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JLL: Data center demand exceeds expectations, doubles year-over-year
Absorption hits record 25GW in 1H 2026
Data CentersGlobal
Updated 3 days ago
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26 reports
Government says plan will provide “meaningful benefits” for locals
Reported a 6GW surge in its contracted large-load pipeline
During which time new regulations may be developed, though won’t come into force until next year
Company currently has 90.7MW of IT load
The outage, which originated in Northern Virginia, brought approximately 4GW of data center load offline
Absorption hits record 25GW in 1H 2026
Governor initiated a pause in interconnections earlier this month
Adds to the existing large load rate class structure in the state
Follows growing scrutiny from state regulators
An increase of 3.5GW from last quarter
Data center sales of $733 million
FLAPD markets reach a live capacity of 3.8GW in 1H 2026
AI infrastructure is a “key pillar of demand”
If projects fail to comply with set requirements, they will be denied access to the grid
An 11 percent increase from the end of last year
Shares drop as spending increases, and free cash flow falls
Cloud sales boom as company ramps up data center buildout
Expects to energize up to 8GW of data center load in the Greater Houston area by 2029
As AI data center investments get increasingly volatile
Company releases Q4 and full-year financial results
Files to create a registry of data centers across footprint
New home for flagship digital infrastructure scheme yet to be decided
Applies to data centers with a capacity of 8MW or more
1.8GW of which is expected to be operational by 2030
Record Google Cloud revenue, but investors are uneasy about growing capex commitments
Would account for 20 percent of US electricity consumption