• Resolution Capital's October 2026 analysis projects AI will exceed 50% of data center capacity by 2030, from roughly 25% currently.
• Retail colocation facilities offer greater adaptability to rapidly evolving technology, increasing their investment appeal.
• Power delays, regulatory hurdles and social license risks could constrain new supply, potentially benefiting existing capacity owners in key markets.
• Firmus' failed IPO and NextDC's setbacks highlight mounting challenges facing the sector.
• Hyperscale facilities serve single tenants on long-term leases; retail colocation facilities offer shorter leases with more frequent rent resets.

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. Resolution Capital Ltd. published the original content used to generate this news brief on October 29, 2026, and is solely responsible for the information contained therein.