InfraTech plans $2.7B Texas data center and fiber buildout

InfraTech wants to turn 5,000 acres of Carson County, Texas, dirt into data centers at a cost of roughly $2.7 billion. The campus would sit near Amarillo in the Texas Panhandle, and the plan surfaced through Data Center Dynamics. InfraTech is an infrastructure investment and operating platform.

Institutional investors are expected to co-invest alongside InfraTech, and a hyperscaler is slated to be the anchor tenant. None of those names — the tenant, the co-investors, or the fiber partner — have been disclosed. Data Center Dynamics says more details should come when the deal closes.

The announcement says little about what will power or fill the campus. There is no power purchase agreement, construction timeline, or phasing plan. What InfraTech did commit to, besides concrete and cooling, is fiber: it will fund expanded fiber optic cable manufacturing, adding production lines with a major global manufacturing partner for this platform and other large-scale digital infrastructure.

The parallel investment in cable production is the standout piece. Infrastructure investors typically lease fiber or buy it from manufacturers, not underwrite new production lines. InfraTech is taking a supply-chain position: a bet that fiber availability will constrain data center growth, and that owning part of the manufacturing response will pay off.

Luiz Fuschini, president and CEO of InfraTech Capital, tied the two-pronged investment to the platform's mandate. "This initiative reflects the scale and conviction InfraTech Capital brings to digital infrastructure," he said in the announcement. "A campus of this scale represents exactly the kind of long-term infrastructure our platform is built to support, while our parallel investment in fiber optic production ensures the network layer keeps pace."

The fiber manufacturing detail is thin. The "major global manufacturing partner" has no name, and InfraTech has not said where the new lines would go or how much capacity they would add. That makes the $2.7 billion figure hard to parse: it covers both the campus and the manufacturing expansion, with the split undisclosed. An outside investor cannot estimate capital cost per megawatt or per server rack from this.

Five thousand acres is about 7.8 square miles — room for a dense campus or a spread-out one with buffer. But the $2.7 billion is an investment plan, not a construction contract. The missing piece is the anchor tenant. Only hyperscalers have balance sheets big enough to fill a campus this size, and they tend to arrive with demands.

InfraTech's bet seems to be that the fiber supply chain matters as much as the land. If right, the manufacturing investment works as an in-house supplier and a revenue line for other projects. If no hyperscaler commits, the fiber investment still has value as a standalone manufacturing play.

The deal lands in an active stretch for data center news. Earlier this week, Private Infrastructure Daily reported that I Squared backed an edge data center platform with up to $1 billion, one that already holds ten former Sprint switching sites. InfraTech has land and money but no named tenant. The Panhandle has room for a campus like this. The project needs a signature before the $2.7 billion becomes a construction schedule.