When Virginia Taxes the Power, the Servers Move to Missouri
As the old hubs raise the cost of electrons, AI capital is rerouting to markets where the grid still says yes.
CRE 360 Signal Editorial Desk·Jul 16, 2026
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Data Centers
Digital infrastructure & power
Newsletters on this beat
Data Centers Signals
New York Becomes the First State to Put a Wall Around Data Centers
Hochul's executive order pauses permitting for any hyperscale site drawing 50 megawatts or more.
CRE 360 Signal Editorial Desk·Jul 15, 2026
When Virginia Taxes the Power, the Servers Move to Missouri
As the old hubs raise the cost of electrons, AI capital is rerouting to markets where the grid still says yes.
CRE360 Editorial Desk·Jul 14, 2026
New York Becomes the First State to Put a Wall Around Data Centers
Hochul's executive order pauses permitting for any hyperscale site drawing 50 megawatts or more.
CRE360 Editorial Desk·Jul 14, 2026
An Ex-Bitcoin Miner Just Signed a $19 Billion AI Landlord Lease
TeraWulf's 20-year Anthropic lease turns contracted revenue into the underwriting.
CRE 360 Signal Editorial Desk·Jul 12, 2026
The Data-Center Bill Comes Due: Taxes, Grid Orders, and a Voter Ban
Policy — not power supply — is now the variable reshaping digital-infrastructure underwriting.
CRE 360 Signal Editorial Desk·Jul 7, 2026
The Gigawatt Era Is Here — and Power, Not Land, Now Picks the Site
Stargate Abilene crosses 1 GW as FERC forces grid operators to answer for hyperscale load.
CRE 360 Signal Editorial Desk·Jul 6, 2026
Data-Center Financing Just Hit Investment-Grade Bond Scale
Fleet closed $4.6B in secured notes for a Nevada campus that's already 100% pre-leased for 16 years.
CRE 360 Signal Editorial Desk·Jul 5, 2026
Blackstone Cashes Out, Digital Realty Buys In — $7.8B Changes Hands
A 288-MW Northern Virginia sale shows stabilized data centers are now a tradable institutional asset.
CRE 360 Signal Editorial Desk·Jun 30, 2026
A $3.6 Billion AI Campus Lands in Rural Louisiana — Power Goes Where Texas Can't
Applied Digital's 300-MW Delta Forge campus shows compute migrating to wherever firm power is fastest.
CRE 360 Signal Editorial Desk·Jun 28, 2026
Microsoft and Chevron Bet 2.67 Gigawatts on West Texas Compute
A 20-year power deal puts energy — not land — at the center of the data-center trade.
CRE 360 Signal Editorial Desk·Jun 26, 2026
Texas Builds a Triage Line for the Grid as Data Centers Swamp the Queue
ERCOT's “Batch Zero” sorts 226 GW of large-load requests against a 92 GW grid.
CRE 360 Signal Editorial Desk·Jun 25, 2026
The Data Center Constraint Is No Longer Demand — It's Power
Crusoe touts ~5GW of contracts but pauses a 1.8GW Wyoming campus, as the grid — not tenants — sets the ceiling.
CRE 360 Signal Editorial Desk·Jun 23, 2026
AI Is Now The Biggest Tenant In America's Industrial Market
Data-center-linked tenants signed 27% of all new manufacturing-space leases in Q1 — industrial absorption is now a derivative of AI capex.
CRE 360 Signal Editorial Desk·Jun 23, 2026
Blackstone Builds a Public Door Into the AI Boom
The largest alternative manager is packaging stabilized hyperscale data centers into a public REIT — turning AI infrastructure into a tradable asset class.
CRE 360 Signal Editorial Desk·Jun 1, 2026
A Zoning Notice Just Killed a $24.7B Data Center.
Virginia's appellate ruling reset the entitlement risk floor for every hyperscale developer in America.
CRE 360 Signal Editorial Desk·May 3, 2026
POWER, POLICY, AND PROJECT RISK CONVERGE
Why data center projects stall after securing power—and how timing, deliverability, and electrical coordination quietly kill otherwise approved developments.
Omid Shahbazian·Feb 2, 2026
Arizona ACC upholds TEP data‐center contract
Regulators reject rehearing requests, backing negotiated utility contract for large data-center load with safeguards against ratepayer risk.
CRE 360 Signal Editorial Desk·Jan 26, 2026
Kansas City tightens data‐center zoning
Institutional capital quietly pivots into private credit as banks retreat, signaling where CRE financing power is shifting next.
