Bain: nearly 150GW of new data center capacity by 2030, requiring $5-6.5 trillion
Beth_Kindig · x · 2026-10-08
Bain projects nearly 150GW of new data center capacity to be built out by 2030, requiring $5 trillion to $6.5 trillion in spending — a massive capex cycle benefiting $NVDA, $MSFT, $META, $GOOG and $AMZN.
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