TD Cowen says data-center leasing hit 9.6 GW in Q2, with a 12.5 GW pipeline
firstadopter · x · 2026-07-21
TD Cowen says Q2 set a new data-center leasing record, with roughly 9.6 GW leased in 2Q26 and a record 12.5 GW leasing pipeline.
The note attributes demand to three forces: OpenAI reportedly upsizing its roadmap to 30 GW by 2030, Anthropic adding about 1 GW of international requirements, and Meta’s leasing continuing without slowdown. The broader signal is that hyperscaler and frontier-lab demand is still pushing the data-center market to new highs.
More from Companies & People
- Anthropic Insiders: Not Everyone at the Lab Believes in High p(doom) — anpaure · 2026-09-11
- Lumara AI Film Festival Comes to NYC Oct 26, Top AI Filmmakers to Compete — 0xAllen_ · 2026-09-11
- X drama: Anthropic researchers accused of spying on academic customers and racing them to results — basedjensen · 2026-09-11
- Investor argues Palantir-Nvidia partnership should slash Anthropic's IPO valuation — pdamodaran · 2026-09-11
- a16z podcast: why 2-3 person startups are absent from policy debates — a16z Podcast · 2026-09-11
- PyTorch Day Korea 2026 launches first offline conf, CFP closes Sept 13 — PyTorch · 2026-09-11