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.

Microsoft, Alphabet, Amazon and Meta now report $149B in depreciation against roughly $700B in 2026 AI infrastructure capex. Here is what that $285B-a-year gap means for anyone signing a GPU lease or colocation contract.

A January 2026 BIS rule shifted H200 and MI325X license review to case-by-case, added a 25% export duty, and opened a new UAE carve-out — here’s what the new chip export regime means for where buyers can build and which GPUs they can actually get.

Georgia’s data center tax exemptions will cost $2.5 billion in FY2026 — 664% above projections — as Virginia, Ohio, Arizona and Illinois move to freeze or claw back similar breaks.

Data center ABS issuance is on pace to hit roughly $61B in 2026, up from $15.5B in 2025, after an August SEC exemption eased disclosure rules. Here is what the securitization boom means for anyone signing a long-term lease.

PJM wants FERC’s approval to curtail large data centers before other customers during emergencies — and ERCOT modeling shows flexibility could save $5.5B a year at 40 GW of load. Here’s what buyers need to negotiate.

Ohio and Virginia now lock data centers into 85% minimum-take power contracts for 12-14 years, with Virginia requiring $1.5M per MW in collateral — here’s what it means for your next capacity deal.

Data center construction spending hit $98.5 billion in 2026, but a 499,000-worker shortfall in skilled trades — not power or permits — is now the biggest threat to your delivery date.