30 Apr 2026
JLL reported an 11% revenue increase, with the conflict in Iran having a muted impact on its business.
JLL
JLL forecasts a significant infrastructure supercycle driven by AI and cloud growth, projecting a doubling of global data center capacity by 2030. This optimistic outlook is tempered by ongoing concerns regarding global energy constraints and power scarcity. The firm's analysis highlights a structural shift where substantial capital is being deployed to build the necessary infrastructure to support this expansion, linking macro trends to operational realities.
Recent JLL analysis reveals that less than ten percent of existing US data centers are AI-ready, presenting a major hurdle for enterprises as capital markets tighten. Despite these challenges, sustained hyperscale and AI demand is maintaining record-low vacancy rates. This is driving new development into emerging geographic markets and accelerating a significant rebalancing of data center locations globally.
JLL's current activities demonstrate a move from macro analysis to direct client support, navigating unprecedented demand and power availability challenges. The firm is actively assisting clients in managing this boom, with a particular focus on how regional power dynamics are shaping the future hierarchy of global data center markets. This practical engagement underscores the evolving operational landscape for industrial-scale deployment.
Last updated May 10, 2026
Coverage
13 Apr 2026
According to JLL, less than ten percent of existing United States data centers are equipped for production artificial intelligence, presenting a significant constraint for enterprises as capital markets tighten and new financing models emerge.
6 Apr 2026
JLL reports that less than ten percent of existing data centers in the United States are prepared for production artificial intelligence, representing a significant obstacle for enterprises as capital markets tighten and novel financing approaches emerge.
23 Feb 2026
JLL's latest report on North America demonstrates that persistent hyperscale and artificial intelligence demand is maintaining near-record low vacancy rates while concurrently driving a significant shift in new development toward emerging frontier markets.
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18 Feb 2026
New analysis suggests that Texas may surpass Northern Virginia as the leading data center location due to explosive capacity expansion, while rising rental costs and power constraints are actively influencing the geographical distribution of new builds.
18 Feb 2026
The Chief Executive Officer of JLL expressed dismissal of concerns regarding artificial intelligence's impact on the industry while affirming commitments to stock repurchase programs.
17 Feb 2026
JLL projections indicate that Texas is positioned to become a dominant force in data center capacity generation by the year 2030.
12 Jan 2026
Nostrum Data Centers has engaged JLL for expert consulting to support Spain's emergence as a key connectivity hub.
9 Jan 2026
JLL forecasts that global data center capacity is set to double by 2030, driven by a projected $3 trillion investment supercycle.
8 Jan 2026
JLL's 2026 Global Data Center Outlook forecasts a massive $3 trillion infrastructure supercycle fueled by artificial intelligence and cloud expansion, predicting that capacity will double by 2030 despite significant global energy constraints.