
Tracking the real estate engine behind AI—from permitting battles to power deals.
| Platform | Pricing | Only free issues | Publishes | Daily | |
|---|---|---|---|---|---|
| Issues | 93 | Subscribers | Read | dirttodata.substack.com |
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This week I joined Commercial Property Executive’s Sustainability Street podcast to discuss data centers and sustainability.
A few years ago, when investors spoke about data centers, they spoke about fiber routes, latency, and tax abatements. Power was important, but it was framed as an engineering input. Secure the megawatts, sign the lease, move on.
This is a short, decision-grade explainer on how infrastructure constraints, not speculation, are shaping the next phase of data center land strategy.
The writers behind this newsletter.
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