Research, analysis, and perspectives on the built world.
This post explains why demand response is becoming more relevant to data center development in 2026. It connects AI-driven load growth, utility constraints, tenant reliability requirements and the practical limits of flexible operations.
May 28, 2026 ·5 min read
This post explains why transformer and switchgear procurement has become a major constraint for data center development in 2026. It covers lead times, utility coordination, capital planning and how AI helps teams track equipment risk across site selection, procurement and delivery.
May 26, 2026 ·5 min read
This post explains why transmission planning has become the upstream constraint in data center development. It covers FERC Order No. 1920, load growth, interconnection congestion and what developers need to diligence before treating a power-rich site as viable.
May 25, 2026 ·5 min read
Hyperscale AI capex is reshaping the data center development pipeline. This piece explains why capital is moving faster than power, equipment and entitlement capacity, and what developers need to model before chasing AI infrastructure demand.
May 22, 2026 ·5 min read
Data center land banking is changing as power-ready land becomes strategic inventory for hyperscalers, operators and infrastructure investors. This post explains why the strategy is accelerating, what separates valuable land from speculative land and how AI helps screen sites at market speed.
May 21, 2026 ·4 min read
Data center power demand in 2026 is forcing developers to underwrite grid access before land, incentives or tenant interest. This post explains the demand signals, power constraints and diligence questions that now matter most.
May 18, 2026 ·5 min read
Data center construction costs in 2026 are being driven by power scarcity, long-lead electrical equipment, skilled labor shortages and cooling complexity. This post explains where budgets are moving, what developers need to underwrite earlier and where AI can improve cost visibility before a site is committed.
May 15, 2026 ·5 min read
Data center tax incentives in 2026 are becoming more strategic as states compete for AI infrastructure, jobs and grid investment. The article explains how incentives affect site selection, why power and permitting still dominate and how development teams should underwrite incentive risk.
May 14, 2026 ·5 min read
The data center construction labor shortage is becoming a development constraint as AI campuses scale from tens of megawatts to hundreds. This post explains why electricians, mechanical contractors and commissioning specialists now affect market selection, schedule risk and underwriting.
May 12, 2026 ·5 min read