JLL

Headlines · 3

1. Oct 22
   AI data-center buildout lifts PPG sales, with gray coatings at $3M–$8M per site

   A New York Times report, relayed by Techmeme, says the AI boom is boosting sales for paint maker PPG, whose specialized gray coatings are applied over gray concrete and steel at data centers to resist fire, rust and static electricity. Citing JLL, the report puts the value of that coatings work at $3 million to $8 million per data center. The figures are reported rather than independently confirmed.

   Techmeme · 🔥 0
2. Oct 21
   JLL: AI data-center buildout lifts US warehouse demand and rents

   Real-estate services firm JLL said Tuesday that AI data-center construction projects — especially around Dallas/Fort Worth and the Washington, D.C. area — are creating new demand for warehouse space and pushing up rents in the third quarter, according to a 36Kr brief citing Sina Finance. The report notes that Alphabet, Microsoft, Meta and Amazon are spending heavily to compete for leadership in AI, and that running AI consumes large amounts of power for servers and chips that must be cooled to prevent overheating. No specific figures for the demand or rent increases were given.

   36氪快讯 · 🔥 0
3. Oct 8
   Meta's 14GW AI buildout meets the power-and-permitting bottleneck

   An analysis in TMTPost argues that the binding constraint on AI infrastructure is shifting from chips to time, land and electricity: citing a Reuters report from July, it says Meta may spend about $145 billion on AI infrastructure in 2026 and deploy roughly 14GW of capacity, while buying more CPUs to handle persistent agent workloads. It notes Blackstone walked away from the Digital Gateway data-center campus in Virginia after 22 months, with developer QTS withdrawing its state Supreme Court appeal; Reuters reported Oracle issued a force-majeure notice over power-related delays on the Jupiter project it runs with Blue Owl for OpenAI; and JLL data shows 57% of data-center projects slipped by more than three months in 2025. The piece also cites a newly announced US energy package of up to about $200 billion — including eight large nuclear plants, an Alaska LNG project and Texas gas generation — as evidence that new AI projects increasingly build their own power supply.

   钛媒体 · 🔥 0

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