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For data centers, power is the new real estate
The Motley Fool has a disclosure policy. This podcast was recorded on Jan. 13, 2026. Emily Flippen: The opportunity in data centers is increasingly looking like an opportunity in power and real estate ...
Data centers are no longer a niche bet in commercial real estate: they’re on track to become the biggest construction story in the business and a growing source of both upside and anxiety for property ...
Breaking out of their niche, data-center brokers are now closing massive, multi-billion-dollar deals in the AI gold rush.
Andy Power, CEO of Digital Realty says data center real estate is not oversupplied as hyperscalers like Nvidia, Amazon, Google and Meta announce more projects. JLL expects data center capacity to ...
If there’s one thing to know about the controversy surrounding an enormous new data center proposed just outside of Ann Arbor, it’s this: There are almost certainly more of them to come. Real estate ...
Marie Sapirie examines the tax questions that affect data center projects and says that the landscape for these projects will continue to change.
REITs look improved from a technical perspective as a function of the year-to-date sector rotation. Here what to watch out for in the sector.
Apollo Global Management (NYSE:APO) has committed about $3.5b to AI data center infrastructure, including financing for xAI facilities. The firm is also leading refinancing for a large European ...
In this podcast, Motley Fool analyst Emily Flippen is joined by contributors Anders Bylund and Dan Caplinger to map the data center buildout, the risks of "overbuild," and where investors can look for ...
Data centers are still the headline, but the real pinch points are power and real estate. In this podcast, Motley Fool analyst Emily Flippen is joined by contributors Anders Bylund and Dan Caplinger ...
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