Market Fundamentals Back AI Growth: JLL

JLL says the global data center boom is being driven by real demand rather than speculation, as AI, cloud expansion, and hyperscale investment continue to fuel growth. In other news, Microsoft research indicates that mobile users increasingly rely on AI assistants for personal health and emotional support questions. The findings indicate that device choice influences how users interact with AI for health-related information and support. 

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JLL Rejects Data Center Bubble Fears Amid AI Boom

Fears of a data center real estate bubble are rising as AI accelerates demand for digital infrastructure, but JLL argues that market fundamentals still support sustained growth rather than speculative excess. In its 2026 Global Data Center Outlook, the firm says the sector is in an infrastructure investment supercycle, driven by AI, cloud expansion and new digital use cases, with nearly 100GW of new capacity expected globally between 2026 and 2030.

Energy Efficiency: The AI of Mexico’s Energy Sector

Leonardo Beltrán, Non-Resident Fellow, Institute of the Americas, notes that energy efficiency acts as the AI of Mexico’s energy system, maximizing infrastructure productivity without new plants. It offers a strategic, low-cost lever to meet rising industrial demand amid structural constraints.

Data, AI Are Reshaping Automotive Competition

Luis Brizuela, Sales Director for the Americas, JATO Dynamics, considers data accuracy vital as Mexico's brands grew 65% since 2022. He notes JATO is using AI to turn its 3,000-spec database into actionable insights to help firms navigate hyper-competitive software-defined market shifts.

Mobile Users Bet on AI for Personal Health Queries

People who ask health questions through mobile devices tend to raise more personal and urgent concerns than those using desktop computers, according to new data from Microsoft analyzing more than 500,000 conversations with its Copilot AI assistant in January 2026. The findings indicate that device choice influences how users interact with AI for health-related information and support.