

Q3 2025 Data Center Activity Report
The U.S. data center sector continued its rapid expansion in Q3 2025, driven by the explosive growth of artificial intelligence (AI), cloud computing, 5G, and digital services. Total energy consumption reached an estimated 250 terawatt-hours, roughly 11% of national electricity usage. With a 9GW in planned projects seen over this quarter in Northern Virginia alone, data center development is expected to exceed 30GW by the end of the decade. Despite unprecedented construction


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) Â volatility at specific nodes is essential for assessing where a project can achieve optimal financial re


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


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. Both require vast acreage, robust infrastructure, and specific environmental conditions, creating a complex challenge for landowners, developers, and investors alike: determining the "highest and best use." Traditional land valuati


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






















