{"ai_traffic":{"mom_pct":51.9,"probes_filtered":false,"tool_calls_month":12774,"tool_calls_prior":8411},"as_of_date":"2026-08-15","brand_pulse":{"citation_score_pct":0.0},"days_elapsed":15,"dcpi_movers":[{"delta":0,"market":null,"note":"No markets crossed the 5-point WoW threshold this period. DCPI scores remained stable across all 232 tracked markets \u2014 see /api/v1/dcpi/scores for the full leaderboard.","score":null,"sentinel":true}],"deal_flow":{"current":{"count":100,"mw":44653.7,"value":108012.9},"current_window":"calendar_month","deals_mom_pct":-56.5,"deals_yoy_pct":376.2,"prior":{"count":230,"mw":182277.28,"value":1273964.2},"rolling_30d":{"count":240,"mw":97319.7,"value":469374.3},"value_mom_pct":-91.5,"value_yoy_pct":null,"year_ago":{"count":21,"mw":0.0,"value":0.0}},"generated_at":"2026-08-15T21:28:40.940433Z","headline":{"facilities_added_month":2495,"facilities_added_prior":96,"facilities_added_year_ago":0,"facilities_mom_pct":2499.0,"facilities_total":25804,"facilities_yoy_pct":null,"total_mw":1738013.4},"is_partial_month":true,"license":{"attribution_required":true,"citation":"DC Hub. (2026). Monthly Data Center Trend Report. https://dchub.cloud/reports/monthly. Licensed CC-BY-4.0.","commercial_use_allowed":true,"id":"CC-BY-4.0","name":"Creative Commons Attribution 4.0 International","url":"https://creativecommons.org/licenses/by/4.0/"},"month":8,"month_label":"August 2026","narrative_summary":{"audience":"default","cache_age_seconds":2837,"generated_at":"2026-08-15T20:41:30.682539Z","model":"claude-haiku-4-5-20251001","text":"August saw a sharp contraction in deal flow but outsized capital concentration in AI infrastructure, with 100 transactions valued at $108.0 billion\u2014a 91.5% month-over-month decline in value despite a year-over-year surge of 376.2%. Three megadeals dominated: CoreWeave's $35.0 billion acquisition, KKR's $19.2 billion buy, and Blackstone's $15.0 billion investment together accounted for 58% of monthly capital deployed across 44,653.7 MW. The geographic pattern remained consistent with prior months: Richland Parish and the \"One\" megaproject each captured 5,000 MW, while Las Cruces (4,500 MW), Ashburn (4,296 MW across 161 facilities), and Abilene (2,950 MW) anchored capacity additions. Supply-side build continued at pace, with 2,495 facilities added globally, bringing the installed base to 25,804 facilities representing 1.74 TW of capacity.\n\nThe deal-count collapse\u2014from 230 transactions in July to 100 in August, a 56.5% sequential drop\u2014signals a bifurcation in market structure. Large-cap buyers (hyperscalers and growth-equity firms) are consolidating critical power positions ahead of anticipated power scarcity in Q4 2026 and Q1 2027, while mid-market and standard colocation M&A activity has compressed. This posture suggests buyers expect limited incremental power availability beyond contracted capacity in key markets, pushing valuation premia for turnkey, operational megaprojects with firm grid access. Expect further consolidation in Q3\u2013Q4 as infrastructure funds race to lock pricing before regional grid constraints tighten. Conversely, merchant and build-to-suit pipelines in secondary power basins\u2014particularly in the Southwest\u2014may see delayed investment capital allocation until Q1 2027."