JLL

April 29, 2026

Subscribe for full access

2,600 GW Stuck in Queue. The Winners Build Their Own Power.

Maine's governor vetoed a statewide moratorium on April 24, opting instead for a study council, but JLL's Matt Landek warns that municipal pauses are hardening into expansion caps that push operators toward Texas and Oklahoma.

April 13, 2026

Subscribe for full access

ERCOT's Queue Is Separating Real Developers From the Rest

JLL forecasts Texas will become the world's largest datacenter market by 2030.

March 28, 2026

JLL's Andy Cvengros put it plainly: "Land is available. Construction materials are available. Labor is manageable. Power is the constraint."

March 26, 2026

JLL's 2026 Global Data Center Outlook confirms the pressure: global capacity will nearly double to 200 GW by 2030, requiring $3 trillion in investment, with grid connection delays averaging four years as the most critical U.S. chokepoint.

March 16, 2026

JLL's 2026 outlook projects 97 GW of new datacenter capacity globally by 2030, with grid interconnection queues exceeding four years in primary markets.

March 5, 2026

Ed Connolly, JLL's national utility lead, frames the problem clearly: regulated rate approvals move slower than AI-driven demand, so "you're not going to get the money you need purely out of the ratepayers."

February 24, 2026

JLL's Year-End 2025 report reveals North America now holds 39 GW of installed datacenter capacity, with 35 GW under construction and 92% already pre-leased.

February 23, 2026

JLL's North America Data Center Report (Year-End 2025) projects Texas will surpass Northern Virginia as the world's largest data center

February 22, 2026

JLL's year-end 2025 report shows North American vacancy locked at 1% for a second consecutive year and the top five hyperscalers committing $710 billion in 2026 capex.

February 19, 2026

JLL's latest market analysis shows North American data centers at 1% vacancy for the second consecutive year, with 35 GW in the construction pipeline and $710 billion in 2026 capex from the top five cloud providers alone.