CleanAmps and Excelsior Expand US-Owned AI Power and Compute Platform

CleanAmps and Excelsior Energy Capital have expanded a strategic collaboration aimed at speeding the deployment of what they describe as a US-owned digital infrastructure platform, combining data centre capacity with resilient, low-carbon power. The expanded relationship builds on more than three years of work together across utility-scale energy projects, including over 3 gigawatt-hours of battery energy storage integration and more than 10 gigawatt-hours of battery procurement. The move targets the fast-growing demand for reliable computing capacity and the firm power needed to run it.

 

Bringing Power and Compute Together

 

The central premise is that AI infrastructure can no longer treat power and computing as separate problems. As data centres multiply to meet demand for artificial intelligence, the constraint is increasingly the availability of reliable electricity to run them, which has pushed developers to design power and compute as a single integrated system rather than sourcing each independently.

CleanAmps positions itself at that intersection. The company has acted as strategic adviser, system engineering partner and integration strategist on Excelsior's energy initiatives, drawing on a track record in energy storage, advanced controls and infrastructure operations. Chief Technical Officer Breck Boven argued that for AI to scale, compute and energy infrastructure have to be developed together, and framed the partnership as bridging that gap by combining resilient low-carbon power with modular computing in one solution.

 

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The Platform and Its Domestic Angle

 

At the centre of the initiative is CleanAmps' concept of a US-owned digital infrastructure platform, one that pairs modular data centre architecture with firm power integration, high-availability controls and industrial-grade cybersecurity to allow rapid deployment of energy-efficient AI computing. The emphasis on modular design speaks to speed, letting capacity be added in standardised increments rather than built bespoke each time.

The domestic ownership framing is deliberate and ties the venture to a wider policy current. The companies note that their battery procurement includes FEOC-compliant and Section 45X-eligible storage solutions, references to US rules that restrict foreign entities of concern and provide manufacturing tax credits, positioning the platform to support domestic energy security and manufacturing goals. As governments treat both AI capacity and clean energy supply chains as strategic assets, a compute-and-power platform built around domestic ownership and compliant sourcing is designed to appeal to customers and investors sensitive to those concerns.

 

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Why the Investment Logic Is Shifting

 

For Excelsior, the collaboration reflects a view about where infrastructure capital is heading. Partner Ryan Fegley said the next wave of infrastructure investment would increasingly focus on the intersection of power and compute, and that the expanded relationship positioned the firm to address demand for reliable, scalable and energy-efficient digital infrastructure. That thesis mirrors moves by larger infrastructure investors racing to secure power for AI, though here the pitch centres on integrating storage and controls expertise rather than raw generation.

The strength of the partnership rests on demonstrated delivery rather than a standing start, with the 3 gigawatt-hours of storage integrated and 10 gigawatt-hours procured offered as evidence of execution capability. What remains to be seen is how quickly the platform concept moves from vision to deployed capacity, and whether the low-carbon firm power it promises is delivered through genuinely clean sources at the scale AI data centres require. As the two organisations work to commercialise the platform across North America, the pace of actual buildout will show whether the convergence of power and compute they are betting on translates into infrastructure on the ground.