Investment Supercycle 2026

sentiment shift deals
The Investment Supercycle to 2026 signals doubled global capacity driven by AI, fundamentally reshaping power, cooling, network infrastructure, and edge deployments. Understand this capital influx to optimize facility operations and capture emergent market opportunities.
Global data center outlook
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.
texas data center legislation
Texas's SB6 legislation establishes a precedent by shifting grid reliability costs and duties onto large power consumers, a model that may be adopted by other regions beyond the ERCOT territory.
Global Data Center Intelligence
A synthesis of nine key reports from the fourth quarter of 2025 offers critical intelligence shaping future strategy for artificial intelligence-driven infrastructure development, capital deployment decisions, and overall market direction.