Insights

Research, analysis, and perspectives on the built world.

Industry

Data Center Construction Costs 2026: The New Underwriting Constraint

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

Workflows

Data Center Equipment Procurement with AI: How Developers Track the Real Critical Path

Data center equipment procurement has become a critical-path development workflow as transformers, switchgear, generators and controls face constrained supply. This post breaks down the AI-assisted procurement workflow developers need to track specifications, vendor commitments, substitutions and schedule exposure before delays hit delivery.

May 15, 2026 ·5 min read

Industry

Data Center Tax Incentives 2026: How States Compete for AI Infrastructure

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

Technology

Agentic AI for Data Center Development: What It Can Coordinate Before Construction

Agentic AI for data center development coordinates multi-step preconstruction work across power, land, fiber, permitting and underwriting. The article explains what is deployable now, where human judgment remains critical and why institutional teams need auditable workflows rather than generic AI tools.

May 14, 2026 ·5 min read

Workflows

Data Center Fiber Route Due Diligence: How Developers Verify Resilience Before LOI

Data center fiber route due diligence verifies carrier access, route diversity, latency, easements and construction risk before a site reaches LOI. The article breaks down the workflow developers should run and where AI can compress evidence gathering without replacing network engineering judgment.

May 14, 2026 ·5 min read

Asset Classes

Data Center Substation Proximity: Why Adjacent Land Is Not Automatically Power-Ready

This post explains why land near a substation is not automatically viable for data center development. It breaks down the power, interconnection, easement, upgrade and underwriting checks developers need before treating proximity as a real advantage.

May 13, 2026 ·5 min read

Workflows

Data Center Interconnection Queue Due Diligence: How Developers Read Power Risk Before LOI

This post lays out a practical interconnection queue due diligence workflow for data center developers. It covers queue pressure, utility studies, upgrade exposure, milestone tracking and where AI helps teams spot energization risk before LOI.

May 13, 2026 ·5 min read

Technology

AI Inference Data Centers: How Inference Workloads Change Development Requirements

This post explains how AI inference workloads change data center development requirements. It covers rack density, liquid cooling, latency, networking, redundancy, power phasing and the practical role of AI in planning inference-ready facilities.

May 13, 2026 ·5 min read

Workflows

Data Center Permitting Workflow AI: How Developers Track Approvals Before They Slip

Data center permitting has become a live execution risk, not a back-office checklist. This post breaks down how AI can track approvals, local conditions, public hearing risk and escalation triggers without replacing legal or entitlement judgment.

May 12, 2026 ·5 min read