MARKET INTELLIGENCE FEED

DCD's James Raddings, Sebastian Moss, Charlotte Trueman, and Paul Lipscombe break down and examine the most significant developments in the data center sector over the past month.

A Cast AI report finds low GPU, CPU, and memory utilization across enterprise Kubernetes clusters.

Takes capacity in Datacentre220 facility

Battery energy storage system developers are encouraged to prioritize early-phase permitting and community acceptance, as local opposition is increasingly viewed as a leading financial risk for projects.

State regulators could require utilities such as PPL Electric, PECO Energy and FirstEnergy to integrate ATTs into proposed projects. Similar laws have been signed in at least nine states with more bills pending.

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It doesn’t take a Columbo or a Holmes to uncover financial fraud in real estate, because artificial intelligence is on the case. As rental and mortgage fraud is a growing problem — in part due to AI — owners and proptech entrepreneurs are increasingly applying the technology to stem the tide. Overall, U.S. consumers reported […]

Revenue jumped in part due to the AI boom, while geopolitical uncertainty boosted the outlook for electrified, digitized building systems, executives said on the company’s first-quarter earnings call. 

Elevate Development Partners has secured $116 million of acquisition and construction financing to build a student housing complex serving Texas State University, Commercial Observer has learned S3 Capital supplied the loan for Elevate Development’s 260-unit McLain project in San Marcos, Texas, steps from the Texas State campus. The deal marks an e

Enphase Energy has detailed the architecture of its IQ Solid-State Transformer (IQ SST), a distributed power conversion system designed to supply regulated 800 VDC power to AI data center infrastructure.

Global corporate funding in the solar sector reached $11.1 billion in the first quarter of 2026, with debt financing at its highest level in more than 10 years, says Mercom Capital Group.

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The data center industry has a messaging problem. Not because it lacks strong fundamentals, but because it keeps answering the wrong question. When a project is proposed, the industry responds with national statistics: trillions in GDP contribution, millions of jobs supported, and billions in tax revenue generated. These numbers are not wrong, but

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The CEO of ChargeScape, a joint venture formed by major automakers, shares how utilities are piloting vehicle-to-home and vehicle-to-grid programs, which enable EVs to support the power grid.

Global investment giant Hines is getting back into the office investment market in the UK and Europe. A clear divergence is emerging across Europe's office markets, with tenant demand concentrated on high-quality buildings, shifting the market toward...

He wrote the book on real estate law … literally. If you had told shy, young Stuart Saft, son of a World War II hero father and a hardworking secretary mother, that one day he would be a practice group leader at one of the most prestigious law firms in the world and a Yoda-like […]

Washington is accelerating AI data center development while enforcing a new rule: hyperscalers must fund the power, transmission, and infrastructure required to support it, resetting how projects are built, financed, and approved.

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We look at some of the latest data center developments announced over the past month.

IBM is betting that the next phase of enterprise AI will be defined less by models and infrastructure and more by the software layer that connects them.

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