10
Mar
Key insights
While commercial real estate construction is slowing due to high costs and labor shortages, data centers remain a bright spot because of accelerating AI‑driven demand.
The pace of computing innovation could outstrip the useful lives of today’s designs.
AI hardware, density patterns, and power requirements are evolving quickly, creating real risk current data center layouts and systems may not align with future needs.
Just as America’s shopping malls lost value when consumer behavior changed, data centers could...