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Morgan Stanley: Next Year's New Computing Power in Data Centers of Hyperscale and Emerging Cloud Providers Will Surge by 48% Year-on-Year
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Morgan Stanley predicts that by 2027, the new computing power in data centers of hyperscale cloud providers and emerging cloud providers will surge by 48% year-on-year, reaching a total of 32 gigawatts. Among them, the four major providers—Google, Amazon, Microsoft, and Meta—will contribute approximately 85% of the new construction volume. By 2028, the new computing power capacity will increase by an additional 39 gigawatts, representing a 21% year-on-year expansion.
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