We reviewed CBRE's North America Data Center Trends report for 1H 2025, which was released this week. Read through: Positive for machinery, materials and E&C companies What's notable here is the slow-down in investment noted in 1H, given that so many corporates are relying on data centers for growth. However, the more upbeat assessment for 2H is positive. We expect data centers and related power gen to drive a re-acceleration in non-res construction in 2H26, and we expect data centers to be a meaningful dri ...