Jefferies forecasts 12.9 GW of new North American datacenter capacity in 2026
Overview
Jefferies analyst Jonathan Petersen forecasts 12.9 GW of new North American datacenter IT capacity in 2026 and 18 GW in 2027, according to a report covered by The Next Platform.
The forecast is based on about 65 GW under construction and 361 GW of announced projects.
Petersen says labor shortages, equipment manufacturing, power interconnects and local politics will delay or cancel many of those projects, which is why the expected build-out is far below the announced total.
Written by AI from the articles below · updated Oct 16, 12:32 PM ET
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- The Next PlatformNewsJefferies forecasts 12.9 GW of new US datacenter capacity in 2026
AIJefferies 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.
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