Fleet Data Centers x NVIDIA

Fleet Data Centers is a Denver-based hyperscale data center developer that designs, builds, and operates single-tenant mega-campuses purpose-built for the largest cloud and AI infrastructure buyers. The company positions itself as an outsourced extension of a hyperscaler's own site development team, delivering contiguous multi-building capacity on land it controls rather than colocation suites on a shared campus. Fleet is a portfolio company of Tract Capital Management, the digital-infrastructure investment platform founded by Grant van Rooyen, whose previous ventures include Cologix (valued near $4B in 2022) and the sponsor-led acquisition of Teraco. Tract's model of pre-assembling land, power, and permits at hyperscale-ready sites feeds directly into Fleet's build pipeline: Tract lands the megasite, and Fleet builds it out under a single-tenant deal. The company's first announced project is a roughly 2 million square foot campus in Storey County, Nevada, which broke ground in May 2026 alongside Governor Joe Lombardo at the Tahoe Reno Industrial Center along USA Parkway. The site is being developed as two facilities and is aimed at hyperscale AI-training tenants, though Fleet has not publicly named the customer.

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.