Morgan Stanley: New Data Center Computing Capacity from Hyperscale and Emerging Cloud Providers Will Surge 48% Year-on-Year Next Year

According to reports, Morgan Stanley said that in 2027, new data center computing capacity from hyperscale and emerging cloud providers will surge 48% year-on-year to reach 32 gigawatts. Google, Amazon, Microsoft, and Meta, the four major hyperscale cloud providers, will account for about 85% of the new construction. In 2028, another 39 gigawatts will be added, an expansion of 21% year-on-year. (Jiemian)