Finance

Speed is a design problem before it's a construction problem. Every client meeting I've had this year opens with the same question. Not "what will it look like" or even "what will it cost." It's "when can we go live?" The industry outlooks for 2026 say the same thing in business terms: schedule has overtaken cost as the priority. Owners still watch capital spend, but whoever delivers capacity first collects the revenue. In 2018, a 400 MW facility could be built in about a yea

Everyone in this industry has had to become an amateur energy planner. Power is now the first question on every site search, often ahead of land, fiber and zoning. In the last year I've seen campuses planned around gas turbines, on-site substations, battery yards and fuel cells, with small modular reactors on the long-range horizon. Biomass rarely comes up. I think it deserves a seat at the table, and lately I've had a reason to look at it closely. A contact from a previous p

I’ve been thinking a lot about how the data center conversation has shifted over the last few years. Not just in terms of scale, but in terms of pressure. Everything feels tighter now. Timelines, power, approvals, expectations. AI did not just increase demand. It exposed how brittle some of our old assumptions really were. What we are dealing with today is not just a faster version of the same work. It is a different kind of work. AI Turns Infrastructure into the Main Event