LandGate Resources

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

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.

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

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

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

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.

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.

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.

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

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

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

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

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

The relentless pursuit of AI compute capacity continues to be the dominant narrative, but this week, the industry is grappling with intensifying regulatory and public resistance , even as new technologies emerge to support the power grid. Financial markets affirmed their bullish stance on digital infrastructure with a significant investment deal, while a major outage highlighted the critical importance of operational redundancy. Nationwide moratorium demanded by environmental

Siting data centers  has become increasingly complex as developers contend with limited available offtake capacity  on regional electric grids. In many high-demand markets, even where adequate generation exists, incremental load from large offtakers can trigger network constraints, curtailment, and reduced deliverability. As a result, many regions with active data center development already exhibit minimal headroom without substantial transmission upgrades. Accurately forecas

The beginning of December 2025 highlights the data center industry’s critical focus on power at every level from hyperscale site selection to grid resilience and next-generation power sources. This week's developments underscore the aggressive capital investment required for AI infrastructure, but also the immediate, high-stakes consequences when power and cooling systems fail. The message remains consistent: scale is mandatory, but operational redundancy and power innovation

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

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

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

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