{"ai_traffic":{"mom_pct":-90.7,"probes_filtered":false,"tool_calls_month":6563,"tool_calls_prior":70355},"as_of_date":"2026-07-15","brand_pulse":{"citation_score_pct":20.0},"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":191,"mw":118927.266,"value":1126644.2},"current_window":"calendar_month","deals_mom_pct":-53.4,"deals_yoy_pct":null,"prior":{"count":410,"mw":363683.0,"value":782094.0},"rolling_30d":{"count":457,"mw":176583.28,"value":1342988.1},"value_mom_pct":44.1,"value_yoy_pct":null,"year_ago":{"count":0,"mw":0.0,"value":0.0}},"generated_at":"2026-07-15T18:13:56.329503Z","headline":{"facilities_added_month":94,"facilities_added_prior":43,"facilities_added_year_ago":0,"facilities_mom_pct":118.6,"facilities_total":21957,"facilities_yoy_pct":null,"total_mw":866947.75},"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":7,"month_label":"July 2026","narrative_summary":{"audience":"default","cache_age_seconds":0,"generated_at":"2026-07-15T18:14:04.463834Z","model":"claude-haiku-4-5-20251001","text":"# July 2026 Monthly Trend Report: Executive Summary\n\nDeal velocity collapsed 53% month-over-month\u2014191 transactions versus 410 in June\u2014yet deal value surged 44% to $1.13 billion, signaling a sharp pivot toward larger, strategic assets over smaller opportunistic buys. The headline transaction was CoreWeave's three-tranche acquisition of Meta infrastructure totaling $144 million on July 3, which alone represents 12.8% of monthly deal volume by value. Geographically, capacity concentration deepened: Richland Parish and \"One\" (each 5,000 MW) now anchor the portfolio alongside Ashburn's 4,296 MW across 161 facilities, while Las Cruces and Abilene command 4,500 MW and 2,950 MW respectively. The month added 94 net facilities across the global fleet, bringing total capacity to 866.9 GW. Despite modest facility growth, the market absorbed 118.9 GW of deal-flow megawatts, indicating aggressive repositioning of existing capacity into fewer, higher-value hands.\n\nThe combination of fewer but fatter deals and a 90.7% collapse in AI-tool citations suggests a critical inflection: hyperscalers are moving past exploration and consolidating supply via targeted M&A rather than fragmented procurement. This pattern typically precedes either aggressive capex commitments into secured assets or prolonged queue depth as closed portfolios reduce spot-market churn. Watch the next 90 days for commitment announcements tied to these July acquisitions and for upstream pressure on interconnection queues in markets like Ashburn and Richland Parish, where facility density may outpace new power availability. The 44% value lift on 53% fewer deals also warns that retail and mid-market operators face margin compression as scale-driven buyers lock in long-term capacity."},"pipeline_by_market":[],"press_kit":{"attribution":"DC Hub \u00b7 dchub.cloud \u00b7 monthly trend snapshot","permalink":"https://dchub.cloud/reports/monthly/2026-07","quotables":["DC Hub now tracks 21,957 data center facilities globally, representing 866.9 GW of operational and pipeline capacity.","94 new facilities were discovered in July 2026, up 118.6% month-over-month.","July 2026 saw 191 tracked M&A transactions ($1126.6B in aggregate disclosed value), a count that decreased 53.4% from the prior month.","118,927 MW of capacity changed hands through M&A and JV transactions tracked by DC Hub in July 2026.","AI-agent queries against DC Hub's research API decreased 90.7% in July 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 2026-07-15"},"served_from":"live","top_deals":[{"buyer":"CoreWeave","date":"2026-07-03","id":"AUTO-20260704-21a0e5","mw":null,"seller":"Meta","value":48000.0},{"buyer":"CoreWeave","date":"2026-07-03","id":"AUTO-20260706-21a0e5","mw":null,"seller":"Meta","value":48000.0},{"buyer":"CoreWeave","date":"2026-07-03","id":"AUTO-20260703-21a0e5","mw":null,"seller":"Meta","value":48000.0},{"buyer":"CoreWeave","date":"2026-07-03","id":"AUTO-20260705-21a0e5","mw":null,"seller":"Meta","value":48000.0},{"buyer":"CoreWeave","date":"2026-07-03","id":"AUTO-20260707-21a0e5","mw":null,"seller":"Meta","value":48000.0}],"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}