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Wednesday, August 19, 2026The Morning Brief →Sign in
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Goodman Group

In PWD coverage since August 19, 2026 · 3 stories
2Deals on our tracker
Deal recordFull tracker →
Aug 19, 26Deal announced — coverage
Aug 16, 25Deal announced
PWD coverage
capital

Power politics now sets the AI data center calendar

Front-end costs and approval queues, not capital, now decide where hyperscale computing gets built.
digital · Aug 19Barings paper argues the AI buildout's limits are physical
digital · Aug 19Hyperscaler signs 20-year lease for 50MW at Goodman's Tsukuba campus
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