Research, analysis, and perspectives on the built world.
AI infrastructure capex is becoming a real estate development cycle, not just a chip-buying cycle. This post explains how hyperscaler spending changes site selection, power strategy and underwriting for institutional developers.
May 8, 2026 ·5 min read
Energization schedule tracking is now a core data center development workflow. This post breaks down the milestones, failure modes and AI-assisted controls that reduce power delivery risk.
May 8, 2026 ·5 min read
GPU data centers require different development assumptions than conventional colocation facilities. This post covers site criteria, power density, cooling requirements and where AI helps development teams underwrite the asset class.
May 8, 2026 ·5 min read
This post explains how AI energy management is moving into data center predevelopment, from power risk modeling and PUE forecasting to cooling strategy and procurement sequencing. It shows what developers can control before operations and where human engineering judgment still matters.
May 7, 2026 ·5 min read
This post defines AI factory data centers as a distinct development format shaped by high-density compute, power deliverability, cooling complexity and network requirements. It explains the site criteria and underwriting implications for institutional developers.
May 7, 2026 ·5 min read
This post breaks down utility coordination as a critical data center delivery workflow. It covers power delivery mapping, milestone extraction, procurement dependencies, risk reporting and where AI helps teams keep utility work on schedule.
May 7, 2026 ·5 min read
This workflow guide explains how developers should diligence water risk for data center projects. It covers cooling choices, water rights, utility capacity, WUE, permitting, community opposition and how AI can monitor the evidence base in real time.
May 6, 2026 ·5 min read
This post explains how data center campus development differs from single-building delivery. It covers site criteria, power strategy, phasing, fiber, water, permitting and where AI can compress diligence without replacing engineering judgment.
May 6, 2026 ·5 min read
This post explains why behind-the-meter power is returning to data center development strategy. It covers gas turbines, temporary generation, utility constraints, procurement timelines, emissions risk and how developers should underwrite on-site power options.
May 6, 2026 ·5 min read