Signal Scan
Signal Scan — March 23, 2026: Grid Constraints Force AI Buildout South
Taipower's 5MW freeze north of Taoyuan reshapes Taiwan's AI infrastructure map. What CRE leaders need to know about the southward migration.
1 min read
signal-scan
Signal Scan: $690B AI CapEx Supercycle Reshapes CRE Cooling Economics
Five hyperscalers commit $690B in 2026 AI CapEx — creating unprecedented demand for AI-grade cooling infrastructure. What CRE practitioners need to know about the thermal density cliff.
2 min read