August 12, 2026
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SpaceX's $16.8B Terafab Puts Gas and Batteries on the Critical Path
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JLL is a real estate services firm that advises on datacenter site selection, acquisition, and leasing across Texas markets including Dallas, Houston, and Austin.
August 12, 2026
Subscribe for full access
SpaceX's $16.8B Terafab Puts Gas and Batteries on the Critical Path
June 2, 2026
Ride-Through Becomes the New Phase I Discipline for Texas SitesJLL projects Texas will capture 30% of the U.S. market by 2028 as Northern Virginia and Atlanta interconnection delays stretch three to four years.
April 29, 2026
2,600 GW Stuck in Queue. The Winners Build Their Own Power.Maine's governor vetoed a statewide moratorium on April 24, opting instead for a study council, but JLL's Matt Landek warns that municipal pauses are hardening into expansion caps that push operators toward Texas and Oklahoma.
April 13, 2026
ERCOT's Queue Is Separating Real Developers From the RestJLL forecasts Texas will become the world's largest datacenter market by 2030.
March 26, 2026
When Drones Target Power Lines, the Perimeter Is EverywhereJLL's 2026 Global Data Center Outlook confirms the pressure: global capacity will nearly double to 200 GW by 2030, requiring $3 trillion in investment, with grid connection delays averaging four years as the most critical U.S. chokepoint.
March 16, 2026
"Bring Your Own Power, Water Plan, and Community Deal"JLL's 2026 outlook projects 97 GW of new datacenter capacity globally by 2030, with grid interconnection queues exceeding four years in primary markets.
March 5, 2026
**When Public Markets Blink, Private Capital Buys the Grid**Ed Connolly, JLL's national utility lead, frames the problem clearly: regulated rate approvals move slower than AI-driven demand, so "you're not going to get the money you need purely out of the ratepayers."
February 24, 2026
35 GW Pre-Leased, 107-Week Lead Times, Zero Margin for ErrorJLL's Year-End 2025 report reveals North America now holds 39 GW of installed datacenter capacity, with 35 GW under construction and 92% already pre-leased.
February 23, 2026
Texas Adds 58 GW of Gas in One Year. The Grid May Be the Last to Know.JLL's North America Data Center Report (Year-End 2025) projects Texas will surpass Northern Virginia as the world's largest data center
February 22, 2026
6.5 GW Under Construction, $98 Billion Stalled at the City LineJLL's year-end 2025 report shows North American vacancy locked at 1% for a second consecutive year and the top five hyperscalers committing $710 billion in 2026 capex.
February 19, 2026
Water, Not Power, Will Decide Who Wins the Texas Data Center RaceJLL's latest market analysis shows North American data centers at 1% vacancy for the second consecutive year, with 35 GW in the construction pipeline and $710 billion in 2026 capex from the top five cloud providers alone.
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