More Than Elemental

Post-Election Thinking about Data Center Development

Democrats were already living with data centers in Tier 1 markets, with new markets and new geographies shifting since early 2025

Nov 5 • Jennifer Warren

Powering the AI Buildout, Smarter

Rethinking power supports grids with players like Vistra

Nov 2 • Jennifer Warren

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October 2026

On the Radio: Interview on Data Centers and the AI Infrastructure Buildout

Is This the Wild, Wild West or Something Else?

Oct 27 • Jennifer Warren

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AI Investment Impact Understated In U.S. Market

Texas GDP Growth Owing to Manufacturing, Services and Data Center Construction

Oct 19 • Jennifer Warren

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Hyperscale Capital Goes Off Terrain

A major fork in the road splits off technology risk and infrastructure

Oct 14 • Jennifer Warren

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Capital Recycling in AI Infrastructure

A new real estate investment targets Tier 1 data center markets

Oct 7 • Jennifer Warren

September 2026

Data Reconnects to Economic Reality

Data center construction, manufacturing and energy advanced economy

Sep 30 • Jennifer Warren

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Pace of Change, Chips and AI Spending

In 2025, $320 billion was spent in two key areas of AI Infrastructure

Sep 24 • Jennifer Warren

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Can LLMs Understand How Humans Think About Ads?

Using Open-Source Frontier Models to Measure Ad Performance

Sep 23 • Jennifer Warren

On Montana Radio, Civil and Interesting Engagement Shines Through

What the public wants to know about AI and data centers

Sep 20 • Jennifer Warren

AI Buildout: What You Need to Know

White Paper Grounds What’s Misunderstood

Sep 14 • Jennifer Warren

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$100 Oil Prices?: Inflation and Geopolitics Drag on U.S., Weight on the Globe

Offering crowd-sourced investors a viewpoint

Sep 11 • Jennifer Warren

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