Author name: Raajeev Ratra

Private equity now drives 72% of U.S. data center deal value, and the largest-ever acquisition hit $40 billion in 2025. Here’s what ownership consolidation means for your lease.

A Georgia Tech study of municipal bond trades found each new data center within 25 miles raises a neighboring town’s borrowing costs by about 10 basis points — a signal buyers should be pricing into site selection before they sign.

Google and the DOE committed $8.5B in October to uprate existing reactors for 890+ MW of new capacity — here is what the fastest-growing nuclear power strategy means for data center buyers.

A 31 MW battery let one Oregon data center skip years of grid wait, as the AI-era battery storage market heads toward $21 billion by 2036.

The AI optical transceiver market hit $26B in 2026, but demand still outruns supply by ~30% and lead times on key modules now exceed 50 weeks — here’s what capacity buyers need to plan for.

AI data center financing has shifted from equity to private credit and bond markets, with $570B in AI-linked bonds priced in 2026 alone. Here is what buyers should ask before signing a lease.

Morgan Stanley projects U.S. data centers will face a 32 GW power shortfall through 2028 — about 34% of planned buildout needs. Here’s what it means for capacity buyers.

Nvidia, OpenAI, Oracle and CoreWeave are backing a roughly $745B web of mutual deals — here is what that circular financing means before you sign a long-term capacity lease.

Local opposition blocked or delayed $130 billion in U.S. data center projects in Q1 2026 alone, and New York just signed the nation’s first statewide moratorium — here’s what buyers need to underwrite now.

The average U.S. data center project now costs $1.18B, up 2.3x in a year. Here’s what’s driving it and how buyers should restructure contracts to avoid eating the overrun.