Microsoft, Alphabet, and Meta shifted from spending to time-to-energy, how fast they can power buildings. Why access to power is now the binding constraint, and how owners can borrow the playbook.
A federal deadline forced grid operators to disclose how little spare power exists and to speed large-load connections. What the filings mean for power costs, who connects first, and onsite generation.
JLL finds power is now a primary driver of property value, with high-power leases renting up to 49% higher. Why that lands hard as $875 billion in CRE debt matures, and how distributed energy answers both.
Federal regulators ordered PJM to rewrite its rules to connect data centers faster. Why the move could ease the grid backlog for everyone, or let the largest users claim scarce capacity first.
59% of real estate leaders expect AI to transform building operations, but only 36% have scaled it. Why the gap is about connected data, not software, and the project that shows the right order.
Investors paid $1 billion for 38 warehouses partly on a 15% data center-related leasing share. Why AI demand now spills into ordinary industrial space and makes grid capacity an underwriting variable.