- Menlo Equities launches Menlo Digital, enhancing its position in the digital infrastructure sector with a strategic platform for data centers.
- Menlo Digital's portfolio includes 14 operational facilities and a development pipeline delivering up to 575 MW in the coming years.
- In strategic partnership with NRG Energy (NRG, Financial), Menlo Digital is set to expand power capacity by up to 400 MW, with potential to exceed 1 GW.
Menlo Equities, a seasoned player in real estate investment, has announced the launch of Menlo Digital, a dedicated platform for data center operations. Leveraging over 30 years of real estate investment expertise and 25 years in the data center industry, Menlo Digital aims to address the burgeoning demands of digital infrastructure driven by AI and cloud technology.
Menlo Digital's existing portfolio consists of 14 operational facilities spanning key U.S. markets such as Northern Virginia, Silicon Valley, and Phoenix. The platform is also set to expand significantly, with a development pipeline that includes 225 MW of capacity set for 2026 in Northern Virginia and Phoenix, and an additional 350 MW planned for delivery between 2027 and 2028, across Northern Virginia, Richmond, Silicon Valley, and Dallas.
In a significant move, Menlo Digital has formed a strategic partnership with NRG Energy (NRG, Financial), a major player in the energy sector. This collaboration aims to develop up to 400 MW of power capacity for data centers, with the potential to exceed 1 GW, positioning NRG favorably in the AI-driven energy market.
The leadership team driving Menlo Digital is comprised of experienced Menlo Equities partners: Kevin Kujawski as President and COO, Michael Johnston as CIO, and Jane Vaughan as CDO, each bringing over two decades of industry experience.