P Equity Research 📰(@pequityresearch):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. $NVDA $AMD $GOOGL $META $MSFT $SPCX $AMZN

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P Equity Research 📰@pequityresearch

2026.10.30 15:02

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. $NVDA $AMD $GOOGL $META $MSFT $SPCX $AMZN