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Putting the AI Cart Before the Power Horse
Data centers, the digital backbone of AI growth and development, have seen a tremendous increase in power, demand, and growth over the last year. Data centers accounted for about 2.5% of U.S. electricity use in 2015 and now consume roughly 6%, a share that is rising rapidly as AI adoption expands. By 2030, data centers are projected to draw nearly 9% of national power, with AI workloads consuming up to 40% of that total. Behind the renderings and vision decks, however, lies a
1 day ago9 min read


Weekly Data Center News: 01.26.2026
The final week of January 2026 marks a pivotal shift in the sector. We are seeing a "tug-of-war" between unprecedented capital injections from the hardware sector and a hardening of local regulatory stances. For developers, the message is clear: the technical requirements for AI are scaling faster than the physical and social infrastructure can currently support. Success in the coming quarters will likely depend on "behind-the-meter" power strategies and navigating a more lit
5 days ago3 min read


Weekly Data Center News: 01.20.2026
The third week of January 2026 is defined by a systemic effort to stabilize the relationship between massive data center growth and the aging North American power grid. As regional transmission organizations implement emergency procurement measures, developers are countering with unprecedented "super-site" proposals and sophisticated holding-company financing to bypass traditional capital constraints. PJM Board Initiates "Reliability Backstop" to Secure Power In a major move
Jan 213 min read


Choosing the Best Locations for Solar Energy: Factors to Consider
Choosing the right location for a solar farm is crucial for its success. When selecting a site, developers must consider several factors. Geographical aspects like topography, climate, and solar irradiance are vital.
Jan 159 min read


Finding Opportunity in U.S. Canceled Power Generation Projects
The U.S. power sector is experiencing a growing disconnect between projected electricity demand and the generation capacity expected to meet it. While significant new power projects continue to be announced and proposed, a meaningful share is ultimately canceled before reaching construction or operation. In 2025 alone, approximately 1,800 power projects were canceled, a scale highlighted by late-year federal actions that suspended five major developments, including Vineyard
Jan 147 min read


Weekly Data Center News: 01.12.2026
The second week of 2026 highlights an industry-wide pivot toward nuclear energy integration and the massive capital requirements needed to sustain the AI infrastructure boom. As developers face increasing local resistance through new moratoriums, the focus has intensified on securing long-term power autonomy and creative financing solutions to keep next-generation projects on track. Meta Unveils 6.6GW Nuclear Power Strategy Meta has announced a major shift in its energy procu
Jan 123 min read


The Evolution of Electricity Generation in the U.S.
Electricity generation in the United States surpassed 4,260 terawatt-hours (TWh) in 2025, and demand is projected to grow by about 25% over the next five years. The nation’s electricity comes from a mix of fossil fuels (such as coal and natural gas), nuclear power, and renewable energy sources like wind and solar.
Jan 98 min read


Weekly Data Center News: 01.05.2026
The first week of 2026 underscores a market transitioning from rapid construction to strategic operational scaling and heightened regulatory scrutiny. As the industry moves further into the new year, the focus has shifted toward securing massive, independent power solutions to bypass grid constraints and addressing local legislative resistance to large-scale developments. Vantage and Liberty Energy Partner for 1GW Power Solution Vantage Data Centers has entered a strategic pa
Jan 54 min read


Understanding the 8760 Report: A Comprehensive Guide
In today’s dynamic energy landscape, accurate analysis and strategic planning are essential for success in the renewable energy sector. An 8760 report provides a rich cache of detailed information that developers can use to gain an edge with their solar endeavors.
Jan 26 min read


The New Real Estate: Data Centers, Energy, & Infrastructure Development in the U.S.
The additional real estate market of Energy, Infrastructure, and Data Centers is estimated at $13.095 trillion market asset value as of Feb 2025, and is estimated to grow to $19 trillion in 2030, and $27 trillion in 2035. This market is now entirely part of real estate, in what we refer to as “New Real Estate”.
Jan 214 min read


Load Interconnection Queues: The Key to Data Center Growth
In the modern landscape of infrastructure development, one thing is becoming crystal clear: Site selection is now grid selection.
Dec 30, 20255 min read


This Week in Data Center News: 12.29.2025
The final week of 2025 highlights a market defined by massive consolidation and record-breaking financial milestones. As the industry moves toward 2026, the focus has shifted to strategic acquisitions by global tech giants and the formalization of reliability standards to support the relentless demand for AI infrastructure Data center deals hit all-time record of $61 billion The data center sector has officially entered a period of unprecedented capital flow, with total trans
Dec 29, 20254 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.
Dec 23, 20257 min read


Navigating Data Center Moratoriums & Finding Regulatory Certainty
Data center development has become a game of regulatory chess. While headlines are often dominated by local moratoriums in maturing hubs like Northern Virginia or parts of Georgia, a strategic shift is occurring. Developers are no longer just looking for power and fiber , they are looking for political stability and legislative partnership. At LandGate , we believe the key to a resilient portfolio isn’t just reacting to restrictive measures, but identifying the "Green Zones
Dec 19, 20253 min read


AI-Driven WECC Queue Models for Data Center & Generation Planning
The energy landscape in the Western United States is undergoing a seismic shift. As the demand for computing power accelerates, driven by the explosion of Artificial Intelligence (AI) and hyperscale cloud computing, the pressure on the grid to provide reliable, massive loads is unprecedented. For developers and utilities, the challenge is no longer just finding land; it is finding land with power . To meet this challenge, LandGate is pleased to announce a significant leap for
Dec 15, 20253 min read


This Week in Data Center News: 12.15.2025
The data center industry is facing a critical inflection point, with the pursuit of Artificial General Intelligence (AGI) driving expenditure into the trillions while simultaneously exposing vulnerabilities in financing, supply chains, and local regulatory environments. This week’s headlines underscore the extreme capital commitments required for AI-scale infrastructure alongside the significant development risks and the continued push for specialized cooling innovations. IBM
Dec 15, 20254 min read


Understanding Grid Stations, Substations, and Switchyards in Power Systems
For energy developers, understanding the distinctions between grid stations, substations, and switchyards is essential to effectively plan and manage energy infrastructure.
Dec 13, 20255 min read


Power-First Data Centers in 2025: How Grid Constraints Are Repricing Land, Leases, and Revenue
In 2025, the U.S. data center boom isn’t being held back by demand; it’s being held back by power. Everyone wants more computing power, but projects hit the same wall of grid constraints: substation capacity, crowded interconnection queues, and transmission upgrades that can take years, shrinking the number of sites that can actually get energized on schedule. The successful developers aren’t just the ones with the biggest checks but they’re the ones who lock in land with rea
Dec 12, 20254 min read


LandGate's "Behind the Meter" Natural Gas Data is Fueling the AI Energy Demand
The Artificial Intelligence (AI) revolution has created an unprecedented surge in energy demand, driven by hyperscale data centers that require massive, reliable, and often redundant power. This and other major industry investments have intensified the focus on natural gas power plants as a critical, scalable solution to complement renewables. However, data center developers assessing natural gas face two major obstacles: understanding where and how much is available, and the
Dec 9, 20254 min read


Unlocking the Potential of Data Centers and Fiber Optics
Today, the value of a parcel is increasingly dictated by what lies beneath the soil: high-capacity fiber optics. For the modern data center developer, a site without a clear path to multi-terabit connectivity isn't just a challenge- it’s a liability.
Dec 9, 20255 min read
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