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SPONSORED: Principal Asset Management — How AI is affecting the U.S., European data center markets
OCTOBER 31, 2025

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SPONSORED: Principal Asset Management — How AI is affecting the U.S., European data center markets

by Jennifer Babcock

In a sponsored interview published in the November issue of Institutional Real Estate Americas, Principal Asset Management’s Casey Miller, managing director of U.S. data centers, and Paul Lewis, managing director of European data centers, about how AI is affecting the data center investment landscape in the United States and Europe.

“On the overall AI journey, we’re still very much in the foothills. The United States is running a bit ahead of Europe,” said Lewis in the interview. “The focus is still on the model-training phase, which is driving tenants to locations where they can access the quantum of power that’s needed at an affordable cost. Where we’re heading is more of the inference phase, which will be more latency sensitive and start to shift some of those locations.”

To learn more, access a pdf of the sponsored report by clicking here.

 

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