Dirt to Data
Suhail Y TayebTracking the real estate engine behind AI—from permitting battles to power deals.
| Platform |  | Pricing | Only free issues | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 149 | Subscribers | Read | dirttodata.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
The Second Ring Is Forming Nationwide
What looked like isolated shifts across a few markets is now becoming a pattern. Capacity is not just expanding outward in one region. It is happening across the country at the same time. The second ring of development is forming, and it is...
Indiana: The Midwest’s Cheapest Megawatts Are Not Where You Think
Indiana is often framed as a cheaper version of Illinois. That framing misses the point. Indiana is not competing with Chicago. It is absorbing the demand that Chicago can no longer serve efficiently.
Nevada: California Demand Has Already Left California
California still dominates the conversation. It has the largest technology base, the deepest capital pools, and the strongest demand drivers on the West Coast. But the center of gravity for new capacity is already shifting. What looks like ...
Pennsylvania: The PJM Advantage No One Is Pricing Correctly
Pennsylvania is still being treated like a secondary market. It sits behind Northern Virginia in most conversations and absorbs whatever attention spills over. That framing misses what is actually happening. Pennsylvania is not just absorbi...
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