availability has flipped the site-selection equation

Industrial reports name electrical capacity as the single most critical constraint in industrial site selection right now.

3. Occupancy cost is 40-70% lower

With coastal lease rates pressured by limited supply, the inland gap is widening, not closing.

Warehouse4Rent's Inland Footprint

Warehouse4Rent's entire 22M+ SF network is inland by design — California's Central Valley, the Texas wind belt and panhandle, the Mississippi Delta, the Southwest Oklahoma wind cluster, Liberal Kansas, and the Southeast project corridor (Bainbridge GA, Hartford AL, Kinston NC). Ten states, 30+ facilities.

If the first quarter of 2026 looked aggressive for data center construction, the second quarter is in another league.

Stargate — Abilene, Texas ($100B JV)

The Stargate megacampus in Abilene is the joint venture between Oracle and OpenAI, with projected investments climbing toward $100 billion.

Vantage Shackelford County, Texas ($25B / 1.4 GW)

Vantage Data Centers' Shackelford County campus represents a $25 billion investment with 1.4 GW of total capacity. Shackelford sits in the same West Texas corridor as Abilene and Sweetwater — directly inside the Warehouse4Rent footprint.

Stratos Project — Box Elder County, Utah

The Stratos Project is a 40,000-acre hyperscale data center and energy campus near Utah's Wasatch Front, designed to host hyperscalers including Amazon, Microsoft, and Google.

Meta Lebanon, Indiana (1 GW)

Meta's Lebanon Indiana campus continues to ramp construction toward its 1 GW capacity target.

Microsoft Mount Pleasant, Wisconsin ($13B+ / 15 Centers)

Microsoft's $13 billion-plus commitment to 15 new data centers at the former Foxconn site is the largest single-site data center program in the country.

The U.S. solar industry will add 43.4 GW of new utility-scale capacity in 2026 — a 60% increase over the record-setting 27.2 GW added in 2025. Texas alone accounts for roughly 40% of that, or about 17 GW.

Why Texas, Why Now

The Inflation Reduction Act's tax credit safe-harbor provisions require projects to come online before 2028 to qualify at the highest tier. That deadline has compressed five years of normal pipeline development into a 36-month construction sprint.

The Tehuacana Creek Standard

The largest single Texas solar+storage project coming online in 2026 is Tehuacana Creek 1 — 837 MW of solar plus 418 MW / 836 MWh of battery storage.

The Staging Bottleneck

Module delivery delays from both domestic and overseas manufacturers continue to hit project schedules through 2026.

Where Indoor Capacity Sits

Warehouse4Rent's Texas footprint — over 9 million square feet across 13 sites including Lubbock (2M SF), Amarillo (2.1M SF), Sweetwater (950K SF), and Plainview (850K SF) — sits directly inside the West Texas solar corridor.

The Southern Plains wind belt — the corridor running from West Texas through Oklahoma and into Kansas — has been the most productive onshore wind region in the United States for over a decade. In 2026 it gets bigger.

States Edge Energy Center: 2 GW in the Oklahoma Panhandle

The States Edge Energy Center, spanning Cimarron and Texas Counties in Oklahoma's panhandle, represents a $4 billion commitment and 2 gigawatts of new wind capacity — the largest single wind project ever proposed in Oklahoma.

Texas Wind Belt: Steady at the Top

Texas continues to lead the nation in active wind turbines (over 19,000) and adds roughly 3-4 GW of new capacity per year.

Why Component Logistics Are Different

Wind turbine components don't fit in a standard warehouse. Modern blade segments are 50-80 meters long.

Where Indoor Capacity Sits in the Wind Belt

• Sweetwater, TX (950,000 SF) — in the heart of West Texas wind country, with oversized-door clearance and rail access.
• Altus and Frederick, OK — covering the Southwest Oklahoma wind cluster and the proposed States Edge corridor.
• Liberal, KS (300,000 SF) — the strategic crossroads for Southern Plains wind and the Grain Belt Express HVDC corridor.