---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/100000000903217.md"
description: "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)"
datetime: "2026-09-17T00:16:51.000Z"
locales:
  - [en](https://longbridge.com/en/topics/100000000903217.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/100000000903217.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/100000000903217.md)
author: "[Equity research](https://longbridge.com/en/profiles/2071818324550963200.md)"
generator: "portal-rs"
---

# TrendForce: Global Power Demand Capacity> Globa…


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## Comments (1)

- **Alpha～ · 2026-09-17T03:40:10.000Z**: those figures are contracted capacity rather than consumed power, actual draw runs well below nameplate so the gw number overstates what the grid really sees.


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> **Disclaimer: This article is for reference only and does not constitute any investment advice.**