Longer-form thinking on where the market goes.
153 white papers
showing 61–120 of 153
Thinking harder about cooling, power, and server-level redundancy
CBRE Investment Management examines the intersection of artificial intelligence deployment and real estate infrastructure demands, addressing market concerns and opportunities.
Prologis examines the community and economic benefits that data centers provide as infrastructure supporting digital transformation.
A power-first mindset amid AI at scale and aging infrastructure
Interview or commentary from DataBank's new CEO addressing artificial intelligence's impact on data center demand and strategy.
The new risk profile of digital infrastructure and a framework for the future
This is a viewpoint-commentary published by EdgeProp Malaysia in July 2026 addressing Malaysia's reconsideration of investment incentives in response to gaps in policy exposed by the data centre sector's expansion. The piece includes remarks from the Treasury secretary general on this topic.
Explore how hydrogen fuel cells can provide zero-emission backup power while helping unlock new data center capacity and resilience
A strategic framework to secure power and fast-track energization
The Lehigh Valley’s deep-seated manufacturing legacy has left it with ample access to power, but that doesn’t necessarily mean it is a good fit for the booming data center industry.
CEO Christian Hillabrant says towercos can help to ease some of the data center challenges
AI is becoming a practical tool in commercial real estate, helping owners, operators and investors improve efficiency amid rising costs and resource constraints. The strongest results are coming from structured, repetitive, data-heavy workflows where AI can automate routine tasks, surface insights faster and…
A West Texas-based entrepreneur with wastewater and natural gas assets positions the region as an ideal location for AI data center development, leveraging abundant cheap power and water infrastructure.
Analysis of evolving partnerships and strategic approaches between data center operators and utility companies to address energy demand and infrastructure challenges.
While building infrastructure is important, protecting its performance for the next twenty years is what truly creates value
Transitioning quantum computing from an experimental infrastructure to a true cloud service
Commercial projects depend on many systems working together, but few are as important as a reliable power supply. From warehouses and manufacturing sites to data centers and large mixed-use developments, electrical infrastructure affects when a building can open, how safely it can operate, and how well it can…
Morgan Stanley is leveraging hybrid bonds, private-credit vehicles, and chip-backed loans to position itself as a leading financier of data-center investments driven by AI infrastructure demand.
Not many proptech companies have been able to scale their technology to take advantage of the data center construction boom, but one that has cracked the code in servicing the sector’s gargantuan growth is OpenSpace. The San Francisco-based visual intelligence platform has worked on more than 1,000 data center…
Equinix whitepaper exploring the intersection of edge computing infrastructure and artificial intelligence deployment opportunities.
Ha Jung-woo, former presidential AI secretary, warns AI data centers risk burdening the public and should serve Korean industries rather than global big tech.
Wall Street banks including BlackRock and Morgan Stanley are emerging as key winners of the AI boom, arranging tens of billions of dollars in data center financing and reshaping capital markets.
Market commentary examining AI's leading role in real estate and broader economic trends amid inflationary pressures and interest rate dynamics.
Build reliable liquid cooling operations by improving monitoring, maintenance, and operational control for AI-ready data centers
KE chce potrojenia unijnej mocy centrów danych w perspektywie pięciu, siedmiu lat. Proponowane rozwiązania nie biorą pod uwagę końcowego zastosowania tej infrastruktury. Tymczasem lokalizacje data centers w Europie powinny to uwzględniać.
Exploration of how the 5th Industrial Revolution and AI adoption are reshaping real estate strategies and asset positioning.
Examines the paradox of artificial intelligence improving building energy efficiency while simultaneously increasing overall power consumption demands across real estate.
Analysis of investor interest in land with existing power infrastructure and utility connectivity as an emerging real estate opportunity.
This is a white paper published by Fitch Ratings examining risk considerations related to structured finance and project financing in the context of data center evolution at the national level.
This is a viewpoint-commentary published by Institutional Real Estate, Inc. in June 2026 examining loan market innovation in the context of data centre financing. The piece addresses how developments in the lending market may create opportunities within the data centre sector.
Article • Valuation
This is a viewpoint and commentary published by Cushman & Wakefield in July 2026 examining the intersection of artificial intelligence and the Australian commercial real estate market across office, industrial, retail, and data center sectors.
Article • Technology
Insights • Sustainability / ESG
Explores how securing community and stakeholder approval has become a strategic differentiator for data center developers.
An overview of the data center real estate investment sector covering market landscape, investment opportunities, challenges, and title insurance considerations for developers and investors.
Rapid AI-driven data center growth is colliding with US power system constraints and community push-back amidst a fragmented policy landscape, raising risks for developers across the full project…
A viewpoint piece examining misconceptions about data center development and the persistent market opportunities in the sector.
And why organizations need to understand how to deliver the best security for their data…
Cushman & Wakefield research guide on cost metrics and development economics for data center construction and operations in the United States.
Article examining methane-powered solutions as a potential approach to address data centre capacity constraints in the United Kingdom.
In the age of AI, land with access to power, water, and infrastructure is highly sought after. The post The Helios Story: From Bitcoin Mine to Data Center appeared first on Texas Real Estate Research Center .
C&W executive Andrew Fray provides commentary on Spain's projected expansion of data center infrastructure capacity over the coming seven years.
Green Street announces expansion of its infrastructure research coverage to include infrastructure debt, transport, and data center assets.
With data centers growing at unprecedented levels, the question remains: How will they be powered to fit future needs? This year, global power demand for data centers is estimated to reach 132 gigawatts, and by 2030, it is predicted to climb to 290 gigawatts. Texas,...
AFIRE Summit #19 featured analysis of Gulf family office investment strategies shifting toward U.S. logistics, data centers, and housing sectors.
Morningstar DBRS examines geopolitical and terrorism risk exposure in global data center infrastructure and its impact on structured finance deals and credit performance.
Cushman & Wakefield analysis examining the economics of AI data center operations, focusing on cost per token as a key metric beyond traditional power consumption measures.
Cushman & Wakefield examines how data centre infrastructure must evolve to meet the rapidly escalating power and cooling demands driven by GPU-intensive artificial intelligence workloads.
Analysis of how artificial intelligence will influence commercial real estate demand and returns across sectors, with particular attention to both beneficiaries and challenged property types.
Capital Economics shares insights and outlook perspectives on alternative real estate assets drawn from client roundtable discussions.
AEW research examines the investment thesis and opportunities for data center REITs across Asia Pacific markets.
A media appearance discussing perspectives on artificial intelligence's impact on real estate, multifamily housing trends, and data center market dynamics.
NAIOP Research Foundation report examining best practices in sustainable data center development through interviews with industry owners, operators, investors, developers and designers.
Research examining how REITs invested in tech-related property sectors can reduce portfolio volatility and provide exposure to 21st century real estate.
The explosion of AI data centers and the continued electrification of automobiles and other products have greatly increased demand for electricity, sparking renewed interest in producing nuclear power.
Fitch Ratings analyzes how US data center operators are leveraging rental escalations and lease pass-through mechanisms to offset rising operational expenses.
Oxford Economics examines the investment strategies and opportunities for commercial real estate investors entering the data centre sector.
From Mark Fitzgerald at Affinius Capital: the rapid expansion of cloud computing and artificial intelligence is driving one of the largest digital infrastructure investment cycles in modern economic history. The post The US Data Center Market: Powering the US Economy appeared first on AFIRE .