CRE 360 Signal Editorial Desk·Jan 20, 2026
ERCOT Faces a Surge in Large‐Load Requests
Data center demand floods ERCOT queues, forcing new interconnection rules that reshape timelines, costs, and execution risk for developers nationwide
CRE 360 Signal Editorial Desk·Jan 20, 2026
Power, Compute, and Basis: Capital’s New Infrastructure Playbook
Cloud and AI tools target forecasting accuracy and grid reliability
CRE 360 Signal Editorial Desk·Jan 13, 2026
Microsoft, MISO Partner to Modernize Midwest Power Grid Operations
Cloud and AI tools target forecasting accuracy and grid reliability
CRE 360 Signal Editorial Desk·Jan 8, 2026
Vantage Locks On-Site Power as Data Center Grid Pressures Mount
A five-year plan targets 1GW of self-generated power for hyperscale expansion.
CRE 360 Signal Editorial Desk·Jan 8, 2026
Grid Queues Reshape Power Timelines for Data Centers
Interconnection sequencing overtakes construction as the real schedule driver
CRE 360 Signal Editorial Desk·Jan 8, 2026
Sun Belt CRE Set for Growth Amid Shifting Occupier Demands
Redevelopment of Potomac Overlook promises 1,775 homes, 200-room hotel, and expanded public green spaces, reshaping the local urban landscape.
CRE 360 Signal Editorial Desk·Jan 7, 2026
Data Centers Become Infrastructure Developers, Not Just Real Estate
Power access now dictates site value, delivery timelines, and deal viability
CRE 360 Signal Editorial Desk·Jan 6, 2026
U.S. Data Center Boom Accelerates Amid Regulatory Overhaul
Skanska and FlatironDragados JV expands airfield and terminal roadway upgrades, signaling new approaches to long-term infrastructure execution.
CRE 360 Signal Editorial Desk·Jan 5, 2026
Prince George’s County Pauses Data Centers After Landover Backlash
A zoning fight reshapes how infrastructure, equity, and growth collide
CRE 360 Signal Editorial Desk·Jan 5, 2026
AI Data Centers Are Redrawing America’s Power Reliability Map
Explosive compute demand is pressuring grids, accelerating storage, microgrids, and reform.
CRE 360 Signal Editorial Desk·Jan 5, 2026
SoftBank’s $4B Move Signals Shift in Digital Infrastructure Capital
Fluctuations in advertised rents and leasing activity are challenging long-held assumptions about rental resilience.
CRE360 Editorial Desk·Dec 30, 2025
Data Centers Build Power Plants to Bypass Grid Delays
On-site gas turbines emerge as fastest path to power AI infrastructure.
CRE360 Editorial Desk·Dec 29, 2025
U.S. House Advances Major NEPA Reform With Passage of the SPEED Act
House-passed SPEED Act targets NEPA timelines, litigation risk, and review scope to accelerate U.S. infrastructure approvals.
CRE360 Editorial Desk·Dec 26, 2025
Michigan’s Data Center Reckoning
Power, water, and governance risks collide as hyperscale development accelerates.
CRE360 Editorial Desk·Dec 24, 2025
Alphabet’s $4.75B bet on clean power capacity
Alphabet’s agreement to acquire Intersect Power marks a structural shift in how hyperscalers think about data center growth.
CRE360 Editorial Desk·Dec 24, 2025
$10B Data Center Project Signals New Scale in Digital Infrastructure Development
Major capital commitments and engineering partnerships reflect evolving priorities in next-generation facility creation.
CRE360 Editorial Desk·Dec 23, 2025
‘Stargate’ Data Center Breaks Ground in Wisconsin
Midwest emerges as a critical AI infrastructure hub through a $15B hyperscale data center investment.
Omid Shahbazian·Dec 20, 2025
Data Center Growth Pressures U.S. Power Grid
PJM weighs new rules as demand outpaces generation.
CRE360 Editorial Desk·Dec 15, 2025
Data Centers Meet Zoning, Utilities, and Politics
Kansas City, MO and Palm Beach County, FL are early signals of a broader national recalibration in how data centers are regulated, approved, and perceived.
Omid Shahbazian·Dec 12, 2025
Banks Signal New Confidence as AI Compute Becomes Core Infrastructure
A major syndicate financing confirms AI data centers are now underwritten like long-horizon, utility-adjacent real estate—not speculative tech builds.
CRE360 Editorial Desk·Dec 4, 2025
A 900-MW Bet That Redefines the Future of Compute Infrastructure
Despite regulatory pressure and power scarcity, major players are locking in long-duration compute projects through the 2030s.
