Research, analysis, and perspectives on the built world.
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
Interconnection queues are one of the strongest early indicators of power risk for data center sites. This post breaks down how AI can analyze queue position, upgrade exposure, withdrawal patterns and utility filings before a developer commits to site control.
May 29, 2026 ·5 min read
This post explains how AI can support data center controls integration before turnover. It breaks down where automation can catch mismatches across BMS, EPMS, DCIM and commissioning records and where human engineering judgment still owns the decision.
May 28, 2026 ·5 min read
This post lays out a practical AI design review workflow for data center development teams. It covers drawing checks, MEP coordination, equipment constraints, AI versus human review responsibilities and why the process matters before procurement and construction lock in.
May 28, 2026 ·5 min read
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 workflow guide explains how AI can help data center developers screen zoning, moratorium and ordinance risk before site control. It breaks the process into source collection, rule extraction, risk scoring, escalation and human review.
May 27, 2026 ·5 min read
This article explains why substation development is now central to data center site selection and delivery. It covers site criteria, ownership models, utility coordination, equipment bottlenecks and the role AI can play in tracking risk before construction slips.
May 27, 2026 ·5 min read
This article explains how grid-enhancing technologies affect data center development strategy. It covers dynamic line ratings, power flow control, advanced conductors, topology optimization and where these tools matter in power-constrained markets.
May 27, 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