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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
11 hours ago5 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
4 days ago4 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
5 days ago6 min read


Calculating Land Lease Rates for Utility-Scale Projects in High-Demand Zones
The surge in renewable energy demand has transformed specific geographic areas into "High-Demand Zones" (HDZs) —regions critical for utility-scale projects due to superior solar insolation, wind resources, or proximity to transmission infrastructure. In these HDZs, calculating a fair and financially sound land lease rate is no longer a matter of simple comparable sales. It requires a sophisticated, data-driven analytical framework  that accounts for true project value, risk,
Nov 44 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


Quantifying Battery Energy Storage Arbitrage Potential: A Locational Analysis
The economic viability of Battery Energy Storage Systems (BESS) is fundamentally dependent on location. As BESS assets increasingly participate in wholesale electricity markets (providing grid resilience, peak shaving, and energy arbitrage) developers require granular, data-driven tools to accurately forecast revenue streams. Analyzing the Locational Marginal Price (LMP) Â volatility at specific nodes is essential for assessing where a project can achieve optimal financial re
Oct 214 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


Comparing Existing Wind Lease Economics Against New Site Potential
The wind energy landscape in the U.S. is maturing, and with a significant portion of early-era wind farms approaching 20-30 years of...
Oct 104 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


Using Site Intelligence to Conquer Interconnection Queue Costs
The booming demand for new energy infrastructure—from utility-scale solar and wind to power-hungry data centers —is exposing the...
Oct 83 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


Exploring Battery Arbitrage: A Comprehensive Guide
Battery arbitrage represents one of the most promising revenue streams in the modern energy market. This strategy involves storing...
Sep 266 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


Dark Fiber & Data Center Site Selection
In the race to build the next generation of data centers, success hinges on three things: power, land, and connectivity . While power and...
Sep 163 min read
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