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“Base case global data center capacity of 195 GW in 2030”
@pequityresearch
A 4x surge in data center capacity to 195 GW by 2030 creates enormous electricity demand, benefiting power generators like Vistra that supply AI infrastructure.
VSTLONG@ $165.43
$145.07-12.31%
since call Jun 19
peak +3.6%
“General compute will be 46% of global data center capacity in 2030, inference will be 38%.”
@pequityresearch
AI inference grows from near-zero to 38% of 195 GW data center capacity by 2030, driving sustained demand for NVIDIA's GPU platforms.
NVDALONG@ $212.77
$199.93-6.03%
since call Jun 19
peak +2.2%
“85 hyperscaler self-build data centers in 2030, up from 40 in 2027.”
@pequityresearch
Hyperscaler self-builds double and total data center capacity grows 4x by 2030, expanding the wholesale colocation market that Digital Realty serves.
DLRLONG@ $185.60
$191.40+3.13%
since call Jun 19
peak +9.9%
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