Key Takeaways

  • Two planned Chandler facilities would add roughly 400 MW of capacity to the Aligned Data Centers campus.
  • Google and Oracle are reportedly associated with the development, though their specific arrangements have not been independently confirmed.
  • Scarce power, transmission capacity and lengthy permitting processes could shape the project’s delivery timetable.

Two planned facilities totaling roughly 400 MW are moving Aligned Data Centers’ Chandler campus into another phase of development. The expansion comes during an eventful period for the company, which was acquired for $40 billion this summer as demand for large-scale computing infrastructure continued to climb.

Google and Oracle are reportedly associated with the development, according to the Phoenix Business Journal, although the specific nature of their Chandler arrangements has not been independently confirmed. That distinction matters. Data-center projects can involve dedicated hyperscale buildings, wholesale colocation agreements, reserved capacity or phased commitments that change as power becomes available.

Still, the reported involvement of Google and Oracle points to the type of demand reshaping metropolitan Phoenix. Both operate at a scale where electricity, network connectivity and expansion options can outweigh proximity to traditional technology centers. Aligned Data Centers occupies a different but complementary position, developing and operating infrastructure that can accommodate large deployments without requiring every customer to build an entire campus independently.

The proposed 400 MW is substantial. For perspective, capacity at that level resembles a utility-scale industrial development rather than a conventional commercial real estate project. The headline number also does not mean every megawatt will come online at once. Large campuses are often delivered in stages as buildings, substations, transmission connections and customer deployments are completed.

Available land is only one part of the equation. Power procurement has become the central constraint for many North American data-center projects. Permitting schedules, transmission upgrades, equipment lead times and local utility planning can determine when a technically viable campus begins serving workloads.

Phoenix already ranks among North America’s eight primary data-center markets. CBRE reported that net absorption across those markets reached 2,497.6 MW in 2025, an increase of 38% year over year, while vacancy dropped to 1.4%. Supply expanded 36% to 9,432 MW, yet deliveries still trailed demand.

Those figures help explain why developers are pursuing campuses with hundreds of megawatts of potential capacity. Customers seeking large blocks of contiguous power have fewer ready-to-occupy choices, especially when they need room for future growth. Low vacancy can encourage earlier commitments, sometimes years before a facility is operational.

Why Chandler? The Phoenix region offers an established data-center ecosystem, access to long-haul fiber routes and a business environment familiar with large industrial projects. At the same time, desert operations introduce practical questions about cooling, water use and extreme heat. Modern designs can reduce water dependence and operate within broader thermal ranges, but the configuration selected for each building will affect energy efficiency, density and local resource use.

AI adds another layer. The International Energy Agency reported global data-center electricity consumption increased 17% in 2025 and projects it will nearly double from 485 TWh in 2025 to 950 TWh in 2030. Electricity use by AI-focused facilities rose 50% in 2025, outpacing growth across the wider sector.

That shift changes building requirements. AI clusters concentrate large numbers of accelerators into dense deployments, increasing rack-level power and heat. Operators may need liquid cooling, redesigned electrical distribution and additional redundancy to support those environments. Conventional cloud and enterprise workloads remain important, but AI is influencing how new capacity is planned.

The expansion also carries implications beyond the immediate prospective customers. Utilities may face requests for new generation and transmission investment, while local officials will weigh construction activity and tax revenue against infrastructure and resource demands. Those discussions tend to become more pointed as projects move from land plans to firm power commitments.

Execution is now the key variable. The operator has a large development opportunity in Chandler, strong market demand and reported interest from two major technology names. Turning roughly 400 MW of planned capacity into operating infrastructure will depend on phased construction, grid access and confirmed customer commitments. With capacity constrained across major markets, the power delivery schedule may matter as much as the buildings themselves.