BorderPlex Digital Assets
BorderPlex Digital Assets orchestrates large-scale digital infrastructure campuses integrating power, cooling, water, fiber, and AI for hyperscalers and AI companies, anchored by the $165 billion Project Jupiter data center campus in New Mexico serving Oracle and OpenAI.
- Company typePrivate
- Founded-
- HeadquartersAustin, United States
- Headcount1–10
- GTM typeB2B
- OfferingServices
What BorderPlex Digital Assets does
BorderPlex Digital Assets is a private Austin, Texas-based digital infrastructure developer that orchestrates large-scale industrial campuses integrating land, power, cooling, water, and fiber with AI-driven orchestration for hyperscalers and AI-native companies. Its core offering is an Infrastructure-as-a-Service platform combining traditional data centers, AI-specific data centers, and advanced manufacturing facilities on single campuses, scaled from 6MW to 1GW+ per site and supported by behind-the-meter microgrids delivering near-100% uptime. The platform is built on three operational sub-brands: Orion Energy (turnkey power, cooling, and thermal storage with FlexPower, CoolPower, and ScalePower offerings), Flo Networks (fiber connectivity across the US, Mexico, and 15 Americas countries), and Valkyrie (AI-driven infrastructure modeling and optimization via a proprietary operational knowledge graph).
The company's flagship project is Project Jupiter, a 1,400-acre hyperscale AI data center campus in Doña Ana County, New Mexico, backed by up to $165 billion in industrial revenue bonds, an $18 billion project finance loan from approximately 20 banks (including Blue Owl Capital), and a $4.5 billion line of credit. Oracle serves as the flagship anchor tenant, hosting AI infrastructure for OpenAI as part of the broader Stargate initiative, with Bloom Energy supplying up to 2.45GW of solid oxide fuel cells and STACK Infrastructure acting as co-developer. BorderPlex monetizes through development fees, infrastructure services, and long-term managed-services agreements negotiated project-by-project with hyperscale anchor tenants; pricing is not publicly disclosed.
BorderPlex operates with a small corporate team (1–10 employees) while coordinating a much larger construction and operational workforce expected to reach 4,000 construction jobs and 1,500 ongoing operational roles at Project Jupiter alone. Execution risk is material: two lawsuits were filed in October 2025 challenging the county's approval, the switch to fuel cells required restarting the air-quality permitting process, and the revenue model depends on a very small number of anchor counterparties. The company's strategic positioning at the Texas–New Mexico–Mexico intersection, combined with its integrated partner stack, constitutes the principal source of competitive differentiation.
BorderPlex Digital Assets firmographics
Firmographics- Name
- BorderPlex Digital Assets
- Legal name
- BorderPlex Digital Assets
- Website
- https://borderplexdigital.com
- Company type
- Private
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- BorderPlex Digital Assets orchestrates large-scale digital infrastructure campuses integrating power, cooling, water, fiber, and AI for hyperscalers and AI companies, anchored by the $165 billion Project Jupiter data center campus in New Mexico serving Oracle and OpenAI.
- Ownership category
- akta.pro rank
BorderPlex Digital Assets industry classification
Industry- Product category
- Hyperscale Data Center Infrastructure
- NAICS
- Computing Infrastructure Providers, Data Processing, Web Hosting, and Related Services (518), Computer Systems Design and Related Services (54151)
- SIC
- Services-Computer Integrated Systems Design (7373)
- akta.pro primary industry
- Edge Colocation & Micro Data Centers (HDABACAI)
- akta.pro secondary industries
- Real Assets — Digital Infrastructure (Data Centers, Fiber, Towers) (FSAHAIAF), Data Center Interconnection (DCI) & Cross-Connects (HDABALAB)
Keywords
Where BorderPlex Digital Assets is headquartered
LocationHeadquarters
- HQ city
- Austin
- HQ country
- United States
- HQ region
- North America
Offices2 records
Markets served
BorderPlex Digital Assets business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Infrastructure, Technology or R&D, Personnel, Operations, Supply Chain
Revenue model
- Infrastructure-as-a-Service Platform: BorderPlex orchestrates development of integrated industrial campuses and delivers infrastructure services to hyperscalers and AI companies. Revenue is generated through development fees, infrastructure services, and long-term agreements with anchor tenants like Oracle and OpenAI for Project Jupiter.
- Power Infrastructure Development and Operations: Orion Energy builds, owns, and operates power, cooling, and thermal storage solutions from concept to delivery, generating revenue through infrastructure development and asset management services with deployed over $7B in capital and $150B in financings.
Go-to-market motion1 record
Distribution channels1 record
Marketing channels1 record
BorderPlex Digital Assets product offering
Product offeringCore offering
BorderPlex Digital Assets develops and orchestrates large-scale digital infrastructure campuses that integrate land, power, cooling, water, and fiber into a unified platform optimized for AI and hyperscale data center deployments. The company delivers an Infrastructure-as-a-Service model through sub-brands Orion Energy (power), Valkyrie (AI orchestration), and Flo Networks (fiber), anchored by Project Jupiter, a 1,400-acre, $165 billion hyperscale AI campus in New Mexico with Oracle and OpenAI as anchor tenants.