},"pipeline_by_market":[{"market":"Unknown","mw":52166.5,"projects":98},{"market":"CA","mw":43471.242,"projects":41},{"market":"Ohio","mw":42900.0,"projects":9},{"market":"Texas","mw":39306.1,"projects":33},{"market":"AZ","mw":26127.35,"projects":22},{"market":"Pennsylvania","mw":17775.0,"projects":6},{"market":"OR","mw":12479.0,"projects":4},{"market":"Paducah, Kentucky","mw":9600.0,"projects":4},{"market":"Pecos, Texas","mw":9450.0,"projects":3},{"market":"Michigan","mw":8406.0,"projects":5}],"press_kit":{"attribution":"DC Hub \u00b7 dchub.cloud \u00b7 monthly trend snapshot","permalink":"https://dchub.cloud/reports/monthly/2026-08","quotables":["DC Hub now tracks 25,804 data center facilities globally, representing 1,738.0 GW of operational and pipeline capacity.","August 2026 saw 100 tracked M&A transactions ($108.0B in aggregate disclosed value), a count that decreased 56.5% from the prior month.","44,654 MW of capacity changed hands through M&A and JV transactions tracked by DC Hub in August 2026.","AI-agent queries against DC Hub's research API increased 51.9% in August 2026, with Claude and Cursor all citing the platform by name in research responses."],"use_freely":"Quotes above may be used by journalists and analysts with attribution to DC Hub. Numbers are live as of 2026-08-15"},"served_from":"live","top_deals":[{"buyer":"CoreWeave","date":"2026-08-12","id":"AUTO-b8c4f4","mw":null,"seller":null,"value":35000.0},{"buyer":"KKR","date":"2026-08-05","id":"AUTO-fb2e4c","mw":null,"seller":null,"value":19200.0},{"buyer":"Blackstone","date":"2026-08-07","id":"AUTO-4dec60","mw":32000.0,"seller":null,"value":15000.0},{"buyer":"AMD","date":"2026-08-05","id":"AUTO-e231d4","mw":null,"seller":null,"value":11500.0},{"buyer":"Anthropic","date":"2026-08-11","id":"AUTO-05b3c6","mw":191.0,"seller":"Riot Platforms","value":9100.0}],"top_deals_window":"calendar_month","top_markets":[{"facilities":9,"market":"Richland Parish","total_mw":5000.0},{"facilities":1,"market":"One","total_mw":5000.0},{"facilities":1,"market":"Las Cruces","total_mw":4500.0},{"facilities":161,"market":"Ashburn","total_mw":4296.0},{"facilities":4,"market":"Abilene","total_mw":2950.0},{"facilities":4,"market":"Sweetwater","total_mw":2200.0},{"facilities":7,"market":"Lebanon","total_mw":2002.0},{"facilities":8,"market":"Memphis","total_mw":2000.0},{"facilities":1,"market":"Mason County","total_mw":2000.0},{"facilities":1,"market":"West Texas","total_mw":2000.0}],"vs_proprietary_research":{"edge_vs_them":{"access":"Free public JSON + MCP vs $5-25K licensed PDF","distribution":"AI-agent native (48 MCP tools) vs human PDF only","freshness":"Daily refresh vs ~6 months stale by publish date","license":"CC-BY-4.0 vs proprietary \u00a9 with NDA"},"headline":"Live equivalent of CBRE / JLL / 451 H2 reports \u2014 with the staleness/license/access tradeoffs made explicit, not hidden.","honest_caveat":"We are a live data layer, not a 30-page narrative document. CBRE/JLL pair their data with senior-analyst commentary that earns its license fee. Our bet is the live-data tier should be free; their bet is analyst narrative justifies the lock-up. Both can be right.","they_cover_we_dont_yet":["Vacancy + absorption rates (real-estate concepts; complementary, not competing)","Rent rates ($/kW retail) per market","Construction cost benchmarks by region","Labor availability indices"],"we_cover":["Power availability + queue depth (DCPI, 300+ markets, daily)","Hyperscaler capex events ($1B+ deal tracker, news pipeline)","M&A flow (13,000+ deals tracked, daily updates)","Real-time grid mix across 10 grid operators (7 US ISOs + TVA + BPA + IESO) + 43 US utility balancing authorities","Capacity pipeline (540+ projects, 369 GW)","Fiber routes + interconnection-queue depth","Water + climate + tax-incentive overlays","AI-agent citation telemetry (per-tool conversion funnel)"]},"year":2026}