DCD Magazine #62 - The coming wave
Will compute at sea sink or swim?
News - Investment / M&A / Financing, 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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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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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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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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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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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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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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Kennards Self Storage buys former Westpac data center in Sydney, Australia
Site purchased for AU$23 million
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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
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Former Westpac disaster recovery center up for sale in Sydney, Australia
Converted from data center to recovery center in 2018 - still has gensets and UPS
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25MW warehouse site previously earmarked for data center conversion up for sale in Chicago
1547 and CIM Group has planned to turn former bakery into Midway Technology Center
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JLL: Europe sees largest second quarter ever for data centers, "the AI era is here"
Momentum expected to continue into the second half of the year
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Former Mercer data center for sale/let in Exeter, UK
8,300 sq ft facility for grabs for just under £3 million
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Bed Bath & Beyond data center for sale at bankruptcy auction
Fire sale of assets sees 50,000 sq ft facility under the hammer
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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
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GE Appliances data center available for lease in Kentucky
Company looking to lease out 53,285 sq ft property
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CyrusOne acquires office complex in Frankfurt, plans data center campus
Company bought Deutsche Bank Europark for €95 million
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GI Partners refinances One Wilshire carrier hotel in Los Angeles
Investment firm to pay off older loans and buy back equity with new financing
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Data center converted to mix of warehouse and office space and sold in Irving, Texas
Former Fidelity Investments facility had data center space reduced prior to sale as a ‘value-add strategy’