Why Would A Data Center Come To Your Neighborhood?

Why Would A Data Center Come To Your Neighbor...

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Vertical Integration Is Back

For the past several decades, the dominant playbook was globalization and specialization. Companies outsourced components to the lowest-cost producer, often halfway around the world. Supply chains became long, complex, and highly optimized for cost.On paper, it made perfect sense ...  Show more

My December Fed Prediction Came True

Today’s show is sponsored by The Cost Segregation Guys. If you own investment real estate and haven’t looked seriously at cost segregation, you could be leaving significant tax savings on the table. The Cost Segregation Guys help investors accelerate depreciation, improve near-te ...  Show more

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The state of play of data center development
Catalyst with Shayle Kann

The future of the grid increasingly hinges on where and how data centers get built. To forecast the kind of power infrastructure we need to meet AI’s growing appetite, we first need to understand a laundry list of variables: data center size, workload type, latency, reliability — ...  Show more

Hungry Like the Wolf: Data centers and new power-intensive tech
The Weekly Take from CBRE

The rapid growth of digital infrastructure like AI, edge computing, virtual reality and private clouds is making data centers—once an underappareciated niche—into an increasingly important commercial real estate sector. DigitalBridge CEO Marc Ganzi and CBRE’s Pat Lynch share insi ...  Show more

Data Center Dynamics: AI and Energy Demand
Switched On

Energy-hungry data centers are on the rise. Power demand driven by artificial intelligence has been met by an increase in power purchase agreements (PPAs) for low-carbon energy. Meanwhile, DeepSeek has reduced demand through more efficient computations. So what is driving decisio ...  Show more

The potential for flexible data centers
Catalyst with Shayle Kann

Tyler Norris says regulators have been getting two different stories. On one side, they’ve been hearing that data centers are largely inflexible loads. On the other, last year the U.S. Department of Energy recommended data center flexibility, and EPRI launched its DCFlex initiati ...  Show more