Wednesday, 26 August 2026 · World
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EUROS The World Financial Report
Nº 46 Wednesday, 26 August 2026 · World Edition
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Next market winners: Jefferies sees potential in hyperscalers' race for AI capacity via data centers

Markets-Economic Times · 1h ago · 🇮🇳 India
Next market winners: Jefferies sees potential in hyperscalers' race for AI capacity via data centers

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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