Key Insights
In 2024, global data center investments reached a record $57 billion, driven by AI demand.
North American data center supply increased by 34% year-over-year in 2024, totaling 6,922.6 MW.
Vacancy rates in primary North American data center markets fell to a record low of 2.8% in the first half of 2024.
AI Analysis
The bullish trend in data center development driven by AI demand is expected to continue, with ongoing investments and expansion in the sector. Howeve...
Market Outlook
Short-Term
In the short term, the surge in AI-driven data center demand is leading to increased investments and development in the commercial real estate sector. However, challenges such as power shortages, labor constraints, and environmental concerns are emerging, which could impact future developments.
Long-Term
Recent News
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