SemiAnalysis forecasts over 50GW of AI datacenter capacity added in 2027

SemiAnalysis forecasts that datacenter capacity could grow by more than 50GW in 2027.

In a report, the firm says more than 24GW of datacenters are in advanced construction for 2027 delivery across about 40 campuses, and that modular designs are cutting build timelines. It cites over $1 trillion in binding datacenter leases signed in 2026 so far. A post from the firm's X account gives different figures, citing 60GW under construction and $1.3 trillion in lease contracts signed year to date, and warns that the datacenter shortage could move to chips.