25 Sep 2026
Querétaro's data center inventory surged to 298.2 MW with vacancy at 10.6%, driven by hyperscale phases, revealing the concentration risk in emerging clusters and speculative capital underwriting.
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CBRE's data center business faces robust demand, yet persistent global supply-demand imbalances and record construction are increasing rental rates and construction costs. While new supply is being added, capacity constraints in key markets persist, necessitating strategic approaches to meet future requirements and manage escalating expenses. The US market specifically grapples with supply delivery bottlenecks, intensified by AI-driven demand leading to historic low vacancy rates.
To counter these challenges, CBRE is prioritizing the acquisition of entitled land with existing power infrastructure to mitigate delays in utility connections and permitting. Operational priorities have shifted to efficient execution and delivery, addressing critical supply chain issues. Globally, infrastructure enablement, particularly power and land availability, is now the primary determinant for future sector capacity, influencing colocation absorption rates.
Emerging trends indicate that while hyperscaler self-builds may increase in certain regions, overall colocation absorption could moderate. This underscores the critical importance of strategic site selection and development to navigate evolving demand and supply dynamics. The focus remains on securing necessary resources for growth and managing the complexities of an increasingly constrained market, ensuring continued strategic positioning.
Last updated September 27, 2026
Coverage
6 Sep 2026
An installer for a Meta contractor expresses deep dissatisfaction after a month, citing mandatory overtime, unpredictable schedules, poor facilities, and a demoralizing work environment that makes even AWS seem preferable, advising others to reconsider the field.
3 Sep 2026
Soaring data center demand and near-zero vacancy are fueling unprecedented growth in emerging markets, according to new reports from JLL and CBRE.
28 Aug 2026
Despite record data center construction in H1 2026, CBRE reports a capacity crunch with falling vacancy rates, as approvals, power, and fiber emerge as key site-selection constraints.
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5 Aug 2026
A former automotive technician, now running an automated online business, is seeking guidance on securing a well-paying entry-level fiber splicing role in high-cost Southern California, having applied for a Meta-sponsored training program.
3 Aug 2026
After 2.5 years in hyperscale data center infrastructure, working through a contractor, an individual with an MS in Data Science seeks advice on transitioning to a stable, direct role at a major hyperscaler or infrastructure company, inquiring about programs, direct applications, and impactful certifications.
29 Jul 2026
CBRE experienced a 16% revenue increase in the second quarter, largely driven by strong performance in its data center business.
25 Jul 2026
Multiple reports indicate a US power shortfall of 50-80 GW by 2030, highlighting issues with phantom pipelines and overstated job creation in the data center sector.
20 Jul 2026
Spencer Levy of CBRE offers commentary on the potential for controlled market conditions or significant turbulence in 2026.
24 Jun 2026
CBRE reports that global data center demand continues to exceed supply, leading to increased rental rates and construction costs despite significant new supply growth across all regions.
18 May 2026
According to CBRE, pricing for FLAPD capacity is anticipated to increase by 12 percent this year due to escalating demand, as stated by the consultancy firm.
20 Feb 2026
According to CBRE projections, European hyperscaler self-build capacity expansion is expected to outpace colocation supply growth, although overall supply absorption in 2025 is anticipated to be weaker than expected.
30 Jan 2026
The article analyzes how the availability of entitled land with existing power infrastructure is directly fueling the expansion of data center construction projects.
22 Jan 2026
CBRE's 2026 outlook suggests that while demand for data centers in the United States is surging due to artificial intelligence, leading to historic low vacancy and higher pricing, delivery timelines are now constrained by power availability and construction risk.