AI Data Center Cost Per GW Jumps 40%
tengyanAI · x · 2026-07-14
This comment cites Morgan Stanley's view on AI infrastructure capex and adds a key breakdown: per GW cost surges by about 40% from GB200 to Vera Rubin, driven primarily not by the chips themselves, but by outside-the-rack power and powered shell deployment costs.
The cited content also notes:
- Morgan Stanley raised its 2028 total capex forecast for hyperscalers to $1.4 trillion, up from the previous estimate of around $1.2 trillion for 2027.
- Total hyperscaler compute capacity is expected to grow from about 30 GW in 2025 to 120 GW by 2028.
- The cost increase is tied to memory and "outside the rack" powered shell development.
Related event: Morgan Stanley Raises Hyperscaler Capex Forecast to Nearly $1.5T(3 posts)→
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