Morgan Stanley Research(@MgnStnlyIdeas):Global data center capacity could reach 316 GW by 2030, but the constraints to getting there are becoming harder to ignore. From power and planning to price and financing, growth will depend on where capacity can be built, and who can fund it. We’ll explore these themes further at our European TMT Conference, starting November 18th.

Morgan Stanley Research

@MgnStnlyIdeas

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가입 November 2025

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Morgan Stanley Research@MgnStnlyIdeas

2026.11.10 19:01

Global data center capacity could reach 316 GW by 2030, but the constraints to getting there are becoming harder to ignore. From power and planning to price and financing, growth will depend on where capacity can be built, and who can fund it. We’ll explore these themes further at our European TMT Conference, starting November 18th.