Intelligent Investment
Silicon Valley
North America Data Center Trends H1 2025
September 8, 2025 4 Minute Read
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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Hillsboro, OR Data Center Market
September 8, 2025 4 Minute Read
NTT expands data center capacity in Hillsboro, Oregon. Smaller data centers face space constraints as Oregon's legislature passes cost allocation bill.
Commercial real estate market sees high demand for space and power driven by hyperscale occupiers in Phoenix and Tucson.
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Southern California Data Center Market
September 8, 2025 4 Minute Read
Downtown LA's commercial real estate market sees increased pricing due to low vacancy rates driven by AI and hyperscale demand.
