LandGate® has released its Q2 2025 U.S. Data Center Development Summary, revealing continued momentum and growth in the data center sector amid surging demand for AI-powered computing. This report offers crucial insights for developers and investors seeking to understand the fast-evolving market landscape, major capital flows, and emerging energy strategies.
Among the key highlights for Q2 2025:
- U.S. data center activity surged, fueled by rapid adoption of AI workloads.
- Installed capacity increased by 17.7% over the quarter.
- Hyperscalers drove more than $300 billion in capital expenditures.
- Estimated total energy consumption reached 224TWh.
- Landmark policy changes, such as the “Big Beautiful Bill,” spurred new rural developments.
- Regional standouts included Ohio, Georgia, and Texas for major new projects.
- Operators embraced innovation with mixed-source microgrids and private wire energy deals.
