🤖 AI Summary
Poolside announced Project Horizon, a 2 GW, behind-the-meter AI campus in West Texas built to give the company direct control of the energy and compute stack for frontier model training. In the near term CoreWeave will deploy a frontier-scale cluster of NVIDIA GB300 NVL72 systems—more than 40,000 GPUs—coming online starting December 2025, and will be the anchor tenant under a 15‑year lease for the first 250 MW phase (500 MW reserved). The 568‑acre site is planned in eight modular 250 MW phases, with dual long‑haul fiber, on‑site generation and storage, and a new Poolside Infrastructure Company leading a hybrid modular construction approach to accelerate deployment and continuous capacity roll‑out.
Technically, Horizon blends aero‑derivative gas turbines (with SCR emissions controls), battery storage, grid‑interconnect redundancy, and air‑cooled, factory‑integrated data‑hall modules that can energize independently as they’re installed—minimizing on‑site crews and slashing time‑to‑capacity. That vertical integration addresses the industry’s key bottlenecks (power, cost, and scale), enabling steady, month‑by‑month GPU availability for massive training runs. The project also commits to local hiring and infrastructure investments, while raising clear tradeoffs: rapid scale via natural gas and on‑site generation versus longer‑term decarbonization choices the wider AI ecosystem will need to confront.
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