JLL's Global Data Center Outlook 2026 report projects global data center capacity will nearly double to approximately 200 gigawatts as AI infrastructure demand accelerates. The report covers supply and demand dynamics across major markets, noting that new construction pipelines remain strained despite record-level development activity. JLL identifies power availability as the single largest constraint on further capacity growth.
A doubling of global capacity to 200 GW within the forecast window means land, power, and cooling infrastructure requirements will scale at a pace most utilities and municipalities have not planned for. The JLL findings give operators and investors a benchmark for evaluating whether current development pipelines are adequate.
The 200 GW figure and AI infrastructure boom framing triggered selection. This references JLL's Global Data Center Outlook 2026, which is the current edition tracked by the Digest, making the data fresh and eligible. Care was taken to name the specific report and edition.