La Rosa Holdings bought NVIDIA GPUs to enter the AI infrastructure sector
The one build-out change this week that matters most to a lender or an owner selling into data centers and power is La Rosa Holdings' purchase of NVIDIA GPUs and its stated move into the AI infrastructure sector. A real estate and PropTech company buying the chips that data centers run on shows the build-out pulling in new entrants, and it gives lenders and owners a new name to watch in the line for power and capacity.
Tracker. The MISO interconnection queue, read on 5 October 2026, lists 1,090 active requests totaling 237,441 MW. Requests entered in the last 30 days: 9, totaling 3,891 MW; in the last 90 days: 63, totaling 19,801 MW. Projects under construction after signing an interconnection agreement: 128, totaling 20,285 MW. The largest active fuel types by capacity: solar (64,303 MW), not stated (54,129 MW), battery storage (44,417 MW).
La Rosa Holdings Corp. reported on October 1, 2026 that it acquired NVIDIA graphics processing units and that it intends to evaluate strategic alternatives for its real estate operations, including a possible divestiture of its real estate assets, as part of its transition into the artificial intelligence infrastructure sector sec.gov. The company described the transaction as advancing its previously announced move into AI infrastructure.
Modine Manufacturing Co. reported on October 1, 2026 that it completed the spin-off of its Performance Technologies business and its combination with Gentherm through a Reverse Morris Trust transaction, describing the step as part of its evolution into a diversified thermal management company sec.gov. Thermal management is the cooling work that data centers and the chips inside them depend on, so the move points at the same build-out from the equipment side. Quanome Technologies, Inc. reported on October 1, 2026 that its CEO and Chairman, Yang Li, entered a revolving loan agreement with the company for up to $15 million in non-dilutive growth capital to back its quantum computing strategy sec.gov.
The queue numbers and the documents point the same way. The MISO queue read on 5 October 2026 lists 1,090 active requests totaling 237,441 MW, with 128 projects under construction after signing an interconnection agreement totaling 20,285 MW. La Rosa's purchase of GPUs and Modine's move into thermal management are the demand side of that queue: new entrants buying chips and cooling equipment are the same projects that will need interconnection and power, and the 63 requests entered in the last 90 days totaling 19,801 MW show how fast the line is growing. For a lender or an owner selling into data centers and power, the time it takes a site to get power is set by how many requests sit ahead of it in that queue.
What to watch: whether La Rosa completes a divestiture of its real estate assets and how much GPU capacity it adds, and whether the MISO queue's active request count keeps climbing when it is read again.