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Capacity, community acceptance and the power crunch: Inside the Midyear 2026 Data Center Report

In this on-demand webinar, our experts shared an exclusive look into our North America Data Center Report Midyear 2026. They unpacked the numbers behind the fastest six months this industry had ever seen and what they meant for strategic planning going forward.

What you'll learn: 

  • What’s driving the growth: 25 GW of demand absorbed in just six months, double last year's pace and five times the level from two years ago. 
  • The gap threatening the buildout: 79% of Americans back U.S. AI leadership, but only 14% support a data center in their own backyard 
  • Where growth is heading next: Texas now leads with 26 GW of capacity, more than double Virginia's, as frontier markets like Ohio, Louisiana and the Carolinas pull in 77% of new development 
  • What it means for capital: more than $700 billion in expected debt financing through 2028 and record bond issuance to fuel the data center expansion 
  • Why vacancy won't budge: stuck at 1% for a third straight year despite 66 GW under construction 

 

Fill out the form to access the webinar recording.

To get your copy of the North America Data Center Report Midyear 2026, download it here.

Our Speakers
Andy Cvengros
Executive Managing Director, Brokerage, AMER
Carl Beardsley

Senior Managing Director, Capital Markets

Brian Rappaport

Head of Energy Advisory and Commercial Solutions

Soumya Anantharaman

Director, Sustainability Consulting

Andrew Batson

Global Head of Data Center Market Intelligence