Company
JLL (Jones Lang LaSalle) is a global commercial real estate services firm offering property management, leasing, and site-selection advisory.
JLL says speed to power now drives US site selection, with grid connection waits in major markets topping four years. Parcels on old transmission corridors can now take tenants that identical land next door cannot, AI or otherwise.
Reality
Andrew Power told CNBC that cloud and enterprise demand has outrun supply in his markets for years. The $3 trillion real-estate forecast investors are leaning on comes from JLL, a firm paid to broker that space.
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The September 21 directive tells Texas environmental regulators to stop all data center permits until two state audits finish. A dedicated gas plant behind the meter still needs an air permit from the same agency.
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CNBC reports both labs have sounded out powered sites of roughly 20 to 30MW in the UK, the Nordics and the US. A hall that small is usable because inference requests can be routed independently.
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Six exempt projects in 2020 became 27 by 2024 while the state's own agency stopped reporting an annual revenue-loss figure in FY2023, which is the one number a legislature would need to defend the program or repeal it.
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Vendr says postings that drew up to 100 applications now draw more than a thousand. Greenhouse says recruiters who once wanted one-click applying are now asking for it to be harder.
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Only 37% of the roughly 700MW Europe added in the second quarter went to Frankfurt, London, Amsterdam, Paris or Dublin, on CBRE's figures. Grid waits explain most of the rest.
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US export controls cover physical Nvidia chips, not remote access to them. A House-passed bill would change that, but the rule-writing and the customer checks are still unfinished business.
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A Morgan Hill factory will not ship at volume until late 2027, and the company's 40GW headline already discounts its own nameplate rating by a fifth.
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