Our Data Center Outlook: Growth, Demand, and Constraints

In our latest video, Nicole Roman, Senior Director of Investor Relations, is joined by TJ Hofheimer and Ben Kanne, co-portfolio managers of National’s Data Center investment platform, to discuss the trends shaping the sector.

The conversation explores the rapid acceleration of AI-driven demand, increasing power constraints, and the evolving requirements for data center design and delivery. With perspectives grounded in nearly two decades of National’s experience in the space, TJ and Ben share how National’s disciplined investment approach, vertically integrated platform, and focus on flexibility support long-term growth.

From shifting market dynamics to the importance of power availability and scale, the discussion provides a closer look at the factors influencing development today.

Watch the video to hear more from the team on what’s driving the next phase of data center investment.