Nomura: Based on our latest tracking, incorporating project delays, cancellations and additions, we now have 51 GW-scale…
Nomura: Based on our latest tracking, incorporating project delays, cancellations and additions, we now have 51 GW-scale data center projects in our tracking base.
Our latest calculation indicates 26GW/40GW/28GW incremental deployment in 2026F/2027F/2028F, from 27/32/23 GW in June update.We estimate 26GW/40GW/28GW could translate into the demand for 5-8mn AI chips.$NVIDIA(NVDA.US) $AMD(AMD.US) $Alphabet(GOOGL.US) $Meta Platforms(META.US) $Microsoft(MSFT.US) $SpaceX(SPCX.US) $Amazon(AMZN.US)The copyright of this article belongs to the original author/organization.
The views expressed herein are solely those of the author and do not reflect the stance of the platform. The content is intended for investment reference purposes only and shall not be considered as investment advice. Please contact us if you have any questions or suggestions regarding the content services provided by the platform.