# Michael McNamara

> Michael McNamara is the co-founder and CEO of Lancium, an energy technology and infrastructure company developing grid-responsive, gigawatt-scale data center campuses in Texas. A Georgetown-trained investor who previously researched natural resources at Twin Capital Management, One East Partners, and Talpion Fund Management, he shifted from analyzing energy businesses to building infrastructure at the intersection of computing, power markets, and renewable generation.

- **Role:** Chief Executive Officer and Co-founder at Lancium
- **Organizations:** Lancium, ROR Capital, Talpion Fund Management LP, One East Partners, Twin Capital Management, Certified Holdings, LLC, Grady's Cold Brew
- **Education:** Degrees in Finance and Accounting, magna cum laude, Georgetown University
- **Known for:** Co-founded Lancium and led it from flexible computing research into gigawatt-scale AI campus development., Helped bring to market software that enabled the first load-only Controllable Load Resource data center in ERCOT in 2020., Led Lancium through a $150 million financing in 2021.

## Career timeline

- **Early career** — Served as Vice President at Twin Capital Management.
- **Before 2017** — Led event-driven equities research at One East Partners and natural-resources research at Talpion Fund Management LP.
- **Before 2017** — Founded ROR Capital and partnered with private-equity firms on restructurings of large natural-resource companies.
- **2017** — Co-founded Lancium and became CEO.
- **2019** — Presented Lancium's renewable-energy and flexible-computing thesis at Texas Tech University.
- **2020** — Lancium software enabled a data center to qualify as a load-only Controllable Load Resource in ERCOT.
- **2021** — Lancium closed $150 million in financing led by Hanwha Solutions.
- **2022** — Lancium and Crusoe announced a cross-license of patented clean-computing and grid technologies.
- **2024** — Lancium and Crusoe announced an initial 200 MW AI data center at Lancium's Abilene Clean Campus, with expansion plans to 1.2 GW.
- **2025** — Lancium granted ERCOT and market participants a royalty-free license covering patents relevant to controllable load participation.
- **2026** — Lancium announced major campuses in Hall County and Childress and a strategic collaboration with NVIDIA across a development pipeline exceeding 15 GW.

## Achievements

- Co-founded Lancium and led it from flexible computing research into gigawatt-scale AI campus development.
- Helped bring to market software that enabled the first load-only Controllable Load Resource data center in ERCOT in 2020.
- Led Lancium through a $150 million financing in 2021.
- Built a commercial partnership with Crusoe spanning technology cross-licensing and large-scale AI data center development.
- Oversaw Lancium's expansion to 4 GW of leased capacity and a development pipeline exceeding 15 GW by August 2026.
- Established a strategic collaboration with NVIDIA for AI factory development across Lancium campuses.

## Latest updates

- **2026-08** — Lancium announced a strategic collaboration with NVIDIA across 4 GW of leased capacity and a development pipeline exceeding 15 GW; NVIDIA also made a strategic investment in Lancium.
- **2026-08** — McNamara publicly backed verified reporting on data center power and water use, ratepayer protections, and earlier community engagement in Texas.
- **2026-07** — Lancium and Crusoe announced a 1.0 GW AI data center campus in Childress, Texas.
- **2026-07** — QTS and Lancium announced a Hall County data center campus expected to involve more than $10 billion in capital investment.
- **2026-05** — McNamara addressed community questions about the Abilene campus at a Kiwanis Club meeting.

## Links

- Website: https://lancium.com
- LinkedIn: http://www.linkedin.com/in/michael-mcnamara-1055211

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Profile page: https://yespress.io/michael-mcnamara
Published by YesPress — https://yespress.io
Last updated: 2026-08-27