GLOBAL, WEBINAR Series

Data Centers & the AI Surge: Is the Best Still Ahead?

Thursday, February 5, 2026 at 9:00am PST
Free to Attend
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Key indicators suggest another year of exceptional performance lies ahead for Data Centers.

AI-driven leasing activity is propelling data center demand to unprecedented levels, firmly tilting negotiating leverage toward landlords. With primary markets increasingly constrained by near-term power availability, development and leasing momentum is expanding into secondary and tertiary markets—fundamentally reshaping the sector’s geographic footprint.

Despite this evolution, one dynamic remains unchanged: demand continues to significantly outpace supply. Several leading indicators point to another year of outsized performance ahead in 2026, suggesting the sector’s momentum is far from slowing. In this 45-minute webinar, Green Street explores the forces driving this transformation and what they mean for investors, operators, and developers.
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What’s Covered
AI-Driven Demand & Leasing Dynamics
How AI-related leasing is redefining demand fundamentals and strengthening landlord leverage across markets.
Market Expansion Beyond the Core
Why power constraints in primary markets are accelerating growth in secondary and tertiary locations—and what that means for site selection and pricing.
Supply Constraints & Development Outlook
An assessment of near-term supply challenges and how they’re influencing development pipelines.
Featured Presenters
David Guarino
Managing Director, Data Centers & Towers
David is Green Street’s data centers and towers sector head in the U.S., Europe, and Australia. Since joining Green Street in 2015, he has authored numerous thought leadership reports in addition to initiating coverage on Equinix, CyrusOne, QTS Realty, Crown Castle, SBA Communications, Cellnex, INWIT, NextDC, and DigiCo REIT.
Eric Lovett
Vice President, Account Management
Eric is a Vice President on the Account Management team at Green Street. He joined the firm in early 2011 with over 10 years of institutional experience. Before joining Green Street, Eric held institutional sales roles at Capital Institutional Services (CAPIS) and A.G. Edwards (now Wells Fargo Securities).