Hyperscaler Power & Land Watch
Track where Big Tech is buying land, signing power-purchase agreements, and reserving grid capacity so real-estate, utility, and infrastructure investors can position ahead of the next data-center announcement.
Real estate, utility, and infrastructure-focused retail investors
- Map view of announced and rumored hyperscaler data-center sites with power capacity
- Utility-stock impact score when a new substation deal is announced near a utility's territory
- Land-broker activity alerts (county permit filings, water rights, power hookups)
- Weekly newsletter of 'where the next $5B is going' with the cleanest beneficiary stock per site
Alphabet confirmed 40% of its $45B Q2 capex went to data centers, and the US-Saudi nuclear deal (also trending) shows the power squeeze is now geopolitical — investors need a way to follow the physical footprint, not just the press release.
CBRE survey shows 95% of major investors plan to increase data center investments; Bloomberg reports 200%+ demand growth since 2010, with spillover to adjacent warehouses driving rents near hyperscaler sites.Data centers reshape real estate as banks struggle with funding ↗Data Center Demand a Long-Term Real Estate Driver: Bell ↗
Acres.com launched a Data Center Index in May 2025 doing exactly this for PE infrastructure investors — land transaction tracking tied to hyperscaler entities, entity unmasking, power/zoning overlays, monthly reports. Omdia, Colliers, and CBRE also serve the institutional side, leaving little uncontested space.Acres.com Launches Data Center Index to Predict Land Demand Before Public Announcements ↗Hyperscaler Data for PE Infrastructure Investments ↗
Acres.com, Omdia ($thousands/yr), and Colliers charge for similar intelligence — validating institutional willingness to pay. The retail-investor angle is plausible but unproven; individual investors typically access this via free Bloomberg/Reuters coverage or expensive terminal subscriptions, not $50-100/mo niche tools.Data Center Capacity and Investment Intelligence Service ↗Acres | Pricing and Plans ↗
Hyperscaler capex run is multi-year and structurally durable per CBRE/Colliers outlook, and 5-10 year land-acquisition horizons create sustained lead-time value. Risk: if AI capex normalizes or PPA/grid data sources dry up, the tool's edge erodes.2026 Data Center Marketplace Report | Colliers ↗
Building requires stitching parcel/LLC filings (state-level, fragmented), ISO/RTO interconnection queues, and confidential PPA tracking — Acres.com needed a national parcel database and entity-resolution engine to pull this off. A retail-focused MVP is buildable but matching Acres' coverage is capital-intensive.Hyperscaler Data for PE Infrastructure Investments ↗