Colocation capacity in North American datacenters has reached a record low of 2.3 percent, with much of the construction pipeline already pre-leased. This situation poses a significant challenge to growth, necessitating around $1 trillion in new datacenter builds by the end of the decade. The first half of 2025 witnessed turbulence, particularly as hyperscale cloud operators reconsidered leasing negotiations. Despite this, demand remains high. A four-year average wait for grid connections underscores the power infrastructure issues affecting new capacity development. Similar trends are seen in Europe, complicating global supply further.
Colocation capacity in North American datacenters has dropped to a record low of 2.3 percent, with the construction pipeline mostly pre-leased, significantly constraining growth.
The average wait time for a grid connection across North America is now four years, with power delays significantly hindering new colocation capacity development.
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