Hedgehog USA has signed a long-term energy supply agreement with Idemitsu to back a data center campus in Navarro County, Texas, that the companies say can support up to 600 MW of capacity by the end of 2027. Hedgehog announced the deal on July 21, 2026.
The site combines a large development footprint with scalable power generation capacity. Under the deal, Idemitsu, will supply long-term energy solutions built for large, continuous-load facilities such as data centers, giving Hedgehog's initial portfolio of sites a clearer path to reliable power before construction begins.
Idemitsu Chief Commercial Officer John Happ said locking in pipeline access and firm transportation capacity ahead of time is what lets a site move toward construction without delay. He called it "the most effective way to market powered land" when paired with a behind-the-meter setup, adding that few landowners commit to that level of infrastructure investment this early. Behind-the-meter means the power source sits on the customer's side of the utility meter, so a facility can draw on electricity generated on site rather than wait on grid delivery.
The rapid growth of AI and cloud computing is fueling demand for data center capacity and intensifying competition for sites with access to reliable, scalable power, a backdrop the announcement itself sets out.
Hedgehog co-founder and vice chairman Atul Anand, who is based in Delhi, said the company had built its platform on "firm commitments, ready land, no surprises," and framed the Texas project as a model that could eventually inspire similar development in India.
Marathon Capital is acting as exclusive financial advisor on the sale of 100% of the project and is also advising Hedgehog more broadly on development and commercialization, including how the project is positioned in the market. Marathon Capital Managing Director Gerry Willinger said access to reliable power has "become the defining factor in project development" as AI and cloud computing demand accelerates.
Hedgehog USA is a Plano, Texas-based developer whose model is to secure full ownership of a site, including mineral and surface rights, along with long-term natural gas contracts, before bringing in data center customers. Idemitsu Kosan, one of Japan's largest energy and industrial companies, has been expanding its U.S. natural gas supply business through Idemitsu Americas Holdings and is also exploring additional data center energy services, including immersion cooling and battery storage, along with diesel backup support.
