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Data Center Physical Infrastructure Market Grows 27 Percent Y/Y to $14 Billion in 2Q 2026 ...
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Fusion42 · 14 October 2026 · Fusion42 review
The Data Center Physical Infrastructure market grew 27% year-over-year to $14 billion in 2Q 2026, driven by AI data center demand. Permitting and power grid interconnections have become the main near-term risks slowing project timelines, despite strong demand from hyperscalers, cloud providers, and colocation players.
This Wire brief sits within Fusion42's coverage of Cloud Infrastructure, and 2 sources have reported it.
◆ ◆ The Wire takeaway
Permitting delays and grid interconnection slow AI data center builds just as hyperscalers and cloud providers push capacity. You need to plan for longer project timelines and explore alternate locations or faster approval routes to keep in the AI infrastructure race.
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2 sources · 14 Oct 2026
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