Product overview
BorderPlex Digital Assets offers a unified Infrastructure-as-a-Service platform that orchestrates integrated industrial campuses for digital infrastructure. The platform is built around four core components: Digital Infrastructure Campuses (the core orchestration platform combining land, power, cooling, water, and fiber), Orion Energy (power solutions including FlexPower, CoolPower, and ScalePower for scalable power from 6MW to 1GW+), Valkyrie (AI-powered infrastructure modeling and optimization with knowledge graph capabilities), and Flo Networks (fiber connectivity spanning the U.S., Mexico, and 15 countries). These components work together to enable rapid deployment and seamless scaling of AI data centers and advanced manufacturing facilities.
Differentiator
Problem solved
Functional benefit
Brands
- Orion Energy: Power infrastructure partner providing turnkey development, operations and maintenance, and asset management for power, cooling, and thermal storage solutions
- Flo Networks
- Valkyrie
Products and services
- Digital Infrastructure Campuses Orchestrated, campus-scale digital infrastructure combining land, power, cooling, water, and fiber with AI-driven orchestration, designed to accelerate deployment of traditional data centers, AI-specific data centers, and advanced manufacturing facilities for hyperscalers and AI companies.
- Orion Energy (Power Infrastructure Solutions) Turnkey development, operations and maintenance, and asset management of power, cooling, and thermal storage infrastructure for data centers, including FlexPower portable units, CoolPower integrated power and storage, and ScalePower combined integration; offerings cover 6MW to 1GW+ per site with up to 100% project financing.
- Valkyrie AI Platform AI-driven infrastructure modeling and optimization platform providing petaflops of compute, an operational knowledge graph for resource decisions, and applied AI capabilities, including digital twin development for infrastructure planning.
- Flo Networks (Fiber Connectivity) Carrier-grade fiber connectivity and network services across metro and regional networks in the U.S., Mexico, and 15 countries across the Americas, with 60 direct connections to top public clouds.
Quantifiable outcome
- Reduces nitrogen oxide emissions by 92% compared to original gas turbine design through Bloom Energy fuel cell deployment
- +4 more outcomes
Companies that use BorderPlex Digital Assets
Customer profileNamed customers2 records
Segments3 records
Ideal customer profiles3 records
BorderPlex Digital Assets technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
AI capability2 records
Feature7 records
BorderPlex Digital Assets partnerships and signals
Strategic signalPartnerships
Nine partnerships are on record, tiered core and flagship.
- LS ElectriccoreLS Electric secured a $216.5 million contract to supply power distribution systems to Bloom Energy for Project Jupiter, providing critical power distribution infrastructure for the data center campus.
- OracleflagshipOracle is the primary anchor tenant and strategic partner for Project Jupiter, a $165 billion AI data center campus in Doña Ana County, New Mexico. Oracle hosts AI infrastructure for OpenAI at the facility and has expanded its partnership with Bloom Energy to procure up to 2.8GW of power capacity.
- Bloom EnergycoreBloom Energy is supplying up to 2.45GW of solid oxide fuel cells for Project Jupiter's microgrid, replacing planned gas turbines and diesel generators. The fuel cell deployment represents one of the largest data center microgrid installations in the United States, reducing NOx emissions by 92% and minimizing water consumption.
- STACK InfrastructureflagshipSTACK Infrastructure is co-developer of Project Jupiter alongside BorderPlex Digital Assets, presenting the $165 billion proposal to Doña Ana County commissioners. The partnership involves development of a hyperscale campus led by STACK Infrastructure in partnership with BorderPlex Digital Assets.
- OpenAIflagshipOpenAI is the primary AI tenant for Project Jupiter, with Oracle hosting AI infrastructure for OpenAI at the data center campus. The project is part of OpenAI's broader Stargate Project targeting $500 billion in infrastructure investment.
- Doña Ana CountyflagshipDoña Ana County approved industrial revenue bonds for Project Jupiter and authorized seeking state funding for desalination plant infrastructure to support regional water security. The county is a critical governmental partner for permitting and infrastructure development.
- Orion EnergycoreOrion Energy delivers '21st Century Power' solutions, building, owning, and operating power, cooling, and thermal storage solutions. They provide scalable power infrastructure from 6MW to 1GW+ per site with up to 100% project financing and have deployed over $7B in capital with $150B in financings.
- Flo NetworkscoreFlo Networks delivers '21st Century Fiber' connectivity, connecting companies on both sides of the US-Mexico border and across the Americas. Their architecture, data centers, and points of presence provide carrier services over metro and regional networks with 60 direct connections to top public clouds.
