{"generated_at":"2026-08-08T09:03:13.237471+00:00","key_stats":{"computed":"2026-08-08T08:51:52.533814+00:00","constraint":39,"dcpi_score":29.5,"excess":39,"facility_count":4,"name":"Luckey","recent_deals":[],"slug":"luckey","state":"OH","top_operators":[{"count":1,"name":""},{"count":1,"name":"Amplex Electric, Inc."},{"count":1,"name":"Meta"},{"count":1,"name":"Unknown"}],"total_mw":3.0,"verdict":"AVOID"},"model":"claude-haiku-4-5","name":"Luckey","narrative_md":"Luckey remains a nascent market with minimal operational scale: only 4 tracked facilities totaling 3 MW across a fragmented operator base that includes Meta, Amplex Electric, and two other entities. This represents a greenfield-stage asset pool with no consolidation anchor and no recent M&A to signal institutional interest. The market's dual constraint\u2014excess-power score of 39/100 paired with a constraint score of 39/100\u2014reveals a paradox: while power availability is not the binding limitation, other infrastructure factors (land, interconnection, cooling, or transmission) are equally problematic.\n\nThe AVOID verdict reflects a fundamental mismatch between acquisition risk and return potential. A constraint score of 39/100, though lower than severely bottlenecked markets like Washington DC (65/100), still indicates material friction in scaling operations. For buyers, this means development timelines will lengthen and capital deployment will face headwinds from real-estate, permitting, or grid interconnection challenges. The excess-power indicator of 39/100 suggests that while generation capacity may exist regionally, actual facility-level power delivery infrastructure\u2014whether inbound transmission, on-site conditioning, or grid firmness\u2014remains underdeveloped. Investors seeking immediate production revenue should avoid Luckey; those betting on long-term build-out will face years of pre-revenue capital burn.\n\nDeal flow is essentially non-existent, with no tracked M&A activity. The operator base shows no clear leader: Meta's single facility sits alongside three other operators with equivalent footprints. This fragmentation, combined with zero recent transaction history, indicates either that assets are not for sale or that buyers have not yet seen sufficient scale to justify diligence costs. Nearby Ohio markets tell a different story\u2014QTS's Van Wert mega-site acquisition and subsequent $10 billion campus announcement demonstrate that institutional capital is actively deploying in Ohio, but Luckey has not captured this wave. The absence of a Mara-style power-play (like the 505 MW gas plant acquisition in Ohio) or traditional hyperscaler anchors suggests Luckey lacks the power density or strategic location that attracts tier-one operators.\n\nLuckey's path forward depends entirely on whether regional power infrastructure improves and whether one operator consolidates the 4-facility base into a coherent platform; absent either catalyst, the market will remain a footnote in Ohio's data center landscape.","slug":"luckey","word_count":344}