Dell COO: AI to drive 75% of data center demand by 2030, adding 200GW
Beth_Kindig · x · 2026-09-07
Dell COO Jeff Clarke said the company expects AI to account for 75% of all data center demand by 2030, adding roughly 200 gigawatts of power capacity over that timeframe — a bullish signal for the compute supply chain including NVIDIA, AMD, and Broadcom.
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