Is the data center boom just getting started? Moody’s is projecting $3 trillion in global data center investment by 2030. (Utility Dive)
Hyperscalers are pushing double-digit data center capacity growth through at least 2026, with mega-scale facilities (300+ MW) coming online and locking in long-term leases that make even expensive builds financeable.
Power availability, labor shortages, and equipment bottlenecks are stretching schedules and inflating costs, but tenants are increasingly sharing construction risk to get projects built fast.