On the Spot with Steve Lore – November 2025

November 24, 2025

Steve Lore on the Data Center Market

The data center story just keeps getting bigger. AI infrastructure, hyperscale demand, and the race for power are reshaping the landscape faster than ever. In our On the Spot podcast, Steve Williams sits down with Steve Lore to break down what investors really need to know.

Here are a few standout insights from the conversation:

Massive Capital Concentration:
REIT-reported data shows $5B of active development in Northern Virginia, along with $1B each in Dallas and Chicago.

Power Is the New Battleground
As Steve Lore explains, the number one concern every quarter is securing enough power. Site selection is no longer about land. It’s about energy availability.

For a full breakdown of the latest trends and insights, check out our Data Center Market Update:

📬 Let’s Talk

At Capright, we are uniquely positioned to support institutional investors, operators, and developers navigating this evolving environment. As an independent valuation and advisory firm, we provide clarity, accuracy, and confidence, especially where the stakes are highest.

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