• JLL flagged record North America data center absorption of 25 GW in H1 2026, driven by hyperscalers, neoclouds, AI tenants.
• Vacancy held at 1% for a third year; 66 GW under construction with 95% pre-committed, pushing many leases to 2028 deliveries.
• Construction pipeline tilted to frontier markets at 77% of capacity under development, raising execution risk tied to power, water, noise constraints.
• Capital markets scaled with the buildout; more than $700 billion in permanent debt originations expected over the next 30 months.
• Public support gap emerged as a constraint: 79% back US AI leadership, 14% support local data center development.

Disclaimer: This news brief was created by Public Technologies (PUBT) using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. Jones Lang LaSalle Inc. published the original content used to generate this news brief on August 11, 2026, and is solely responsible for the information contained therein.