Front-end AI network spend is growing at a near-40% CAGR as workloads shift from training to inference — and the colocation site that was right for your last deal may not fit the next one.

Maryland says ratepayers face $823M in data center transmission costs over a decade; PJM-wide, $4.36B was socialized in 2024 alone. Here is what the FERC fight means for buyers.

NERC’s new computational-load reliability standards cleared final ballot on Oct. 15, 2026, bringing any site over 50 MW under mandatory grid rules for the first time. Here’s what it means for your next build or lease.

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.