CRE360 Editorial Desk·Dec 4, 2025
Regulators Challenge AI-Driven Power Forecasts as Utilities Push Massive Grid Expansions
Utilities’ data-center load projections face rising skepticism, with regulators warning that inflated demand assumptions could trigger unnecessary generation buildouts and higher long-term costs for ratepayers.
CRE360 Editorial Desk·Dec 1, 2025
Logistics Liquidity vs Data Center Friction
Two signals from the same week show how capital behaves when asset classes mature and how it resists when infrastructure strains.
CRE360 Editorial Desk·Dec 1, 2025
Mortgage Software Cyber Incident Sparks Data Center Investment
High-profile mortgage software breach accelerates U.S. data center security spending, reshaping capital flows and vendor diligence across CRE and finance.
CRE360 Editorial Desk·Nov 24, 2025
AI Power Demand Reshapes Data Center Tenant Strategy
Surge in AI-driven power use leads U.S. data center operators to reconsider crypto mining leases and capital allocation priorities.
CRE360 Editorial Desk·Nov 19, 2025
Google’s $4B Texas Data Center Signals CRE Capital Divide
Multi-phase Google data center project underscores institutional tech capital’s divergence from traditional CRE development in Central US.
CRE360 Editorial Desk·Nov 18, 2025
CoreWeave’s $50B Data Center Bet Reshapes U.S. Market
AI-fueled capital surge accelerates institutional data center buildout, alters land, power, and regional pricing dynamics
CRE360 Editorial Desk·Nov 13, 2025
Data Center Expansion Firms Amid Metro Tech Demand, Q4 2025
Metro-level absorption and capex outpace national averages; institutional capital active.
CRE360 Editorial Desk·Nov 11, 2025
CoreWeave Q3 2025 Revenue Edges Up on AI Data Center Demand; Operating Margins Mixed
Revenue growth contrasts with varied profitability performance.
CRE360 Editorial Desk·Nov 11, 2025
Google Expands Data Center Capacity; Large Techs Drive Q4 Hyperscale Site Demand
Institutional capital focuses on hyperscale, while smaller operators see limited activity
CRE360 Editorial Desk·Nov 10, 2025
Amazon Acquires $87M Land for Data Center in Virginia
Institutional interest in data centers intensifies as land values soar in Northern Virginia.
CRE360 Editorial Desk·Nov 10, 2025
Value-Weighted Price Index Firms in Q3 2025, Equal-Weighted Lags; Metro Volumes Show Two-Speed Market
Mixed signals in capital markets highlight diverging asset performance.
CRE360 Editorial Desk·Nov 6, 2025
Industrial and Data Center CRE Investment Firms as Office, Retail Lag (Q3 2025)
Divergence in U.S. commercial real estate transaction volumes indicates sector-specific investment opportunities.
CRE360 Editorial Desk·Nov 6, 2025
Two-Speed Market: CRE Deal Volume Firms in Data Center & Industrial Sectors as Broader Activity Edges Down (Q3 2025)
Mixed signals in CRE as data centers and industrial outperform despite overall transaction decline.
CRE360 Editorial Desk·Nov 6, 2025
Chicago JV Flips Ex-CBOE Tower for $40M in Data Center Pivot
A $12M distressed office became a $40M data hub—proof that power now defines value.
CRE360 Editorial Desk·Oct 28, 2025
Mega Data Center JV Signals AI-Fueled Capital Surge
AI infrastructure crosses into institutional-grade real estate finance.
CRE360 Editorial Desk·Oct 22, 2025
AI Surge Triggers “Powered Land” Rush for Data Centers
Energy-ready land emerges as a new real estate asset class amid AI-driven power demand
Omid Shahbazian·Oct 16, 2025
AI Data Center Boom Risks Global Overbuild
Exploding construction costs force Miami developers to reprice projects, rethink feasibility, and cap leverage.
Omid Shahbazian·Oct 8, 2025
Fermi REIT’s $682M IPO Bets on AI Mega-Campus
Record IPO capitalizes on AI demand, but execution risks loom over phased Amarillo megacampus build.
Omid Shahbazian·Oct 2, 2025
Keppel DC REIT Expands with $555M Tokyo Data Center
15-year hyperscale lease underpins Keppel’s $555M Inzai acquisition at ~4% yield.
Omid Shahbazian·Sep 29, 2025
Power Costs Now Define PA Data Center Math
Expansion cements SE Wisconsin as a hyperscale hub, with spillover demand for industrial land, power, and supplier space.
Omid Shahbazian·Sep 22, 2025
Microsoft Expands Wisconsin AI Campus to $7B
Expansion cements SE Wisconsin as a hyperscale hub, with spillover demand for industrial land, power, and supplier space.
Omid Shahbazian·Sep 22, 2025