Morgan Stanley said in a research note, cited by Cailian Press and relayed by ChainCatcher, that global data center capacity is still set for rapid growth even as expansion faces several constraints. The bank pointed to power shortages, rising construction costs, and tighter financing conditions as ongoing headwinds for new buildouts.
Even with those limits in place, Morgan Stanley expects global data center IT capacity to climb from about 136 GW at the end of 2026 to 316 GW in 2030. That implies an increase of roughly 180 GW over the period. The report also projects a compound annual growth rate of 23%.
The note focuses on capacity growth rather than giving a broader market outlook. No additional details were provided in the source text beyond the forecast figures and the constraints identified by the bank.
ChainCatcher, citing Cailian Press, said Morgan Stanley wrote in a research note that global data center capacity should keep growing fast, even while expansion is still being held back by power shortages, rising construction costs, and tighter financing conditions.
Morgan Stanley sees global data center IT capacity climbing from about 136 GW at the end of 2026 to 316 GW in 2030. That is an increase of roughly 180 GW, with a compound annual growth rate of 23%.
This article was originally published by Bit.Fan. For more cryptocurrency news and market insights, visit www.bit.fan. Disclaimer:
The market information, project data, and third-party content displayed on this platform are for industry information sharing only and do not constitute any form of investment advice or return commitment.
Cryptocurrency trading carries high risks. Users should fully assess their risk tolerance and make independent decisions. All profits, losses, and legal responsibilities are borne by the users themselves.
