Signal Scan
Signal Scan — March 22, 2026: NVIDIA's AI Factory Push Reshapes CRE Cooling Economics
NVIDIA's AI factory architecture drives 3x cooling demand per rack. Taipower announces 2GW expansion. BrainBox AI raises Series C.
1 min read
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 — March 22, 2026: Power Is the New Capital
Electricity overtakes capital as the binding constraint on AI data center growth. Google plans 2.7 GW Michigan campus, White House convenes Big Tech on power financing, TSMC warns Taiwan grid costs will surpass all other markets.
2 min read