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17 February 2026
North America Data Center Report Year-end 2025
The data center sector shifts into hyperdrive
Categories:
Capital flows
Data and analytics solutions
Data centers property
Data Centers
Authors
AB
Andrew Batson
Head of Data Center Research
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Vacancy remains at 1% for a second consecutive year, a powerful statistic that challenges bubble concerns
The data center map is being redrawn; 64% of capacity under construction is located in frontier markets
Surging investment levels reflect strong institutional confidence in the sector’s outlook
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