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Overwatch Capital strikes 1 GW partnership with Idemitsu to support AI data centers in 10 U.S. states
Investors - NOVEMBER 21, 2025

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Overwatch Capital strikes 1 GW partnership with Idemitsu to support AI data centers in 10 U.S. states

by Kali Arevalo

Overwatch Capital and Idemitsu Kosan have forged a strategic partnership to support the development of next-generation, energy-resilient artificial intelligence (AI) data centers across 10 U.S. states.

The collaboration includes an investment by Idemitsu into Overwatch Capital and the launch of Idemitsu’s nationwide natural gas supply operations in the United States. Idemitsu will supply natural gas to on-site power generation systems capable of providing up to 1 gigawatt of natural gas to support AI-driven data centers. Idemitsu also will explore additional energy services for data centers, such as immersion-cooling technologies, diesel supply for backup systems and potential deployment of battery energy storage solutions.

Overwatch’s SIDE Platform integrates on-site natural-gas generation, battery storage, advanced cooling and proprietary energy management systems to create hyper-scalable sites designed for maximum uptime, efficiency and sustainability. Each faci

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