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Industry
AI Infrastructure Capex Is Rewriting Data Center Development in 2026
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
Industry
Data Center Land Banking in 2026: Why Power-Ready Sites Are Becoming Strategic Inventory
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