New & Noteworthy

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

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