Market Intelligence
Market intelligence, strategy frameworks, and advisory perspectives for enterprise data center leaders.
8 perspectives
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 ↗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 ↗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 ↗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 ↗Not all data center assets are created equal. A framework for evaluating brownfield acquisitions beyond the standard real estate metrics.
Read the perspective ↗Try a different term or browse all categories.
Get started
Asset owner, capacity seeker, or investor:
start a conversation.