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Market Brief · AVOIDDCPI score pending · Live as of 75% live coverage · 6/8 sections
| Operator | Facility | Power | Status | ETA |
|---|---|---|---|---|
| Yondr Group | Yondr Loudoun County Expansion (270 acres) | 240 MW | Planned | Not tracked |
| EdgeCore Digital Infrastructure | EdgeCore Culpeper Campus | 216 MW | Under Construction | Not tracked |
| STACK Infrastructure | STACK NVA05 Campus | 200 MW | Under Construction | Not tracked |
| Prime Data Centers | Prime Data Centers Ashburn | 120 MW | Under Construction | Not tracked |
| Compass Datacenters | Compass Loudoun County Campus | 100 MW | Under Construction | Not tracked |
| PowerHouse Data Centers | PowerHouse Arcola | 80 MW | Under Construction | Not tracked |
| CloudHQ | CloudHQ Manassas | 64 MW | Under Construction | Not tracked |
| EdgeCore Digital Infrastructure | EdgeCore Ashburn Moran Road | 57 MW | Under Construction | Not tracked |
| EdgeCore Digital Infrastructure | EdgeCore Ashburn Maries Road | 57 MW | Under Construction | Not tracked |
| Yondr Group | Yondr Allegro North Campus (Loudoun County) | 48 MW | Under Construction | Not tracked |
| Vantage Data Centers | Vantage Virginia Expansion | 15 MW | Planned | Not tracked |
| PowerHouse Data Centers | PowerHouse 95 (Spotsylvania) | Not tracked | Under Construction | Not tracked |
| Operator | Facilities | Total MW |
|---|---|---|
| Amazon Web Services | 20 | 800 MW |
| AWS | 10 | 0 MW |
| CloudHQ | 5 | 190 MW |
| Quality Technology Services | 3 | 15 MW |
| CloudHQ, LLC | 2 | 0 MW |
Manassas holds 1,466 MW across 94 tracked facilities, positioning it as a material submarket within Northern Virginia's hyperscale corridor. AWS operates the largest footprint with 30 combined assets (20 under AWS branding, 10 under the parent account structure), while CloudHQ maintains a five-facility presence. The market remains dominated by a small operator base, with no recent deal announcements tracked through the current period.
The DCPI verdict of AVOID reflects genuine operational constraints. The excess-power score of 36/100 signals tight power availability relative to rack demand—a critical bottleneck for colocation buyers seeking guaranteed capacity. More concerning is the constraint rating of 62/100, which sits well above the 50-point threshold that typically indicates limited rack availability, aging power distribution infrastructure, or interconnection chokepoints. For institutional investors, this combination means new lease signings will face extended lead times, limited customization options, and potential premium pricing. Greenfield development or major expansion projects will encounter permitting and utility coordination friction.
Regional deal flow tells a different story than Manassas's current inertia. Yondr Group and Cerberus acquired a 40-acre parcel in Manassas specifically for a planned 72 MW campus, signaling confidence in long-term market growth despite near-term constraints. This greenfield move suggests developers believe current tightness creates opportunity for new supply. Across Northern Virginia more broadly, Digital Realty has announced acquisitions totaling $11.3 billion, and Aligned Data Centers secured $5 billion in investment capital—capital that may eventually flow into Manassas to relieve current supply pressure. However, no recent transactions have closed within Manassas itself, and operator diversification remains low.
The market's forward trajectory depends on whether the Yondr-Cerberus campus and other pipeline projects successfully navigate local permitting and grid interconnection within 24–36 months, as continued constraint scores above 60 will push customers toward competing Northern Virginia nodes.