UBS predicts AI rack capacity to reach 104.5GW by 2030

UBS forecasts global AI rack capacity will grow about fourfold to 104.5GW by 2030, with Nvidia accounting for roughly 50.5GW and nearly 48% market share, while ASICs are expected to reach 43% of deployments.

2026-10-04 ~ 2026-10-05 · 2 related posts

• UBS Sees Global Rack Capacity Hitting 104.5 GW by 2030, Half Going to Nvidia — AccBalanced · 2026-10-04
• UBS projects AI rack capacity to 4x to 104.5 GW by 2030, with ASICs taking ~43% share — AccBalanced · 2026-10-05