Two hyperscale leases signed after Q2 2026 quarter-end add $410 million of annualized rent at 100% share.
Kansas City entry adds initial utility power that starts ramping in 2028, with a long-term runway toward 2 gigawatts.
The 200-megawatt Charlotte AI inference lease will be delivered in phases starting in 2027 and continuing into 2028.
Three fully leased Northern Virginia hyperscale facilities are scheduled to stabilize in phases during 2027 and 2028.
Contracted commencements are scheduled to accelerate in the second half of 2026, with additional leases starting in 2027 and 2028.
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