10/13/2026
Every boom ends. Ermengarde Jabir, PhD explains how the data center boom cools, and why that is not a bust.
On America's Commercial Real Estate Show, the Director of Economic Research at Moody's Analytics gives her outlook for the data center sector: a long runway of strong activity, then a shift from boom into a more measured phase.
The reason is a gap between adoption and implementation. AI adoption at a basic level is already widespread, but actually building AI into business workflows takes longer, still needs a lot of human intervention, and costs more to run than many expect. That combination stretches the timeline out.
None of this is a bust call. The technology is here to stay. Like the industrial revolutions before it, from the steam engine to the cotton gin, it makes work more efficient without removing the need for people. For data center demand, that means a long runway followed by a normalization, not a cliff.
Ermengarde Jabir joins Michael Bull, CCIM to break down the data center outlook, AI adoption, and why the boom eventually cools.
Watch the Full Episode: https://buff.ly/1oEnX5r
Listen on Spotify: https://buff.ly/ngdyYyQ
Listen on Apple: https://buff.ly/Eglf2sl
Connect with Ermengarde Jabir, PhD: https://buff.ly/OBRS6he
Moody's Analytics Website: https://buff.ly/k71SpiP
Looking to discuss where data centers go next? Let's connect!
Michael Bull, CCIM
[email protected]
404-876-1640 x 101