Executive Summary
Data center power demand will reach 106 gigawatts by 2035—a staggering 36% increase from BNEF's forecast just six months ago. This acceleration, driven by AI infrastructure buildout, is creating unprecedented strain on regional power grids. The PJM region, anchored by Northern Virginia's massive data center hub, faces a projected 9.5 gigawatt supply shortfall by 2030 if all announced projects come online. While hyperscalers chase nuclear headlines and sustainability commitments, the harsh realit...
Key Investment Opportunity
Data Center REIT Capital Allocation Paradox
Equinix and Digital Realty face massive AI-driven demand but must raise enormous capital to fund development. REIT investors traditionally hate dilutive capital raises for risky development projects. This creates a valuation disconnect where demand is clear but execution risk is high. The seven-year...
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