DCD Magazine #62 - The coming wave
Will compute at sea sink or swim?
News - AI & Analytics, 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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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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Neocloud segment sees five-year revenue CAGR hit 82% - JLL
Growth is strong, but neoclouds face some challenges
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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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JLL: Data center demand grows amid AI boom, but issues weigh heavy on sector
Developers looking for success outside of key markets