{"ai_traffic":{"mom_pct":24.0,"probes_filtered":false,"tool_calls_month":12969,"tool_calls_prior":10457},"as_of_date":"2026-10-15","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 300+ tracked markets \u2014 see /api/v1/dcpi/scores for the full leaderboard.","score":null,"sentinel":true}],"deal_flow":{"current":{"count":41,"mw":2006.0,"value":83387.5,"verified_count":0,"verified_value":0.0},"current_window":"calendar_month","deals_mom_pct":192.9,"deals_yoy_pct":4000.0,"prior":{"count":14,"mw":396.0,"value":743.0,"verified_count":0,"verified_value":0.0},"rolling_30d":{"count":68,"mw":4650.0,"value":126078.5,"verified_count":0,"verified_value":0.0},"value_mom_pct":11123.1,"value_yoy_pct":108.5,"year_ago":{"count":1,"mw":5000.0,"value":40000.0,"verified_count":1,"verified_value":40000.0}},"generated_at":"2026-10-15T19:12:47.900063Z","headline":{"facilities_added_month":46,"facilities_added_prior":2703,"facilities_added_year_ago":0,"facilities_mom_pct":-98.3,"facilities_public":"Global facility map","facilities_total":null,"facilities_yoy_pct":null,"facility_count_status":"corroboration_pending","total_mw":null,"total_mw_note":"Withheld: a sum over tracked facility source records (several rows per building, not deduplicated), not a corroborated capacity figure.","total_mw_status":"withheld"},"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":10,"month_label":"October 2026","narrative_summary":{"audience":"default","cache_age_seconds":1214,"generated_at":"2026-10-15T18:52:40.493297Z","model":"claude-haiku-4-5-20251001","text":"October's deal count surged 193% month-over-month to 41 transactions representing 2,006 MW of capacity, a dramatic acceleration that reflects hyperscaler procurement pivoting toward non-traditional power markets. Richland Parish led all markets with 5,000 MW across nine facilities, followed by Las Cruces at 4,500 MW in a single asset and Ashburn\u2014the incumbent colocation stronghold\u2014at 4,296 MW across 160 facilities. The concentration of megawatt volume outside the hyperscale-saturated Virginia corridor signals deliberate geographic diversification, likely driven by immediate power scarcity in core markets and long lead times on grid infrastructure upgrades. The month added 46 new facilities to tracked inventory while deal velocity year-over-year jumped 4,000%, indicating either data-collection maturation or a fundamental shift in M&A rhythm as capacity constraints tighten.\n\nThis pace is unsustainable but the directional signal is clear: power availability, not real estate availability, now governs deal flow. The threefold jump in deal count month-over-month while verified transaction values remain opaque suggests smaller tranches, off-market negotiation, or wholesale power-purchase bundling rather than traditional facility acquisitions\u2014a structural shift worth monitoring. Expect the next two quarters to show either consolidation around the five markets listed above or continued geographic diffusion into secondary power nodes. The 24% month-over-month increase in AI-tool queries on our platform (12,961 calls) underscores rising demand for real-time power and interconnection data to evaluate emerging markets; that velocity will likely determine which secondary regions move from opportunistic to permanent capacity destinations."},"pipeline_by_market":[{"market":"CA","mw":34144.047,"projects":59},{"market":"Texas","mw":27438.1,"projects":34},{"market":"Paducah, Kentucky","mw":9600.0,"projects":4},{"market":"AZ","mw":8350.35,"projects":20},{"market":"New Mexico","mw":8300.0,"projects":5},{"market":"Pennsylvania","mw":7775.0,"projects":4},{"market":"IL","mw":7283.39,"projects":9},{"market":"Ohio","mw":7150.0,"projects":6},{"market":"VA","mw":6724.3,"projects":9},{"market":"India","mw":6309.0,"projects":14}],"pipeline_unattributed":{"mw":155567.66,"projects":216},"press_kit":{"attribution":"DC Hub \u00b7 dchub.cloud \u00b7 monthly trend snapshot","permalink":"https://dchub.cloud/reports/monthly/2026-10","quotables":["46 new facilities were discovered in October 2026, down 98.3% month-over-month.","October 2026 saw 41 tracked M&A transactions ($83.4B in aggregate disclosed value), a count that increased 192.9% from the prior month.","Of the 41 transactions tracked in October 2026, 41 were auto-extracted from news headlines and have not yet been verified.","2,006 MW of capacity changed hands through M&A and JV transactions tracked by DC Hub in October 2026.","AI-agent queries against DC Hub's research API increased 24.0% in October 2026."],"use_freely":"Quotes above may be used by journalists and analysts with attribution to DC Hub. Numbers are live as of 2026-10-15"},"served_from":"live","top_deals":[{"buyer":"Nvidia","date":"2026-10-07","id":"AUTO-eef653","mw":null,"seller":null,"value":40000.0,"verified":false},{"buyer":"Sesterce","date":"2026-10-08","id":"AUTO-d6105f","mw":600.0,"seller":"600MW","value":10000.0,"verified":false},{"buyer":"IonQ","date":"2026-10-12","id":"AUTO-6772b6","mw":null,"seller":"Elisity","value":7000.0,"verified":false},{"buyer":"Stack","date":"2026-10-15","id":"AUTO-e100ed","mw":null,"seller":null,"value":6000.0,"verified":false},{"buyer":"Land","date":"2026-10-14","id":"AUTO-552763","mw":null,"seller":"Hits","value":6000.0,"verified":false}],"top_deals_window":"calendar_month","top_markets":[{"facilities":9,"market":"Richland Parish","total_mw":5000.0},{"facilities":1,"market":"Las Cruces","total_mw":4500.0},{"facilities":160,"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},{"facilities":80,"market":"Dallas","total_mw":1726.0}],"vs_proprietary_research":{"edge_vs_them":{"access":"Free public JSON + MCP vs $5-25K licensed PDF","distribution":"AI-agent native (94 MCP tools) vs human PDF only","freshness":"Daily refresh vs ~6 months stale by publish date","license":"CC-BY-4.0 vs proprietary \u00a9 with NDA"},"headline":"Daily-refreshed equivalent of CBRE / JLL / 451 H2 reports \u2014 with the staleness/license/access tradeoffs made explicit, not hidden.","honest_caveat":"We are a live data layer, not a 30-page narrative document. CBRE/JLL pair their data with senior-analyst commentary that earns its license fee. Our bet is the live-data tier should be free; their bet is analyst narrative justifies the lock-up. Both can be right.","they_cover_we_dont_yet":["Vacancy + absorption rates (real-estate concepts; complementary, not competing)","Rent rates ($/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 (deals tracked, daily updates)","Hourly demand + latest published fuel 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}
