Ameresco, Inc. (NYSE:AMRC) stock rose 8% following the announcement of a collaboration with the U.S. Navy to build a 100 MW AI-optimized data center and supporting energy infrastructure at Naval Air Station (NAS) Lemoore.
The initiative, which Ameresco anticipates will be among its largest energy assets, includes the creation of a new microgrid with engine generators, advanced control systems, and infrastructure upgrades to bolster energy resilience across the base. Ameresco is working with CyrusOne to deliver AI-ready data center capabilities using CyrusOne’s Intelliscale™ platform.
“Ameresco is proud to develop energy infrastructure at NAS Lemoore that directly supports the growing demand for AI-ready data centers and related energy infrastructure,” said Nicole Bulgarino, President of Federal Solutions & Utility Infrastructure at Ameresco.
The facility will comply with stringent federal security and compliance standards, including FedRAMP, FISMA High, and DoD Impact Levels 5 and 6. Sensitive workloads will utilize air-gapped architectures, cross-domain solutions, and zero-trust security models.
John Hatem, Executive Vice President and COO of CyrusOne, added, “Data centers are foundational to our information economy and critical to maintaining U.S. leadership in technological innovation, especially in AI.”
The project supports the federal government’s AI Action Plan and related executive orders aimed at speeding up federal permitting for data center infrastructure. The first phase is expected to become operational in 2027, built on land leased from the Department of Defense by Ameresco.
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