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In its high case scenario, Bain projects roughly 183GW of new data center capacity to be built by 2030, taking total capacity from 79GW in 2025 to 262GW by 2030. $NVDA $MSFT $META $GOOG $AMZN

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Bain projects nearly 150GW of new data center capacity to be built out by 2030, requiring $5 trillion to $6.5 trillion in spending. $NVDA $MSFT $META $GOOG $AMZN

Beth_Kindig ↗
Library as of 2026-10-21