Stratum develops, owns, and operates the gas-fired generation platform behind the intelligence economy — from the natural gas pipeline to the GPU.
Most developers deliver a piece of the diagram below. Stratum delivers all of it — engineered, permitted, financed, and operated as a single asset, on a single schedule, to a single standard.
Stratum Energy Infrastructure is a vertically integrated power development platform building gas-fired generation for the loads that define the intelligence economy — hyperscale AI, high-performance compute, and the industrial customers they enable.
The platform was founded by operators who have developed, financed, permitted, and commissioned large generation assets across the United States. We originated inside Pennsylvania Data Center Partners, where the need for a single developer capable of underwriting the entire power stack — not just a fenceline piece of it — became impossible to ignore. Stratum is that developer.
Most energy developers stop at the fence line. Most data center operators start at the substation. The seam between them is where projects slip — schedules miss, costs run over, reliability gets compromised. We close that seam. Every Stratum site is designed, built, and operated as one integrated asset, delivered on a single schedule, to a single standard of reliability and resilience.
Stratum is the exclusive power infrastructure source for Pennsylvania Data Center Partners and PowerHouse Data Centers — two of the most active hyperscale campus developers operating today. Every megawatt behind their flagship sites originates, integrates, and energizes through the Stratum platform.
This is a joint origination and delivery platform, not a vendor relationship. Stratum brings power capability, land control, fuel supply, and interconnection strategy. Our partners bring hyperscaler relationships and data center design and operations. Together we underwrite a committed development pipeline measured in gigawatts.
The Mid-Atlantic hyperscale platform that originated Stratum. PADCP is the umbrella under which our joint origination pipeline in PJM is developed — anchoring the largest concentration of gigawatt-scale positions in the portfolio.
The hyperscale data center division of American Real Estate Partners. PowerHouse operates one of the largest active data center portfolios in the United States, giving Stratum sites direct access to a proven hyperscale delivery organization and its counterparty relationships.
| Ref | Market | Grid | Scope | Capacity | Stage |
|---|---|---|---|---|---|
| P-01 | Mid-Atlantic | PJM | Six positions · generation + campus | ~6.9GW | Active Development |
| P-02 | Northeast | ISO-NE | Generation + 200K SF data center | ~0.2GW | Fully Permitted |
| P-03 | South Central | ERCOT | Hill County corridor · firm gas | 300KDTH/D | Site Control |
| INT-01 | Mediterranean | North Africa | Sovereign AI district · phased | 0.8→5.4GW | Anchor Development |
|
~7GWPortfolio in PJM
~13GWTotal Platform Under Development
4Markets · 3 US ISOs + 1 Sovereign
|
|||||
Stratum operates as a single platform across three disciplines — land and interconnection origination, engineering and construction integration, and commercial delivery. Each phase de-risks the next, and every megawatt is built to a shared standard of reliability and resilience.
We secure strategic sites with grid proximity, firm fuel access, route-diverse fiber, and willing host communities. Every parcel is underwritten for speed-to-energize and community fit before capital is committed.
From natural gas interconnect to MV distribution, Stratum delivers a single, engineered platform. Indoor GIS switchgear, hardened perimeters, and full-stack controls set the standard for modern, secure generation.
Firm, dispatchable capacity is delivered behind-the-meter to hyperscalers and industrials, or into the wholesale grid. Long-duration contracts anchor returns; optionality captures the upside.
Anti-ram perimeters, hardened building envelopes, and setback distances engineered against ballistic and blast threats. Every entry is credentialed and logged.
Air-gapped operational networks, zero-trust identity, continuous monitoring, and NERC-CIP-aligned controls across the full SCADA and DCS stack.
Vetted personnel, documented procedures, continuous drills, and incident-response playbooks tested against real-world scenarios — not paperwork standards.
The electric grid was built for a world of predictable, gradual load growth — one to two percent a year, planned on fifteen-year horizons. Artificial intelligence is not that world. Hyperscale loads are arriving in hundred-megawatt and gigawatt increments on twenty-four-month schedules, and the traditional utility build cycle cannot meet them.
The supply response is structurally broken: PJM has cleared record capacity prices and paused new interconnection studies, ERCOT is rewriting large-load rules under a 100+ GW queue, and firm capacity is the scarcest resource on every major grid.
Stratum exists to close that gap — developing, building, owning, and operating the generation that delivers firm power to the loads driving the intelligence economy, on the timelines they operate on.
US data-center electricity demand is projected to roughly triple by 2030. A single hyperscale campus can consume as much power as a mid-sized city, and the largest operators are planning multi-gigawatt clusters on compressed schedules.
What it means for Stratum: we sell into a market structurally long on demand and short on supply, to customers who are price-insensitive and schedule-sensitive.
PJM has effectively paused new interconnection studies. ERCOT is revising rules under a 100+ GW queue. Even where transmission exists, new utility-scale thermal projects take five-plus years from notice-to-proceed to commercial operation.
What it means for Stratum: our competitive set is the utility itself — and the utility is running at capacity.
LM2500, LM6000, LMS100, and FT4000 aeroderivative turbines deliver firm 100 MW-class capacity with five-to-ten-minute start times, modular factory skids, and clear upgrade paths to combined-cycle, hydrogen blending, and post-combustion carbon capture.
What it means for Stratum: proven, OEM-supported, lender-financeable technology that meets hyperscale schedules.
Every Stratum megawatt is underwritten against long-duration take-or-pay offtake — fifteen to twenty-five years — with investment-grade hyperscaler, industrial, or utility counterparties.
What it means for Stratum: contracted cash flows with inflation adjustment and fuel pass-through, delivering infrastructure-grade returns over multi-decade asset lives.
Traditional project finance splits generation, transmission, distribution, and site development across four developers with four contracts and four schedules that never align. Stratum owns the full stack — one developer, one schedule, one accountable operator.
What it means for Stratum: we compress time-to-energization by twelve-plus months versus disaggregated builds and capture margin siloed developers leave behind.
Indoor GIS substations, hardened envelopes, UAS-aware siting, and NERC-CIP-aligned OT security are standard on every Stratum site. Sovereign AI, defense, and financial workloads are increasingly unwilling to underwrite less-protected sites.
What it means for Stratum: security-first design becomes an underwriting differentiator — qualifying us for workloads and offtake tenors others cannot access.
Every Stratum site is built around a simple commitment: the counties and communities that host our generation should measurably benefit — not just at construction, but for the multi-decade life of the asset. We structure that commitment around six pillars.
Skilled-trades apprenticeships, plant-operator training, and hiring pipelines built with local community colleges and trade unions. Long-term careers, not just construction jobs.
Capital-intensive generation is among the most valuable taxable property a county can host — decades of stable revenue for schools, roads, and services, with no corresponding draw on municipal budgets.
STEM scholarships, teacher grants, applied-AI curriculum support, and direct programming partnerships with regional K-12 and higher-education institutions.
Stratum sites trigger upgrades to transmission, gas pipelines, fiber routes, water service, and local roads — infrastructure that stays long after construction ends.
Local supplier development, small-business contracting priority, and platform support for regional entrepreneurs building around the campus economy.
Dispatchable gas-fired capacity is the backbone the modern grid depends on during extreme cold, heat events, and peak load. Our assets reinforce regional reliability when it matters most.
Stratum works with hyperscalers, industrials, host communities, and capital partners to develop the power infrastructure of the intelligence era.
Start a conversation