Search results for TrendForce
TrendForce community
One keyword maps to one global community path.
People
Not Found
Tweets including TrendForce
TrendForce: US Data Centers Could Face a 170GW Power Gap by 2030
TrendForce projects global data center power demand capacity to triple from 161GW in 2026 to 490GW by 2030, driven by accelerating AI server deployments
AI servers are expected to account for 54% of total demand by 2030, up from 33% in 2026, with their power requirements increasing from 54GW to 264GW
The critical turning point is 2028, when grid connection delays could leave data centers with installed computing equipment but insufficient electricity to operate it
The full 171.7GW gap is not an established electricity shortage. Of this figure, 124GW represents demand beyond Lawrence Berkeley National Laboratory's existing forecast. TrendForce estimates actual grid delivery shortfalls of 49GW against that reference scenario
The largest projected regional shortfalls are concentrated in PJM (19.5GW), ERCOT (11.2GW), and MISO (7.6GW)
PJM alone could see data center load growth of 29GW by 2030, against a deliverable baseline of just 9–10GW
Grid upgrades, transformers, substations, and transmission infrastructure require years to complete, while permitting and interconnection delays add further constraints
$IREN $HUT $CIFR $GLXY $CORZ $KEEL $CLSK
Show more
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
Show more
TrendForce: Supply Chain Radar
Everything besides GPU is either tight or very tight in supply.
$NVDA $AMD $SNDK $MU blockstack:native $WDC
TrendForce: “The GPU isn’t the bottleneck.”
DRAM, HDDs, and ABF are where shortages are preventing more HPC chips from being shipped
TrendForce explains why 4-Hi HBM isn’t enough.
(Personally, I think memory makers wouldn’t produce 4-Hi HBM even if it were enough.)
TrendForce has raised its forecast for Q3 PC DRAM price increases.
As of August, it now expects prices to rise 18–23% QoQ, up from its July forecast of 15–20%.
TrendForce: Vera Rubin’s ASP is expected to be twice that of the GB300, while the combined production value of the GB300, VR200, and VR300 next year is projected to reach $710 billion.
Show more
TrendForce says memory could take 68% of AI hyperscaler capex by 2027, up from 47% this year.
That puts Micron ($MU) in focus as DRAM, NAND and HBM prices surge, even with the stock still 26% below its June high.
Show more
TrendForce: Memory is expected to account for 68% of CSP capex next year.
TrendForce expects DRAM and NAND to account for 68% of major CSP capex in 2027, up from 47% in 2026.
CSPs may have to spend more to preserve AI chip volumes, or reduce memory per system.
Show more
