Datacenter pipeline now totals 94GW vs 82GW in June, with capacity sliding into 2027-28

bookwormengr · x · 2026-10-31

Citing @jeffjzx's tracker: summing three years of plans, datacenter capacity now totals 94GW, up from 82GW in June. 2026 was trimmed by 1GW while 2027 rose 8GW and 2028 rose 5GW — net of delays and cancellations, capacity keeps sliding later into 2027-28 even as the total grows.

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