{"generated_at":"2026-10-02T09:38:22.057176+00:00","key_stats":{"computed":"2026-10-02T06:38:00.845345+00:00","constraint":43,"dcpi_score":68.4,"excess":75,"facility_count":25,"mw_reporting_count":1,"name":"Tulsa","recent_deals":[],"slug":"tulsa","state":"OK","top_operators":[{"count":6,"name":"Unknown"},{"count":4,"name":"TierPoint"},{"count":2,"name":""},{"count":2,"name":"TierPoint, LLC"},{"count":1,"name":"Compass Datacenters Tulsa I"}],"total_mw":4.0,"verdict":"BUILD"},"model":"claude-haiku-4-5","name":"Tulsa","narrative_md":"Tulsa's data center market remains nascent, with just 25 tracked facilities totaling 4 MW across the metropolitan area. TierPoint commands the largest operational footprint with 6 MW across two entities, while Compass Datacenters operates the only single-asset facility at 1 MW. The market is heavily fragmented, with \"Unknown\" operators controlling 6 MW\u2014a sign of either legacy infrastructure or untracked smaller players. This minimal scale reflects Tulsa's current position as a peripheral market rather than a primary hub.\n\nThe DCPI BUILD verdict hinges on Tulsa's exceptional excess-power score of 75/100 paired with a moderate constraint rating of 43/100, signaling abundant grid capacity relative to current demand. For acquisition-focused buyers, this combination presents a greenfield opportunity: power availability removes the infrastructure bottleneck that plagues capital-dense markets like Tampa (which scored 41/100 on constraint, triggering an AVOID verdict). Investors acquiring or developing in Tulsa can assume power won't be a limiting factor for near-term expansion, a structural advantage absent in many Tier-1 markets. However, the constraint score of 43/100 suggests real-world limitations exist\u2014likely transmission capacity, interconnection timelines, or zoning\u2014that prevent immediate 100 MW+ deployments. Buyers should treat \"BUILD\" as conditional: suitable for staged development, not greenfield megaprojects requiring pre-built redundancy.\n\nDeal flow in Tulsa remains invisible: no recent M&A has been tracked, distinguishing it sharply from peer markets where operators like Digital Realty have deployed $475+ million across Kansas City alone. This silence reflects limited competitive tension and minimal portfolio activity\u2014a liability for operators seeking exit liquidity but an asset for patient buyers seeking uncontested real estate and power. TierPoint's dual-entity presence suggests the operator is hedging exposure through legal separation rather than pursuing aggressive rollups. The absence of major consolidators (Digital Realty, Aligned, CoreWeave) signals either that Tulsa lacks sufficient scale to attract tier-one capital or that power economics haven't yet justified tier-one entry. Compass's single-facility footprint, meanwhile, indicates specialized operations rather than platform expansion.\n\nTulsa qualifies as a BUILD market for developers willing to phase deployments over 18\u201336 months and operators capable of landing anchor tenants without relying on the market's thin existing operator base, but institutional buyers expecting near-term M&A momentum or turnkey portfolios should look elsewhere.","slug":"tulsa","word_count":357}