Market Intelligence
Insights & Analysis
Market intelligence, strategy frameworks, and advisory perspectives for enterprise data center leaders.
- Market Thesis9 min
Half the Pipeline Won’t Materialize: What the 2026 Data Center Outlook Means for Enterprise Buyers
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 announced capacity as a…
- Enterprise10 min
AI Factories vs. General-Purpose Data Centers: Why the Split Changes Everything for Enterprise Strategy
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, buy, lease, or sell, treating these as interchangeable infrastructure is…
- Market Thesis9 min
The Sale-Leaseback Calculus in a Power-Constrained Market: Why Your Data Center May Be Worth More Than You Think
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 infrastructure with secured grid connections commands a…
- Market Thesis9 min
Grid Scarcity Is Reshaping Data Center M&A: The New Interconnection Risk Premium
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 underwriting power access with the…
- Partnerships6 min
The Enterprise AI Factory Stack Is Consolidating (and That’s a Good Thing)
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.
- Market Thesis6 min
M&A in the Age of Grid Scarcity: Why Interconnection Risk Is Now the Deal Model
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 it…
- Enterprise7 min
Enterprise Playbook: How to Buy AI Data Center Capacity When Power Is the Constraint
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…
- Market Thesis6 min
What the Vertiv-Generate Capital Play Signals About Data Center Monetization in 2026
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.
- Market Thesis12 min
Why Enterprises Should Consider Selling Their Data Center
For most organizations, selling their data center is not a retreat from technology — it’s a move toward agility, capital efficiency, and future readiness.
- Market Thesis8 min
The Brownfield Window Is Closing
Enterprise data center divestiture is accelerating. Why the mid-range segment is the most compelling opportunity most advisors aren’t covering.
- Execution9 min
Why Tier-2 Markets Win the AI Infrastructure Race
Northern Virginia and Phoenix are saturated. Where the next wave of demand is actually landing — and why it matters for buyers and sellers alike.
- Enterprise8 min
Building an AI-Ready Colocation Strategy
Traditional colocation procurement won’t work for AI workloads. Here’s how to build a strategy that accounts for density, power, and growth.