About this episode

The episode discusses the challenges and dynamics of data centers in the context of rising AI demand and market trends.

Data centers are the hottest asset class in CRE right now. Digital Realty CEO Andy Power and CBRE's Pat Lynch discuss the sector’s dynamics, including power constraints, evolving location strategies and international markets. They also offer key insights from CBRE’s hot-off-the-presses Global Data Center Trends Report 2026. AI demand fuels near-zero data center vacancy rates in some key markets. Power availability and permitting slow new data center development. Asia and Southern Europe are seeing data center expansion. Community engagement can facilitate data center growth.

People in this episode

Guests: Andy Power, Pat Lynch

Topics covered

• data centers
• AI demand
• real estate
• power constraints
• location strategies
• international markets

Keywords

• data centers
• AI
• real estate
• vacancy rates
• power availability
• permitting
• community engagement

Mentioned in this episode

Organizations: Digital Realty, CBRE, Global Data Center Trends Report 2026

Places: Asia, Southern Europe

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