Skip to content
ADCAMERICAN DATA CENTERADVISORY · DEVELOPMENT · STRATEGY

Insights

Frameworks and field notes from the work.

Perspectives on how data center development is being structured, underwritten, and executed across today's market — drawn directly from active engagements.

Featured · Field Note

Power has become the underwriting question. Everything else is downstream.

Three years ago, site selection was a real estate exercise with a power addendum. Today, the order has reversed — and most diligence frameworks have not caught up. A look at how operator and investor underwriting has restructured around power conviction, queue position, and utility credibility.

Q2 · 2026Read perspective →

Site Selection

Q2 · 2026

What hyperscalers actually screen for in a 2026-era site dossier

Power conviction has overtaken nearly every other criterion. A breakdown of the current diligence stack and what it means for landowners and developers.

Coming soon

Capital

Q1 · 2026

Structuring institutional capital around constrained interconnection

Queue position, study assumptions, and utility credit posture are now first-class underwriting inputs for capital allocators.

Coming soon

Municipal Strategy

Q1 · 2026

What municipalities should ask before approving a multi-hundred-megawatt load

A practical framework for evaluating community benefit, tax structure, and grid externalities.

Coming soon

AI Infrastructure

Q4 · 2025

Liquid cooling, power density, and what it changes about site readiness

AI workloads have reset assumptions around water, density, and mechanical strategy. The implications for site qualification are non-trivial.

Coming soon

Owner Representation

Q4 · 2025

Where data center projects most often lose schedule and capital

A short field-note on the recurring failure patterns we see — and the owner-side disciplines that prevent them.

Coming soon

Land Strategy

Q3 · 2025

What 'data center ready' actually means for a piece of land

A taxonomy of land readiness states — and what it takes to move a parcel from 'plausible' to 'deployable.'

Coming soon

ADC publishes perspectives selectively — to share frameworks, not to fill an editorial calendar.

Stay close

Want our perspectives directly?

ADC distributes select working notes to a small list of institutional contacts. Reach out if you'd like to be included.

Get in touchReview our services