On April 13, 2026, Autodesk named Globant its official Tandem Digital Twin Solution Provider for airports, smart buildings, and logistics — the clearest institutional signal yet that digital twins have left the pilot lab and entered enterprise…
PJM's 2026/27 capacity auction cleared at the cap of $329.17/MW-day — a 22% spike on top of last year's record. Bills land June 2026. Data centers drove ~40% of that $16.4B cost.
Q1 2026 proptech funding hit $3.3B (+64% YoY), but the top 10 deals captured ~62% of that capital — roughly $2B concentrated in vertically integrated, AI-native platforms with measurable financial outcomes.
Building-as-a-Service platforms have crystallized into three dominant deployment patterns in 2026 — overlay AI (Trane/BrainBox), full-stack autonomous (PassiveLogic), and enterprise EPM (Johnson Controls OpenBlue, Honeywell Forge).
Q2-2026 as the AI-HVAC inflection point — acquisition, published trial results, and the APAC grid reframe read together.
Four 2026 events have collapsed embodied carbon from a "next-cycle" disclosure problem into a current-quarter asset-value problem. GRESB now scores it (–8 to 0 point hits on Development).
Q1 2026 saw $3.3 billion flow into proptech — a 64% jump year-over-year across 125 deals. The headline number is impressive, but the more important signal is where that capital went.
Key Takeaways: PropTech funding is rebounding — January 2026 hit $1.7B (up 176% YoY) and February added $1.04B across 38 deals. Capital is rotating hard toward AI-native platforms, with AI-focused companies capturing 30-50% of new funding vs.
After a Two-Year Drought The $1.7 billion that flowed into PropTech in January 2026 alone — a 176% year-over-year increase — marks the clearest signal yet that institutional capital has re-engaged with the built environment after a prolonged…