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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 21, 20255 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 19, 20253 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 13, 20255 min read


Vetting Rights for Hyperscale Data Centers & Co-Located Utility-Scale Power
Hyperscale data centers are the engine of the global digital economy. Their massive, non-stop power demand requires dedicated, utility-scale renewable energy generation ( Solar and BESS ) to be built either adjacent to or in close proximity to the facility. This colocation model is critical for achieving net-zero goals, ensuring uptime, and managing power costs. However, the sheer size and speed of hyperscale deployment intensify every aspect of land acquisition. Developers
Nov 12, 20253 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 11, 20255 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 4, 20254 min read


This Week in Data Center News: 11.3.25
This week in data center news, the relentless demand for AI infrastructure is fundamentally reshaping the market, driving massive investments, key acquisitions, and unprecedented technological shifts for developers. The necessity of advanced cooling and power took center stage: Eaton Corp's nearly $10 billion acquisition of Boyd Thermal signals a major consolidation around liquid cooling solutions . Simultaneously, the urgent need for high-density power is being met by inno
Nov 4, 20256 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 31, 20255 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 27, 20255 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) volatility at specific nodes is essential for assessing where a project can achieve optimal financial re
Oct 21, 20253 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 20, 20256 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 13, 20256 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 state confirms what many developers already suspected: data center investments are powerful catalysts for regional economic growth, far exceeding initial job estimates and creating a multi-billion-dollar ecosystem. For data center developers seeking the next scalable, de-risked site, Ohio offers a compelling case study on the financial power of
Oct 9, 20253 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 8, 20253 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 26, 20256 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 22, 20255 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 22, 20253 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 18, 20253 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 land are often the primary focus, the "C" in that equation—connectivity—is becoming the ultimate differentiator. Enter dark fiber. What Is Dark Fiber? Think of dark fiber as the ultimate in private connectivity. While a managed, or "lit," fiber service is like leasing a lane on a highway with a speed limit, dark fiber is the unpaved road y
Sep 16, 20254 min read


This Week in Data Center News 9.15.25
This week in data center news, we're seeing major developments that highlight the industry's rapid evolution, from massive new projects...
Sep 15, 20253 min read
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