Should CEOs Track the Race for AI Power Infrastructure?
In a remote corner of Utah's Black Rock Desert, a development is underway that could signal a fundamental shift in how businesses should think about energy infrastructure and competitive advantage in the age of AI.
Millard County, situated on the westernmost edge of Utah, is flat, remote and sparsely populated. These characteristics make it unsuitable for many industries, but they are ideal for data centre construction.
Creekstone Energy is currently building what it terms a "gigasite" in Millard County – a next-generation power and data infrastructure campus designed to meet the growing electricity demands of AI.
The site broke ground in December 2025 and, by the first half of 2027, Creekstone plans to have more than 300 MW of gas-powered capacity operational.
By the time construction is complete, the facility is expected to be the world's largest AI-optimised data centre campus, featuring a power capacity of 10 GW. This would be sufficient electricity to power 15 million homes in Great Britain.
Strategic partnerships reshape energy delivery
On 18 February, Creekstone announced it had signed a memorandum of understanding with Zeo Energy, a Florida-based clean energy company, to develop approximately 280 MW of solar and storage capacity for the site.
When Zeo acquired energy storage firm Heliogen in August 2024, it positioned itself to commercialise its offerings at a far larger scale.
The kind of energy storage systems Zeo now has at its disposal could be vital technologies in sectors such as data centres, simply because they allow for the uninterrupted flow of renewable energy, even when generation is intermittent.
For Chief Executives evaluating infrastructure investments, the ability to secure reliable, clean baseload power could become a decisive factor in operational resilience.
Unprecedented demand drives urgency
Ray Conley, Chief Executive of Creekstone Energy, does not understate the scale of what is being asked of the energy sector currently.
"AI workloads are driving unprecedented demand for power," he explains. "At Creekstone, we plan to deliver over 600MW of baseload power to our Gigasite customers in 2027 in Phase 1 of our project."
He adds: "Our collaboration with Zeo reflects the market urgency of using all available energy sources to rapidly provide baseload power. With solar power and Zeo's long-duration energy storage solution, we plan to significantly expand the amount of clean power we offer our hyperscalers and artificial intelligence data centre customers."
The Gigasite's first confirmed tenant is Blue Sky AI, which has been allocated 50 MW of energy.
However, Creekstone's ambitions extend well beyond that, targeting multiple gigawatts of total capacity.
Validating the business model
Zeo has moved quickly. Under the terms of the MOU, the company has already begun a pre-feasibility study to determine the optimal solar and storage configuration for the site. Tim Bridgewater, Chief Executive of Zeo, is quite candid about what this project could mean for his company.
"Since our acquisition of Heliogen, we have been actively seeking to apply our long-duration storage expertise to the unprecedented power demand in the data centre space," he says.
"Our MOU with Creekstone is a milestone in this effort, and we are in discussions with several other projects that we believe can benefit from our clean baseload power solutions."
The MOU also suggests that Zeo could be providing engineering services for the project, as well as potentially arranging financing. What is clear is that the wave of demand for energy that AI has generated is creating opportunities for energy companies.
For Chief Executives watching from other sectors, the strategic imperative is becoming increasingly apparent: understanding and securing energy infrastructure could prove critical to maintaining competitive advantage in an AI-driven economy.
