伯恩斯坦：2026年数据中心：顶级数据中心市场的样子-包括DLR和EQIX的布局（英文版）

We’re fielding a lot of questions on data center buildouts, at least in part driven by the daily headlines on power delays, NIMBYism, and supply chain constraints. Most of our answers boil down to “it depends on what market(s) you’re looking at - we feel pretty good about Major Metros and the players building / buying there”. In this note, we do a comparison of market types and a deep dive into three of the top U.S. markets