UBS Sees Global Rack Capacity Hitting 104.5 GW by 2030, Half Going to Nvidia
AccBalanced · x · 2026-10-04
UBS projects annual global rack capacity deployment to grow from 26.5 GW in 2026 to 104.5 GW by 2030, with 50.5 GW dedicated to Nvidia hardware. The forecast covers AI infrastructure expansion across major players including Nvidia, Google, AMD, Microsoft, Meta, Oracle, and Amazon.
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