---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/100000000962560.md"
description: "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)"
datetime: "2026-10-30T15:05:16.000Z"
locales:
  - [en](https://longbridge.com/en/topics/100000000962560.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/100000000962560.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/100000000962560.md)
author: "[Equity research](https://longbridge.com/en/profiles/2071818324550963200.md)"
generator: "portal-rs"
---

# Nomura: Based on our latest tracking, incorporatin…


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