Published Commentary
Every Industry Eventually Learns a Shared Language. Data Centers Are Next.
One question has stayed with me since my last column on data center disclosure: How do standards emerge in an industry where every project is different?
For Data Centers, the Case for a Local Balance Sheet
Every data center project generates an enormous amount of information: engineering reports, environmental filings, utility dockets, tax incentive applications...
The New Stakeholder in Data Center Development
A new stakeholder has entered the data center development process. It does not appear on a cap table. It does not sign a lease. But it is now shaping outcomes as...
Secrecy Is Killing Data Center Deals
The data center industry does not have a communication problem. It has a transparency problem. Across the country, projects are being delayed, contested and...
If You Cannot Explain the Water, You Cannot Build the Data Center
Water has become the defining issue in the data center debate. Not because it is misunderstood, but because it is experienced locally, immediately and, in many cases...
Data Centers Need to Adopt a Baseline on Electricity Costs
The most dangerous issue in the data center debate is not land use or even water. It is electricity prices. When residential bills rise, projects do not get delayed. They get...
The Definition of Jobs in the Data Center Economy Needs to Shift
The most effective criticism of data center development is also the hardest to dismiss. These projects create fewer permanent jobs than other asset classes, often receive...
The Data Center Industry Is Measuring the Wrong Thing
The data center industry has a messaging problem. Not because it lacks strong fundamentals, but because it keeps answering the wrong question. When...
The Data Center Debate Is Missing the Point
The fastest-growing asset class in real estate is running into its first real constraint. Not capital. Not demand. Trust. As Maine enacts the nation’s first statewide moratorium...
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