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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
Nov 215 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


A Brownfield Framework for Monetizing Non-Producing Oil & Gas Assets as Renewable Energy Sites
The energy transition presents a critical challenge and a massive opportunity  for the traditional oil and gas (O&G) sector. As global energy consumption shifts toward decarbonization, holders of non-producing (or fully abandoned) O&G assets, including land, surface infrastructure, and existing rights-of-way, are increasingly faced with the risk of stranded assets . This analysis provides a strategic framework for utility-scale energy developers to assess and monetize these u
Nov 135 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
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