DCD Magazine #62 - The coming wave
Will compute at sea sink or swim?
Will compute at sea sink or swim?
Absorption hits record 25GW in 1H 2026
FLAPD markets reach a live capacity of 3.8GW in 1H 2026
Massive AI investment seeks more power-rich jurisdictions
The first time total new capacity under construction has declined since 2020
With nearly two thirds of US data center construction happening in frontier markets
Landowners invited to throw their hats in the ring
Trends corroborated by CBRE's mid-year report
Builds on $1.3bn raised earlier this year
Company to include some 20MW of natural gas-powered fuel cells alongside 30MW grid connection
Company targets 1.5GW and 6 million sq ft across NoVA
Despite objects from rival developer
Company claims 2GW of capacity available across Colorado, New Mexico, Texas, and more
FLAPD markets are also set to increase by 16 percent
Prices reach $163.44 kW/month
Companies pitching up to 5,000 sites; can be live in six to nine months
Momentum expected to continue into the second half of the year
Less than CBRE’s predicted 524MW, but still recording breaking
Developers looking for success outside of key markets
Company bought Deutsche Bank Europark for €95 million
JLL offering 18 acres in west Chicago up for data centers