Intelligence Update
US capacity growth stumbled in 2025: what happened?
As the data center industry rushes to meet demand for AI compute, new projects have been announced at an ever-increasing rate. The research firm Wood Mackenzie, however, reported a slowdown toward the end of 2025. Although 25 GW of new project capacity was added to the US pipeline in the last quarter of the year (an impressive figure by 2023 or 2024 standards) this figure was only around half of the exceptionally high 49 GW added in the previous quarter.
Looking at capacity under construction, commercial real estate firm CBRE reported that projects underway in North America's primary markets fell to 6 GW at the end of 2025, down from 6.4 GW at the end of 2024.
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