OpenAI's $100B Valuation: Alexa Gets a PhD

Prologis puts a logistics REIT stamp on AI infrastructure: about 10% of new leasing already ties to the data-center build-out, with roughly 5.8 GW of power secured or advanced (1.6 GW locked) and abou...

20 Syys 1min

Today's CRE AI Briefing: Oracle's Project Jupiter campus debt — about $18B in loans tied to the Doña Ana, New Mexico AI site — is quoted around 89–91 cents with syndication stalled (FT via Reuters), w...

19 Syys 1min

Today's CRE AI Briefing: Greece's PPC and Amazon Web Services plan a 300 MW data center on the former Agios Dimitrios lignite site in Kozani — a 15-year AWS lease with PPC owning the buildings and sel...

18 Syys 1min

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’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’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 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 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