Compute is the new oil.
Power-secured land is the well.

Hyperscalers — Microsoft, Alphabet, Amazon, Meta — have collectively guided to roughly $725 billion of capital expenditure in 2026, up ~77% from a record $410 billion in 2025. The vast majority is being directed at AI infrastructure: GPUs, networking, and the datacenters that house them.

Demand has outpaced supply. According to CBRE, vacancy in primary North American datacenter markets fell to a record-low 1.4% at year-end 2025, with 74.3% of the 9,432 MW of new supply preleased before delivery.

The constraint is no longer capital — it is power, transformers, and entitlements. Whyte Consolidated focuses on the specific work that creates value in this environment: securing power-ready land, structuring development partnerships with credit-worthy tenants, and operating to institutional standards.

“We are compute constrained in the near term.”