
market outlook
The race to harness AI’s transformative potential is rapidly reshaping the data center landscape. As hyperscalers and developers rush to meet skyrocketing demand for computational power, access to large-scale, reliable energy resources has emerged as a critical bottleneck.
Our latest report, “The Energy-Data Nexus: Powering AI Innovation in the US,” dives into this evolving narrative. We analyze the trends driving demand for mega-scale data centers, examine the challenges posed by power resource limitations and explore actionable opportunities for investors and developers navigating this space.