Jefferies forecasts 12.9 GW of new US datacenter capacity in 2026
Original titleJust How Rosy Is That Datacenter Buildout Forecast?
AISummary
Jefferies analyst Jonathan Petersen forecasts 12.9 GW of new North American datacenter IT capacity in 2026 and 18 GW in 2027, citing about 65 GW under construction and 361 GW of announced projects. He says labor shortages, equipment manufacturing, power interconnects and local politics will delay or cancel many projects.
Source: The Next Platform · nextplatform.comPublished · added here