JLL's North America Data Center Report (Aug 11, 2026) pegs vacancy at 1% for the third straight year despite record building, with more than 66 GW under construction—an electricity draw larger than all of Germany. About 77% of new capacity is in frontier markets led by West Texas.
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US data-center vacancy stays at 1% with 66+ GW under construction, JLL reports
Why this matters for founders
AI- and compute-heavy startups should assume scarce, expensive colocation—secure capacity commitments well ahead of scaling or design for cloud regions where power is actually being built out.
Source: JLL Research
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