HPC & AI Factory — Land Acquisition Site Analysis

Kobierzyce 50 MW

A-tier. ⚡ POWERED+PERMITTED per Filip — PENDING KOS CONFIRMATION. 50MW Tier 1, ~500MW total portfolio. Identical fiber to Site #4 (Bielany).

Site ID#11

Overall TierA

VoivodeshipDolnośląskie

Grid (DSO)Tauron

Coordinates51.0339°N, 16.8725°E

RecommendationPROCEED — ⚡ Confirm KOS First (Filip Option)

Overall TierA16-Factor Assessment

Power TierB+50 MW

Fiber TierAAtman + WRIX

Composite3.9A — Weighted Score

Key Strengths

⚡ POWERED+PERMITTED per Filip — 50MW ready (PENDING KOS confirmation)
WRIX + Thinx <15km — same excellent fiber as Wrocław Bielany (#4)
LG Chem, Prologis adjacent — confirms HV industrial grid exists
Wrocław metro S-tier workforce (640K)

Key Risks

Grid KOS study needed — 50MW based on Filip's representation, not independently confirmed
50MW facility smaller scale — not a mega-campus
Filip option deal complexity — double-dip compensation structure
Land-in-kind arrangement adds legal/structural complexity

Power & Grid Infrastructure

WEIGHT: 25%

Power Availability

⚡ 50MW per Filip representation. PENDING Tauron KOS confirmation. Grid access claimed available.

HV Grid Proximity

LG Chem (2km S), Prologis adjacent — confirms HV industrial grid exists in area.

Connectivity & Fiber

WEIGHT: 15%

Fiber / Connectivity

Same zone as Site #4. WRIX (5 DCs) + Thinx within 15km. Excellent.

Fiber Operators (Validated)

Orange (A4/A8), Exatel, HAWE (~55km), Atman metro. WRIX+Thinx in range.

Land & Infrastructure

WEIGHT: 20%

Land & Expansion

Specific Kobierzyce commune plot. Permitted but limited expansion potential.

Transport Access

A4/A8 junction. Wrocław airport proximity. Excellent logistics.

Zoning / Permitting

⚡ PERMITTED — Industrial MPZP in place per Filip. No conversion needed.

Scalability (>200MW)

50MW single site. Not a mega-campus. Filip portfolio = ~500MW total but spread across sites.

Environment & Climate

WEIGHT: 15%

Water / Cooling

Wrocław metro municipal water. Adequate for 50MW facility.

Natural Disaster Risk

Low risk. Kobierzyce commune elevated. Not in major flood zone.

Climate / PUE

Lower Silesian climate. Good PUE conditions.

Economic & Workforce

WEIGHT: 25%

Workforce & Talent

Wrocław metro 640K. PWr university. Poland's #3 tech hub.

SEZ / Tax Incentives

Polish Investment Zone eligible. Industrial corridor.

Political Support

Via Filip — no direct municipality relationship.

Market Proximity

Wrocław metro. DACH corridor. Same market position as Site #4.

Land Cost

Via Filip option — pre-agreed discounted pricing. PLN 180-300/sqm base.

Weighted Composite Score

Power & Grid — avg 4.00 × 0.251.00

Connectivity — avg 4.00 × 0.150.60

Land & Infrastructure — avg 3.75 × 0.200.75

Environment & Climate — avg 4.00 × 0.150.60

Economic & Regulatory — avg 3.80 × 0.250.95

COMPOSITE SCORE3.9 / 5.00 → A

16-Factor Scoring Matrix

#	Factor	Tier	Score	Category
1	Power Availability	A	4	Power & Grid
2	HV Grid Proximity	A	4	Power & Grid
	Power & Grid Average		4.00	× 0.25 = 1.00
3	Fiber / Connectivity	A	4	Connectivity
4	Fiber Operators (Validated)	A	4	Connectivity
	Connectivity Average		4.00	× 0.15 = 0.60
5	Land & Expansion	B	3	Land & Infrastructure
6	Transport Access	S	5	Land & Infrastructure
7	Zoning / Permitting	S	5	Land & Infrastructure
8	Scalability (>200MW)	C	2	Land & Infrastructure
	Land & Infrastructure Average		3.75	× 0.20 = 0.75
9	Water / Cooling	A	4	Environment & Climate
10	Natural Disaster Risk	A	4	Environment & Climate
11	Climate / PUE	A	4	Environment & Climate
	Environment & Climate Average		4.00	× 0.15 = 0.60
12	Workforce & Talent	S	5	Economic & Regulatory
13	SEZ / Tax Incentives	A	4	Economic & Regulatory
14	Political Support	C	2	Economic & Regulatory
15	Market Proximity	A	4	Economic & Regulatory
16	Land Cost	A	4	Economic & Regulatory
	Economic & Regulatory Average		3.80	× 0.25 = 0.95
	COMPOSITE TOTAL		3.9	A — PROCEED

Location Data

Coordinates51.0339°N, 16.8725°E

Google MapsOpen in Maps →

VoivodeshipDolnośląskie

Grid DSOTauron

Fiber PrimaryAtman + WRIX

Power Confirmed50 MW per Filip — ⚡ PENDING KOS CONFIRMATION

CEE Portfolio Context

	Country	Tier	Capacity	Status
🇵🇱	Poland	S	2 GW+	Phase 1 under construction. 20 sites assessed. Stargard (S-tier) primary.
🇷🇴	Romania	A	369 MW	Avram Iancu — 369MW PV+BESS co-location. Grid-connected. In planning.
🇧🇬	Bulgaria	A	1 GW	In planning. Kozloduy nuclear corridor. Strong grid.
🇨🇿	Czech Republic	B+	200 MW	Up next. Prague metro + industrial zones. NIX.CZ IXP.
🇪🇪	Estonia	B+	100 MW	Up next. Tallinn data hub. Cool climate. Nordic connectivity.
🇭🇺	Hungary	B	150 MW	Budapest metro. BIX IXP. Paks nuclear proximity. Evaluate.
🇱🇹	Lithuania	B	100 MW	Vilnius/Kaunas. LINX node. Baltic interconnection. Evaluate.
🇱🇻	Latvia / Slovakia	B–	50 MW	Early evaluation. Riga / Bratislava metro areas.
🇭🇷	Croatia / Slovenia	C	50 MW	Evaluate. Zagreb / Ljubljana. Limited grid. Emerging markets.
🇷🇸	Serbia, BiH, Others	D	—	Monitor only. Regulatory uncertainty. Grid instability.

Strategic Recommendation

PROCEED — ⚡ Confirm KOS First (Filip Option)

A-tier with ⚡ potential Tier 1 asset. 50MW powered+permitted per Filip's representation — MUST CONFIRM via Tauron KOS study. If KOS confirms: shovel-ready 6-12 months, crown jewel of Filip option portfolio. If KOS fails: drops to Tier 2 timeline (12-24mo). Same Wrocław metro fiber as Site #4. See Filip Option Valuation for deal structure analysis.