Small Cap Snipa(@SmallCapSnipa):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

Small Cap Snipa

@SmallCapSnipa

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Small Cap Snipa@SmallCapSnipa

2026.10.30 20:47

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