Global Data Center Trends 2026

CBRE

Research

21 Pages

CBRE examines how AI-driven demand is reshaping the global data center market, with power shortages increasingly becoming the industry’s biggest constraint. Despite record construction, inventory growth has failed to keep pace with hyperscalers and AI deployments, driving vacancy rates to historic lows and positioning pricing to remain elevated through 2030.

Key Takeaways

AI Drives Demand: Latin America led inventory growth at 41.3%, North America grew 33%, yet Northern Virginia's vacancy fell to just 0.3% despite record new supply.
Power Limits Supply: Asia-Pacific availability declined 43% year over year, while Dallas-Ft. Worth added 379.9 MW of inventory but only 1.4 MW of additional available capacity.
Pricing Keeps Rising: Frankfurt commanded Europe's highest rents at $235–$265/kW/month, while Singapore remained the world's most expensive market at an average $403/kW/month.
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