- ValkyriecoreValkyrie provides '21st Century AI' solutions with industry-leading AI technologists transforming infrastructure paradigms. Their scientists have created solutions across various industries with 50+ Fortune 1000 companies deploying their technology, achieving zero security compromises in nearly 10 years of operation.
Scale indicators8 records
Recent moves6 records
Expansion highlights5 records
BorderPlex Digital Assets competitors and assessment
Company assessmentDirect peers
- STACK Infrastructure: Hyperscale data center developer and operator delivering multi-hundred-megawatt campuses globally. STACK is BorderPlex's co-developer on Project Jupiter and the most directly comparable peer in terms of build model, hyperscaler customer base, and gigawatt-scale delivery.
- Vantage Data Centers: Hyperscale and enterprise data center developer with campuses across North America, EMEA, and APAC. Comparable as a multi-gigawatt hyperscale developer targeting AI workloads with large anchor tenant relationships.
- CyrusOne: Hyperscale and enterprise colocation operator owned by KKR and Global Infrastructure Partners. Directly comparable as a hyperscale data center provider serving AI and cloud customers with multi-hundred-MW campuses.
- Compass Datacenters: Hyperscale data center builder specializing in standardized, rapidly deployable campuses for cloud and AI customers. Comparable in build philosophy (modular, repeatable campuses) and hyperscaler customer focus.
- Aligned Energy: Hyperscale data center provider focused on AI and high-density compute deployments with adaptive cooling and rapid scalability. Comparable in AI-first infrastructure philosophy and hyperscaler customer base.
Broad incumbents
- Switch (DigitalBridge): Large-scale hyperscale and enterprise data center operator acquired by DigitalBridge/Abu Dhabi Investment Authority. Comparable as a Tier-1 hyperscale infrastructure platform with AI-grade campuses.
- Digital Realty: Global data center REIT operating hundreds of facilities across the Americas, EMEA, and APAC. Comparable as a broad incumbent hyperscale and interconnection platform serving AI cloud workloads.
- Equinix: Largest global colocation and interconnection operator. Comparable as a broad incumbent digital infrastructure platform, though more retail/interconnection-weighted than BorderPlex's hyperscale focus.
- QTS Data Centers (Blackstone): Hyperscale and mega-scale data center operator owned by Blackstone. Comparable as a mega-campus hyperscale developer with deep capital backing and AI/cloud tenants.
Emerging players
- Tract: Developer of master-planned data center parks across Tier-2 US markets, focusing on gigawatt-scale campuses for hyperscalers. Comparable as an emerging gigawatt-scale campus developer with a similar asset-light, partnership-driven model.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks6 records
Key highlights6 records
Customer concentration
BorderPlex Digital Assets social profiles
Digital presenceBorderPlex Digital Assets financial estimates
Financial estimateRevenue estimate
Valuation estimate
BorderPlex Digital Assets leadership team
Management profileNumber of profiles
Profiles1 record
BorderPlex Digital Assets funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
BorderPlex Digital Assets M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about BorderPlex Digital Assets
What does BorderPlex Digital Assets do?
BorderPlex Digital Assets develops and orchestrates large-scale digital infrastructure campuses that integrate land, power, cooling, water, and fiber into a unified platform optimized for AI and hyperscale data center deployments. The company delivers an Infrastructure-as-a-Service model through sub-brands Orion Energy (power), Valkyrie (AI orchestration), and Flo Networks (fiber), anchored by Project Jupiter, a 1,400-acre, $165 billion hyperscale AI campus in New Mexico with Oracle and OpenAI as anchor tenants.
Is BorderPlex Digital Assets a public or private company?
BorderPlex Digital Assets is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was BorderPlex Digital Assets founded?
BorderPlex Digital Assets was founded in -1. It employs 1 to 10 people.
Where is BorderPlex Digital Assets based?
BorderPlex Digital Assets is headquartered in Austin, United States, in the North America region.
How does BorderPlex Digital Assets make money?
Two revenue lines are on record. Infrastructure-as-a-Service Platform is the primary driver. The others are power Infrastructure Development and Operations.
Who are BorderPlex Digital Assets's main competitors?
Direct peers on record are STACK Infrastructure, Vantage Data Centers, CyrusOne, Compass Datacenters and Aligned Energy. Broad incumbents are Switch (DigitalBridge), Digital Realty, Equinix and QTS Data Centers (Blackstone). Tract is listed as an emerging player.
Does BorderPlex Digital Assets have an API?
No public API is recorded for BorderPlex Digital Assets.
What industry is BorderPlex Digital Assets in?
BorderPlex Digital Assets's product category is Hyperscale Data Center Infrastructure. Its primary akta.pro industry code is HDABACAI, Edge Colocation & Micro Data Centers, with a secondary code of FSAHAIAF, Real Assets — Digital Infrastructure (Data Centers, Fiber, Towers). Its NAICS code is 518 and its SIC code is 7373.