Data Centers Power Through Economic Uncertainty

Even through a period of macroeconomic uncertainty, the data center sector has displayed notable resilience. According to recent industry data:

• North American vacancy fell to 1.8% in Q2 2025, with pre-leasing near 90%
• Hyperscaler capital expenditures are projected to exceed $340 billion in 2025
• Commissioned power capacity has expanded more than three times since 2020, with occupancy levels remaining exceptionally tight

These trends underscore the ongoing need for reliable compute power, data storage and connectivity, all key enablers of AI adoption, cloud expansion and the broader digital economy.

We believe this continued momentum highlights the essential role digital infrastructure plays in real asset investment.

If you’re an RIA interested in exploring how infrastructure may complement a diversified portfolio, let’s connect.