Intelligent Investment
Silicon Valley
North America Data Center Trends H1 2025
2025 年 09 月 08 日 4 分鐘 閱讀
Colocation Insights
- Operators benefit from greater pricing power for larger, contiguous spaces.
- Local tech companies drive strong colocation demand.
- Over 50 MW of capacity is immediately available or under construction.
Market Trends
- Power constraints continue to limit new supply.
- The vacancy dropped to a record-low 4.5% in H1 2025.
Notable Activity
- A leading local AI technology company preleased a 9-MW facility.
- Vantage commissioned 16 MW of preleased capacity at its new Silicon Valley location.
- Power limitations are causing several planned data center sites to revert to industrial use.
Figure 1: Historical Market Information
Figure 2: Historical Supply and Demand
Figure 3: % of Total Primary Market Inventory
Figure 4: Market Fuel Mix
Figure 5: Average Asking Rates
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