Next market winners: Jefferies sees potential in hyperscalers' race for AI capacity via data centers
· economictimes.indiatimes.com
Hyperscalers are accelerating data-centre leasing as power constraints and lengthy development timelines limit supply. North American non-commenced leases reached 25.5 GW in Q2 2026, up sharply year-on-year, with third-party operators expected to deliver an increasing share of future capacity.
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