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AI Compute Demand Drives Record $8.9B in Data Center Investment

Hyperscale operators commit to 2.5GW of new capacity with 15-20 year NNN leases

February 28, 2026|2 min read

The surge in AI workloads is driving massive capital into data center assets. Microsoft, Google, and Amazon committed to 2.5GW of new capacity, signing NNN leases of 15-20 years with investment-grade credit.

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This content is for informational purposes only and does not constitute investment advice. Always consult with qualified professionals before making investment decisions.

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AI Compute Demand Drives Record $8.9B in Data Center Investment

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