Data Center View - December 11, 2025 - PBA’s project Tango approved

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NEWS ROUNDUP

DEVELOPMENT: PBA Holdings advances plans for 3.69M SF campus in Florida. PBA Holdings has filed plans for a large-scale digital infrastructure campus known as Project Tango. The Palm Beach County zoning commission recommended approval of the proposal last week, moving the project one step closer to realization. Project Tango, planned on 202 acres in Loxahatchee—an unincorporated community about 17 miles west of West Palm Beach—could total 3.69 million sq. ft. at full build-out. Further design and tenant details have not yet been disclosed.

DEVELOPMENT: Meta-linked hyperscale data center rezoning withdrawn. A plan to rezone more than 1,000 acres in Howell Township, Michigan, for a potential Meta-linked hyperscale AI data center was withdrawn.

DEVELOPMENT: Compass Datacenters begins work on $10 billion campus. Compass Datacenters has started construction on the first two of five hyperscale buildings at the former Sears headquarters in Hoffman Estates. Village Manager Eric Palm and Building & Code Enforcement Director Sanyokta Kapur said the project is advancing “full steam ahead,” with precast walls already rising. The $10 billion development includes work on the data center shells, a new electrical substation, and utility extensions. Demolition firm American Demolition previously recycled 95% of the Sears complex.

MARKET: Oracle faces investor doubts as AI-fueled data center spending raises risks. Months after Oracle’s soaring $400B+ contract backlog sparked a stock frenzy, confidence has cooled amid concerns over its heavy reliance on OpenAI and massive, debt-driven datacenter construction. Analysts Mark Moerdler (Bernstein) and Gil Luria (D.A. Davidson) highlighted the risks: Moerdler noted Oracle’s “unprecedented single customer revenue exposure” through its $300B OpenAI contract, while Luria said that if OpenAI falters, Oracle may need to scale back construction and unwind debt—though he does not expect a default.

READ: Data centers could raise your bills.

DATA CENTER PROPERTY FOR SALE

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95,61 Acres | Additional 325 Acres Available | Commercial Land | Zoning AG

Price: $389,000 | 10.00 Acres | Zoning No| Commercial Land

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