Data center-adjacent firms drive industrial leasing
CoStar analysis flagged data center development as a rising driver of U.S. industrial leasing demand in 2026.
U.S. data center inventory reached about 69 gigawatts of existing capacity; another 43 gigawatts remained under construction.
Data center-adjacent occupiers took more than 6% of logistics leasing within five miles of facilities, up from under 3% in 2020.
Hyperscale facilities represented 64% of existing capacity, reflecting outsized expansion by major cloud providers amid AI-related demand.
Dallas-Fort Worth led major markets with about 10 million square feet of occupied logistics space leased by data center-adjacent industries since 2025.
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