Next market winners: Jefferies sees potential in hyperscalers' race for AI capacity via data centers

Hyperscalers are accelerating data-centre leasing as power constraints and lengthy development timelines limit supply. North American non-commenced leases reached 25.5 GW in Q2 2026, up sharply year-on-year, with third-party operators expected to deliver an increasing share of future capacity.

Raccontata daeconomictimes.indiatimes.com