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Source document· March 11, 2026

U.S. Data Center Construction Market Outlook Report 2026-2031 Featuring Key Investors - Apple, Applied Digital, AWS, CyrusOne, DataBank, Digital Realty, Equinix, Google, Meta, Microsoft, NTT, Vantage

View original at finance.yahoo.com
U.S. Data Center Construction Market Outlook Report 2026-2031 Featuring Key Investors - Apple, Applied Digital, AWS, CyrusOne, DataBank, Digital Realty, Equinix, Google, Meta, Microsoft, NTT, Vantage Company Logo The U.S…
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  • As computing power demands and performance expectations rise, driven by AI, IoT, and ML advancements, the need for power usage will increase, resulting in higher temperatures within IT infrastructure

    60% confidence
  • Liquid cooling is becoming a significant trend that major colocation operators are implementing and is emerging as a key differentiator for colocation providers as AI and compute-intensive workloads continue to grow

    60% confidence
  • Partnerships among data center operators, cooling technology vendors, chip manufacturers, and energy innovators are becoming essential for developing sustainable AI infrastructure

    60% confidence
  • The U.S. Data Center Construction Market was valued at USD 83.97 Billion in 2025, and is projected to reach USD 154.49 Billion by 2031, rising at a CAGR of 10.70%

    60% confidence
  • AI-based data centers utilize GPUs as they can perform massively parallel computations, train and run AI models dramatically faster, use power more efficiently for each AI task, support real-time AI inference, and enable high-density, scalable facilities

    60% confidence
  • The Southeastern U.S. is expected to be the largest market in 2031 in terms of power capacity, with a share of around 32% in 2031, followed by the Midwestern U.S.

    60% confidence
  • Texas and Arizona contribute to over 90% of the data center investments in the Southwestern U.S. region

    60% confidence
  • The AI industry is set to increase the size of hyperscale data centers significantly, with capacity for AI workloads expected to almost triple over the next five to six years

    60% confidence
  • New data centers are being designed to support high-density AI-based workloads with the rising adoption of AI across several industries

    60% confidence
  • Demand for data centers in the New York-New Jersey market remains high, driving vacancies down to less than 6%

    60% confidence
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Q4 2026 Clinical Catalyst Season: Big-Pharma Data Flow, Regulatory Milestones, and a Thin AI-Drug Fringe
October 2026 conferences (EASD, IGCS, NACFC, HFSA) are producing a dense run of late-stage readouts from Novo Nordisk, Lilly, Roche, Bayer, Vertex and Galderma. Regulatory milestones are scheduled behind them: the ivonescimab BLA PDUFA date on 2026-11-14, FDA acceptance of Roche's vamikibart BLA, and Scholar Rock's EMA resubmission. The AI-and-finance angle is peripheral. It consists of the AI-designed drug Rentosertib and QAIAx, a speculative microcap whose trial claims (the QIII pilot, anticipated 2027-01-01, and a patent update) are forecasts and filings rather than data, so they warrant skepticism.
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EPKINLY Regulatory-Clinical Success Cascade
High probability of expanded label indications, additional combination approvals, and competitive positioning strength in follicular lymphoma market. Predicts positive commercial uptake and potential accelerated review for related indications.
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ING Group
Both facts record the same metric (shares_outstanding) for ING Group at the identical observation date (2025-12-31). FACT A states 2,902,437,688 shares; FACT B states 2,902 million shares (2,902,000,000). The difference is 437,688 shares (~0.015%). This is a genuine value conflict, though the discrepancy appears to result from FACT B rounding to the nearest million while FACT A provides the precise count.
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