{"generated_at":"2026-08-12T09:43:38.344883+00:00","key_stats":{"computed":"2026-08-12T06:40:08.972845+00:00","constraint":50,"dcpi_score":26.9,"excess":38,"facility_count":41,"name":"New Albany","recent_deals":[],"slug":"new-albany","state":"OH","top_operators":[{"count":7,"name":"Google"},{"count":6,"name":"Amazon Web Services"},{"count":5,"name":"Unknown"},{"count":4,"name":"Quality Technology Services"},{"count":3,"name":"Vantage"}],"total_mw":1815.0,"verdict":"AVOID"},"model":"claude-haiku-4-5","name":"New Albany","narrative_md":"# New Albany Data Center Market Analysis\n\nNew Albany hosts 41 tracked facilities totaling 1,815 MW across a hyperscaler-dominated landscape anchored by Google (7 facilities) and Amazon Web Services (6 facilities). The market's power position is severely constrained: the DCPI excess-power score of 38/100 sits well below the 50-point threshold for viability, while the constraint metric at 50/100 signals tight grid availability and limited runway for expansion. This dual deficit\u2014scarce surplus power and maxed infrastructure capacity\u2014creates a fundamental supply problem that undermines incremental investment cases.\n\nThe AVOID verdict is unambiguous for new entrants and capacity-seeking operators. A sub-40 excess-power score means the market is not generating meaningful power headroom to support additional large facilities; grid constraints at the mid-point (50/100) indicate that utility infrastructure is already near practical limits without major capital interventions from local providers. For buyers, this translates to elevated interconnection timelines, higher costs for custom grid augmentation, and regulatory friction. Google and AWS benefit from sunk legacy assets and utility relationships forged years ago; new operators face a structurally disadvantageous entry environment.\n\nOperator fragmentation remains moderate but tilted toward incumbents. Google and AWS control 13 of 41 sites\u2014approximately 32% of tracked capacity\u2014while five other operators (Unknown, Quality Technology Services, and Vantage with 3-5 facilities each) occupy secondary positions. The absence of tracked M&A activity despite a 1,815 MW installed base is telling: deal flow has effectively stalled, suggesting limited buyer appetite and seller hesitation in a market where power availability is the gating constraint. Without new power supply coming online, asset sales are driven by operational efficiency or exit, not growth.\n\nInfrastructure pressure is mounting visibly in New Albany's policy environment. Recent local news coverage highlights both job-creation messaging and growing pushback on density, while municipal deliberation on zoning pauses signals stakeholder concern about uncontrolled expansion. Grid augmentation announcements\u2014including a dedicated electric feed for new facilities\u2014indicate the city and utilities are working to unlock additional capacity, but these efforts remain reactive rather than proactive. If power bottlenecks persist or zoning restrictions tighten further, the AVOID thesis will solidify; if new transmission capacity materializes and regulatory headwinds ease, a reassessment may warrant consideration in 12\u201318 months.","slug":"new-albany","word_count":358}