QTS Cambois / Blyth AI campus

FJI source-qualified: four-document gate met, including project-specific government evidence. Qualification evidence and decisions →

Published and scoped evidence reviewed October 16, 2026. Historical source events retain their own dates.

QTS / Blackstone-affiliated funds research · FJI evidence · Compare · Milestones · European coverage

Physical and legal scope

This is the Cambois former-power-station redevelopment near Blyth. It is separate from the smaller West Sleekburn proposal described in local reporting.

Capacity and capital boundaries

The projected GBP10 billion investment is not a financing close or cash spent. The marketed 720 MW and separately reported 1.1 GW power figure have unresolved boundaries; neither enters delivered-IT totals.

Progress toward operation

fDi reports enabling works from October 2025 using planning and environmental-permit reporting. QTS describes continued earthworks in 2026 and future first-building construction. Enabling work is classified as construction here, with the building phase kept explicit.

Investor read-through

Our analysis: early earthworks and an accelerated phasing proposal improve visibility into the development process, while rent/service commencement remains ahead. Fund ownership does not establish listed-company project earnings.

Delivery commitments and dated checkpoints

Target: fDi reports first-pair operations targeted for 2029 and four buildings by 2030; these are proposed schedules.

• 2024-09-25: The UK announces a projected GBP10 billion Blackstone-backed AI data-centre investment at Blyth. This is a planned commitment, not cash spent. Original project-specific government investment announcement
• Undated current source: QTS identifies its Cambois campus and continuing earthworks in 2026, with first-building construction planned. Its older FAQ schedule is retained as historical wording. Original company project update
• Undated current source: The account identifies QTS as developer/operator and describes ten buildings with a marketed 720 MW total; it does not certify delivered power or precise IT/facility boundary. Regional investment-promotion project account
• 2026-05-18: fDi reports enabling works from October 2025 and proposed operations in 2029 for the first pair, with four buildings targeted by 2030. Its cited 1.1 GW full-project power figure is not treated as equivalent to the marketed 720 MW. Independent reporting using planning documents, FOI and company comment
• 2026-06-08: Place North East describes applications for remaining enabling works, separately from existing approvals and future building delivery. Independent local planning reporting
• 2021-08-31: Blackstone-affiliated funds completed the QTS acquisition. The transaction price is corporate acquisition consideration, not a Cambois project cost. Original corporate ownership disclosure

Unavailable: no matched, comparable accepted operating-IT target and actual.

Company connections

QTS develops and will operate Cambois; Renaissance Land and Blackstone-affiliated fund ownership are distinct from listed Blackstone’s direct corporate ownership or attributable site earnings.

QTS / Blackstone-affiliated funds research · FJI evidence · Compare · Milestones · European coverage

What remains unverified

Energization, commissioning, accepted customer capacity, current operating IT MW, utilisation, project spending and campus earnings remain unverified. Final detailed permissions, grid/IT basis reconciliation, funded phase budgets, tenant acceptance and actual spend remain open.

Next observable evidence

Verify first-building construction and commissioned service; reconcile 720 MW marketed capacity with reported 1.1 GW power scope.

Sources and claim boundaries

Documents are counted as documents, not independent confirmations. Same-issuer releases and their rewrites share an underlying claim. Six documents across government, QTS, regional investment promotion, independent fDi/Place reporting and Blackstone corporate disclosure. The 2021 acquisition verifies ownership history, not campus financing. Direct local-council news URLs returned 404; national government and independent planning coverage remain available.

1. UK Government · 2024-09-25

   The UK announces a projected GBP10 billion Blackstone-backed AI data-centre investment at Blyth. This is a planned commitment, not cash spent.

   Original project-specific government investment announcement · Announcement and attributed Jon Gray statement · Checked 2026-10-16

2. QTS · Document date not displayed; dated subsection retained

   QTS identifies its Cambois campus and continuing earthworks in 2026, with first-building construction planned. Its older FAQ schedule is retained as historical wording.

   Original company project update · What is happening next? and project FAQ; no first-building completion inferred · Checked 2026-10-16

3. Invest Northumberland · Document date not displayed; dated subsection retained

   The account identifies QTS as developer/operator and describes ten buildings with a marketed 720 MW total; it does not certify delivered power or precise IT/facility boundary.

   Regional investment-promotion project account · Project overview, capacity and phasing paragraphs · Checked 2026-10-16

4. fDi Intelligence / Alex Irwin-Hunt · 2026-05-18

   fDi reports enabling works from October 2025 and proposed operations in 2029 for the first pair, with four buildings targeted by 2030. Its cited 1.1 GW full-project power figure is not treated as equivalent to the marketed 720 MW.

   Independent reporting using planning documents, FOI and company comment · Planning-statement review, Environment Agency permit reporting and company response · Checked 2026-10-16

5. Place North East / Sally Gibson · 2026-06-08

   Place North East describes applications for remaining enabling works, separately from existing approvals and future building delivery.

   Independent local planning reporting · Phases B and C, planning conditions, QTS/Renaissance Land roles · Checked 2026-10-16

6. Blackstone · 2021-08-31

   Blackstone-affiliated funds completed the QTS acquisition. The transaction price is corporate acquisition consideration, not a Cambois project cost.

   Original corporate ownership disclosure · Acquisition close and delisting paragraph · Checked 2026-10-16

Structured source audit

AI-assisted public-source research by Fjord Journal. No original interviews, site visits, independent metering or whole-project certification. Planned investment and capacity are excluded from delivered-IT and paid-spending aggregates. Unknown values remain unavailable.

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