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FEATURED/ ANALYSIS
Data Centers Are the New Company Towns
Tax abatements, water rights and two-gigawatt campuses: local politics is the new site-selection moat.
BY TOM HERRERA · JUL 5, 2026 · 7 MIN
Infrastructure, silicon and the platforms quietly deciding who ships next.
Tax abatements, water rights and two-gigawatt campuses: local politics is the new site-selection moat.
Interconnection queues, not GPUs, are the binding constraint on the next wave of compute.
Residency, exit clauses and audit rights — what procurement teams miss.
Advanced packaging, not wafer starts, is the binding constraint on accelerator supply.