Cloudline Developments
Cloudline Developments looks for opportunities where measurable changes in market conditions may support future development.
Market Intelligence
Artificial Intelligence Infrastructure
+47%
Forecast Increase in Worldwide AI Spending in 2026
Worldwide AI spending is forecast to reach approximately $2.6 trillion in 2026, a 47% year-over-year increase. AI infrastructure accounts for approximately $1.43 trillion of the 2026 forecast.
Source: Gartner, May 19, 2026
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Market Intelligence
Data Centers
200 GW
Projected Global Data Center Capacity by 2030
JLL projects global data center capacity to increase by 97 GW between 2025 and 2030, effectively doubling to approximately 200 GW. AI and hyperscale cloud expansion are expected to remain the primary growth drivers.
Source: JLL, 2026 Global Data Center Market Outlook
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Market Intelligence
Texas
$2.9 Trillion
Texas GDP in 2025
The Texas economy reached approximately $2.9 trillion in 2025, up from $2.77 trillion in 2024. Real GDP increased 2.5% in 2025.
Source: Office of the Texas Governor / U.S. Bureau of Economic Analysis, April 17, 2026
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Market Intelligence
Power
150+ GW
ERCOT Peak Demand Forecast by 2030
ERCOT's 2024 Regional Transmission Plan forecasts summer peak electric demand exceeding 150 gigawatts by 2030, driven by continued growth in large industrial loads, including data centers, manufacturing, electrification, and other energy-intensive industries. To support forecast demand, the plan identifies: -274 transmission projects -Approximately 6,000 circuit miles of transmission upgrades, rebuilds, conversions, and new transmission lines through the 2030 planning horizon.
Source: ERCOT, 2024 Regional Transmission Plan, December 20, 2024
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Market Intelligence
Commercial Construction
+4.8%
Forecast Increase in Commercial Construction Spending in 2026
Commercial construction spending is forecast to increase 4.8% in 2026, followed by 5.8% growth in 2027. Within the commercial sector, data center construction spending is forecast to increase 33.0% in 2026 and 24.7% in 2027.
Source: AIA Consensus Construction Forecast, July 2026
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Market Intelligence
Transportation
$146.5+ Billion
10-Year Texas Transportation Investment
TxDOT's 2026 Unified Transportation Program includes approximately $101.6 billion in infrastructure projects over the next decade. Including estimated project-development costs and routine maintenance contracts, total planned investment exceeds $146.5 billion.
Source: Texas Department of Transportation, 2026 Unified Transportation Program
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Current topics include AI Infrastructure, Data Centers, Power, Commercial Construction, Transportation, Employment, Lodging, RV Market, and Self Storage.
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