Announced data centers hit 342GW vs 50GW installed, implying $26.3T in spend
BenBajarin · x · 2026-09-18
Per Eaton's conference remarks, announced data center projects grew from 307GW at Q2 earnings to 342GW within a month — versus only 50GW currently installed, a 6-7x buildout ahead. Most of it won't convert to 2027-28 revenue; it's a longer cycle. Commenter hassankhan runs the math: 350GW at $75B/GW implies $26.3T in total spend, a number worth questioning.
Related event: Planned Data Centers Reach 342GW, Nearly 7x Current Capacity(2 posts)→
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