BELLINGS

North American Data Center Demand Reaches All-Time High

North America data center demand reached an all-time high in the first half of 2026, with 25 gigawatts of absorption, double the level from a year ago and five times that of two years prior. JLL’s North America Data Center Report – Midyear 2026 says that although structural…

North America data center demand reached an all-time high in the first half of 2026, with 25 gigawatts of absorption, double the level from a year ago and five times that of two years prior. JLL’s North America Data Center Report – Midyear 2026 says that although structural…

BELLINGS Intelligence Score: 28

Why it matters

The record-high North American data center demand signals notable market activity with potential implications for credit markets tied to data infrastructure financing, but it remains primarily sector-specific and does not yet represent a structural or systemic shift.

Sources

  • Connect CRE

    North American Data Center Demand Reaches All-Time High

    North America data center demand reached an all-time high in the first half of 2026, with 25 gigawatts of absorption, double the level from a year ago and five times that of two years prior. JLL’s North America Data Center Report – Midyear 2026 says that although structural…