Data Centers Are Doubling

Podcast: Commercial Real Estate Investment Conference Podcast (CREIC) · Commercial Real Estate Investment Conference

Opublikowano: 2026-09-08

Data center demand doubled in the first half of 2026. Twenty-five gigawatts of net absorption. That's more electricity than Germany consumes in a year. And 77% of the 66 gigawatt North American construction pipeline is shifting to frontier markets: Texas, Ohio, Louisiana, the Carolinas. Why? Power. Grid interconnection queues in traditional hubs like Northern Virginia stretch 4-6 years. Hyperscalers can't wait. So they're moving to markets where they can generate power themselves. Behind-the-meter gas turbines, solar arrays, small modular reactors. Texas alone is building toward 26 GW of capacity. West Texas especially becomes the center of the AI economy. 95% of the N...