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1 day ago, 12:16 AM
TrendForce: Global Power Demand Capacity
> Global data center power demand capacity is expected to expand from 122.9 GW in 2025 to 161 GW in 2026.> The share of AI servers is likely to exceed 40% by 2027, whereas the share of general servers is expected to decline from around 40% historically to 25.6% by 2027.> AI servers accounted for approximately 25% of total data center power demand capacity in 2025, and are projected to rise to 33.4% in 2026.> The share of AI servers is likely to exceed 40% by 2027, whereas the share of general servers is expected to decline from around 40% historically to 25.6% by 2027.> The global data center power supply-demand gap in 2030 is estimated at 268 GW.> Based on current grid data, the U.S. data center power supply-demand gap is estimated to exceed 170 GW by 2030.$NVIDIA(NVDA.US) $GE Vernova(GEV.US) $AMD(AMD.US) $Alphabet(GOOGL.US) $Amazon(AMZN.US) $Microsoft(MSFT.US) $Dell Tech(DELL.US)
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