BELISARI

The Platform for Power - Energy Siting for Flexible Data Centers

[BELISARI @belisari_com]

Let's change the way we look at energy development

[BELISARI @belisari_com]

🤠🫡

[Frans Bakker @FransBakker9812]

$IREN Belisari - the Zillow for powered real estate?

During one of my recent strolls on LinkedIn, I came across @belisari_com, an M&A platform focused on powered land, data center infrastructure, and digital compute operators.

The platform connects landowners, developers, Bitcoin miners, and AI infrastructure buyers—bringing together key players across the digital infrastructure space.

The ERCOT market in Texas clearly dominates, with 11 listed sites in various stages of development totaling a staggering 4,372–4,897MW of capacity—visible even without logging in.
However, when applying filters to show only what’s available between now and the next 18 months, the picture narrows drastically: just 172–297MW remains.
Of this filtered capacity, only 150–200MW is greenfield, and a mere 22–97MW is turnkey.

I fully recognize that there’s a healthy offline market for these types of sites—similar to how premium properties often bypass Zillow and public listings. And while Belisari is an impressive tool, it's unlikely to capture every site or power opportunity out there.

Still, the fact that less than 300MW is publicly available for deployment within 18 months adds yet another reason to feel confident about Sweetwater 1, with 1,400MW scheduled to come online in just 11 months.

With all the noise surrounding HB 3356 and SB 715, it’s easy to lose sight of the fact that Texas’s power crunch is intensifying by the day.

A quick throwback to Cushman & Wakefield’s insights: power availability and land availability account for two-thirds of the top criteria in strategic data center planning decisions.
I think @IREN_Ltd with 1,400MW on 1,300 acres, is in a pretty good spot - and that's an understatement.

3.5 days until earnings 🔥

[Jameson Nunney @jamonunn]

🚀 Excited to share our new way of showing greenfield power site opportunities for data centers at @belisari_com! with the latest cluster available for LOIs. 📊

🔑 Key metrics: CAPEX, energization timing, rate, and capacity.

[Jameson Nunney @jamonunn]

@belisari_com - PWR Map is live (free beta)! 🥳

New features include:
- Energy Program Pin/Searching
- Property (Substation) boundary & owner metadata scrapes.

Started as a feature to include on data rooms (like zillow) and blew up into a full-on land development tool - Video >

[BELISARI @belisari_com]

@sprainhill @jamonunn Correct 👍

[BELISARI @belisari_com]

Some great mapping tool updates: 🗺️📍

We now have boundary, acreage, ownership metadata that can be dynamically pulled in for 3,200 separate counties in the USA 🤌

Will be used for both the back end data room element features but also future Belisari land development 🚀

[Jameson Nunney @jamonunn]

UPDATE:  Putting out a few things I want to accomplish into the universe, along with some updates on @belisari_com.  If you would like to help me, simply sending this update to any groups that would be good partners alone would do this, or via a repost, comment, share 🧵 VIDEO

[Jameson Nunney @jamonunn]

What is GOOD VALUE for data center operators looking to deploy to new power sites today? 🤓

The market has a handful of 'rule of thumbs' with regard to upfront CAPEX, but it's massively nuanced. This is just the entry fee to get in the arena. Other model factors include: 🧵

[Jameson Nunney @jamonunn]

Looking for power capacity? Reach out!

A few nice touches to the buy-side my account that I'm particularly proud of - including clean navigation, standard data room sectioning and also sell-side approvals for private data rooms (important). Video below >>

[Jameson Nunney @jamonunn]

Some new tools coming soon on @belisari_com

In order to site and develop datacenter loads, you must first have a good grasp of what is already available. Much of the 'fresh' new interconnect requests are great, but there are likely MANY underutilized, existing infra at play.

[Jameson Nunney @jamonunn]

Talking with two utilities to find ‘white space’ on the grid for flexible demand. Ie there are substations that are overbuilt or stranded and adding a datacenter is now considered a ‘RIM Positive’ project. More to come @belisari_com 🤓

[BELISARI @belisari_com]

I'm looking forward to seeing how we can support your growth!

[BELISARI @belisari_com]

At BELISARI, we are standardizing the process of power capacity site search, due diligence and contracting/acquisition for AI and Proof-of-Work datacenters. (@belisari_com Buy-side My Account DEMO Below) 🫡

[BELISARI @belisari_com]

Currently, we have 5 (buy-side) datacenter operators groups looking for between 5-200MW of power we are working to help place. On the other end we have 4 sites with datarooms live (all private sales) & 1 exclusive private sale for qualified buyers.

[BELISARI @belisari_com]

https://t.co/JHr0ximf0S