1、2026 Data Center Marketplace Facilitating AI with Unprecedented Infrastructure InvestmentU.S.RESEARCH REPORT22026 Data Center Marketplace ReportIntroduction:Facilitating AI with Unprecedented Infrastructure Investment.4Executive Summary.6Market Performance and Capital Requirements.6Capital Stack Evo
2、lution and Investment Implications .7Market Overview:Demand,Supply,and Deployment Patterns.8Demand Drivers:AI,Hyperscalers,and Neoclouds.8Demand Composition and Market Concentration.8Supply Constraints:Power,Permitting,and Long Lead Equipment.9Geographic Rebalancing:Core Hubs to Power-Advantaged Mar
3、kets.9Market Performance.12Pricing and Cost Economics.13Pricing Framework and Underwriting Mechanics.13Hyperscale and New Starts.13Colocation Pricing.13Cost Inflation and Margin Compression.14Power Infrastructure as a Rising Share of Project Budgets.14Leasing Structures and Operating Cost Volatility
4、.14Power as the Binding Constraint.15Utility Queues,Deposits,and Allocation Risk.15Natural Gas and Behind-the-Meter Generation as Bridge Strategies.15Long Duration Power Procurement:Nuclear and SMR Partnerships.15Community Opposition and Emerging NIMBY Constraints.16Rising Local Resistance and Commu
5、nity Pushback.16Acceleration of NIMBY Activity.17Implications for Site Selection and Delivery.17Capital Stack Evolution:Private Credit,Utility Capital,and Structured Financing.18Investment Strategy and Exit Pathways.20Capital Structure and Risk Mitigation.22Geographic Convergence Raises the Executio
6、n Bar.22Key Investment Trends.23Key U.S.Data Center Markets.24Domestic Market Analysis.26Atlanta,GA.26Greater Charlotte,NC.28Chicago,IL.32Columbus,OH.34DallasFort Worth,TX.36Hillsboro(Portland),OR.40Los Angeles,CA.42Northern California.44Northern Virginia(Ashburn,VA).46Phoenix,AZ.50Reno,NV.52Global
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