Bernstein: Data center pipeline hits 456 GW, up 13% M/M in September
firstadopter · x · 2026-10-19
Analyst firstadopter cites Bernstein's September data showing data center buildout remains very strong:
- Pipeline: +456 GW total, up 52 GW (+13% M/M). Hyperscaler pipelines grew 10.1 GW — Amazon 3.9 GW, Google 3.8 GW, Meta 2.4 GW.
- Under construction: +7 GW (+10% M/M), with Google adding 2.1 GW and Microsoft breaking ground on 1 GW; Colos contributed 1.4 GW and Neoclouds 1.1 GW.
- Stranded capacity: grew only 2 GW in September, a notable deceleration from 7 GW in August.
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