---
title: "Data center giant Digital Realty: Demand far exceeds construction speed, and the industry has no \"bubble\""
description: "The CEO of the world's second-largest data center REIT, Andy Power, stated that despite concerns about an investment bubble in the artificial intelligence sector, the demand for data centers far excee"
type: "news"
locale: "en"
url: "https://longbridge.com/en/news/272591067.md"
published_at: "2026-01-14T18:18:24.000Z"
---

# Data center giant Digital Realty: Demand far exceeds construction speed, and the industry has no "bubble"

> The CEO of the world's second-largest data center REIT, Andy Power, stated that despite concerns about an investment bubble in the artificial intelligence sector, the demand for data centers far exceeds the pace of construction, and there is no "bubble" in the industry. He pointed out that the strong demand from hyperscale companies (such as NVIDIA, Amazon, Google, and Meta) has driven data centers into a supply-demand imbalance, entering an "infrastructure supercycle."

In response to concerns about an investment bubble and overbuilding in the artificial intelligence (AI) sector, Andy Power, CEO of the world's second-largest data center REIT, firmly refuted the notion of "oversupply." He pointed out that driven by strong demand from hyperscale companies (such as NVIDIA, Amazon, Google, and Meta), data centers are currently in a state of undersupply in an "infrastructure supercycle."

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---

> **Disclaimer**: This article is for reference only and does not constitute any investment advice.
