Market Intelligence

Market Intelligence

Markets are shaped by infrastructure, capital investment, population growth, employment, technology, and changing patterns of demand. Cloudline tracks the economic and development trends influencing the markets in which we operate.

Explore our current research across the sectors and economic indicators below.

Artificial Intelligence Infrastructure

50%

Projected U.S. Data Center Electricity Growth by 2030

Artificial intelligence and accelerated computing are reshaping infrastructure requirements, electricity demand, capital investment, and regional economic activity.

Explore AI Infrastructure

Data Centers

200 GW

Projected Global Data Center Capacity by 2030

Global capacity expansion continues alongside major construction activity, capital investment, employment, and economic contribution in Texas.

Explore Data Centers

Texas

$2.9 trillion

Texas Economy

Population growth, employment, advanced manufacturing, technology investment, and major corporate expansion continue to shape one of the world's largest regional economies.

Explore Texas

Power

92.2 GW

2026 ERCOT Summer Peak Demand Forecast

Rapid load growth, new generation, transmission investment, and large-load development are reshaping the Texas electricity market.

Explore Power

Commercial Construction

+4.8%

2026 Commercial Construction Spending Forecast

Commercial construction activity is entering a changing spending environment as sector performance, employment, capital costs, and development conditions evolve.

Explore Commercial Construction

Transportation

$146.5 billion

Texas 10-Year Transportation Investment

Texas continues significant long-term investment in highways, connectivity, roadway preservation, urban mobility, rural corridors, and energy-sector infrastructure.

Explore Transportation

Employment

14.47 million

Texas Nonfarm Jobs — June 2026

Texas employment remains at historically high levels as population growth, business expansion, and major metropolitan economies continue to influence workforce demand.

Explore Employment

Lodging

$98.7 billion

Texas Direct Travel Spending — 2025

Travel activity continues to generate substantial spending, employment, earnings, and economic impact across Texas while major metropolitan lodging markets continue to expand.

Explore Lodging

RV Market

$159 billion

Annual U.S. RV Industry Economic Impact

The RV industry represents a substantial national economic ecosystem spanning manufacturing, suppliers, sales, services, travel activity, and outdoor recreation.

Explore RV Market

Self Storage

52.9 million sq. ft.

Forecast U.S. New Supply — 2026

The national self storage market is entering a period of moderating new supply as construction starts decline and the existing development pipeline works through the market.

Explore Self Storage