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AT&T, AWS, & Fiber Connectivity for AI-Ready Development
In a groundbreaking move for the future of enterprise AI, AT&T and Amazon Web Services (AWS) recently announced a collaboration to deliver "AWS Interconnect – last mile." This partnership aims to bridge the gap between on-premises business environments and the cloud by embedding AT&T’s fiber and 5G connectivity directly into AWS workflows. As businesses shift from AI experimentation to full-scale production, the demand for "flatter" networks and ultra-low latency is skyrocke
3 days ago3 min read


Project Loon: Google’s Hermantown Data Center Through a Developer Lens
The secret is out. After months of speculation surrounding “Project Loon,” Google has officially been revealed as the developer behind the proposed $650 million data center campus in Hermantown, Minnesota. While local headlines focus on community pushback and environmental lawsuits, energy and data center developers should be looking at the "why" behind the site selection . In a market where power is the ultimate currency, the Hermantown project is a masterclass in infrastruc
Mar 44 min read


Understanding the Load Project Supercycle
In the rapidly evolving energy landscape, the term “Load Projects” has shifted from a technical niche to a primary driver of the U.S. electrical grid’s future. For decades, grid planning focused almost exclusively on “Generation”—the act of getting power into the wires. Today, the challenge has flipped. The explosion of AI data centers, gigafactories, and industrial electrification has created a "power-first" real estate market where the ultimate prize is not the land itsel
Feb 274 min read


Comparing Electric Planning Areas: The Grid-First Approach to Site Selection
The North American grid is divided into three major synchronous interconnections: Eastern Interconnection, Western Interconnection, and ERCOT (Texas). Within those, many RTO/ISO regions serve as large planning jurisdictions (CAISO, PJM, MISO, ISO-NE, SPP, etc.).
Feb 236 min read


LandGate’s New Battery Storage Analysis Tool: Instant Intelligence for BESS Site Selection
The Battery Energy Storage System (BESS) market is experiencing significant growth. LandGate has launched its Battery Storage Analysis tool, which is designed to provide automated, engineering-grade Battery Storage Due Diligence Reports instantly.
Feb 164 min read


AI-Driven Site Selection for Data Centers and Energy: LandGate’s AI Data Agent
The future of infrastructure is being built by developers who can query the grid as easily as they query a search engine. By unifying proprietary data with natural language access and secure architecture, LandGate provides the high-fidelity intelligence layer required for precise capital deployment.
Feb 103 min read


Weekly Data Center News: 02.02.2026
The first week of February 2026 reinforces a deepening divide in the data center landscape. We are witnessing a "tug-of-war" between monumental capital raises for hyperscale capacity and a localized "emergency brake" on new developments. For developers, the message is clear: while the financial appetite for AI infrastructure remains insatiable, the path to execution is increasingly blocked by community pushback and regulatory pauses. Success in this quarter will require a sop
Feb 23 min read


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
Jan 309 min read


Mapping Retired Coal & Nuclear Sites for Data Centers
The AI boom is pushing data center development into overdrive, but the biggest constraint isn’t land availability- it’s power. For hyperscalers and developers alike, securing sufficient interconnection capacity has become the longest, most expensive, and most uncertain part of the development timeline.
Jan 296 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
Jan 263 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


Illinois Doubles Down on Renewables: Clean and Reliable Grid Affordability Act
The landscape for renewable energy in the Midwest just underwent a seismic shift. On January 8, 2026, Governor JB Pritzker signed the Clean and Reliable Grid Affordability (CRGA) Act into law- a landmark piece of legislation that solidifies Illinois as the national vanguard for clean energy and grid modernization.
Jan 94 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 16, 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


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
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