aligned-data-centers x nvidia

World leader in accelerated computing and AI (NASDAQ: NVDA). In physical AI, NVIDIA develops the Isaac robotics platform: the GR00T open foundation model, Jetson edge compute (AGX Thor), Isaac Lab and Isaac Sim simulation environments, and Omniverse. NVIDIA positions itself as the platform layer for the humanoid industry. Developer of [GR00T N1](/brains/gr00t-n1), the first open humanoid foundation model.

Aligned Data Centers is a Plano, Texas-based hyperscale data center platform that designs, builds and operates campuses for cloud and AI workloads across North and South America. The company markets an "adaptive" modular design approach: colocation halls whose power density, cooling and layout can be reconfigured for a tenant's changing workload rather than fixed at construction. Aligned reports roughly 5 GW of contracted and available capacity across about 50 campuses, with US sites in Texas, Virginia, Maryland, Georgia, Ohio, Illinois, Arizona, Utah and Oregon, and Latin American operations run under the ODATA brand in Brazil, Chile, Colombia and Mexico.\n\nThe business is privately held and majority-backed by Macquarie Asset Management, which took control through Macquarie Infrastructure Partners V in 2018 and has since grown the platform through the ODATA acquisition and repeated multi-billion-dollar sustainability-linked debt raises. Aligned does not publish a cumulative equity total, and there is no public listing. CEO Andrew Schaap has led the company since 2017 and sits on the board; the executive bench includes CFO Meghan Baivier, CIO Anubhav Raj, CCO Eric Jacobs and CTO Michael Welch, with ODATA run as a distinct operating unit under CEO Ricardo Alário.\n\nAligned's near-term growth is anchored on Project Caprock, a 540 MW campus under construction in Hale County, Northwest Texas, that the company positions as its flagship AI-training-scale site. The operator emphasizes 100 percent renewable energy across US operations and reports a customer NPS above 90. It sells primarily to hyperscale cloud and AI customers rather than retail colocation, and does not name individual tenants publicly.