Market Intelligence
Market intelligence, strategy frameworks, and advisory perspectives for enterprise data center leaders.
22 perspectives
Compare colocation, retrofit and new development against one workload, delivery milestone and commercial scope. Use evidence, responsibilities and fallback options to narrow the shortlist.
Read the perspective ↗A practical checklist for assessing a data center power-delivery date: capacity definitions, utility conditions, equipment, facility readiness and unresolved dependencies.
Read the perspective ↗Sightline Climate projects 30–50% of the 16 GW slated for 2026 delivery will not come online. With only 5 GW currently under construction and U.S. colocation preleasing at 81.5%, enterprises that treat an…
Read the perspective ↗The data center industry is fracturing into two distinct asset classes with fundamentally different power architectures, cooling requirements, and capital profiles. For enterprises deciding between build,…
Read the perspective ↗Power scarcity has fundamentally repriced existing data center assets. With 11 GW of announced capacity stuck in the development pipeline and interconnection queues adding years to new builds, owned infra…
Read the perspective ↗Interconnection risk has moved from footnote to deal-defining variable in data center M&A. With 11 GW stuck in announced-stage limbo and moratorium proposals active in at least 11 states, acquirers are un…
Read the perspective ↗Enterprise AI is shifting from DIY builds to integrated ‘AI factory’ stacks. Recent ecosystem moves show why operating model, governance, and power risk now matter as much as compute.
Read the perspective ↗Power has always been an input to data center economics. In 2026, it is the underwriting variable. Capital continues to chase AI and cloud demand. But the market is now pricing a different scarcity than i…
Read the perspective ↗If you are sourcing AI-ready capacity in 2026, your primary constraint is no longer real estate or capex. It is power that can be delivered on time, at a predictable cost, under a rate structure you can l…
Read the perspective ↗Power constraints and tighter capital markets are reshaping data center asset values. Here is what the Vertiv-Generate Capital deal signals for enterprise owners in 2026.
Read the perspective ↗For most organizations, selling their data center is not a retreat from technology — it's a move toward agility, capital efficiency, and future readiness.
Read the perspective ↗Enterprise data center divestiture is accelerating. Why the mid-range segment is the most compelling opportunity most advisors aren't covering.
Read the perspective ↗Northern Virginia and Phoenix are saturated. Where the next wave of demand is actually landing — and why it matters for buyers and sellers alike.
Read the perspective ↗Traditional colocation procurement won't work for AI workloads. Here's how to build a strategy that accounts for density, power, and growth.
Read the perspective ↗National vacancy figures mask dramatic regional variation. Here's what the data actually shows — and what it means for capacity planning.
Read the perspective ↗Not all data center assets are created equal. A framework for evaluating brownfield acquisitions beyond the standard real estate metrics.
Read the perspective ↗Key considerations for GPU clusters, liquid cooling requirements, and power density when evaluating data center providers for AI infrastructure.
Read the perspective ↗A comprehensive breakdown of $/kW, NRC, MRC, and other pricing components to help you compare provider quotes accurately.
Read the perspective ↗Hidden costs in colocation contracts and how to factor them into your total cost of ownership calculations.
Read the perspective ↗Comparing AWS Direct Connect, Azure ExpressRoute, and Google Cloud Interconnect options for hybrid infrastructure.
Read the perspective ↗Technical requirements, cooling considerations, and provider capabilities for high-density deployments.
Read the perspective ↗Expert advice on securing favorable terms in your next colocation agreement, from pricing to flexibility provisions.
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