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The data center industry is experiencing explosive growth, fueled by the surge in artificial intelligence and digital infrastructure demands. Stay in the know with our Data Centers Hub.
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Find out what risks, corrections, and innovations may define the decade ahead for data centers.
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Data Center Outlook 2026: AI Demand, Energy, and Growth
Artificial intelligence is fueling unprecedented growth in the U.S. economy and driving a surge in data center development. But critical questions remain: Is this an AI bubble? Can this wave of data center expansion be sustained? And how will we secure the energy infrastructure to power it?
The Foley 2026 Data Center Development Report delivers insights into data center trends, AI infrastructure challenges, and energy solutions. Based on survey responses from over 100 industry experts and executives, plus exclusive interviews with leading voices, this report explores the opportunities and risks shaping the future of digital infrastructure.
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- Market momentum with a correction ahead. More than 60% of respondents expect a market adjustment by 2030, yet confidence remains strong: only 5% believe the industry won’t meet escalating compute demand.
- Energy and permitting are the defining barriers. Roughly half of industry leaders cite power availability and redundancy as the biggest obstacles to new development, while permitting complexity remains the most common point of project delay.
- Innovation and diversification will unlock future growth. Stakeholders point to advances in cooling, improvements in efficiency, and expansion into new geographies as the most promising opportunities — supported by an energy mix dominated by renewables and storage, with natural gas and nuclear playing complementary roles.
Want More? Explore the Full Data Center Ecosystem
The rapid expansion of the data center industry brings both opportunities and challenges: securing reliable energy sources, navigating regulatory hurdles, and managing supply chain constraints, all while meeting sustainability goals.
From the dirt they sit on to the “clouds” they occupy, there’s a lot to data centers. Tap into top-level information about data center leasing, cloud computing, construction, energy, and more.
Coming Soon: The Data Center Supply Agreements: An In-House Lawyer’s Handbook
This new resource is designed to help legal and commercial teams navigate the emerging challenges and opportunities in data center supply agreements.