Presentation: 2026 in Data Centers: Growth and Expectations

Synopsis

• Key milestones in data center fundraisings and expansion across North America
• How AI and machine learning workloads are reshaping power demand forecasts and driving unprecedented grid strain
• Updates on cooling innovations, efficiency standards, and embodied carbon reduction in new builds
• Policy and permitting developments influencing siting decisions, from state-level incentives to interconnection queue reforms
• How rising energy costs and capacity constraints are changing locational strategy and the competitive landscape among major operators