HPC & AI Factory — Land Acquisition Site Analysis

Polkowice / KGHM Belt 200–500 MW

A-tier SLEEPER. KGHM mines = 200-400MW on dedicated 110kV+ substations. Declining operations = available infrastructure. Municipalities desperate for diversification. Best for AI training (latency-tolerant).

Site ID#10

Overall TierA

VoivodeshipDolnośląskie

Grid (DSO)Tauron

Coordinates51.5676°N, 16.0085°E

RecommendationPROCEED — Grid Study + KGHM Partnership

Overall TierA16-Factor Assessment

Power TierS200–500 MW

Fiber TierBHAWE + KGHM

Composite3.75A — Weighted Score

Key Strengths

🔥 KGHM mine grid: 200-400MW on dedicated 110kV+ substations — S-tier power potential
Municipalities desperate for post-mining economic diversification
HAWE Telekom HQ 40km — dark fiber procurement feasible
Cheap post-industrial land — well below metro pricing
LSSE SEZ with strong incentives for diversification projects

Key Risks

No IXP within 100km — concern for inference workloads
Remote location — limited workforce (Polkowice ~20K)
KGHM grid access negotiations complex — mining company dynamics

Power & Grid Infrastructure

WEIGHT: 25%

Power Availability

KGHM mines 200-400MW on dedicated 110kV+ substations. Declining operations = S-tier potential.

HV Grid Proximity

KGHM dedicated 110kV+ substations. Among strongest in portfolio for DC scale.

Connectivity & Fiber

WEIGHT: 15%

Fiber / Connectivity

UPGRADED from C: HAWE 40km + KGHM internal fiber potential. But no IXP within 100km.

Fiber Operators (Validated)

HAWE 40km, Exatel ring, Tauron OPGW. KGHM internal fiber (undocumented).

Land & Infrastructure

WEIGHT: 20%

Land & Expansion

Post-industrial brownfield available. Large plots near mine infrastructure.

Transport Access

A2/S3 nearby. Mining roads adequate. Not major motorway junction.

Zoning / Permitting

Post-industrial brownfield = simpler permitting than greenfield agricultural.

Scalability (>200MW)

KGHM grid declining = 100s MW available over decade. Large sites scalable.

Environment & Climate

WEIGHT: 15%

Water / Cooling

Mine dewatering systems exist but water quality needs treatment.

Natural Disaster Risk

Mining-related ground stability concerns. Requires geotech assessment.

Climate / PUE

Lower Silesian climate. Favorable PUE conditions.

Economic & Workforce

WEIGHT: 25%

Workforce & Talent

Polkowice ~20K. Post-mining workforce available but not DC-trained. Wrocław 100km.

SEZ / Tax Incentives

LSSE zone. Polish Investment Zone. Strong municipal incentives for diversification.

Political Support

Strong interest in post-mining diversification. Municipality receptive.

Market Proximity

Remote from major demand centers. Better for training than inference.

Land Cost

Post-industrial/rural <€10-20/sqm. Among cheapest in portfolio.

Weighted Composite Score

Power & Grid — avg 5.00 × 0.251.25

Connectivity — avg 3.00 × 0.150.45

Land & Infrastructure — avg 3.50 × 0.200.70

Environment & Climate — avg 3.33 × 0.150.50

Economic & Regulatory — avg 3.40 × 0.250.85

COMPOSITE SCORE3.75 / 5.00 → A

16-Factor Scoring Matrix

#	Factor	Tier	Score	Category
1	Power Availability	S	5	Power & Grid
2	HV Grid Proximity	S	5	Power & Grid
	Power & Grid Average		5.00	× 0.25 = 1.25
3	Fiber / Connectivity	B	3	Connectivity
4	Fiber Operators (Validated)	B	3	Connectivity
	Connectivity Average		3.00	× 0.15 = 0.45
5	Land & Expansion	A	4	Land & Infrastructure
6	Transport Access	B	3	Land & Infrastructure
7	Zoning / Permitting	B	3	Land & Infrastructure
8	Scalability (>200MW)	A	4	Land & Infrastructure
	Land & Infrastructure Average		3.50	× 0.20 = 0.70
9	Water / Cooling	B	3	Environment & Climate
10	Natural Disaster Risk	B	3	Environment & Climate
11	Climate / PUE	A	4	Environment & Climate
	Environment & Climate Average		3.33	× 0.15 = 0.50
12	Workforce & Talent	C	2	Economic & Regulatory
13	SEZ / Tax Incentives	A	4	Economic & Regulatory
14	Political Support	B	3	Economic & Regulatory
15	Market Proximity	B	3	Economic & Regulatory
16	Land Cost	S	5	Economic & Regulatory
	Economic & Regulatory Average		3.40	× 0.25 = 0.85
	COMPOSITE TOTAL		3.75	A — PROCEED

Location Data

Coordinates51.5676°N, 16.0085°E

Google MapsOpen in Maps →

VoivodeshipDolnośląskie

Grid DSOTauron

Fiber PrimaryHAWE + KGHM

Power ConfirmedTBD — KGHM mine infrastructure declining

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 — Grid Study + KGHM Partnership

A-tier sleeper with S-tier power potential. KGHM copper mines = 200-400MW on dedicated 110kV+ substations — as operations decline, infrastructure becomes available. Municipalities desperate for post-mining diversification. Commission Tauron grid study immediately. HAWE HQ 40km for fiber. Best for AI training workloads (latency-tolerant, no IXP within 100km).