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Research, analysis, and perspectives on the built world.
Data Center Moratoriums in 2026: What the Policy Shift Means for Developers
As of June 2026, 14 US states are considering or have implemented data center construction restrictions, with New York passing a one-year statewide moratorium. This piece explains the three forces driving the wave, what the restrictions look like in practice, and why regulatory risk now belongs in the first pass of site selection diligence.
June 12, 2026 ·4 min read
Private Credit Is Repricing Data Center Development
Private credit is becoming a major funding source for data center development. This piece explains why the capital is moving, how it changes underwriting and what developers need to de-risk first.
June 10, 2026 ·4 min read
Data Center Policy in 2026: Power, Water and Local Approval Risk
This post explains the 2026 data center policy shift affecting institutional developers. It covers ratepayer protection, water permitting, utility cost allocation, local approvals and why policy diligence now belongs in early site screening.
June 3, 2026 ·5 min read
Data Center Moratoriums in 2026: Why Power and Local Politics Now Drive Site Selection
This post explains why data center moratoriums and pause policies are becoming a material site selection variable in 2026. It covers power grid constraints, local political resistance, Dublin and Amsterdam precedents, proposed US restrictions and how developers should underwrite entitlement risk before site control.
June 2, 2026 ·5 min read
Data Center Power Procurement in 2026: Why the Energy Deal Now Leads the Development Deal
Data center development in 2026 is being led by the energy deal, not the land deal. This post explains how grid queues, behind-the-meter power, nuclear offtake, gas generation and renewable procurement are changing project underwriting.
June 1, 2026 ·5 min read
Data Center Capital Flows in 2026: Why Institutional Money Is Moving Toward Power
Institutional capital is moving into data centers because AI demand has turned power access into a scarce infrastructure asset. This post explains where the money is going, why utility readiness now matters as much as tenant demand and how developers should underwrite capital risk.
May 29, 2026 ·5 min read
Data Center Demand Response in 2026: Why Flexibility Is Becoming a Development Requirement
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
Data Center Transformer Procurement in 2026: Why Electrical Equipment Is Now a Development Constraint
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
Data Center Transmission Planning in 2026: The Constraint Behind the Constraint
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