Data Center Vacancy Hits Hits in the middle of the construction boom.

North America's primary data center markets had a record of 6,350 MW under construction at the end of 2024, more than twice the 3,077 MW in the previous year, new data from CBRE.

This increase was powered by “robust demand and extended construction time plans” due to performance restrictions and delays of the supply chain.

Despite Record levels of the construction workAccording to CBRE, the primary data center markets of North America stormed to an all -time low of 1.9% by the end of 2024.

These core markets include Northern Virginia, Atlanta, Chicago, Phoenix, Dallas-Fort Worth and Hillsboro, Oregon.

Unprecedented demand

In the middle of this increasing demand, only a handful of 10 MW+ facilities that are set for the delivery of 2025 remain exposed, which emphasizes the scarcity of the large inventory, said CBRE.

“The rise of AI workload changes the data center industry and leads to an unprecedented demand for energetic infrastructure”, CBRE ” said. “AI-related occupiers are increasingly influencing the selection, the design and operational requirements for the locations and prioritize the markets with scalable power capacity and advanced connectivity solutions.”

With the primary nozzles, the low open open Secondary markets Like Charlotte, Nord -Louisiana and Indiana, where cheap tax incentives, land availability and improved accessibility of electricity lead to a new development.

Related:AI factories: Separate hype from reality

“These markets are ready to grow because they attract hyperszersite and colocation providers alike,” said CBRE.

Data center outlook

With a view to 2025, CBRE expects up to 500 billion US dollars to capital for capital Stargate project -A joint venture between Openai, Oracle and Softbank to build 20 large AI calculus centers in the USA in order to concentrate on the Greenfield campus that may take five years or more to complete.

This massive investment underlines the transformative effects of AI workload in the industry.

And in the midst of the shortage of performance, the transition from coal to the energy generation of renewable energy will continue to gain traction in 2025. All-on-on-on-off solar, wind, geothermal and nuclear generation are all evaluated, with natural gas being an interim alternative to coal.

“High-voltage transmission projects are required for the development of the data center and questioned by approval, planning and zoning regulations as well as the availability of the workforce and the disorders of the supply chain,” said CBRE.