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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General perspectives from the company on AI data center development, land, power and digital infrastructure topics.
Insight
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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Not every industrial parcel is a candidate. A discussion of what separates viable sites from the rest.
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JVs remain a primary structuring tool for aligning land, capital, expertise and operations.
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GPU-dense workloads have rewritten power density, cooling and substation requirements.
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A site is only as developable as its weakest pillar — and the order in which you assess them matters.
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What responsible development means when projects are large, energy-intensive and community-visible.
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Why traditional real-estate-first thinking does not work for high-density compute.
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Origination is the first — and often most undervalued — step of credible infrastructure development.
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