Market Signals — 2026-04-04
Smart buildings crossed the enterprise inflection point. MCP v2 hits 97M downloads validating the Agent Door architecture. James Dice surfaces FM's bolt-on failure as AISB's core content gap.
Market Signals — 2026-04-03
Three high-conviction signals: smart buildings shift from demos to enterprise infrastructure (Omdia), FM identity transformation (IFMA), and CBM bolt-on failure pattern (Nexus Labs).
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.
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.
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.
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.