LandGate Resources

For the past two years, data center site selection has been almost entirely driven by one variable: substation proximity. Developers have pushed into secondary and tertiary markets they would have passed over five years ago simply to secure MW commitments ahead of their competitors. That calculus is now insufficient. The shift toward generative AI workloads has exposed a second constraint that power-first site selection often overlooks: fiber. A site with 100 MW of available

For years, Canada was viewed by US developers as a reliable, if quiet, secondary market for disaster recovery. That changed in 2025. Today, as power queues in Northern Virginia and Columbus stretch into the next decade, Canada has emerged as a promising relief valve for the AI infrastructure data center supercycle. With a projected market value of $13 billion by 2030, the question isn’t if you should be in Canada (you probably should), it’s where the remaining power is hidden

The data center industry is no stranger to public pushback, but the scale of the newly approved Stratos Data Center Project in northern Utah represents a new frontier of data center development risk. As hyperscalers and AI developers hunt for massive tracts of land with power potential, the Stratos project, a staggering 40,000-acre proposal, serves as a cautionary tale of how quickly booming narratives can turn into PR and regulatory nightmares. The Stratos Data Center site,

For decades, the Permian Basin has been synonymous with one thing: hydrocarbons. However, as the artificial intelligence (AI) revolution accelerates, the narrative surrounding this legendary oil patch is shifting. A recent earnings report from Texas Pacific Land (TPL), the largest landowner in the state, has sent a clear signal to the market. Data center development is no longer a peripheral interest for landholders; it is becoming a primary driver of land value and strategic

The narrative surrounding data centers has shifted to a message of "power, power, power." A recent report from the Department of Energy (DOE) highlights a critical inflection point: the surge in electricity demand from data centers, fueled by the rapid adoption of Artificial Intelligence, is colliding with a strained national grid. For developers in the current ecosystem, this presents the largest land-use and energy-development opportunity of the decade. Here is our analysis

A quiet yet powerful shift is currently reshaping the real estate market. What was once dominated by traditional residential, commercial, and industrial developments is being fundamentally transformed by the infrastructure needs of the AI revolution. We have officially moved past the "Data Center" era and entered the age of the AI Superfactory: large-scale facilities intended solely to cater to the unimaginable rates of artificial intelligence computing needs. In 2026, land i

The recent Federal Energy Regulatory Commission (FERC) approval of the Transmission Service Agreement (TSA) between Commonwealth Edison (ComEd) and Tract (for a project involving Microsoft) represents more than just a massive power allocation. It marks a shift in how hyperscale developers must navigate the increasingly congested PJM interconnection queue. For data center developers, the 1-gigawatt (GW) approval TSA for the Greater Chicago area provides a case study in "certa

OpenAI’s April 2026 policy release, " Industrial Policy for the Intelligence Age: Ideas to Keep People First ," shifts the conversation from the raw physical demands of the early AI race to a broader socio-economic framework. For energy and data center developers, this April 2026 release anchors the massive build-out goals first established in the November 2024 Blueprint and October 2025 OSTP Submission within a new "social contract" that treats AI infrastructure as a fundam

The global race for artificial intelligence supremacy and the expansion of cloud computing have triggered a transformation in industrial energy consumption. As digital infrastructure scales, the sector is confronting a stark reality: data center power needs are massive and growing at an exponential rate. While the tech industry has been a primary driver of renewable energy adoption, the sheer scale of modern computing requirements is testing the limits of current power gene

Power constraints, fiber access, and zoning approvals can make or break a site- and the best properties rarely hit the open market before they're gone. At LandGate, we've built something different.

For decades, data center site selection has been a binary choice: finding the perfect site entailed a reasonably sized parcel of land, fiber connectivity, and a utility that has the capacity needed. However, in more recent years, we are seeing an increasing difficulty in power procurement. In comparison to previous years, where utility growth almost felt stagnant, the data center market has caused a boom where more growth is seen year over year than in previous decades. This

The recent Financial Times report regarding Google’s plan to finance a multibillion-dollar Texas data center for Anthropic marks a pivotal shift in the "AI arms race." While the headline focuses on the partnership, the real story for developers is the engineering workaround: the facility is designed to run almost entirely on direct natural gas supplies, effectively bypassing the electrical grid. This isn't just an outlier; it is a blueprint for the "AI Superfactory" era.

For developers, community opposition has become one of the most significant non-financial risks on any project.

In the current Artificial Intelligence gold rush, many enterprises are realizing a hard truth: public data is a commodity that often leads to hallucinations and inaccuracies. Feeding an AI agent general web-scraped data yields inaccurate results. For the energy and real estate sectors, high-stakes decision-making requires sophisticated, high-fidelity datasets. The future of work is defined by agentic workflows . While these workflows may integrate various platforms, their ult

As energy and infrastructure developers increasingly integrate Large Language Models (LLMs) into their workflows, a new challenge has emerged: the "hallucination" hurdle. While connecting your own Enterprise AI interface to LandGate’s massive geospatial dataset via our AI Data Agent allows for unprecedented speed in site selection, the "black box" nature of AI can sometimes leave teams second-guessing the output. When millions of dollars in capital expenditure are on the li

A "First Step" in Illinois: Increased Deposit Costs for Large Load Projects On March 19, 2026, the Illinois Commerce Commission (ICC) approved a pivotal proposal by Commonwealth Edison (ComEd). The utility can now seek significantly higher security deposits from large-load developers, specifically data centers, based on their projected energy needs. Historically, ComEd required a flat $1 million deposit. Under the new "tiered" model, a 200 MW project could see that deposit c

The digital era is moving faster than the power grid was ever designed to handle. As Artificial Intelligence and advanced manufacturing drive an unprecedented surge in demand, a singular bottleneck has emerged: Time-to-Power. At LandGate, in collaboration with our partners at KPMG, we are proud to announce our support for the EPRI DCFlex framework. EPRI DCFlex is a revolutionary industry shift that moves us away from lengthy development timelines toward a scalable, standard

Global data center investment is entering a new era. Knowing where to invest- and how to evaluate sites before committing capital- has never mattered more.

For data center developers, the map is the mission. As the AI revolution and cloud migration push power requirements into the stratosphere, the search for viable land and energy is no longer confined by borders. Today, LandGate is officially redrawing the map . We are excited to announce the launch of our new international data center intelligence, expanding our best-in-class data layer to the globe. As the global demand for "gigawatt-scale" infrastructure accelerates, LandGa

Fueled by hyperscale cloud investment, AI infrastructure buildout, and a regulatory environment that prioritizes data sovereignty, Canada is experiencing a period of rapid expansion unlike any in its history.