Morgan Stanley expects global data center IT capacity 2030 to reach in 316GW
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Morgan Stanley expects global data center IT capacity 2030 to reach in 316GW。
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Morgan Stanley: Global data center 2030 annual capacity may reach 316GW
PANews November 2 According to a report by Cailian Press, a Morgan Stanley research report noted that, despite persistent constraints on expansion from power shortages, rising construction costs, and tightening financing, global data center capacity will continue to grow rapidly. The bank expects global data center IT capacity to increase from 2026 approximately at the end of 136 gigawatts (GW) to 2030 in 316GW, an increase of approximately 180GW, with a compound annual growth rate of 23%。
A Morgan Stanley research report expects global data center IT capacity to increase from 2026 approximately at the end of 136GW to 2030 in 316GW。
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The above capacity is expected to increase by approximately 180GW, with a compound annual growth rate of 23%。
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Power shortages, rising construction costs, and tightening financing continue to constrain data center expansion.
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This information was relayed by PANews from a Cailian Press report.
AI-assisted interpretation
The following is analysis, separate from reported facts. Verify important claims independently.
According to this forecast, global data center IT capacity will increase substantially between the end of 2026 and 2030, but expansion is also constrained by power, cost, and financing conditions.
Why it matters to readers
This indicates strong expectations for data center capacity expansion, although actual growth remains subject to multiple constraints.
It can help beginners understand the scale of capacity in the data center industry, growth expectations, and the main limiting factors.
Risks and unknowns
The original Morgan Stanley research report was not provided, and the forecast may still be revised.
Power supply, construction costs, and financing conditions may affect the actual pace of expansion.
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