• Partners Group expects tighter US data center regulations to slow development, increasing premiums for powered, permitted, leased capacity despite robust AI demand.
• Texas, Georgia and Ohio account for roughly 37% of announced US capacity through 2030, exposing about 100 GW to policy changes.
• Projects targeting 2028 onward face greater uncertainty; roughly 80% of the 35 GW planned for 2027 is already under construction.
• Vacancy stands at a record-low 1.4%, with 80% of capacity under construction already preleased, supporting scarcity premiums as future supply tightens.
• Neoclouds face heightened revenue risks from delays, with only 25-30% of contracted capacity deployed against approximately USD 375 billion in backlog.

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. Partners Group Holding AG published the original content used to generate this news brief on November 05, 2026, and is solely responsible for the information contained therein.