Divcon's Power Play: Inside the Strategic Overhaul to Fuel the AI Data Boom

DALLAS, TX – June 16, 2026 – As the artificial intelligence revolution redraws the boundaries of computing, it is simultaneously creating an energy and infrastructure crisis. The voracious power appetite of AI workloads is pushing the global data center industry to a critical inflection point. In a decisive move to address this challenge, Dallas-based Divcon LLC has unveiled a sweeping expansion of its leadership, workforce, and product roadmap, positioning itself as a key enabler for the next generation of digital infrastructure.

Backed by a 2024 investment from Goldman Sachs Alternatives, the provider of mission-critical control systems is not merely growing; it is re-engineering its entire organization. The strategy, centered on a new C-suite of industry veterans and a visionary "Grid-to-Chip" platform, signals a high-stakes bet on its ability to manage the immense power and cooling demands of the AI era.

The Unprecedented Demands of the AI Era

The scale of the challenge Divcon aims to tackle cannot be overstated. The data center market, projected to swell past $620 billion by 2029, is being supercharged by AI. According to recent industry analysis, the dedicated AI data center segment alone could surge to nearly $200 billion by the mid-2030s. This explosive growth carries a monumental energy cost.

Goldman Sachs Research forecasts that data center power demand will skyrocket by 165% between 2023 and 2030, with AI workloads consuming as much electricity as the entire nation of Japan. This surge is creating a new battleground for hyperscalers and enterprises alike, where securing sufficient power is becoming as critical as securing silicon. The strain on public utility grids is immense, threatening to bottleneck future development and forcing a radical rethink of energy efficiency within data center walls. It is within this high-pressure environment that specialized infrastructure management has shifted from an operational line item to a core strategic imperative.

Assembling a Specialized Brain Trust

Divcon's response has been to build a leadership team purpose-built for this new reality. The company's overhaul began with the appointment of Marc Shiffman as Chief Executive Officer, a leader with a track record of scaling technology-driven service companies like SMS Assist. His mandate is to instill the operational discipline required for hypergrowth. “Optimizing data centers’ power consumption and efficiency is more important today than ever,” Shiffman stated, emphasizing the intentionality behind the team's construction.

He is joined by a cadre of seasoned executives poised to execute this vision. Scott Breitkreutz, the new Chief Operating Officer, brings 22 years of experience from Holder Construction, where he delivered complex, large-scale mission-critical projects. His expertise is crucial as Divcon manages an expanding portfolio that already includes over 9 million square feet of data centers and more than 3 gigawatts of commissioned load since 2020.

Perhaps most telling is the appointment of Raghavan “RJ” Jayaraman as Senior Vice President of Engineering. With a background leading complex technical programs at Google and Intel—two pioneers of hyperscale data center design—Jayaraman brings the deep technical acumen necessary to drive innovation. This "brain trust" is supported by a rapid expansion of the company’s workforce, which has grown by over 200 employees since late 2025 and is projected to surpass 500 by year-end. Critically, 85% of this workforce is in operations, a clear signal of the company's focus on flawless execution and delivery at scale. "We’re not only growing our team, but we’re also investing in the people, programs, and experiences that make Divcon an industry leader," Shiffman added.

The 'Grid-to-Chip' Blueprint for Efficiency

At the heart of Divcon's technical strategy is the development of "Grid-to-Chip," a comprehensive platform designed to unify the entire power and cooling chain. This initiative moves beyond traditional Building Management Systems (BMS) and Electrical Power Monitoring Systems (EPMS) by creating a single, integrated control plane that extends from the utility grid connection down to the individual server chip.

In practice, this holistic approach promises to unlock new levels of efficiency. By correlating data across the entire infrastructure, the platform can enable predictive cooling that anticipates heat spikes from AI workloads and dynamically balances power loads in real-time. This prevents the costly and wasteful over-provisioning of resources that plagues many facilities. For data center operators grappling with high-density GPU racks and the shift to liquid cooling, such intelligent control is not a luxury but a necessity for maintaining uptime and managing operational expenses.

This technological ambition is precisely what attracted its deep-pocketed backer. "Since we partnered with Divcon two years ago, the data center industry has seen historic growth and an even greater focus on solutions that improve energy efficiency,” said Jeff Possick, Co-Head of Environment & Energy Transition Investing at Goldman Sachs Alternatives. The investment aligns perfectly with the firm’s sustainable investing thesis, which targets companies enabling the global energy transition. Divcon, by providing the tools to mitigate the massive energy footprint of AI, represents a critical piece of that puzzle.

Navigating a New Competitive Landscape

Divcon’s hardware- and software-agnostic approach provides a key advantage in a market populated by giants like Schneider Electric and Siemens, which often promote proprietary ecosystems. By offering flexible, custom-engineered solutions, the company allows clients to avoid vendor lock-in and integrate best-of-breed components. This flexibility is increasingly valuable as data center designs become more complex and specialized.

As the industry pivots from viewing data centers as mere real estate to recognizing them as highly complex, mission-critical powerhouses, the role of infrastructure management specialists is being elevated. Divcon's strategic expansion in leadership, talent, and technology is a calculated move to capture this evolving market. By assembling a team capable of executing at hyper-scale and developing a platform to solve the core energy challenges of AI, the company is making a compelling case that it can provide the essential controls for the engine of the digital future.