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October 2026 (Vol. 12 Issue 8)

Built to capacity: Power Constraints and the U.S. Data Center Supply Response, 2021-2025

Oliver Golub

26/10/2026

This study focuses on the study period 2021-2025, when developers significantly expanded data center capacity across primary U.S. markets. However, the market became more, not less, scarce. Using ten consecutive editions of CBRE’s North America Data Center Trends series against JLL and Cushman & ...

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