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Story summary
- Jones Lang LaSalle (JLL) predicts the data center sector will grow from 103 GW to 200 GW by 2030, with AI workloads about half.
- Digital Realty's CEO, Andy Power, says the sector rests on long-term tech trends and is insulated from shocks by strong demand.
- Financing concerns and tenant creditworthiness, including Oracle's AI ventures, have been raised.
- Power says demand outpaces supply, with tight vacancies in Northern Virginia and London.
