Economy

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

AI Investment Impact Understated In U.S. Market

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

Oct 19 • Jennifer Warren

Data Reconnects to Economic Reality

Data center construction, manufacturing and energy advanced economy

Sep 30 • Jennifer Warren

After the Fed: Jackson Hole Supports AI Buildout and Role in the Economy

Market participants charged with fact-finding on the AI buildout

Aug 31 • Jennifer Warren

Building Trust in the AI Infrastructure Boom

Evolution and Transparency in Data Center Development

Aug 24 • Jennifer Warren

Energy, Hormuz and Digital Infrastructure Round Up

Economic mixed messages; Iran makes demands; US energy exports rise

Aug 9 • Jennifer Warren

Ahead of Earnings: Compute, AI and Energy Risks

The AI trade and investment continues and broadening competition speaks to strategy execution

Jul 21 • Jennifer Warren

(Video) The Most Valuable Firms: MANGOS

Economic engines reflect change from FANG

Jun 5 • Jennifer Warren

After the Fed: Texas Economy

Data center construction revealed in stats

Feb 24 • Jennifer Warren

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