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Data Center Demand Outpaces Supply Despite New Inventory

The U.S. data center market ended 2025 with continued inventory growth as colocation inventory rose 8.8% in the fourth quarter and increased 33% year-over-year to 23.7 gigawatts. However, demand still

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The U.S. data center market ended 2025 with continued inventory growth as colocation inventory rose 8.8% in the fourth quarter and increased 33% year-over-year to 23.7 gigawatts. However, demand still exceeded new supply, Avison Young’s Zachary Cutler reported. With net absorption setting a new quarterly record of 2.03 GW nationwide, leasing activity remained exceptionally strong...

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