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P Equity Research 📰
@pequityresearch
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参加 April 2023
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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
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