Brado Greene

Why winning local permitting requires abandoning outdated "job creation" pitches and offering tangible municipal grid, water, and revenue upside. Summary Across key compute corridors, local moratoriums and zoning rejections are stalling multi-billion-dollar data center projects at an alarming rate. The root cause is a fundamental misalignment in project design: developers traditionally use historical manufacturing playbooks, demanding 30-year property tax abatements while promising "job...

Mid-year data shows data center power demand surging as tech leaders are forced to become energy developers to secure baseload compute. Summary Recent 2026 data from the International Energy Agency and regional transmission organizations like PJM highlights a critical bottleneck in the technology sector: global data center electricity consumption is on track to double, with total AI compute demand pushing domestic grid interconnection queues to multi-year backlogs. While software architecture...

As Q2 earnings calls demand disciplined AI returns, market leaders are abandoning autonomous fantasies to focus on human-guided workflow platforms. Summary Second-quarter 2026 earnings reports across major technology platforms have triggered a decisive shift in how capital markets evaluate artificial intelligence investments. With projected hyperscaler infrastructure spending approaching 730 billion dollars this year, Wall Street analysts are aggressively penalizing companies that rely on...