Prologis: 5.8 GW AI Power Pipeline, $4B BTS — CRE AI Briefing, Sep 20, 2026
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 Sep 1min
Oracle: $18B AI Campus Debt Trades Off — CRE AI Briefing, Sep 19, 2026
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 Sep 1min
PPC/Amazon: Lignite Site Becomes 300 MW AI Lease — CRE AI Briefing, Sep 18, 2026
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 Sep 1min
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 Sep 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 Sep 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 Sep 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 Sep 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 Sep 1min
