CleanSpark/Meta: Junk Bonds Meet $6.6B AI Lease — CRE AI Briefing, Sep 17, 2026
CleanSpark is taking a Meta-tied Georgia AI data center to the U.S. junk-bond market — about $2.23 billion in senior secured notes for Sandersville — while a 20-year Anviran (Meta) lease anchors rough...
17 Syys 1min
Digital Realty: AI Slowdown Isn't End for DC — CRE AI Briefing, Sep 16, 2026
Digital Realty’s CEO tells CNBC an AI-lab slowdown is not “pencils down” for data-center real estate — while Dexus’s ADC consortium locks conditional Stage 1 lease docs with an Anthropic Australian su...
16 Syys 1min
Carlyle Flags Pre-Crisis AI Debt — CRE AI Briefing, Sep 15, 2026
Carlyle’s Jason Thomas warns that AI data-center project financing often leans on sponsor investment-grade credit rather than the underlying project — a pattern he compares to 2005–2007 mortgage lendi...
15 Syys 1min
CMBS Must Price Megawatts — CRE AI Briefing, Sep 14, 2026
CMBS buyers are being forced to underwrite megawatts, cooling density, and hyperscaler concentration as AI data centers reshape commercial mortgage risk. Today's CRE AI briefing covers Bloomberg and S...
14 Syys 1min
Frontier Labs Pace AI — CRE AI Briefing, Sep 13, 2026
Frontier labs are calling to pace AI while CRE platforms already ship agents that act inside leasing and maintenance. Today's CRE AI briefing covers Amodei's frontier pacing call and Apollo's agentic ...
14 Syys 1min
UAE Breaks Up 5GW Campus — CRE AI Briefing, Sep 12, 2026
Reuters reports the UAE is revising its planned 5-gigawatt AI data center campus into a dispersed, hardened network after wartime attacks on regional infrastructure. Today's CRE AI briefing also cover...
12 Syys 1min
Prime Space Runs Out by 2027 — CRE AI Briefing, Sep 11, 2026
CBRE Research, covered by CRE Daily, says AI favors skilled collaborative office work — and U.S. offices could effectively run out of prime space by the end of 2027 as vacancy falls toward 14.5% by 20...
11 Syys 1min
AI Agents Need Jobsite Eyes — CRE AI Briefing, Sep 10, 2026
OpenSpace said AI agents still need eyes on the jobsite. Today's CRE AI briefing covers OpenSpace's Waypoint 2026 Agent Ecosystem and Track API for reality-based progress and faster trade payments, CB...
10 Syys 1min
