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This Week in Data Center News: 11.24.2025
The unrelenting acceleration of Artificial Intelligence (AI) continues to redefine the data center industry's operational and developmental playbook. This week's developments offer both validation of the immense market opportunity and stark reminders of the acute challenges facing data center developers, from securing power at an unheard-of scale to navigating community resistance and deploying bleeding-edge thermal management technologies. The message is clear: scale is now
4 days ago4 min read


The Coming Land Supercycle: How Energy, Infrastructure, and Data Will Redraw the Map of U.S. Real Estate
The United States is entering the most land-intensive era of industrial development since the post-war highway build-out. Unlike previous growth cycles, which concentrated in urban cores or logistics corridors, today’s expansion is anchored in four converging forces: electrification, AI-driven data center growth, grid modernization, and renewable generation. Each sector carries enormous physical footprints, highly constrained siting requirements, and intricate interdependenci
7 days ago5 min read


Identifying Unlisted Fiber Optic Routes to Unlock Premium, Cost-Effective Locations
The Infrastructure Avoidance Mandate in the Age of AI Geo-Data as the Critical Infrastructure Differentiator The specialized demands of Artificial Intelligence (AI) requiring multi-terabit capacity and latency measured in nanoseconds have fundamentally reshaped data center site selection . For developers, the decisive factor differentiating a viable site is not merely the presence of fiber, but the availability of high-strand, existing dark fiber .   Relying on greenfield c
Nov 193 min read


Vetting Rights for Hyperscale Data Centers & Co-Located Utility-Scale Power
Hyperscale data centers are the engine of the global digital economy. Their massive, non-stop power demand requires dedicated, utility-scale renewable energy generation  ( Solar and BESS ) to be built either adjacent to or in close proximity to the facility. This colocation model is critical for achieving net-zero goals, ensuring uptime, and managing power costs. However, the sheer size and speed of hyperscale deployment intensify every aspect of land acquisition. Developers
Nov 123 min read


This Week in Data Center News: 11.10.25
This week, the data center industry’s pivot to massive, long-term AI infrastructure was unequivocally confirmed by hyperscaler capital plans, while the focus shifted sharply to power stability and government policy  as critical enablers of growth. The sheer scale of investment reached a new level, with Meta announcing a projected $600 billion spend by 2028  on data centers and AI capacity. Simultaneously, technical solutions for grid resilience are escalating, highlighted by
Nov 115 min read


How Geospatial Power Pricing Data Predicts Long-Term Data Center ROI in Emerging Markets
The global surge in data center development, driven by AI, cloud adoption, and 5G, is shifting focus toward emerging markets. While these regions offer compelling benefits like less competitive land pricing and shorter power delivery timelines, the long-term financial viability of a data center hinges on one critical, often-underestimated factor: future power cost volatility. Power Usage Effectiveness (PUE) is the industry's cornerstone efficiency metric. However, relying sol
Nov 74 min read


The Evolution of Electricity Generation in the U.S.
The story of electricity generation in the United States is a tale of innovation, ambition, and adaptation. From the first flickers of incandescent bulbs to the massive, invisible power that fuels our digital lives, the way we generate electricity has constantly changed. This journey reflects our nation's growth, our technological advancements, and our evolving understanding of the world around us. Today, we face a new and powerful demand: the relentless energy needs of data
Nov 66 min read


This Week in Data Center News: 11.3.25
This week in data center news, the relentless demand for AI infrastructure  is fundamentally reshaping the market, driving massive investments, key acquisitions, and unprecedented technological shifts for developers. The necessity of advanced cooling and power  took center stage: Eaton Corp's nearly $10 billion acquisition of Boyd Thermal signals a major consolidation around liquid cooling solutions . Simultaneously, the urgent need for high-density power is being met by inno
Nov 46 min read


How Site Intelligence is Unlocking BTM Solar-Data Center Partnerships
While utility-scale solar developers face mounting interconnection delays and complex federal tax incentive timelines, data centers are experiencing unprecedented energy demands. This convergence has created a unique opportunity: direct, behind-the-meter (BTM) energy partnerships  that bypass traditional utility bottlenecks entirely. The fundamentals make perfect sense. Data centers  require massive amounts of reliable, clean power to operate their facilities. Solar developer
Oct 315 min read


