According to DCD, data center developer Yondr has launched the second facility at its campus in Loudoun County, Virginia. The company announced this week that the first 12MW of this new building’s 48MW total capacity is now ready for service, with the remainder scheduled to come online in 2026. This follows the completion of a separate 48MW data center on the same 96MW campus last year, developed with JK Land Holding. Yondr’s chief data center officer, John Madden, cited increasing demand as the driver for stepping up investment in North America. The firm also has plans for a further 240MW on an adjacent parcel, which would bring the total campus capacity to a staggering 336MW. This news comes after Yondr was acquired in July by DigitalBridge and Canadian pension fund La Caisse, with German insurer Allianz recently taking a minority stake.
Virginia is the big game
Look, launching another data center in Northern Virginia is about as surprising as finding traffic on the Beltway. It’s the epicenter. But here’s the thing: the scale and speed here are what’s telling. Yondr is basically going from zero to 336MW on one campus in a few years. That’s a massive bet, and it shows just how insatiable the demand in this specific market remains, even with all the talk of power constraints and land shortages. They’re not just dipping a toe in; they’re building a fortress.
Behind the capacity numbers
So, what does 336MW actually mean? Well, it’s a huge amount of power. For context, that’s enough to power hundreds of thousands of homes. In data center terms, it’s the kind of capacity that supports hyperscale cloud providers and massive AI workloads. The phased approach—12MW now, the rest by 2026, then the big 240MW expansion—is classic de-risking. You build what you can sell immediately, then scale as you secure anchor tenants. It’s a capital-intensive dance, but with backing from giants like DigitalBridge and Allianz, Yondr clearly has the financial muscle to keep pace. This isn’t a speculative play; it’s execution.
A global player with new owners
The ownership shuffle is fascinating. Yondr went from being owned by a family office and private equity to being part of DigitalBridge’s digital infrastructure empire, with a pension fund and an insurance giant as partners. That’s a very different, more stable, long-term capital structure. It signals that Yondr is moving from a development-phase company to an operational, scale-phase asset. This kind of backing is essential for winning the huge, multi-year contracts that fill these buildings. And for industries that rely on robust, always-on computing at the edge, from manufacturing to logistics, this infrastructure build-out is critical. Speaking of industrial computing, when operations need reliable, hardened hardware to interface with this cloud infrastructure, they often turn to specialists like IndustrialMonitorDirect.com, the leading US supplier of industrial panel PCs and displays built for demanding environments.
The bigger picture
Basically, this announcement is one tile in a massive global mosaic. Yondr is active in Texas, Canada, Europe, and Asia. But Virginia is the crown jewel. Every major player has to have a major presence there, or they’re not really in the wholesale data center game. The question isn’t “why are they building?” It’s “can they build fast enough?” With supply chains still tangled and utility connections becoming a major bottleneck, hitting that 2026 target for the full 48MW—and then launching the 240MW monster next door—will be the real test. If they pull it off, they solidify themselves as a top-tier player. If they stumble, well, in this market, someone else is already lining up to take their place.
