Data Center Physical Infrastructure Market Grows 27 Percent Y/Y to $14 Billion in 2Q 2026, According to Dell'Oro Group
Why this matters
Industrial has moved into a normalization phase after the 2020-2023 frenzy. Vacancies are up modestly, sublease space remains a watch item in the big-box logistics segment, and rent growth has shifted from double-digit to mid-single-digit. The long-term tailwinds — nearshoring, e-commerce penetration, infill scarcity — remain intact. Institutional capital is calibrating between core income and value-add basis plays as the cycle matures.
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On the RET wire
- Disclosed industrial deal value tracked in October 2026: $1.2B across 17 reported transactions. All Industrial coverage →
Computed from Real Estate Trail’s own tracked coverage
Delays, Not Cancellations: Permitting Emerges as the Main Near-Term Risk to the AI Data Center Buildout REDWOOD CITY, Calif., Oct. 14, 2026 /PRNewswire/ -- According to a recently published report by Dell'Oro Group, t…
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