This Week in Data Center News: 10.27.25
This week's data center news highlights the extreme measures the industry is taking to power the AI computing surge. To address the massive energy demands, Fermi Inc. is making a bold, multi-billion dollar commitment by ordering four large nuclear reactors to create its 11 GW "HyperGrid" campus in Texas, The AI race is simultaneously transforming the hardware market, with Qualcomm aggressively re-entering the data center space via new AI-focused chips and rack-level systems d
Oct 275 min read


Q3 2025 Data Center Activity Report
The U.S. data center sector continued its rapid expansion in Q3 2025, driven by the explosive growth of artificial intelligence (AI), cloud computing, 5G, and digital services. Total energy consumption reached an estimated 250 terawatt-hours, roughly 11% of national electricity usage. With a 9GW in planned projects seen over this quarter in Northern Virginia alone, data center development is expected to exceed 30GW by the end of the decade. Despite unprecedented construction
Oct 221 min read


This Week in Data Center News: 10.20.25
This week's data center news highlights the intense pressure and shifting dynamics within the industry, underscoring the critical need for strategic planning in power, resiliency, and community engagement . NVIDIA's achievement of 100% renewable electricity  across its operations sets a new sustainability benchmark for the AI chip sector, signaling that clean energy is now a competitive necessity for major AI infrastructure clients. Concurrently, the AWS outage in Northern Vi
Oct 206 min read


Data Centers vs. Utility-Scale Solar: Land Valuation Framework for the Highest and Best Use of Prime Acreage
The competition for prime land in the United States has never been fiercer. As the digital economy expands and the clean energy transition accelerates, data centers and utility-scale solar farms  are increasingly vying for the same parcels of land. Both require vast acreage, robust infrastructure, and specific environmental conditions, creating a complex challenge for landowners, developers, and investors alike: determining the "highest and best use." Traditional land valuati
Oct 145 min read


This Week in Data Center News 10.13.25
The global data center industry is undergoing a massive transformation, driven primarily by the explosive growth of Artificial Intelligence (AI), creating urgent demands for revolutionary power solutions and infrastructure. Recent major industry developments underscore this shift: Brookfield Asset Management is investing up to $5 billion to deploy Bloom Energy's on-site fuel cells, providing a rapidly deployable, behind-the-meter alternative to the aging grid. This move, alon
Oct 136 min read


Ohio's $11.8B Blueprint Demands a Intel-First Approach to Data Center Siting
Ohio has definitively moved from an emerging data center market  to a national powerhouse. A recent economic impact study out of the...
Oct 93 min read


This Week in Data Center News 10.7.25
This week's data center news highlights major strategic investments, localized development challenges, and significant economic impacts,...
Oct 75 min read


This Week in Data Center News 9.22.25
In the dynamic landscape of the data center industry, recent developments highlight a significant acceleration in growth and...
Sep 225 min read


The Triple Threat: Unlocking the Power of Solar, Data Centers, & Battery Storage
The energy landscape is changing faster than ever before. Data centers are scaling across the globe, solar projects are surging in development pipelines, and battery energy storage systems (BESS) are becoming essential for grid reliability. The convergence of these three forces— solar, data centers, and BESS —represents one of the most transformative opportunities for developers, investors, and energy market players. What makes this combination so powerful? When deployed t
Sep 223 min read


Micro Data Centers, Scalable Solutions
The data center market  has been long defined by mega-scale, massive, centralized hyperscale projects that serve as the backbone of the...
Sep 183 min read


Wyoming Data Center Analysis
While overall data center numbers are comparatively lower than most major states, Wyoming has well established itself as a prominent data center hub, especially over the last five years. What started off as a single company’s presence has now increased multifold with massive investments for several mega-campuses and power trajectories surpassing 1000 MW. Wyoming Top Data Center Providers Want to read more? Access the full report below:
Sep 171 min read
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