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Investing.com -- Ameresco, Inc. (NYSE:AMRC) stock surged 8% after the company announced a partnership with the U.S. Navy to develop a 100 MW AI-optimized data center and energy infrastructure at Naval Air Station (NAS) Lemoore.
The project, which Ameresco expects to be one of its largest energy assets, will include a new microgrid with engine generators, control systems, and infrastructure upgrades to enhance energy resilience across the installation. The company is collaborating with CyrusOne to deliver mission-ready AI data center infrastructure, leveraging CyrusOne’s Intelliscale™ platform.
"Ameresco is proud to develop energy infrastructure at NAS Lemoore that directly supports the growing demand for AI-ready data centers and related energy infrastructure," said Nicole Bulgarino, President, Federal Solutions & Utility Infrastructure at Ameresco.
The facility will be engineered to meet federal security and compliance standards, including FedRAMP, FISMA High, and DoD Impact Levels 5 and 6. For sensitive workloads, it will feature air-gapped architectures, cross-domain solutions, and zero-trust security models.
John Hatem, Executive Vice President and Chief Operating Officer of CyrusOne, noted, "Data centers are foundational to our information economy and critical to maintaining U.S. leadership in technological innovation, especially in AI."
The project aligns with the Administration’s AI Action Plan and Executive Orders on accelerating federal permitting of data center infrastructure. The first portion is expected to come online in 2027 and will be constructed on land leased by Ameresco from the Department of Defense.
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