data centers
UCLA Warns Bay Area Hyperscalers’ Data-Center Debt Carries Recession Risk
A September 2026 UCLA Economic Letter warns that the fast-growing debt financing the AI data-center boom, much of it carried by Bay Area...
San Francisco Building Operations Drive $12.7BN Economic Engine at Nation’s Second-Highest Cost Per Foot
A new economic-impact study from BOMA International quantifies the Bay Area's building-operations economy, finding that San Francisco runs the costliest commercial space in...
Silicon Valley Data Centers Sit Dark Until 2028 as U.S. Buildout Nears $15.1T
Nearly 100 megawatts of finished Silicon Valley data center capacity cannot be energized until Silicon Valley Power completes a $450 million system upgrade...
California Falls to Third in Battery Storage as Siting Fights Reroute Bay Area Projects
California installed 3.6 gigawatt-hours of battery storage in the second quarter and finished behind Arizona and Texas in the largest quarter the national...
Hines Puts San Jose Among Top U.S. Manufacturing Markets, Spotlights Fremont-Newark Corridor
Hines Research scored roughly 1,500 industrial submarkets nationwide and found seven in San Jose that clear its bar for durable manufacturing demand, making...
California Strikes Data Center Energy Deal, Shifting Bay Area Grid Costs Onto Operators
California lawmakers finalized a two-bill compromise Friday ordering regulators to write dedicated electricity rates for data centers, a framework that lands hardest in...
Silicon Valley Data Centers Sit Power-Starved as CBRE Reports Record 1.4% National Vacancy
CBRE's North America Data Center Trends webinar for the first half of 2026 described a national supply crunch that plays out with a...
Northern California Sidelined in Data Center Boom as Power Limits Push Capacity to Texas
Northern California, the birthplace of Silicon Valley, now holds barely 1 gigawatt of data center capacity and does not rank among North America's...
Mohr Partners Taps East Bay Veteran Kam Schroeder as First President of Brokerage
Mohr Partners has recruited longtime East Bay broker Kam Schroeder to fill a newly created President of Brokerage post, betting on a 20-year...
San Jose Drafts Uniform Data Center Standards With Nine Large-Energy Projects Under Review
San Jose has launched a formal process to write uniform development standards for data centers and other large energy-use projects, an emerging asset...
Bloom Energy Eyes 159,000 SQFT Fremont Plant to Feed AI-Driven Power Boom
Fresh off its first billion-dollar quarter, the San Jose fuel-cell maker is moving to expand its Fremont manufacturing base — reportedly through a...
PG&E Chases 12.7 GW of AI Data Center Demand as Texas Fights to Pull It Away
A century-old utility built to sell less electricity has stood up an economic-development team to court AI data centers, but the contest now...
