全球数据中心供需更新_紧张状况或持续至 2026 年 + 对电力、硬件及工业科技工程领域的影响_ Global Data center Supply_Demand update_ Tight conditions likely to extend through 2026 + Read-across for Power, Hardware, and Industrial Tech Engineering

23 February 2026 | 4:18PM EST Equity Research GLOBAL TECHNOLOGY Global Data center Supply/Demand update: Tight conditions likely to extend through 2026 + Read-across for Power, Hardware, and Industrial Tech / Engineering Since the October update of our data center supply/demand model, where we updated for 2Q25, fundamental supply/demand indicators remain healthy in the medium term, occupancy rates continue at elevated levels for outsourced data center providers across key global markets, and our checks cont ...