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Data Center View - June 2 - Prime Data Centers breaks ground on first phase of 240MW campus
Utah protesters rally against massive data center. AI debt boom is reshaping corporate credit markets. PJM moves to speed data center power procurement. Half of US planned data centers "highly exposed" to natural disasters. Two new data center deals.
Data Center View - May 19, 2026 - Cresa builds data center brokerage platform
Euler targets first insurance-linked securities. CBRE posts strong Q1. Blackstone says AI infrastructure push helped lift first-quarter profit. Most new data centers in the US are coming to rural areas. Two new data center deals.
Data Center View - May 13, 2026 - KDC takes 10% stake in Eagle Mountain Data
CoreWeave lands $6B AI cloud commitment. Blackstone prepares data center investment vehicle. Prologis ramps up development. Emerging class of AI cloud providers projected to reach $400B in revenue. Two new data center deals.
The Internet of AI Is Being Built Around Data Centers, Fiber, and Power
AI is not just changing demand for compute. It is changing the physical architecture of the internet. Inside AI data centers, the dominant traffic flow is increasingly “east-west,” meaning GPUs communicating with each other inside the same facility.
