DCD Magazine #62 - The coming wave
Will compute at sea sink or swim?
News - JLL
The latest news from the AI, data center, telco, chip, and cloud sector
DCD Magazine #62 out now
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JLL: Data center demand exceeds expectations, doubles year-over-year
Absorption hits record 25GW in 1H 2026
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JLL: FLAPD on track for record data center growth year, while Middle East pipeline is paused
FLAPD markets reach a live capacity of 3.8GW in 1H 2026
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CyrusOne to bring US data center operations in-house
Company to bring current JLL employees on board as part of transition
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US hyperscale investment shifts to Texas and Midwest as AI-induced energy pressures hit primary markets - report
Massive AI investment seeks more power-rich jurisdictions
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CBRE: New data center capacity under construction in primary US markets declines year-on-year
The first time total new capacity under construction has declined since 2020
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JLL: Texas to become world’s largest data center market by 2030
With nearly two thirds of US data center construction happening in frontier markets
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India's BharathCloud selects JLL as partner for $100m AI cloud expansion plan
Will facilitate the buildout across major cities in India and abroad
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Not a bubble: $3 trillion data center investment "supercycle" expected by 2030, despite challenges - JLL
JLL’s 2026 Outlook Report argued that metrics “do not indicate a bubble”
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Hyperscaler seeks 200-acre site for 400MW data center in US
Landowners invited to throw their hats in the ring
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Neocloud segment sees five-year revenue CAGR hit 82% - JLL
Growth is strong, but neoclouds face some challenges
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JLL: Data center demand in North America continues to grow
Trends corroborated by CBRE's mid-year report
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JLL: Slow but steady growth across EMEA data center market in early 2025
Tariffs and power availability were the main obstacles
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BlackChamber raises $2.1bn for US data centers
Builds on $1.3bn raised earlier this year
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PhoenixNAP set to break ground on second data center in Phoenix, Arizona
Company to include some 20MW of natural gas-powered fuel cells alongside 30MW grid connection
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JLL secures management contract with Pure DC for Abu Dhabi data center
Will provide integrated facilities management at the 45MW facility in Yas Island
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North American data center vacancy rates hit record-low in 2024 - JLL
AI represented around 15 percent of workloads, projected to grow to 40 percent by 2030
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JLL launches energy & sustainability advisory practice
Will offer end-to-end services, including energy sourcing, efficiency, and technology integration
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BlackChamber secures $1.2 billion for construction of Virginia data centers totaling 740MW
Company targets 1.5GW and 6 million sq ft across NoVA
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Global data center demand to surge despite supply and power constraints - JLL
10GW to break ground, liquid cooling to become the norm, and developers to seek new energy sources in 2025
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India's data center capacity to surge 66 percent by 2026 - JLL
Industry is set to add 604MW of capacity and see an investment of $3.8 billion
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JLL to develop data center on STAMP site in Genesee County, New York
Despite objects from rival developer
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US data center colocation market has doubled since 2020 - JLL
Vacancy runs low at 3% with AI boosting demand; Atlanta sees more absorption than Virginia
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Portfolio of eight Windstream switch and data center sites up for sale
Properties all leased to US ISP until the 2030s
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JLL: Edge data center market to surpass $300bn in value by 2026
AI and IoT will fuel the growth
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Kennards Self Storage buys former Westpac data center in Sydney, Australia
Site purchased for AU$23 million
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Startup Aston partners with JLL to offer grid-independent campuses to data centers in US
Company claims 2GW of capacity available across Colorado, New Mexico, Texas, and more
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JLL acquires data center service provider SKAE
Company will form new division under own name
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Rhino Capital acquires former Dell/EMC data center in Massachusetts
Facility to be leased to Bose as a manufacturing site