Altimeter

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   SemiAnalysis forecasts 50GW+ data center capacity additions in 2027

   SemiAnalysis published an analysis projecting that global data center capacity additions will accelerate sharply in 2027 to more than 50GW, with over 24GW across 40 campuses already in advanced construction and slated for delivery that year. A Techmeme summary of the report also cites 60GW under construction and $1.3 trillion in lease contracts signed year to date. SemiAnalysis says its proprietary model tracks leading indicators such as self-build construction starts and leasing, while Altimeter's Brad Gerstner has publicly disputed the forecast as too aggressive, estimating roughly 25GW would be built.

   SemiAnalysis · 🔥 19

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