★ Daily Intelligence Briefings (DIBs)Real Estate & ConstructionTechnology US Utilities Could Supercharge CapEx to Keep Pace with Deluge of Data Center Electricity Demand Hyperscalers like Amazon and Microsoft are expected to spend hundreds of billions of dollars expanding their vast data center networks throughout…McAlinden Research PartnersMarch 28, 2024
★ Daily Intelligence Briefings (DIBs)MarketsTechnology AMD Banking on Next-Gen AI Accelerator to Compete with Nvidia, Revive Softer Data Center Sales AMD's most recent earnings report showed a concerning slowdown in its data center business, a key growth engine in the…McAlinden Research PartnersAugust 7, 2023
★ Daily Intelligence Briefings (DIBs)MarketsTechnology AMD Projects AI Will be at Core of Data Center Boom, Advances GPU Ambitions with Latest Chip The debut of AMD's newest chip is their latest attempt to shake up the heavily-concentrated GPU market, now one of…McAlinden Research PartnersJune 14, 2023
★ Daily Intelligence Briefings (DIBs)Real Estate & ConstructionTechnology AI Adoption to Transform Data Center Demands, Ignite Interest in Cooling Technologies The expansion of data center infrastructure is likely to be supercharged by an ongoing groundswell of Artificial Intelligence (AI) adoption.…McAlinden Research PartnersMay 4, 2023
★ Daily Intelligence Briefings (DIBs)Real Estate & ConstructionTechnology Data Center Construction Continues Apace, But Some See REITs Threatened by Public Cloud Partners Despite a drawdown in the share prices of data center REITs, spending on facilities is booming this year. Several key…McAlinden Research PartnersJuly 20, 2022
★ Daily Intelligence Briefings (DIBs)Real Estate & ConstructionTechnology Long SRVR Short RTL Pair Trade Goes Beyond the Great Cessation The coronavirus outbreak has accelerated a secular change that’s been happening in the commercial real estate industry. The retail apocalypse,…McAlinden Research PartnersMarch 26, 2020