Rowan Digital Infrastructure: Company Profile

Background

Overview

Rowan Digital Infrastructure, established in November 2020, specializes in developing customized, sustainable data center campuses tailored for hyperscale partners. The company focuses on expediting the delivery of build-to-suit solutions, enabling partners to operationalize data centers within 12–18 months. Rowan's mission is to support the rapid growth of cloud, AI/ML, and advanced computing capacities while adhering to industry best practices in sustainability.

Mission and Vision

Rowan's mission is to deliver best-in-class data center solutions to customers committed to sustainability. The company envisions being the indispensable partner for hyperscale and AI infrastructure operators, providing speed, sustainability, and certainty in a market defined by complexity and urgency.

Industry Significance

As a leading developer of sustainable hyperscale data centers, Rowan plays a pivotal role in meeting the escalating demand for data storage and processing capabilities. Its focus on rapid deployment and environmental responsibility positions it as a key player in the evolving digital infrastructure landscape.

Key Strategic Focus

Core Objectives

• Rapid Deployment: Accelerate the development of data center campuses to meet the urgent needs of hyperscale partners.

• Sustainability: Integrate renewable energy sources and sustainable construction practices to minimize environmental impact.

• Customization: Provide tailored solutions that align with the specific requirements of each partner.

Areas of Specialization

• Site Selection and Development: Identify and prepare optimal locations for data center campuses.

• Energy Infrastructure: Ensure access to sufficient renewable energy to support 100% of data center operations.

• Sustainable Engineering and Construction: Implement environmentally conscious design and building practices.

Key Technologies Utilized

• Renewable Energy Integration: Incorporate solar, wind, and other renewable sources to power data centers.

• Advanced Cooling Systems: Employ innovative cooling technologies to enhance energy efficiency.

• Modular Construction Techniques: Utilize scalable designs to facilitate rapid expansion.

Primary Markets Targeted

• Hyperscale Data Center Operators: Companies requiring large-scale, customizable data center solutions.

• Cloud Service Providers: Organizations offering cloud computing services seeking efficient infrastructure.

• AI and Machine Learning Firms: Businesses needing substantial computational resources for data processing.

Financials and Funding

Funding History

Rowan Digital Infrastructure has secured significant financing to support its development projects:

• September 2025: Secured $925 million for the third phase of its flagship Bauxite campus in Maryland, bringing total debt raised for Bauxite to over $3.1 billion.

• February 2025: Closed $1.24 billion in construction financing for the second phase of the Bauxite campus, totaling $2.2 billion for the project.

• January 2025: Secured $975 million for the first phase of the Bauxite campus, marking a significant milestone in the company's financing efforts.

Notable Investors

Rowan is a portfolio company of Quinbrook Infrastructure Partners, a specialist global investment manager focused on infrastructure for the energy transition.

Utilization of Capital

The capital raised is primarily allocated towards the development of data center campuses, including land acquisition, construction, and integration of sustainable technologies. A portion of the funds also supports early-stage development projects and sustainability initiatives.

Pipeline Development

Key Pipeline Candidates

• Bauxite Campus, Maryland: A three-phase hyperscale data center campus located within a 2,000-acre industrial development near Frederick, Maryland. The campus is expected to deliver over 600 MW of capacity upon completion.

• Temple Campus, Texas: A 300 MW hyperscale data center campus in Central Texas, representing a transformative opportunity for the state.

• Cinco Campus, Texas: A 300 MW hyperscale data center campus in Medina County, Texas, with over 600 construction jobs created.

• Percheron Campus, Oregon: A 300 MW data center campus in Morrow County, Oregon, contributing to the region's economic development.

Stages of Development

The Bauxite campus is in advanced stages, with financing secured for multiple phases. The Temple and Cinco campuses are in the early stages of development, with construction underway. The Percheron campus is in the planning phase, with community engagement and economic impact assessments conducted.

Target Conditions

These projects aim to meet the growing demand for hyperscale data centers, providing scalable and sustainable infrastructure solutions.

Anticipated Milestones

• Bauxite Campus: Completion of initial phases by late 2025, with full capacity expected in subsequent years.

• Temple and Cinco Campuses: Completion of initial phases by 2026, with full capacity expected in subsequent years.

• Percheron Campus: Completion of planning and permitting by 2026, with construction to follow.

Technological Platform and Innovation

Proprietary Technologies

Rowan integrates renewable energy solutions, advanced cooling systems, and modular construction techniques into its data center designs to enhance efficiency and sustainability.

Significant Scientific Methods

The company employs life cycle assessments to guide material selection and reduce embodied carbon in structural and enclosure systems.

Leadership Team

Executive Profiles

• Charley Daitch, Chief Executive Officer: Leads Rowan's strategic direction and growth initiatives.

• Dan McNary, Chief Data Center Officer: Oversees data center operations and development strategies.

• Kevin Mammel, Chief Financial Officer: Manages financial operations and capital strategies.

• Stephen Jenkins, Chief Development Officer: Drives development projects and expansion efforts.

• Julie Bixby, Senior Director, Site Origination: Leads site selection and acquisition processes.

• Danny Clapps, Senior Director, Project Management: Manages project execution and delivery timelines.

• Gary Cudmore, Senior Vice President, Sustainable Engineering & Construction: Ensures sustainable practices in engineering and construction.

• Patrick Dillow, Senior Director, Energy and Water Strategy: Develops strategies for energy and water resource management.

• Xiomara Gerlach, Senior Director, Site Development: Oversees site development and permitting processes.

• Kirstin Gunderson, Vice President, Business Operations & People: Manages business operations and human resources.

• Mark Guymon, Vice President, Business Development: Leads business development and partnership initiatives.

• Kyle Hoover, Senior Director, Engineering: Oversees engineering teams and technical solutions.

• Brian Huard, Vice President, Critical Operations: Manages critical operations and facility management.

• J.D. Lambert, LEED AP BD+C, GGP, Fitwel Ambassador, Associate AIA, Director, Sustainable Practices: Leads sustainable practices and certifications.

• Mark McKeon, CHST, CSP, Senior Director, Safety: Ensures safety standards and protocols are met.

• Tim McGuire, Vice President, Capital Markets: Manages capital markets and financing strategies.

• Guillermo Portillo, Senior Director, Construction: Oversees construction projects and contractor relations.

• Martin Romo, Senior Director, Economic Development & Policy: Leads economic development and policy initiatives.

• Mia Sanchez-O’Dell, Director, People & Culture: Manages organizational culture and employee engagement.

Competitor Profile

Market Insights and Dynamics

The data center industry is experiencing rapid growth, driven by increasing demand for cloud services, AI, and big data analytics. Sustainability and speed-to-market are critical factors influencing development strategies.

Competitor Analysis

Key competitors include companies like Aligned, which has 5 GW of operational and planned capacity across 50 campuses.