Chill Banker(@ChillBanking):UBS: “For C2027 we anticipate ~50GW of compute shipments (requiring ~57GW of powered data center including PUE factor) against current visibility for ~38GW of powered shell when excluding early-stage power plant projects. In C2028, this gap widens further with semis shipments of ~68GW (requiring ~76GW of powered shell) against visibility of ~50GW. On the surface, this is worrisome, but we do feel it is still possible to bridge the gap in both years.” $AMD $AVGO $NVDA $CIFR $WULF

2026.10.11 18:58

UBS: “For C2027 we anticipate ~50GW of compute shipments (requiring ~57GW of powered data center including PUE factor) against current visibility for ~38GW of powered shell when excluding early-stage power plant projects. In C2028, this gap widens further with semis shipments of ~68GW (requiring ~76GW of powered shell) against visibility of ~50GW. On the surface, this is worrisome, but we do feel it is still possible to bridge the gap in both years.” $AMD $AVGO $NVDA $CIFR $WULF