Industry Insights

U.S. Data Center Construction Digest – June 8, 2026 The dominant theme this week is not new campus announcements—it is the growing collision between AI-driven data center expansion and constraints…

U.S. Data Center Construction Digest The U.S. data center boom isn't slowing — but the conversation around it is shifting fast. Each week's headlines look less like a story about…

U.S. Data Center Construction Digest - May 11-17, 2026 This week’s activity was dominated less by new shovel-ready megaprojects and more by the backlash against them. The buildout continues, but…

U.S. Data Center Construction Digest April 27-May 4 Project & Development Activity Developer / Project Location Scale Investment & Timeline Status Notes Oppidan / Beaver Dam DC (second facility) Beaver…

U.S. Data Center Construction Digest - April 20-27, 2026 This week is less about flashy announcements and more about what’s moving versus what’s getting blocked. Construction is active, capital is…

The conversation around data center growth has shifted. It is no longer just about land, fiber, or even speed to build. Power has become the gating factor, and the rules…

U.S. Data Center Construction Digest – April 15, 2026 This week’s activity shows continued hyperscale acceleration, but the friction is getting louder—power constraints, permitting risk, and political pressure are now…

The power industry isn’t facing a demand problem. It’s facing an execution problem. Electricity demand is accelerating, driven by data center growth, electrification, and industrial reshoring, but the infrastructure required…

The data center industry has a power problem. Not a future problem - a right now problem. Across key U.S. markets, demand driven by AI and high-density compute is outpacing…

U.S. data‑center construction digest This week’s U.S. data center activity underscores a market increasingly defined by power availability, permitting friction, and AI-driven scale. Major land positions, giga-scale campus concepts, and…