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U.S. Data Center Boom Hits a New Constraint in 2026: The Political Will to Build

The U.S. data-center industry is building capacity at a record pace. It still isn't building fast enough. Surging demand from artificial-intelligence and cloud-computing companies has pushed the market into an unusual position: Developers are adding unprecedented amounts of new capacity, yet available supply continues to shrink as customers lease new space almost as quickly as it comes online. The result...

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