19/06/2026
Assumptions That Change During the Meeting
This week, we participated in a multi-party meeting where we connected a landowner holding approximately 13 dunams (3.2 acres) of land in central with a leading company focused on developing and operating Data Center campuses, which was interested in acquiring the site.
The comes with an immediate power connection of 16MW + 16MW (primary supply and backup), with the potential for future expansion supported by all relevant stakeholders, including the utility company and local municipality.
It quickly became clear that both the size of the site and the available power capacity belong to the previous generation of Data Centres and are no longer sufficient for today's requirements.
The new need for a viable transaction is:
• A greenfield site of at least 30 dunams (approximately 7.5 acres)
• Preferably privately owned land
• Power capacity scalable to 100MW
• Preferably an additional energy source, such as natural gas
The Data Center industry is evolving dramatically from month to month and year to year. The requirements of yesterday no longer match today's reality, let alone the demands of the future.
The discussion reminded me of what Elon Musk recently said about the biggest challenge facing AI companies worldwide: the need to generate an additional terawatt of computing power dedicated solely to AI each year, a scale that exceeds the average electricity demand of the entire United States at any given moment.
