SemiAnalysis: 50GW+ of data center capacity to come online in 2027

SemiAnalysis estimates data center capacity additions will exceed 50GW in 2027, with more than 24GW across 40 campuses already in advanced stages. About 60GW is under construction and $1.3T of lease contracts have been signed year to date, with the shortage potentially shifting to chips.

• Data center additions to exceed 50GW in 2027
• Over 24GW across 40 campuses in advanced stages
• About 60GW of capacity currently under construction
• $1.3T in lease contracts signed year to date