A non-binding capacity reservation surface, open to a small set of frontier AI labs, sovereign vehicles, and hyperscale training tenants taking forward positions on Northern California capacity in the Vaca-Dixon corridor. Powered-land position near PG&E Vaca-Dixon and WAPA 500 kV infrastructure. Anonymized cohort book — no buyer names released in any external surface.
This is not a tenant reservation against existing capacity. It is a structured, dated process to take ranked priority on future Northern California AI/HPC capacity emerging from a campus-scale powered-land position near PG&E Vaca-Dixon and WAPA 500 kV infrastructure.
Submitting a capacity requirement places your organization into an anonymized cohort book. Executing a non-binding Letter of Interest promotes you into the priority queue with a dated review cadence. NDA-stage materials, site detail, and allocation discussion follow on the cohort track.
| Reservable attribute | Current positioning |
|---|---|
| Region | Solano County, California · Northern California load zone |
| Corridor | Vaca-Dixon · PG&E substation + WAPA 500 kV adjacency |
| Campus scale | Campus-scale powered-land position · sufficient for multi-phase delivery |
| Capacity bands offered | 25 – 500+ MW per counterparty · phase-dependent & non-binding |
| Reservation product | Capacity requirement filing · non-binding Letter of Interest · cohort ranking · direct-to-principal track for frontier scale |
| Counterparty fit | Frontier AI labs · sovereign AI vehicles · hyperscale training tenants · neoclouds · regulated compute users |
| Anonymity | Buyer names withheld from any external book. Archetypes only. |
| Posture | Reservations open Open · LOI stage |
AI infrastructure demand has outpaced utility interconnection, entitlement, transmission planning, transformer procurement, water and cooling, and local land-use processes. The scarce commodity is no longer datacenter floor space; it is credible paths to future power.
Counterparties who organize their capacity requirements before a position is fully de-risked end up ranked earlier in the eventual allocation. Late entrants pay institutional pricing on a known book; early entrants pay the cost of a structured process.
A dated reservation today is structurally cheaper than a queue position after allocation.
The campus is positioned in Solano County near PG&E Vaca-Dixon and WAPA 500 kV infrastructure. Public-page materials describe corridor adjacency only. Parcel-level detail, APN matrices, easements, and the formal power-path workstream are NDA-gated and released to counterparties on the cohort track.
The reservation surface organizes counterparties into three cohorts. Submission of a capacity requirement is the entry point; cohort promotion is gated by signed LOI, dated review cadence, and counterparty fit. Cohort assignment is reversible and does not represent any commitment of capacity, service, or interconnection.
For frontier AI labs, sovereign AI vehicles, and hyperscale training tenants. Direct briefing path bypasses the standard intake form; LOI architecture is bespoke and reflects sponsor-grade governance, jurisdictional structure, and the scale required for next-generation training.
For counterparties prepared to execute a non-binding Letter of Interest covering a defined MW band, sponsor capability, and timing posture. Promoted into the dated review cadence at the cohort track.
Entry-stage cohort for counterparties filing a capacity requirement but not yet ready to execute an LOI. Anonymized placement; promotion is available on declared LOI execution.
Each stage of the reservation path releases a defined set of materials, opens a defined process step, and asks for a defined counterparty action. Nothing released at an earlier stage requires anything more than a public-page review.
The reservation surface is open to AI/HPC compute users with credible workload definitions, demonstrable sponsor capability, and a willingness to operate inside a structured, dated cohort process. Eligibility is reviewed at every stage; cohort placement is reversible.
Filing a capacity requirement is the entry point to the reservation surface. Submission places your organization into the anonymized cohort book and starts the LOI conversation. No commitment is implied at this stage; cohort placement and movement are reviewed against eligibility, structure, and posture.
Two paths in. Frontier-cohort counterparties (150 – 500+ MW, sovereign, hyperscale training) bypass the form and request a direct briefing. Counterparties at 50 MW or below file a capacity requirement and enter the cohort book.
Anonymity preserved · No buyer names or logos released in any external cohort book · Public-page materials remain open while the request is under review.
By filing a capacity requirement, you acknowledge the LOI framework below. The full LOI template is released on the Priority Cohort track.
The Letter of Interest is a non-binding statement of intent. It does not commit either party to enter into a definitive transaction, to pay or accept any price, or to deliver, reserve, or accept any specific capacity, service, or interconnection.
The LOI captures counterparty identity, MW band, sponsor capability, timing posture, workload definition, and a stated intent to operate inside the dated cohort process. It does not include pricing terms, service architecture, or interconnection commitments.
Counterparty identity is held in confidence and is not disclosed in any external cohort book, marketing material, or public-facing reference. External materials disclose counterparty archetype only.
Thinktanq retains sole discretion over cohort placement, cohort promotion, cohort demotion, and review cadence. Cohort placement does not constitute a representation of allocation, capacity, service, or interconnection.
Site detail, power-path materials, and reservation-stage materials are NDA-gated. The mutual NDA is released on the cohort track and must be executed prior to release of any non-public materials.