INTELLIGENCE ARCHIVE

market-analysis

Library Report

Build vs. Buy the Building OS: The 2026 Consolidation Squeeze and the One Procurement Clause That Survives It

In 2026 the horizontal building OS went from bet to consensus while incumbents buy up the independent AI vendors (JCI bought Nantum AI in April 2026). Specifying a building OS this year? The one clause that keeps your leverage is data portability — here's the build-vs-buy playbook.

4 min read
Library Report

The Coordination Premium: NTT DATA and Daikin's July PoC Ends the Era of Siloed AI-HVAC

NTT DATA and Daikin's 6 July PoC reframes AI-HVAC: predict server load from indirect telemetry, then coordinate HVAC, chiller and liquid cooling as one plant. With Taiwan's 1.3 PUE ceiling now gating power itself, the next savings live between systems, not within them.

4 min read
Library Report

From ESG Line to P&L Line: What Taiwan's First NT$4.97 Billion Carbon Fee Means for APAC Building Operators

Taiwan's first carbon-fee cycle pulled in NT$4.97bn — above forecast, partly because firms that failed the preferential-rate verification bar paid the full NT$300/t. Singapore's S$45 tax and SGX Scope 3 are live too — here's the 2026 P&L math and 90-day FM playbook.

4 min read
Library Report

The 60% Floor: What the USE IT Act's Zero-Compliance Verdict Means for Every Private FM's Occupancy Data

In March 2026 the GSA reported zero of ~9,700 federal buildings meet the USE IT Act's 60% utilization floor — occupancy data is now legally consequential. For private FMs it's a two-sided asset: space and lease decisions on one edge, 18–35% demand-controlled ventilation savings on the other.

4 min read
Library Report

The Curtailment Fork: What PJM's July Grid Emergency Just Proved About Your Building's Power Position

Over 1–3 July 2026, the largest U.S. power grid ran a live stress test, and it split the commercial world in two. The Department of Energy authorized PJM to forcibly curtail data centers and large loads, capacity cleared at a record $333.44 per…

5 min read
Library Report

The Selectivity Turn: 2026 PropTech Capital Is Now Your Vendor Due-Diligence Checklist

Informational purposes only — this is not professional engineering, financial, legal, or investment advice. Funding figures and valuations are company/investor-reported estimates; verify all figures and vendor claims independently before acting.

5 min read
Library Report

The Sensor-Fusion Trust Problem: Why 2026's Best Occupancy Data Comes From Fewer, Smarter Sensors

The 2026 occupancy market has quietly reversed its own thesis. For five years the pitch was "more sensors, more data." This year the value has moved to sensor fusion —combining a handful of complementary inputs into one decision-grade signal—and to…

4 min read
Library Report

The Execution Gap: Why Building-as-a-Service Vendors Are Buying Their Way Out of the $11 Billion Problem

The commercial building industry does not have a diagnosis problem anymore. Fault-detection and analytics platforms — SkyFoundry, Clockworks, Gridium, Carbon Lighthouse — have gotten good at finding the savings.

5 min read
Library Report

The Chiller Plant That Runs Itself — If You Can Prove It: The 2026 AI-HVAC Verification Gap

Autonomous chiller-plant claims, met with an operator's verification checklist — the 2026 AI-HVAC proof gap.

5 min read