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CoStar data-center growth underscores stronger CRE analytics demand

Aug 26, 2026, 9:07 AM EDT1 sourcesAI-analyzed
Why it may matterVerify against the original reporting

stronger CRE data signals can lift usage and retention of CoStar's analytics platforms; modest near-term revenue uplift possible if demand translates to higher subscriptions and data usage.

AI summary

What happened, with direct paths to the underlying reporting

CoStar Group highlights rapid data-center expansion, with 69 GW existing and 43 GW under construction, driving adjacent industrial demand. Hyperscale players now account for 64% of capacity, and Dallas–Fort Worth shows strong leasing activity. These dynamics could lift demand for CoStar's analytics and data platforms in the near term.

  • 69 GW of existing data-center inventory; 43 GW under construction.
  • Data-center-adjacent leasing >6% of five-mile logistics activity in 2026.
  • Hyperscale facilities account for 64% of existing capacity.
  • Dallas–Fort Worth leads with ~10 million sq ft occupied since 2025.

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