GlobalData says more adults with type 2 diabetes in England hit blood sugar and weight targets on tirzepatide than on semaglutide. #longevity# #tirzepatide# #semaglutide# #type2diabetes# #GlobalData#

Global data center capacity shortfall to grow from 3 GW to 49 GW in 2028 ⚡️ $IREN: 5.8 GW $CIFR: ~4.0 GW $HUT: ~4.0 GW $WULF: ~3.6 GW $MARA: ~2.8 GW $CORZ: ~2.6 GW $CLSK: ~1.7 GW

Global data center optical transceiver shipments were 26 million units in 2023. Nomura estimates they will reach 226 million by 2028, roughly 9x in five years. The AI buildout runs on optics, and the Roundhill Photonics & Optics ETF $LYTE holds the companies shipping them. Consider investing:

Global data center spending is set to reach $31.6 trillion through 2050 to meet the world’s growing appetite for AI, an investment boom with no precedent in history, according PricewaterhouseCoopers

Global data center cooling used 58.6 billion gallons in 2025. Expected to triple by 2030, 170 billion gallons. US lawns have been using 2,900 to 3,300 billion gallons EVERY SINGLE YEAR. I wonder how long it'll take data centers to catch up to lawns' historical usage.

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. $NVDA $GEV $AMD $GOOGL $AMZN $MSFT $DELL

Morgan Stanley: Global data center model implies over 300GW of capacity by 2030: Leveraging a bottom-up build by operator, along with a top-down total capacity forecast, we now expect a 23% CAGR in the growth of data center IT capacity between 2026 and 2030. We expect ~180 GW of IT capacity to come online by 2030 in our base case, for a total of 316 GW (IT). $AMZN $META $SPCX $MSFT $GOOGL $NVDA $CRWV

Nomura estimates: Global data center power by applicationAI goes from 10GW (17%) in 2025 → 40GW (35%) by 2028Heavy agents become the biggest AI power user (15GW), ahead of training (10GW)

Goldman now sees global data center capacity reaching 217GW by 2030 while power demand growth jumps to 170%. Behind the meter power was also raised from 40GW to 67GW as AI campuses increasingly bring their own generation. $SPCX, $NBIS, $IREN, $CIFR, $CRWV, $APLD, $WULF