Insights

Insights & Knowledge Center

General perspectives from the company on AI data center development, land, power and digital infrastructure topics.

Insight

Why Power Availability Defines the Future of AI Data Center Development

Compute growth is colliding with grid constraints. The next decade of AI infrastructure will be defined by where power can actually be delivered.

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Insight

From Industrial Land to AI Infrastructure: What Makes a Site Viable?

Not every industrial parcel is a candidate. A discussion of what separates viable sites from the rest.

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Insight

The Role of Joint Ventures in Digital Infrastructure Development

JVs remain a primary structuring tool for aligning land, capital, expertise and operations.

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Insight

How AI Workloads Are Changing Data Center Site Selection

GPU-dense workloads have rewritten power density, cooling and substation requirements.

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Insight

Energy, Land and Fiber: The Three Pillars of Data Center Readiness

A site is only as developable as its weakest pillar — and the order in which you assess them matters.

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Responsible Development in the Age of High-Density Compute

What responsible development means when projects are large, energy-intensive and community-visible.

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Insight

Why AI Data Centers Require a Power-Led Development Strategy

Why traditional real-estate-first thinking does not work for high-density compute.

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Insight

How Site Origination Creates Value in Digital Infrastructure

Origination is the first — and often most undervalued — step of credible infrastructure development.

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Important noticeInsights are provided for general informational purposes only. They do not constitute investment advice, financial advice, legal advice, tax advice, an offer, a solicitation or a recommendation.