Even cutting forecasted data center growth by 60% leaves Nvidia supply constrained
robleclerc · x · 2026-11-05
Rob Leclerc asked Grok to build a bottoms-up model testing what happens to Nvidia sales if forecasted data center growth were cut by 60% — the answer: nothing, Nvidia would still be supply constrained.
Context: Goldman Sachs updated its global data center supply forecast to 273GW by 2030 (up from 217GW in July) using 451 Research data, covering META, GOOGL, MSFT, AMZN, and ORCL.
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