AmDev(NEWS)
TUE 10.06.202630-YR 7.28%10-YR 5.280.04HOMEBUILDERS 0.84%Newsletter
NAT / 225 STORIES

National

The through-line of US development, rates, federal policy, capital flows, and the deals and data that move every market at once.

Development / National / 1 min

Oracle Sends Force Majeure Notice on $18B New Mexico Data Center

Oracle triggered a force majeure notice on its $18B New Mexico data center after power and permit delays, as grid capacity reshapes hyperscale site selection.

$18BProject Jupiter investment
1,400 acresNew Mexico campus size
2028Original online target

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Distress & Opportunity

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Multifamily & BTR

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Policy & Planning

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Markets & Data / National

The nation's largest homebuilder is opening more communities while selling fewer homes in each one, and it is headquartered in the market this audience builds in.

09.17.26 · 2 min read
Markets & Data / National

Bloomberg's reported target would roughly triple Microsoft's current footprint. Microsoft's own July earnings call, not the leak, is the number developers should be underwriting to.

09.13.26 · 2 min read

People & Companies

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People & Companies / National

CBRE's own July 29 release confirms the topline. The gap between its narrower 68%-growth infrastructure line and the broader figures its executives cited shows the data-center engine is even hotter than the headline number.

07.30.26 · 2 min read