US data center land acquisition spending reached approximately $6 billion in the first half of 2026, marking a significant increase from the previous year. This surge is driven by the demand for large AI campuses, where access to reliable power has become a more critical factor in land valuation than location alone. Developers are increasingly prioritizing sites with readily available or quickly deliverable power infrastructure, as delays can significantly impact project timelines and customer commitments. AI
IMPACT Accelerates the race for AI infrastructure, potentially increasing costs and lead times for new AI deployments.
RANK_REASON Significant increase in AI data center land acquisition spending driven by power availability. [lever_c_demoted from significant: ic=1 ai=0.7]
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- Altus Group
- Avison Young
- Data Center Market
- John Andril
- Neil Osnato
- Northern Virginia
- Plug Power
- Stream Data Centers
- TechTarget
- Texas
- US
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